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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.

Rhea-AI Summary

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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Rhea-AI Summary

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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Brookdale Senior Living Inc. filed a current report to share that it issued a press release announcing its consolidated occupancy for September 2025 and other information for the quarter ended September 30, 2025. The press release, dated October 8, 2025, is furnished as Exhibit 99.1 to the report.

The company states that this information, including the exhibit, is being furnished under the securities laws and is not deemed “filed” or incorporated into other SEC filings unless specifically referenced. The report also notes that the same information is provided as a Regulation FD disclosure to ensure broad and fair communication to the market.

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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.

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Brookdale Senior Living Inc. appointed Nikolas W. Stengle as Chief Executive Officer and added him to the Board effective October 6, 2025. Mr. Stengle, age 49, joins from Gentiva where he was President and COO and has held senior operations roles at Kindred at Home, Sunrise Senior Living, TPG Capital portfolio operations, Marriott, HMSHost International and Boston Consulting Group, and served 11 years in the U.S. Air Force. The company entered a three-year employment agreement with an initial base salary of $950,000, a target annual cash bonus of 140% of base salary, a $370,000 cash sign-on bonus, and 2026 long-term incentive target grant value of $4,650,000. On October 6, 2025, Brookdale will grant RSUs with target grant values of $1,162,500 (prorated 2026 awards) and a $2,000,000 one-time inducement; 40% are time-based vesting ratably over three years and 60% are performance-based vesting in 2028 tied to stock-price hurdles with payout from 0% to 300% of target. The agreement includes standard severance, change-in-control protections, tax gross-up/cutback mechanics under Section 280G, and non-compete, non-solicit, confidentiality and non-disparagement covenants. Denise W. Warren will resume as Non-Executive Chair and the Office of the CEO will dissolve on October 6, 2025.

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FAQ

How many Brookdale Sr Living (BKD) SEC filings are available on StockTitan?

StockTitan tracks 38 SEC filings for Brookdale Sr Living (BKD), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Brookdale Sr Living (BKD)?

The most recent SEC filing for Brookdale Sr Living (BKD) was filed on November 7, 2025.