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.
The Brookdale Senior Living, Inc. (NYSE: BKD) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a public operator of senior living communities, Brookdale uses SEC reports to present information on its financial results, occupancy metrics, leadership changes, and capital structure.
Investors can review current reports on Form 8-K, where Brookdale has reported items such as quarterly financial results, consolidated occupancy for specific periods, and the appointment of key executives, including its Chief Executive Officer and Chief Operating Officer. These filings often incorporate press releases as exhibits and may include supplemental financial information.
In addition to 8-Ks, users can access Brookdale’s annual reports on Form 10-K and quarterly reports on Form 10-Q (when available through EDGAR), which typically contain detailed discussions of resident fees, facility operating expenses, liquidity, debt arrangements, and risk factors relevant to its senior living operations. These periodic reports also describe non-GAAP measures such as Adjusted EBITDA and Adjusted Free Cash Flow, along with reconciliations to comparable GAAP metrics.
This page also surfaces insider and governance-related filings, such as those documenting executive employment agreements, compensation arrangements, and indemnification agreements referenced in Brookdale’s 8-K disclosures. Together, these documents provide a structured view of how the company reports on leadership transitions, incentive plans, and severance protections.
Stock Titan enhances the raw filings feed with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand what changed in a given quarter, how occupancy and resident fees are trending, and which governance or financing actions were disclosed. Real-time updates from EDGAR ensure that new Brookdale filings, including 10-Ks, 10-Qs, and 8-Ks, appear here as they become available.
Brookdale Senior Living Inc. executive Jaclyn C. Pritchett, EVP – Human Resources, reported two tax-related share dispositions in common stock of the company. On February 27, 2026, 14,831 shares were withheld at
According to the footnote, these were share withholdings to satisfy tax obligations upon the vesting of previously granted restricted stock units, rather than open-market sales. After these transactions, she directly owned 152,980 shares following the most recent disposition.
Brookdale Senior Living Inc. executive Dawn L. Kussow reported a tax-related share withholding transaction. On February 27, 2026, 69,698 shares of common stock were withheld at $15.30 per share to satisfy tax obligations upon vesting of previously granted restricted stock units. After this non-market tax-withholding disposition, she directly owned 486,476 shares.
Brookdale Senior Living Inc. executive Chad C. White reported two stock dispositions involving company common shares. On February 27, shares were withheld to cover tax obligations tied to previously granted restricted stock units that vested, with 44,174 shares surrendered at
Brookdale Senior Living Inc. reports on its 2025 business, describing a large national senior housing platform of 584 communities with 48,244 units in 41 states, serving about 51,000 residents. The company generates most of its $3.05 billion resident and management fee revenue from private-pay customers, with assisted living and memory care providing the majority of segment revenue.
Brookdale outlines a strategy centered on operational excellence, growing occupancy and rate (RevPAR and RevPOR), expanding its Brookdale HealthPlus® care-coordination program, leveraging technology, and recycling capital by selling non-strategic assets and acquiring leased communities. In 2025 it bought 30 previously leased communities from Diversified Healthcare Trust and Welltower for a combined $310 million, funded with mortgage financings and cash, while selling or exiting 70 underperforming communities and extending a major Ventas lease to 2035. It also completed $596.9 million of mortgage financings to refinance 2026 maturities and part of 2027 debt.
The filing highlights industry trends of recovering occupancy after pandemic lows, slower new construction, and rising regulatory and labor pressures. Brookdale emphasizes scale advantages, value-based healthcare partnerships, centralized support functions, and heavy focus on associate recruitment, retention, and training for its roughly 33,000 employees. Extensive risk factors cover economic sensitivity of private-pay residents, competition from new supply and in-home alternatives, regional concentration in states such as California, Florida, and Texas, regulatory and reimbursement exposure, cybersecurity and data privacy, environmental compliance, and evolving employment and healthcare fraud laws.
Brookdale Senior Living reported full year 2025 resident fee revenue of
Consolidated RevPAR grew
The company refinanced
Brookdale Senior Living executive Jaclyn C. Pritchett, EVP of Human Resources, reported equity awards of the company’s common stock. On February 12, 2026, she acquired 11,036 shares at $0 per share, bringing her direct holdings to 140,415 shares. She also acquired an additional 31,438 shares at $0, increasing her direct ownership to 171,853 shares.
The first award reflects a grant of time-based restricted stock units under Brookdale’s 2024 Omnibus Incentive Plan, vesting in three annual installments beginning February 27, 2027, subject to continued employment. Separately, the Compensation Committee determined achievement levels for four tranches of earlier performance-based restricted stock units for a performance period ending December 31, 2025, which are generally eligible to vest on February 27, 2026, 2027, or 2028. In addition, performance-based restricted stock units granted on February 12, 2026 are tied to up to 16,554 shares at target performance.
Brookdale Senior Living EVP, General Counsel & Secretary Chad C. White reported equity awards of common stock-based units. On February 12, 2026, he acquired 22,072 shares tied to time-based restricted stock units at a stated price of $0, bringing his direct holdings to 540,095 shares.
On the same date, he also acquired an additional 93,939 shares linked to performance-based restricted stock units at a stated price of $0, increasing his direct beneficial ownership to 634,034 shares. These awards generally vest between February 27, 2026 and February 27, 2028, subject to continued employment and performance conditions.
Brookdale Senior Living executive vice president and chief financial officer Dawn L. Kussow reported equity awards that increase her direct holdings of the company’s common stock. On February 12, 2026, she acquired 41,692 shares and 118,805 shares of common stock at a reported price of $0 per share through grants classified as awards or other acquisitions, bringing her directly held beneficial ownership to 556,174 shares after these transactions.
The filing explains that time-based restricted stock units were granted under Brookdale’s 2024 Omnibus Incentive Plan, eligible to vest in three equal annual installments beginning February 27, 2027, subject to continued employment, with each unit generally payable in one share upon vesting. It also notes a separate grant of performance-based restricted stock units on February 12, 2026 tied to a target 62,539 shares of common stock, with the actual shares to be determined after performance periods conclude. In addition, the Compensation Committee determined achievement levels for earlier performance-based awards granted in 2023, 2024, and 2025 for the performance period ended December 31, 2025, which are generally eligible to vest on February 27, 2026, February 27, 2027, or February 27, 2028, again subject to continued employment.
Brookdale Senior Living Inc. executive Mary Sue Patchett, EVP and Chief Operating Officer, reported an acquisition of 21,286 shares of common stock on February 12, 2026 through a grant of time-based restricted stock units at a price of $0 per share. Following this award, she directly beneficially owns 60,123 common shares.
The restricted stock units were granted under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan and are eligible to vest in three equal annual installments beginning February 27, 2027, subject to continued employment. A separate grant of performance-based restricted stock units tied to up to 31,930 shares at target levels was also made on February 12, 2026, with the actual number of shares to be reported after the applicable performance periods conclude.
Brookdale Senior Living Inc.'s Chief Executive Officer and director, Nikolas W. Stengle, reported an equity award on common stock. On February 12, 2026, he acquired 114,040 shares through a grant classified as a time-based restricted stock unit award at a price of
The time-based restricted stock units are eligible to vest in three equal annual installments beginning on February 27, 2027, subject to continued employment, and each unit is generally payable in one share of common stock upon vesting. A separate grant of performance-based restricted stock units made on February 12, 2026 may pay out with respect to 171,061 shares at target performance levels, with actual shares to be determined after the performance periods conclude.