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[SCHEDULE 13D/A] Xponential Fitness, Inc. SEC Filing

Filing Impact
(Low)
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(Neutral)
Form Type
SCHEDULE 13D/A
Rhea-AI Filing Summary

Anthony Geisler and affiliated entities filed Amendment No. 5 to their Schedule 13D on Xponential Fitness (XPOF) dated 30 Jul 2025. The filing updates ownership and discloses a transfer of rights under the company’s Tax Receivable Agreement (TRA).

  • Ownership: � Geisler personally holds 8,059,475 shares (19% of Class A outstanding). � LAG Fit, Inc. owns 7,513,208 shares (17.7%). � The Anthony Geisler Trust controls 294,204 shares (0.8%). Percentages are based on 34.926 m Class A shares outstanding as of 30 Apr 2025.
  • Voting/Dispositive Power: Geisler has sole voting & dispositive power over his direct shares; LAG Fit and the Trust share voting/dispositive power over their respective holdings.
  • Key Change: On 30 Jul 2025 the reporting persons executed an Assignment and Assumption Agreement, selling their rights and obligations under the TRA to Parallaxes Xenon II, LLC. A related Joinder Agreement makes the purchaser a party to the TRA. The TRA entitles holders to 85% of tax savings generated by specified basis adjustments; those future cash flows will now accrue to the buyer, not the insiders.
  • No changes are reported to share counts or control arrangements other than the TRA assignment.

The amendment is primarily administrative, aligning tax-benefit entitlements without affecting equity ownership.

Anthony Geisler e le entità a lui collegate hanno presentato l'Emendamento n. 5 al loro Schedule 13D relativo a Xponential Fitness (XPOF) in data 30 luglio 2025. La comunicazione aggiorna la proprietà e rende noto un trasferimento di diritti nell'ambito dell'Accordo di Ricevibilità Fiscale (Tax Receivable Agreement, TRA) della società.

  • ʰDZà: � Geisler detiene personalmente 8.059.475 azioni (19% delle Class A in circolazione). � LAG Fit, Inc. possiede 7.513.208 azioni (17,7%). � The Anthony Geisler Trust controlla 294.204 azioni (0,8%). Le percentuali si basano su 34,926 milioni di azioni Class A in circolazione al 30 aprile 2025.
  • Potere di voto e dispositivi: Geisler esercita il potere esclusivo di voto e dispositivi sulle azioni dirette; LAG Fit e il Trust condividono tale potere sulle rispettive partecipazioni.
  • Modifica principale: Il 30 luglio 2025 le persone segnalanti hanno sottoscritto un Accordo di Cessione e Assunzione, trasferendo i loro diritti e obblighi derivanti dal TRA a Parallaxes Xenon II, LLC. Un correlato Accordo di Adesione rende l'acquirente parte integrante del TRA. Il TRA attribuisce ai detentori l'85% dei risparmi fiscali derivanti da specifici aggiustamenti di base; tali flussi di cassa futuri ora andranno all'acquirente, non più agli insider.
  • Non sono state segnalate variazioni nel numero di azioni o nelle disposizioni di controllo oltre all’assegnazione del TRA.

L’emendamento ha carattere principalmente amministrativo, allineando i diritti fiscali senza modificare la proprietà azionaria.

Anthony Geisler y entidades afiliadas presentaron la Enmienda No. 5 a su Schedule 13D sobre Xponential Fitness (XPOF) con fecha 30 de julio de 2025. La presentación actualiza la propiedad y revela una transferencia de derechos bajo el Acuerdo de Recepción de Impuestos (Tax Receivable Agreement, TRA) de la compañía.

  • Propiedad: � Geisler posee personalmente 8,059,475 acciones (19% de las Clase A en circulación). � LAG Fit, Inc. posee 7,513,208 acciones (17.7%). � The Anthony Geisler Trust controla 294,204 acciones (0.8%). Los porcentajes se basan en 34.926 millones de acciones Clase A en circulación al 30 de abril de 2025.
  • Poder de voto/dispositivo: Geisler tiene poder exclusivo de voto y dispositivo sobre sus acciones directas; LAG Fit y el Trust comparten poder de voto y dispositivo sobre sus respectivas participaciones.
  • Cambio clave: El 30 de julio de 2025, las personas que reportan ejecutaron un Acuerdo de Cesión y Asunción, vendiendo sus derechos y obligaciones bajo el TRA a Parallaxes Xenon II, LLC. Un Acuerdo de Adhesión relacionado convierte al comprador en parte del TRA. El TRA otorga a los titulares el 85% de los ahorros fiscales generados por ajustes de base específicos; esos flujos de efectivo futuros ahora corresponderán al comprador, no a los internos.
  • No se reportan cambios en el conteo de acciones ni en los arreglos de control aparte de la cesión del TRA.

La enmienda es principalmente administrativa, alineando los derechos a beneficios fiscales sin afectar la propiedad accionaria.

Anthony Geisler � 관� 법인들은 2025� 7� 30일자 Xponential Fitness(XPOF)� 대� Schedule 13D� �5� 수정안을 제출했습니다. � 제출서는 소유권을 업데이트하고 회사� 세금 수취 권리 계약(Tax Receivable Agreement, TRA) 하의 권리 이전� 공개합니�.

  • 소유�: � Geisler� 개인적으� 8,059,475�(발행� Class A 주식� 19%)� 보유하고 있습니다. � LAG Fit, Inc.� 7,513,208�(17.7%)� 보유합니�. � The Anthony Geisler Trust� 294,204�(0.8%)� 통제합니�. 백분율은 2025� 4� 30� 기준으로 발행� 34.926백만 Class A 주식� 기준으로 합니�.
  • 투표� � 처분�: Geisler� 직접 보유 주식� 대� 단독 투표 � 처분권을 가지�, LAG Fit� Trust� 각자� 보유 주식� 대� 투표 � 처분권을 공유합니�.
  • 주요 변� 사항: 2025� 7� 30�, 보고자는 양도 � 인수 계약(Assignment and Assumption Agreement)� 체결하여 TRA� 따른 권리와 의무� Parallaxes Xenon II, LLC� 매각했습니다. 관련된 가� 계약(Joinder Agreement)은 구매자를 TRA 당사자로 만듭니다. TRA� 특정 기준 조정으로 발생하는 세금 절감액의 85%� 권리자에� 부여하�, 향후 현금 흐름은 내부자가 아닌 구매자에� 귀속됩니다.
  • TRA 양도 외에� 주식 수나 지� 구조� 대� 변� 사항� 보고되지 않았습니�.

이번 수정안은 주로 행정� 성격으로, 세금 혜택 권리� 조정했을 � 지� 소유에는 영향� 미치지 않습니다.

Anthony Geisler et les entités affiliées ont déposé l'Amendement n° 5 à leur Schedule 13D concernant Xponential Fitness (XPOF) daté du 30 juillet 2025. Ce dépôt met à jour la propriété et révèle un transfert de droits dans le cadre de l'Accord de Réception Fiscale (Tax Receivable Agreement, TRA) de la société.

  • Propriété : � Geisler détient personnellement 8 059 475 actions (19 % des actions de Classe A en circulation). � LAG Fit, Inc. possède 7 513 208 actions (17,7 %). � The Anthony Geisler Trust contrôle 294 204 actions (0,8 %). Les pourcentages sont basés sur 34,926 millions d’actions de Classe A en circulation au 30 avril 2025.
  • Pouvoir de vote et de disposition : Geisler exerce seul le pouvoir de vote et de disposition sur ses actions directes ; LAG Fit et le Trust partagent ces pouvoirs sur leurs participations respectives.
  • Changement clé : Le 30 juillet 2025, les personnes déclarantes ont signé un Contrat de Cession et d’Assomption, vendant leurs droits et obligations en vertu du TRA à Parallaxes Xenon II, LLC. Un Contrat d’Adhésion associé fait de l’acheteur une partie au TRA. Le TRA donne droit aux détenteurs à 85 % des économies d’impôts générées par certains ajustements de base ; ces flux de trésorerie futurs reviendront désormais à l’acheteur, et non plus aux initiés.
  • Aucun changement n’est signalé concernant le nombre d’actions ou les arrangements de contrôle en dehors de la cession du TRA.

L’amendement est principalement administratif, alignant les droits aux avantages fiscaux sans affecter la propriété des actions.

Anthony Geisler und verbundene Unternehmen haben am 30. Juli 2025 die Änderung Nr. 5 zu ihrem Schedule 13D bezüglich Xponential Fitness (XPOF) eingereicht. Die Einreichung aktualisiert die Eigentumsverhältnisse und offenbart eine Übertragung von Rechten aus dem Tax Receivable Agreement (TRA) des Unternehmens.

  • Eigentum: � Geisler hält persönlich 8.059.475 Aktien (19 % der ausstehenden Class A). � LAG Fit, Inc. besitzt 7.513.208 Aktien (17,7 %). � The Anthony Geisler Trust kontrolliert 294.204 Aktien (0,8 %). Die Prozentsätze basieren auf 34,926 Mio. ausstehenden Class A Aktien zum 30. April 2025.
  • Stimm- und Verfügungsrecht: Geisler verfügt über alleiniges Stimm- und Verfügungsrecht über seine direkten Aktien; LAG Fit und der Trust teilen sich Stimm- und Verfügungsrechte über ihre jeweiligen Bestände.
  • Wesentliche Änderung: Am 30. Juli 2025 haben die meldenden Personen eine Abtretungs- und Übernahmevereinbarung (Assignment and Assumption Agreement) unterzeichnet, mit der sie ihre Rechte und Pflichten aus dem TRA an Parallaxes Xenon II, LLC verkaufen. Eine zugehörige Beitrittsvereinbarung (Joinder Agreement) macht den Käufer zum Vertragspartner des TRA. Das TRA berechtigt Inhaber zu 85 % der Steuereinsparungen aus bestimmten Basisanpassungen; diese zukünftigen Zahlungsflüsse gehen nun an den Käufer und nicht mehr an die Insider.
  • Abgesehen von der TRA-Abtretung wurden keine Änderungen an Aktienanzahl oder Kontrollverhältnissen gemeldet.

Die Änderung ist hauptsächlich administrativer Natur und gleicht steuerliche Ansprüche ab, ohne die Aktienbesitzverhältnisse zu verändern.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Insider keeps 19% stake; transfers future TRA cash flows—neutral to common shareholders.

The update maintains Anthony Geisler’s material 19 % economic and voting position, so control dynamics remain intact. Shifting TRA rights to Parallaxes Xenon II redirects potential tax-benefit payments away from insiders but does not alter the company’s obligations or capital structure. Because the TRA already existed and payments are contingent on future tax savings, the assignment is largely cash-flow neutral to XPOF. Investors should note that insiders monetize tax attributes rather than equity, signalling no immediate intent to reduce ownership.

TL;DR: TRA rights sold; issuer still liable for 85 % tax-benefit payments to new holder.

Under the 2021 TRA, XPOF owes 85 % of realized tax savings to the contract holder. By assigning their interests, Geisler entities swap deferred payments for up-front consideration (not disclosed here). The corporate tax shield mechanism and payout schedule for XPOF remain unchanged; only the payee has been substituted. The move is structurally common in Up-C IPOs and has no GAAP impact beyond a potential re-measurement of the TRA liability if terms differ, which is not indicated.

Anthony Geisler e le entità a lui collegate hanno presentato l'Emendamento n. 5 al loro Schedule 13D relativo a Xponential Fitness (XPOF) in data 30 luglio 2025. La comunicazione aggiorna la proprietà e rende noto un trasferimento di diritti nell'ambito dell'Accordo di Ricevibilità Fiscale (Tax Receivable Agreement, TRA) della società.

  • ʰDZà: � Geisler detiene personalmente 8.059.475 azioni (19% delle Class A in circolazione). � LAG Fit, Inc. possiede 7.513.208 azioni (17,7%). � The Anthony Geisler Trust controlla 294.204 azioni (0,8%). Le percentuali si basano su 34,926 milioni di azioni Class A in circolazione al 30 aprile 2025.
  • Potere di voto e dispositivi: Geisler esercita il potere esclusivo di voto e dispositivi sulle azioni dirette; LAG Fit e il Trust condividono tale potere sulle rispettive partecipazioni.
  • Modifica principale: Il 30 luglio 2025 le persone segnalanti hanno sottoscritto un Accordo di Cessione e Assunzione, trasferendo i loro diritti e obblighi derivanti dal TRA a Parallaxes Xenon II, LLC. Un correlato Accordo di Adesione rende l'acquirente parte integrante del TRA. Il TRA attribuisce ai detentori l'85% dei risparmi fiscali derivanti da specifici aggiustamenti di base; tali flussi di cassa futuri ora andranno all'acquirente, non più agli insider.
  • Non sono state segnalate variazioni nel numero di azioni o nelle disposizioni di controllo oltre all’assegnazione del TRA.

L’emendamento ha carattere principalmente amministrativo, allineando i diritti fiscali senza modificare la proprietà azionaria.

Anthony Geisler y entidades afiliadas presentaron la Enmienda No. 5 a su Schedule 13D sobre Xponential Fitness (XPOF) con fecha 30 de julio de 2025. La presentación actualiza la propiedad y revela una transferencia de derechos bajo el Acuerdo de Recepción de Impuestos (Tax Receivable Agreement, TRA) de la compañía.

  • Propiedad: � Geisler posee personalmente 8,059,475 acciones (19% de las Clase A en circulación). � LAG Fit, Inc. posee 7,513,208 acciones (17.7%). � The Anthony Geisler Trust controla 294,204 acciones (0.8%). Los porcentajes se basan en 34.926 millones de acciones Clase A en circulación al 30 de abril de 2025.
  • Poder de voto/dispositivo: Geisler tiene poder exclusivo de voto y dispositivo sobre sus acciones directas; LAG Fit y el Trust comparten poder de voto y dispositivo sobre sus respectivas participaciones.
  • Cambio clave: El 30 de julio de 2025, las personas que reportan ejecutaron un Acuerdo de Cesión y Asunción, vendiendo sus derechos y obligaciones bajo el TRA a Parallaxes Xenon II, LLC. Un Acuerdo de Adhesión relacionado convierte al comprador en parte del TRA. El TRA otorga a los titulares el 85% de los ahorros fiscales generados por ajustes de base específicos; esos flujos de efectivo futuros ahora corresponderán al comprador, no a los internos.
  • No se reportan cambios en el conteo de acciones ni en los arreglos de control aparte de la cesión del TRA.

La enmienda es principalmente administrativa, alineando los derechos a beneficios fiscales sin afectar la propiedad accionaria.

Anthony Geisler � 관� 법인들은 2025� 7� 30일자 Xponential Fitness(XPOF)� 대� Schedule 13D� �5� 수정안을 제출했습니다. � 제출서는 소유권을 업데이트하고 회사� 세금 수취 권리 계약(Tax Receivable Agreement, TRA) 하의 권리 이전� 공개합니�.

  • 소유�: � Geisler� 개인적으� 8,059,475�(발행� Class A 주식� 19%)� 보유하고 있습니다. � LAG Fit, Inc.� 7,513,208�(17.7%)� 보유합니�. � The Anthony Geisler Trust� 294,204�(0.8%)� 통제합니�. 백분율은 2025� 4� 30� 기준으로 발행� 34.926백만 Class A 주식� 기준으로 합니�.
  • 투표� � 처분�: Geisler� 직접 보유 주식� 대� 단독 투표 � 처분권을 가지�, LAG Fit� Trust� 각자� 보유 주식� 대� 투표 � 처분권을 공유합니�.
  • 주요 변� 사항: 2025� 7� 30�, 보고자는 양도 � 인수 계약(Assignment and Assumption Agreement)� 체결하여 TRA� 따른 권리와 의무� Parallaxes Xenon II, LLC� 매각했습니다. 관련된 가� 계약(Joinder Agreement)은 구매자를 TRA 당사자로 만듭니다. TRA� 특정 기준 조정으로 발생하는 세금 절감액의 85%� 권리자에� 부여하�, 향후 현금 흐름은 내부자가 아닌 구매자에� 귀속됩니다.
  • TRA 양도 외에� 주식 수나 지� 구조� 대� 변� 사항� 보고되지 않았습니�.

이번 수정안은 주로 행정� 성격으로, 세금 혜택 권리� 조정했을 � 지� 소유에는 영향� 미치지 않습니다.

Anthony Geisler et les entités affiliées ont déposé l'Amendement n° 5 à leur Schedule 13D concernant Xponential Fitness (XPOF) daté du 30 juillet 2025. Ce dépôt met à jour la propriété et révèle un transfert de droits dans le cadre de l'Accord de Réception Fiscale (Tax Receivable Agreement, TRA) de la société.

  • Propriété : � Geisler détient personnellement 8 059 475 actions (19 % des actions de Classe A en circulation). � LAG Fit, Inc. possède 7 513 208 actions (17,7 %). � The Anthony Geisler Trust contrôle 294 204 actions (0,8 %). Les pourcentages sont basés sur 34,926 millions d’actions de Classe A en circulation au 30 avril 2025.
  • Pouvoir de vote et de disposition : Geisler exerce seul le pouvoir de vote et de disposition sur ses actions directes ; LAG Fit et le Trust partagent ces pouvoirs sur leurs participations respectives.
  • Changement clé : Le 30 juillet 2025, les personnes déclarantes ont signé un Contrat de Cession et d’Assomption, vendant leurs droits et obligations en vertu du TRA à Parallaxes Xenon II, LLC. Un Contrat d’Adhésion associé fait de l’acheteur une partie au TRA. Le TRA donne droit aux détenteurs à 85 % des économies d’impôts générées par certains ajustements de base ; ces flux de trésorerie futurs reviendront désormais à l’acheteur, et non plus aux initiés.
  • Aucun changement n’est signalé concernant le nombre d’actions ou les arrangements de contrôle en dehors de la cession du TRA.

L’amendement est principalement administratif, alignant les droits aux avantages fiscaux sans affecter la propriété des actions.

Anthony Geisler und verbundene Unternehmen haben am 30. Juli 2025 die Änderung Nr. 5 zu ihrem Schedule 13D bezüglich Xponential Fitness (XPOF) eingereicht. Die Einreichung aktualisiert die Eigentumsverhältnisse und offenbart eine Übertragung von Rechten aus dem Tax Receivable Agreement (TRA) des Unternehmens.

  • Eigentum: � Geisler hält persönlich 8.059.475 Aktien (19 % der ausstehenden Class A). � LAG Fit, Inc. besitzt 7.513.208 Aktien (17,7 %). � The Anthony Geisler Trust kontrolliert 294.204 Aktien (0,8 %). Die Prozentsätze basieren auf 34,926 Mio. ausstehenden Class A Aktien zum 30. April 2025.
  • Stimm- und Verfügungsrecht: Geisler verfügt über alleiniges Stimm- und Verfügungsrecht über seine direkten Aktien; LAG Fit und der Trust teilen sich Stimm- und Verfügungsrechte über ihre jeweiligen Bestände.
  • Wesentliche Änderung: Am 30. Juli 2025 haben die meldenden Personen eine Abtretungs- und Übernahmevereinbarung (Assignment and Assumption Agreement) unterzeichnet, mit der sie ihre Rechte und Pflichten aus dem TRA an Parallaxes Xenon II, LLC verkaufen. Eine zugehörige Beitrittsvereinbarung (Joinder Agreement) macht den Käufer zum Vertragspartner des TRA. Das TRA berechtigt Inhaber zu 85 % der Steuereinsparungen aus bestimmten Basisanpassungen; diese zukünftigen Zahlungsflüsse gehen nun an den Käufer und nicht mehr an die Insider.
  • Abgesehen von der TRA-Abtretung wurden keine Änderungen an Aktienanzahl oder Kontrollverhältnissen gemeldet.

Die Änderung ist hauptsächlich administrativer Natur und gleicht steuerliche Ansprüche ab, ohne die Aktienbesitzverhältnisse zu verändern.






If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).






SCHEDULE 13D




Comment for Type of Reporting Person:
Row (13) consists of 294,204 shares of Class A Common Stock. The aggregate percentage of shares of Class A Common Stock reported was calculated based on 34,926,000 shares of Class A Common Stock issued and outstanding as of April 30, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q for the period ended March 31, 2025, filed with the U.S. Securities and Exchange Commission on May 9, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows (8), (10), (11) and (13) consist of (i) 83,330 shares of Class A Common Stock and (ii) 7,429,878 shares of Class B Common Stock. The aggregate percentage of shares of Class A Common Stock reported was calculated based on 34,926,000 shares of Class A Common Stock issued and outstanding as of April 30, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q for the period ended March 31, 2025, filed with the U.S. Securities and Exchange Commission on May 9, 2025.


SCHEDULE 13D




Comment for Type of Reporting Person:
Rows (8), (10), (11) and (13) consist of (i) 252,063 shares of Class A Common Stock held directly by Anthony Geisler, (ii) 294,204 shares of Class A Common Stock held directly by the Anthony Geisler Trust U/A Dated 05/17/2011, (iii) 83,330 shares of Class A Common Stock held by LAG Fit, Inc. and (iv) 7,429,878 shares of Class B Common Stock held by LAG Fit, Inc. The aggregate percentage of shares of Class A Common Stock reported was calculated based on 34,926,000 shares of Class A Common Stock issued and outstanding as of April 30, 2025, as disclosed in the Issuer's Quarterly Report on Form 10-Q for the period ended March 31, 2025, filed with the U.S. Securities and Exchange Commission on May 9, 2025.


SCHEDULE 13D


The Anthony Geisler Trust U/A Dated 05/17/2011
Signature:/s/ Anthony Geisler
Name/Title:Trustee
Date:08/01/2025
LAG Fit, Inc.
Signature:/s/ Anthony Geisler
Name/Title:President
Date:08/01/2025
Anthony Geisler
Signature:/s/ Anthony Geisler
Name/Title:Anthony Geisler
Date:08/01/2025

FAQ

How many XPOF shares does Anthony Geisler now control?

He beneficially owns 8,059,475 shares, representing 19 % of Class A common stock.

What is the significance of the Assignment and Assumption Agreement disclosed on 30 Jul 2025?

It transfers the insiders� rights & obligations under the Tax Receivable Agreement to Parallaxes Xenon II, LLC.

Does the TRA assignment change Xponential Fitness’s payment obligations?

No. XPOF still owes 85 % of relevant tax savings; only the recipient has changed.

What percentage of XPOF shares are outstanding, according to the filing?

The filing references 34.926 million Class A shares outstanding as of 30 Apr 2025.

Which entities besides Anthony Geisler report ownership in this amendment?

The Anthony Geisler Trust (0.8 %) and LAG Fit, Inc. (17.7 %) are co-reporting persons.
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