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Brookdale Senior Living, Inc. Form 4 Filings

BKD NYSE

Every Form 4 that Brookdale Senior Living, Inc. (BKD) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow BKD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BKD filings page.

Rhea-AI Summary

WINKLE C CHRISTIAN reported acquisition or exercise transactions in this Form 4 filing.

Brookdale Senior Living Inc. director C. Christian Winkle received a grant of 6,729 restricted shares of common stock on July 29, 2026 under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. The award was reported at $0.00 per share, bringing the director’s direct holdings to 6,729 shares. These restricted shares will vest on June 22, 2027, subject to continued service.

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Brookdale Senior Living Inc. director Asher Jordan R reported a charitable donation of 7,600 shares of Common Stock as a bona fide gift at no stated price per share. After this transfer, he directly holds 141,843 shares. This is a non-market, non-cash transaction and does not represent an open-market sale or purchase.

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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 $15.30 per share, and on March 1, 2026, 4,042 shares were withheld at the same price.

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.

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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.

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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 $15.30 per share. On March 2, he made a bona fide gift transfer of 27,300 shares for charitable donation at no price. After these transactions, he continued to hold hundreds of thousands of shares directly.

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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.

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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.

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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.

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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.

Rhea-AI Summary

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 $0 per share, bringing his beneficial ownership to 271,771 shares held directly.

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.

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MACE ELIZABETH B. reported acquisition or exercise transactions in a Form 4 filing for BKD. The filing lists transactions totaling 9,810 shares. Following the reported transactions, holdings were 41,265 shares.

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Brookdale Senior Living Inc. director receives stock grant. Director Lee S. Wielansky acquired 9,810 shares of Brookdale common stock on February 12, 2026, as a grant of unrestricted shares under the company’s 2024 Omnibus Incentive Plan at a price of $0 per share.

After this equity award, the director directly beneficially owns 233,646 shares of Brookdale common stock, aligning part of his compensation with the company’s share performance.

Rhea-AI Summary

Warren Denise Wilder reported acquisition or exercise transactions in this Form 4 filing.

Brookdale Senior Living Inc. director Denise Wilder received a grant of 5,080 shares of Common Stock on February 12, 2026. The shares were granted at $0 per share as unrestricted stock under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan.

After this award, Wilder directly beneficially owns 364,914 shares of Brookdale common stock, reflecting her equity stake as a board member and aligning her compensation partly with shareholders’ interests.

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Brookdale Senior Living Inc. director Joshua Hausman reported an equity award of company stock. On 02/12/2026, he acquired 6,773 shares of common stock at a price of $0 per share through a grant described as unrestricted shares under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. After this award, he directly owned 19,676 shares of Brookdale common stock.

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Brookdale Senior Living director Vicki L. Freed reported an equity award from the company. On 02/12/2026, she acquired 9,810 shares of common stock in the form of restricted stock units granted under Brookdale’s 2024 Omnibus Incentive Plan, at a stated price of $0 per share.

The award was received under the non-employee director compensation program, with each restricted stock unit generally settling into one share of common stock after she leaves the Board. Following this grant, she beneficially owned 179,526 shares of Brookdale common stock in direct ownership.

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Brookdale Senior Living Inc. director Mark Fioravanti reported an equity award of 7,069 shares of common stock. The shares were acquired on February 12, 2026 at a stated price of $0 per share as a grant of unrestricted stock under the Brookdale Senior Living Inc. 2024 Omnibus Incentive Plan. Following this award, Fioravanti directly beneficially owns 23,095 shares of Brookdale common stock.

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Brookdale Senior Living Inc. director Claudia Drayton reported an acquisition of 9,810 shares of common stock-equivalent awards on February 12, 2026. The filing shows these were restricted stock units granted at a price of $0 per unit under the company’s 2024 Omnibus Incentive Plan.

Each restricted stock unit is generally payable in one share of Brookdale common stock after Drayton’s service on the Board of Directors ends. She elected to receive these restricted stock units instead of unrestricted common shares. Following this grant, she directly holds 41,265 shares or share-equivalent awards.

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Asher Jordan R reported acquisition or exercise transactions in a Form 4 filing for BKD. The filing lists transactions totaling 9,810 shares. Following the reported transactions, holdings were 149,443 shares.

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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 10/06/2025. These units are eligible to vest in three equal annual installments beginning on 10/06/2026, subject to continued employment, and each unit is generally payable as one share upon vesting. The filing notes an additional grant of performance-based restricted stock units at target covering 236,596 shares that are not reported here; the actual number payable will depend on future performance and will be reported after the applicable performance periods conclude. Following the reported grant, the reporting person beneficially owns 157,731 shares on a direct basis.

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Todd Kaestner, listed at 105 Westwood Place, Brentwood, TN, filed a Form 4 reporting changes in his beneficial ownership of Brookdale Senior Living Inc. (BKD) common stock on 09/30/2025. The filing shows a 23,602-share disposition recorded with transaction code F(1) at a price of $8.47, and a separate 67,166-share disposition at a reported price of $0. Following the first reported disposition the filing lists 367,014 shares beneficially owned and following the second disposition it lists 299,848 shares beneficially owned. The form includes an explanatory note that the 23,602-share entry "represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock units previously granted to the reporting person." The filing is signed by power of attorney on 10/02/2025.