Aveanna Healthcare Holdings Inc. filings document the public-company disclosures of a home healthcare operator with pediatric and adult care services. Its 8-K reports cover operating and financial results, guidance updates, Regulation FD investor presentations, material-event disclosures, capital-structure matters, and material agreements tied to the company and its common stock.
Proxy and governance filings describe annual meeting matters, board composition, committee service, executive compensation arrangements, employment agreements, stock incentive plan matters, and stockholders agreement provisions, including transfer restrictions and ownership-guideline-related terms. The filing record also includes director transitions and governance disclosures connected to compensation, nominating and corporate governance, and clinical quality and compliance oversight.
Aveanna Healthcare Holdings Inc. furnished an 8-K to announce it issued a press release with preliminary results for the three-month period ended September 27, 2025. The press release, dated October 21, 2025, is included as Exhibit 99.1.
The company states the information under Item 2.02 is “furnished” and not “filed” under the Exchange Act, and will only be incorporated by reference into other filings if specifically stated.
Aveanna Healthcare Holdings Inc. furnished an investor presentation as part of a current report. On September 29, 2025, the company made a financial presentation available to investors and attached it as Exhibit 99.1 to this report. The presentation is also accessible through the Investors section of Aveanna’s website.
The company explains that it routinely uses its website and investor presentations to share important and time-sensitive information. The materials in this report, including Exhibit 99.1, are designated as “furnished” rather than “filed,” which means they are not subject to certain Exchange Act liabilities and are not automatically incorporated into other SEC filings unless specifically referenced.
Aveanna Healthcare Holdings Inc. amended its first-lien credit agreement through a refinancing and incremental debt transaction. The company’s subsidiary put in place new first-lien term loans totaling $1.325 billion and expanded its revolving credit commitments to $250 million, replacing the prior term and revolving facilities. The new revolving facility matures on September 17, 2030, and the new term loans mature on September 17, 2032, with 1% annual amortization and original issue discount of 99.75% of par.
The term loans and revolver bear interest at the borrower’s option at Term SOFR plus a margin of 3.75% or a base rate plus 2.75%, with potential margin step-downs based on first-lien net leverage. Aveanna used proceeds from the new term loans to fully refinance its existing first-lien term loans and repay its $415 million second-lien term loan, as well as to pay accrued interest and fund working capital and general corporate purposes.
Aveanna Healthcare Holdings Inc. Schedule 13G/A discloses significant ownership positions by several J.H. Whitney-related entities. J.H. Whitney VII, L.P. is reported as the beneficial owner of 28,890,755 shares (14.81%), and PSA Healthcare Investment Holdings LLC is reported as the beneficial owner of 15,588,583 shares (7.99%). Additional related entities report stakes of 1,443,143, 5,182,085, and 543,206 shares respectively.
The filing states the J.H. Whitney parties and Bain Capital-advised entities are bound by a Stockholders Agreement that requires them to vote for each other’s director nominees and coordinate transfers. The parties note that, based on available information, such a group could be deemed to beneficially own approximately 133,248,652 shares (≈68.302%), while the reporting persons disclaim beneficial ownership of each other’s shares and report sole voting and dispositive power over the shares they list.
On 8 Aug 2025 Aveanna Healthcare Holdings Inc. (AVAH) filed a Form 8-K under Item 7.01 (Regulation FD) to furnish an updated investor presentation (Exhibit 99.1). The deck is available in the “Investors” section of the company’s website and via IR e-mail alerts. Because the material is classified as “furnished,” it is not subject to Section 18 liability and will only be incorporated into other SEC filings if specifically referenced. Aveanna reiterates that its website is a primary channel for time-critical disclosures.
- No financial statements, earnings metrics or major transactions accompany this report.
- The 8-K is informational only and has no immediate accounting or voting impact.
Form 4 filing for Aveanna Healthcare Holdings (AVAH) dated 07/10/2025 discloses ownership changes by 10% owner J.H. Whitney Equity Partners VII, LLC and its affiliated funds.
- No shares are now held directly by the reporting person; all ownership is indirect.
- Indirect holdings remain substantial: 28,890,756 shares via J.H. Whitney VII, L.P.; 15,523,809 shares via PSA Healthcare Investment Holdings LLC; and 1,426,034 shares via PSA Iliad Holdings LLC.
- Two transactions coded “J” (other, no consideration) were recorded on 07/10/2025: in-kind distributions of 64,773 shares from PSA Healthcare and 17,109 shares from PSA Iliad Holdings to their respective members at a price of $0.
- The filing states these distributions were purely structural; the reporting entities disclaim beneficial ownership beyond their economic interest.
No derivative securities were involved and no purchase or sale for cash occurred. The overall economic exposure of the reporting group declined by only 81,882 shares (<0.2% of their prior holding), suggesting a minor internal reallocation rather than a traditional insider sale.
Form 4 highlights: On 07/10/2025, Paul R. Vigano, a 10% owner of Aveanna Healthcare Holdings (AVAH), reported two in-kind distributions of common stock from investment vehicles he oversees.
- 64,773 shares were distributed out of PSA Healthcare Investment Holdings LLC.
- 17,109 shares were distributed out of PSA Iliad Holdings LLC.
The transactions were coded “J,” indicating bona-fide gifts or distributions at a reported price of $0. Post-transaction, Vigano continues to hold a large indirect stake:
- 28.9 million shares via J.H. Whitney VII, L.P.
- 15.5 million shares via PSA Healthcare
- 5.18 million shares via JHW Iliad Holdings LLC
- 1.43 million shares via PSA Iliad Holdings LLC
- 0.54 million shares via JHW Iliad Holdings II LLC
The 81,882-share reduction represents <0.2% of Vigano’s reported indirect ownership and does not involve open-market sales or cash proceeds. No derivative securities were listed. Given the minimal size relative to his overall position, the filing appears neutral in investment significance.
Form 4 filing overview: Robert M. Williams Jr., identified as a 10% owner of Aveanna Healthcare Holdings, Inc. (AVAH), reported two immaterial transactions dated 07/10/2025. Both were coded “J,” indicating in-kind distributions rather than open-market trades.
- PSA Healthcare Investment Holdings LLC distributed 64,773 AVAH common shares to its members at a stated price of $0, reducing its post-distribution position to 15,523,809 shares.
- PSA Iliad Holdings LLC similarly distributed 17,109 shares, leaving 1,426,034 shares.
No purchases were reported, and the filing shows Mr. Williams continues to hold—through multiple J.H. Whitney-related entities—approximately 51.6 million shares indirectly. There were no direct holdings and no change to the larger positions held by J.H. Whitney VII, L.P. (28.9 million shares), JHW Iliad Holdings LLC (5.18 million), or JHW Iliad Holdings II LLC (0.54 million).
Investor takeaway: The reported movements are administrative re-allocations within affiliated funds, executed at $0 and representing less than 0.2% of the insider’s aggregate indirect stake. Because no cash sales occurred and overall exposure remains essentially unchanged, the filing is neutral from a supply-demand perspective but does increase the free-float slightly as distributed shares migrate to individual members.