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Brookdale Sr Living Inc SEC Filings

BKD NYSE

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.

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Antipodes Partners Ltd, an Australian investment adviser, reported beneficial ownership of Brookdale Senior Living Inc. common stock. It holds 11,428,834 shares, representing 4.8% of the outstanding common stock as of the event date of 12/31/2025.

Antipodes has sole power to vote and dispose of all these shares, with no shared voting or dispositive power. The position is certified as being acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of Brookdale. The amended Schedule 13G is signed by Managing Director Andrew Findlay.

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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.

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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.

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current report
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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.

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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.

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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.

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quarterly report
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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.

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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.

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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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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 10/06/2025 and stated that he holds no securities of the issuer. The filing was executed by power of attorney on 10/08/2025. The form was filed by one reporting person and includes an Exhibit 24 Power of Attorney.

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FAQ

What is the current stock price of Brookdale Sr Living (BKD)?

The current stock price of Brookdale Sr Living (BKD) is $13.94 as of March 13, 2026.

What is the market cap of Brookdale Sr Living (BKD)?

The market cap of Brookdale Sr Living (BKD) is approximately 3.3B.

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BKD Stock Data

3.31B
230.54M
Medical Care Facilities
Services-nursing & Personal Care Facilities
Link
United States
BRENTWOOD

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