Brookdale (BKD) Form 3: Officer reports 38,837 shares owned

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.

Rhea-AI Filing Summary

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 10/01/2025 and the Form 3 was signed via power of attorney on 10/08/2025. No derivative securities are reported and ownership is listed as direct. The filing is a routine disclosure of insider ownership under Section 16.

Positive

• Insider ownership disclosed with a specific share count of 38,837
• Officer and director status clearly indicated (Interim EVP - Operations), improving transparency
• No derivative securities reported, simplifying the ownership picture

Negative

• None.

Insights

Corporate Governance Analyst

Insider ownership disclosed; routine governance transparency.

The Form 3 documents that Mary Sue Patchett, an officer and director, holds 38,837 shares directly, which establishes a clear, recordable stake by a named executive. This strengthens public records of insider holdings and aligns with Section 16 reporting requirements.

Key dependencies include any subsequent Form 4 reporting trades or grants and whether additional disclosure arises if her role or holdings change; monitor filings in the weeks after 10/01/2025.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Patchett Mary Sue

Role Interim EVP - Operations

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 38,837 shares (Direct)

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Brookdale (BKD) disclose on its Form 3 for Mary Sue Patchett?

The Form 3 shows Mary Sue Patchett beneficially owns 38,837 shares of common stock and is listed as Interim EVP - Operations and a director.

What is the effective date of the ownership reported on the Form 3 for BKD?

The event date reported is 10/01/2025, and the Form 3 was signed by power of attorney on 10/08/2025.

Does the Form 3 for BKD report any options or derivative securities for Ms. Patchett?

No. The filing shows only non-derivative common stock and lists no derivative securities.

Is the ownership reported as direct or indirect on the BKD Form 3?

Ownership is reported as direct (D) for the 38,837 shares.

Will there be additional disclosures after this Form 3?

If Ms. Patchett buys or sells shares or receives equity awards, subsequent Form 4 filings would disclose those transactions; nothing else is reported here.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/08/2025 - 04:42 PM Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Patchett Mary Sue

(Last) (First) (Middle)

105 WESTWOOD PLACE

SUITE 400

(Street)

BRENTWOOD TN 37027

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
10/01/2025

3. Issuer Name and Ticker or Trading Symbol
Brookdale Senior Living Inc. [ BKD ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Interim EVP - Operations

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	38,837	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit 24 Power of Attorney filed herewith.

	/s/ Chad C. White, By Power of Attorney	10/08/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.