Welcome to our dedicated page for Brookdale Senior SEC filings (Ticker: BKDT), 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 BKDT SEC filings page focuses on regulatory documents that reference Brookdale Senior Living Inc.’s 7.00% tangible equity units. These units consist of prepaid stock purchase contracts and senior amortizing notes, and Brookdale’s filings with the Securities and Exchange Commission describe the terms, settlement mechanics, and related corporate actions for these securities.
Brookdale files current reports on Form 8-K that can include information relevant to BKDT holders. Examples in the company’s disclosures include 8-K filings that discuss financial results, occupancy metrics for its senior living communities, and stockholder meeting outcomes. Other 8-K and 8-K/A filings describe changes in directors, committee appointments, and separation arrangements with certain officers, providing insight into governance and organizational matters that may be important to investors evaluating Brookdale’s capital structure.
Filings related specifically to the 7.00% tangible equity units explain how the purchase contracts are settled into Brookdale common stock and how the senior amortizing notes are governed under the indenture. Brookdale has described rights such as the company’s ability to elect early settlement of the purchase contracts and the ability of holders, during a specified period, to require the company to repurchase the notes for cash, subject to conditions in the indenture.
On Stock Titan, these SEC filings are presented with AI-powered summaries that highlight key points from lengthy documents. Users can quickly see the main topics of each 8-K, 8-K/A, or other filing that mentions the tangible equity units, and then review the full text for detailed terms. This structure helps readers understand how Brookdale reports on BKDT-related matters, including capital structure changes, financial disclosures, and governance developments.
Brookdale Senior Living Inc. announced a leadership change tied to its ongoing organizational restructuring. The company and H. Todd Kaestner, its Executive Vice President – Corporate Development and President – CCRCs, entered into a Separation Agreement under which his role will end effective September 30, 2025.
Under this agreement, Mr. Kaestner will receive severance payments and benefits, including certain equity award acceleration and continued vesting, consistent with the company’s previously disclosed Amended and Restated Tier I Severance Pay Policy dated August 5, 2025 and his outstanding long‑term incentive award agreements, subject to the Separation Agreement’s terms and conditions.
Deerfield-related entities report beneficial ownership of 11,637,032 shares of Brookdale Senior Living Inc. common stock, representing 4.90% of the class. The filing shows shared voting and dispositive power over those shares and indicates the holdings are held by Deerfield Partners, L.P., with Deerfield Mgmt, L.P. as general partner and Deerfield Management Company, L.P. as investment advisor; James E. Flynn is identified as an individual reporting person. The filing is a joint statement that references a joint filing agreement, an Item 8 statement and a previously filed power of attorney. The statement also certifies the holdings were not acquired to change or influence control of the issuer.
Benjamin J. Ricci, Division Vice President of Brookdale Senior Living Inc. (symbol BKDT), reported a transaction on 08/20/2025. The Form 4 shows a disposition of 199 shares of Common Stock at a price of $7.31 per share, leaving the reporting person with 178,954 shares beneficially owned, held directly. The filing explains the 199-share reduction represents share withholding to satisfy tax withholding obligations arising from the vesting of previously granted restricted stock units. The Form 4 was signed by power of attorney on 08/21/2025.
Deerfield Mgmt, L.P. and affiliated entities reported beneficial ownership of 15,362,264 shares of Brookdale Senior Living common stock, representing 6.47% of the class, in Amendment No. 3 to a Schedule 13G/A. The filing is submitted under Rule 13d-1(b), indicating a passive reporting status. All reporting persons disclose 0 sole voting and dispositive power and 15,362,264 shares of shared voting and dispositive power. The statement includes a certification that the securities were not acquired to change or influence control. The filing was signed by Jonathan Isler as Attorney-in-Fact on 08/14/2025 and cites an event date of 06/30/2025.