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.
BrightSpring Health Services filings document the operating results, governance, capital structure and material events of a public home- and community-based healthcare services company. Its 8-K reports include quarterly financial results, preliminary financial information, completed asset dispositions, underwriting agreements, secondary common stock offerings, company share repurchases and related registration-statement disclosures.
The company’s proxy materials cover annual meeting matters, director and governance disclosures, executive compensation and shareholder voting topics. BrightSpring filings also identify its Nasdaq-listed common stock under BTSG and its 6.75% Tangible Equity Units under BTSGU, providing formal disclosure around both operating performance and security structure.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 13,678,154.97 shares of BrightSpring Health Services Inc. common stock, representing 7.0% of the class as of June 30, 2026. FMR LLC reports sole dispositive power over all 13,678,154.97 shares and sole voting power over 13,655,611.55 shares, with no shared voting or dispositive power.
Abigail P. Johnson is reported as having sole dispositive power over the same 13,678,154.97 shares, but no sole or shared voting power. The filing notes that one or more other persons may have rights to receive dividends or sale proceeds on these shares, but no such person holds more than 5% of the outstanding common stock.
BrightSpring Health Services Inc is reported to have a significant institutional holder, Vanguard Portfolio Management, which files as a beneficial owner of 10,105,607 shares of BrightSpring common stock. This position represents 5.21% of the outstanding common shares.
Vanguard Portfolio Management reports sole voting power over 159,149 shares and sole dispositive power over 10,105,607 shares, with no shared voting or dispositive power. The filing explains that the stake reflects securities managed across Vanguard Portfolio Management LLC and certain affiliated entities and accounts.
BrightSpring Health Services delivered stronger results for the quarter and six months ended June 30, 2026. For the quarter, total revenues were 3,873,140 and net income was 84,209, up from 3,147,698 and 27,542 a year earlier, with diluted EPS of 0.38 versus 0.13. For the first half of 2026, revenues reached 7,486,861 and net income was 232,819, compared with 6,025,827 and 56,552 in the prior-year period; income from continuing operations rose to 160,887 from 17,757.
From continuing operations, operating income for the first half increased to 251,840 from 99,296, while operating cash flow was 166,859. BrightSpring completed the sale of its Community Living business for cash proceeds of 810,908, generating a pre-tax gain of 101,868 and using 300,000 of proceeds to pay down its term loan before refinancing into a lower-margin Tranche B-6 facility. At June 30, 2026, the company held 550,381 in cash and had total debt, net of issuance costs, of 2,190,760. Tangible Equity Units continued to amortize and 2,526,146 units were converted into common stock, while the company also repurchased 120,000 of common stock during the first half.
BrightSpring Health Services reported strong results for the quarter ended June 30, 2026. Total revenues were $3,873,140 (in thousands), up from $3,147,698, and gross profit rose to $492,746 (in thousands). Operating income increased to $130,391 (in thousands), with income from continuing operations of $86,604 (in thousands) and diluted EPS of $0.38 versus $0.13 a year earlier.
Adjusted EBITDA reached $205,505 (in thousands), compared with $142,517, supported by both segments. In Pharmacy Solutions, prescriptions were stable while revenue per script increased to $314.20 from $257.11 and gross profit per script to $27.50 from $21.54. Provider Services’ home health care average daily census grew to 46,448 from 30,085.
The company increased full-year 2026 guidance to revenues of $15,100 million to $15,425 million and total Adjusted EBITDA of $820 million to $845 million, excluding the Community Living business. Management expects the Amedisys and LHC branches acquisition to contribute about $35 million of Adjusted EBITDA in 2026.
BrightSpring Health Services, Inc. reported that Chairman, President and CEO Jon B. Rousseau had 56,319 shares of common stock withheld on July 25, 2026 to satisfy withholding taxes tied to the vesting of 125,012 restricted stock units at a net settlement price of $72.91 per share, equal to the July 24, 2026 closing price. After this tax-withholding disposition, he directly holds 1,138,184 shares, and an additional 369,763 shares are held indirectly by the Rousseau Family Trust, for which he disclaims beneficial ownership beyond his pecuniary interest.
BlackRock, Inc. reports its updated position in BrightSpring Health Services Inc. common stock on an amended Schedule 13G. BlackRock and certain consolidated business units beneficially own 23,745,051 shares, representing 12.0% of the outstanding common stock.
BlackRock has sole voting power over 23,484,844 shares and sole dispositive power over all 23,745,051 shares, with no shared voting or dispositive power reported. The filing explains that various underlying clients and accounts have the right to receive dividends or sale proceeds from these shares, but no single such person has an interest in more than five percent of BrightSpring’s total outstanding common shares.
The position is reported by BlackRock as a parent holding company under SEC aggregation rules, and excludes any securities held by other disaggregated BlackRock business units. The amendment is signed by Spencer Fleming, Managing Director, on behalf of BlackRock.
BrightSpring Health Services President Scott A. Greenwell reported a routine share disposition tied to equity compensation, not an open-market trade. The company withheld 2,487 shares of common stock at $66.25 per share to cover taxes due upon vesting of 5,613 restricted stock units at a net settlement price equal to the closing stock price on June 18, 2026. After this tax-withholding event, Greenwell directly holds 34,372 shares of BrightSpring common stock.
Shah Nigam H. reported acquisition or exercise transactions in this Form 4 filing.
BrightSpring Health Services director Nigam H. Shah received an equity award in the form of restricted stock units. On June 11, 2026, he was granted 4,013 RSUs, each representing a right to receive one share of common stock upon settlement at no cash cost per unit.
The RSUs fully vest on the earlier of June 11, 2027 or the day before BrightSpring’s 2027 annual meeting of stockholders. Following this grant, Shah holds 4,013 shares of BrightSpring common stock directly, reflecting a modest, compensation-related ownership position aligned with the company’s performance.
BrightSpring Health Services, Inc. director Shah Nigam H. filed an initial Form 3, which is a required statement of beneficial ownership for insiders. This filing lists him as a director of BrightSpring Health Services but does not report any buy, sell, or other equity transactions in the provided data.
BrightSpring Health Services, Inc. expanded its board of directors from seven to eight members and appointed Dr. Nigam H. Shah as a Class III director on June 11, 2026. He will also serve on the Board’s Quality and Compliance Committee and be compensated under the company’s standard non-employee director policy.
BrightSpring plans to enter into an indemnification agreement with Dr. Shah in the same form used for its other directors and states there are no related-party transactions requiring disclosure. A press release dated June 12, 2026, describing his appointment is furnished as Exhibit 99.1. The company highlights its nationwide home- and community-based pharmacy and health services, serving over 475,000 individuals daily across all 50 states.