Kilgallon John Thomas 4

What Happened
John Thomas Kilgallon, identified as a 10% owner, disposed of 2,917,500 shares of Bob's Discount Furniture (BOBS) on February 13, 2026. The shares were sold at $15.94 per share for a total value of $46,497,656. According to the filing footnote, the shares were sold in connection with the company’s initial public offering and at the IPO price net of underwriting discounts and commissions.

Key Details

• Transaction date: 2026-02-13
• Transaction type/code: Sale (S) in connection with the IPO (per footnote)
• Shares sold: 2,917,500
• Price per share: $15.94
• Total proceeds: $46,497,656 (≈ $46.5M)
• Post-transaction holdings: Not specified in the provided filing excerpt — see the full Form 4 for holdings after the sale.
• Footnotes of note:
  • F1: Sale made in connection with the issuer’s IPO under the prospectus dated Feb 4, 2026; sold at the IPO price net of underwriting fees.
  • F2: Shares were held by BCPE BDF Investor, LP.
  • F3: Bain Capital Investors, LLC is the ultimate general partner of BCPE BDF Investor; Mr. Kilgallon is a Partner of BCI and may be deemed to share voting/dispositive power but disclaims beneficial ownership except to the extent of his pecuniary interest.
• Filing timeliness: No late-filing indication in the provided summary.

Context
This was an IPO-related sale of fund-held shares rather than a direct executive open-market trade. Mr. Kilgallon’s connection is through BCPE BDF Investor (an entity managed by Bain Capital Investors, where he is a partner), so the transaction reflects institution-linked disposition of shares in the offering. As with most institutional IPO sales, this is generally a liquidity/realization event rather than an individual purchase signal.