Welcome to our dedicated page for Brookdale Sr Living SEC filings (Ticker: BKD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Brookdale Senior Living Inc. files periodic reports with the Securities and Exchange Commission as a publicly traded company operating in the senior housing sector. These regulatory filings provide detailed information about the company's financial performance, operational metrics, risk factors, management discussion and analysis, corporate governance, and strategic direction. Key filings include quarterly reports (Form 10-Q), annual reports (Form 10-K), current reports for material events (Form 8-K), and proxy statements for shareholder meetings (DEF 14A).
Annual reports offer comprehensive overviews of the company's business segments, property portfolio, competitive positioning, regulatory environment, and financial condition. These documents detail occupancy trends across independent living, assisted living, memory care, and continuing care retirement communities, providing insight into operational performance at the segment level. Management's discussion sections address liquidity, capital resources, debt obligations, lease commitments, and factors affecting year-over-year comparisons.
Quarterly filings allow investors to track interim performance, seasonal patterns, and progress on strategic initiatives between annual reporting periods. Current reports disclose material events such as executive appointments, significant transactions, amendments to debt agreements, asset dispositions or acquisitions, and earnings announcements. Proxy statements reveal executive compensation, board composition, shareholder proposals, and corporate governance practices.
For stakeholders analyzing Brookdale Senior Living, SEC filings serve as authoritative sources for understanding the company's financial structure, operating trends, risk profile, and management's perspective on business conditions. These documents provide standardized, audited information essential for investment analysis, competitive research, and monitoring the company's evolution within the dynamic senior living industry.
Brookdale Senior Living Inc. furnished an update on its business performance by issuing a press release with consolidated occupancy figures for December 2025 and other information for the quarter ended December 31, 2025. The press release is included as Exhibit 99.1 to this report.
The company states that this information, including the exhibit, is being furnished under the securities laws rather than filed, so it is not subject to certain liability provisions and will only be incorporated into other filings if specifically referenced. Related disclosure is also provided under Regulation FD through Item 7.01.
Brookdale Senior Living Inc. announced that its Board of Directors has appointed Mary Sue Patchett as Executive Vice President and Chief Operating Officer, effective December 1, 2025, at which time she will become the company’s principal operating officer. Patchett rejoined Brookdale in August 2025 and has been serving as Interim Executive Vice President – Community & Field Operations, following a long history of senior roles at the company dating back to 2011 and a broader career in senior living and healthcare operations.
Her compensation package includes an annual base salary of $530,000, eligibility for an annual cash incentive with a target of 80% of base salary, and, beginning in 2026, long-term incentive awards under Brookdale’s 2024 Omnibus Incentive Plan. For 2026 service, she is slated to receive annual awards with a target grant value of $800,000 plus prorated awards of $67,945 for service in December 2025. She will also participate in the company’s Tier I Severance Pay Policy and has an indemnification agreement consistent with other directors and officers.
Brookdale Senior Living (BKD): Schedule 13G/A Amendment No. 4 filed by Flat Footed LLC and Marc Andersen. The reporting persons disclose beneficial ownership of 12,705,596 shares of Brookdale common stock, representing 5.3% of the class. The percentage is based on 237,490,452 shares outstanding as of August 5, 2025.
Flat Footed LLC and Marc Andersen report shared voting power over 12,705,596 shares and shared dispositive power over the same amount, with no sole voting or dispositive power. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
BKD: A holder filed a Form 144 notice to sell 20,000 shares of common stock. The filing lists an aggregate market value of $207,750, an approximate sale date of 11/12/2025, execution through RBC Capital Markets LLC, and trading on the NYSE.
The shares derive from restricted stock grants awarded by the issuer on several dates, including 12/31/2009 (12,574 shares), 05/20/2015 (3,999), 02/27/2015 (1,517), 05/20/2009 (1,497), and 09/12/2015 (413), summing to 20,000 shares. Shares outstanding were 237,655,392; this is a baseline figure, not the amount being sold.
Brookdale Senior Living (BKD) reported a wider quarterly loss as it advanced portfolio reshaping and recorded sizable non-cash charges. Q3 revenue was $813,165,000, driven by resident fees of $775,140,000. Net loss attributable to common stockholders was $114,726,000, or $(0.48) per share, reflecting $62.7 million of impairment tied to planned dispositions and higher depreciation.
Operationally, occupancy and pricing improved: same-community RevPAR rose 5.3% and weighted average occupancy increased 260 bps. Adjusted EBITDA increased 20.4% to $111,071,000. Cash and cash equivalents were $253,448,000, with total long‑term debt of $4,263,375,000 (fair value about $4.3 billion). The company closed acquisitions of 30 communities in February 2025 and continued dispositions, with $68.8 million classified as assets held for sale. Brookdale remained in compliance with debt and lease covenants and had 237,655,392 shares outstanding as of November 5, 2025.
Brookdale Senior Living (BKD) furnished a press release announcing its third quarter 2025 financial results and a conference call to review them. The company also furnished supplemental information alongside the release.
The materials were provided as Exhibits 99.1 and 99.2 and are furnished, not filed, which limits their use under securities laws unless specifically incorporated by reference.
Brookdale Senior Living Inc. (BKD) reported an initial Form 3 showing that Mary Sue Patchett, serving as Interim EVP - Operations and a director/officer, beneficially owns 38,837 shares of common stock. The filing records the transaction date as
Nikolas W. Stengle, who is listed as both Director and Chief Executive Officer of Brookdale Senior Living Inc. (BKD), was granted 157,731 time-based restricted stock units under the company's 2024 Omnibus Incentive Plan on
This Form 3 shows that Nikolas W. Stengle, identified as Chief Executive Officer and a director of Brookdale Senior Living Inc. (BKD), reported the event date
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