Welcome to our dedicated page for BrightSpring Health Services SEC filings (Ticker: BTSG), 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 BrightSpring Health Services, Inc. (NASDAQ: BTSG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents include current reports on Form 8-K, shelf registration statements, prospectus supplements, and other materials that describe BrightSpring’s financial results, capital markets activity, and significant corporate events.
BrightSpring uses Form 8-K to report quarterly financial results and preliminary financial information, furnishing press releases that summarize revenue, segment performance for Pharmacy Solutions and Provider Services, and non-GAAP measures such as EBITDA and Adjusted EBITDA. These filings explain how the company distinguishes its continuing operations from its Community Living business and how this affects its reported metrics and guidance.
The company also files 8-Ks to describe material agreements and capital markets transactions. For example, BrightSpring has disclosed underwriting agreements related to secondary offerings of common stock by existing stockholders, as well as concurrent share repurchases executed through the underwriter. These filings outline the number of shares involved, the role of selling stockholders, and the use of an automatic shelf registration statement on Form S-3ASR.
Other 8-K filings address matters such as changes in certain leadership roles within BrightSpring’s subsidiaries and related compensatory arrangements. These disclosures can provide additional context on management and governance developments within the organization.
On Stock Titan, BrightSpring filings are updated as they are made available on EDGAR, and AI-powered tools can help summarize the key points from lengthy documents. Users can quickly see what each filing covers, from earnings releases and guidance updates to underwriting agreements and leadership changes, and then review the full text for more detailed analysis of BTSG’s regulatory and financial reporting.
BrightSpring Health Services President, Community Living, Robert Allen Barnes reported a routine tax-related share disposition. On March 30, 2026, 6,748 shares of common stock were withheld by the company to cover taxes due on the vesting of 15,540 restricted stock units at a net settlement price of $41.54 per share. Following this withholding, Barnes directly holds 25,549 shares of BrightSpring Health Services common stock. This was not an open-market purchase or sale but an administrative step tied to equity compensation.
BrightSpring Health Services completed the previously announced sale of its Community Living business, including community living services, waiver programs, and intermediate care facilities, to Sevita for aggregate cash consideration of $835 million, subject to customary working capital and other adjustments. A BrightSpring subsidiary, Res-Care, transferred the related assets, equity interests, and liabilities under a purchase agreement signed in January 2025 and amended in December 2025.
BrightSpring’s unaudited pro forma statements show the sale as if it occurred on December 31, 2025, and include an expected $425 million repayment of first lien term loan debt. The estimated after-tax gain on the sale is $31.978 million, with a modest reduction in annual interest expense. Following closing, Robert Barnes, President of ResCare Community Living, resigned and received accelerated vesting of 15,540 restricted stock units and 5,640 stock options; his departure was not due to any disagreement with the company.
The Vanguard Group amended a Schedule 13G/A reporting its beneficial ownership in BrightSpring Health Services Inc. The filing states amount beneficially owned: 0 shares and percent of class: 0%. It explains an internal realignment on January 12, 2026 that caused certain Vanguard subsidiaries or business divisions to report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/26/2026.
BrightSpring Health Services director and officer Jon B. Rousseau reported multiple bona fide gifts of fully vested stock options on Common Stock. The filing shows six gift transfers covering 1,132,322 options with a conversion price of $22.29 per share, mainly to the Rousseau Family Trust, the reporting person’s spouse and The Margaret Rousseau Children Trust. These are non-cash, off-market gifts, not open-market sales or purchases. The filing notes that Rousseau disclaims beneficial ownership of indirectly held securities except to the extent of his pecuniary interest.
BrightSpring Health Services, Inc. executive Scott A. Greenwell, President of PharMerica, reported equity compensation awards on common stock and stock options. He acquired stock options for 49,073 shares at an exercise price of $0.00 per share and 20,020 shares of common stock as a grant.
According to the footnotes, the 20,020-share common stock award consists of restricted stock units that vest in three equal annual installments beginning on January 25, 2027. The 49,073 stock options also vest in three equal annual installments starting on that same date, aligning his compensation with long-term company performance.
BrightSpring Health Services officer Lisa A. Nalley reported several equity transactions. On March 4, 2026, she exercised stock options for 30,000 shares of common stock at $6.37 per share and sold 30,000 shares in a registered public offering at $41.15 per share.
That day also reflected vesting of previously granted performance-based stock options from 2019 and 2020, which became fully vested after performance conditions were satisfied. On March 5, 2026, she received 21,354 restricted stock units and 52,344 stock options, generally vesting in three equal annual installments beginning January 25, 2027.
BrightSpring Health Services director and officer Jon B. Rousseau reported a mix of equity grants, option activity, and share sales. On March 4, 2026, he exercised 220,000 stock options at $6.37 per share and sold 220,000 common shares at $41.15 per share in a registered public offering.
On March 4–5, 2026, he was awarded several blocks of stock options and restricted stock units (RSUs), including 458,008 options, 955,823 options, and 186,845 RSUs. Some options are fully vested, while others and the RSUs vest in twelve equal quarterly installments starting April 25, 2026. After these transactions, he directly owned about 1,023,880 common shares, plus additional option and share interests held indirectly through family trusts, for which he disclaims beneficial ownership beyond his economic interest.
BrightSpring Health Services Chief Financial Officer Jennifer A. Phipps reported multiple equity transactions. She sold 35,000 shares of common stock at $41.15 per share in a registered public offering that closed on March 4, 2026, while exercising 35,000 stock options at $6.37 per share.
She also acquired several equity awards. On March 5, 2026, she received 53,384 restricted stock units that vest in three equal annual installments beginning on January 25, 2027. Performance-based stock options granted in 2019 and 2020 vested after performance conditions were satisfied, and additional options vest over three years starting January 25, 2027. Following these transactions, she directly owned 196,840 shares of common stock and 130,860 stock options.
BrightSpring Health Services executive Robert Allen Barnes, President, Community Living, reported the vesting of previously granted performance-based stock options. On March 3, 2026, he acquired 35,331 stock options and 2,944 stock options at an exercise price of $0.00 per share through grant/award acquisitions.
According to the footnotes, no new stock options were awarded; the transactions reflect vesting of 2019 and 2020 performance options whose performance conditions were satisfied on March 4, 2026. After these vesting events, Barnes held 113,718 options in one award and 11,776 options in another.
BrightSpring Health Services major shareholder entities associated with KKR reported several transactions in the company’s common stock. An affiliated holder, KKR Phoenix Aggregator L.P., sold 19,715,000 shares in an underwritten public offering at a net price of $40.961 per share. After these transactions, affiliated entities reported holding 41,824,259 shares of common stock. Additional movements included in-kind distributions that allowed ultimate recipients to make charitable donations of shares, with Messrs. Henry R. Kravis and George R. Roberts each donating shares they received. The reporting persons collectively disclaim beneficial ownership of the reported securities except to the extent of any pecuniary interest.