STOCK TITAN

BrightSpring Health Services (BTSG) exec has shares withheld for RSU tax

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

Positive

  • None.

Negative

  • None.
Insider Barnes Robert Allen
Role President, Community Living
Type Security Shares Price Value
Tax Withholding Common Stock 6,748 $41.54 $280K
Holdings After Transaction: Common Stock — 25,549 shares (Direct)
Footnotes (1)
  1. [object Object]
Shares withheld for taxes 6,748 shares Common stock withheld on March 30, 2026 for tax obligations
Net settlement price $41.54 per share Closing stock price on March 30, 2026 used for RSU vesting
Shares after transaction 25,549 shares Total common shares directly held after tax withholding
RSUs vested 15,540 units Restricted stock units vesting that triggered tax withholding
Transaction date March 30, 2026 Date of RSU vesting and tax withholding event
restricted stock units financial
"in connection with the vesting of 15,540 restricted stock units at a net settlement price"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
withheld by the Issuer to satisfy withholding taxes financial
"Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due"
net settlement price financial
"at a net settlement price equal to the closing stock price on March 30, 2026"
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
X
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Barnes Robert Allen

(Last)(First)(Middle)
C/O BRIGHTSPRING HEALTH SERVICES, INC.
805 N. WHITTINGTON PARKWAY

(Street)
LOUISVILLE KENTUCKY 40222

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
BrightSpring Health Services, Inc. [ BTSG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
President, Community Living
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/30/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock03/30/2026F6,748(1)D$41.5425,549D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 15,540 restricted stock units at a net settlement price equal to the closing stock price on March 30, 2026.
Remarks:
This Form 4 reports that, as of March 30, 2026, the Reporting Person no longer serves as a Section 16 officer of the Issuer. Effective as of such date, the Reporting Person is departing the Issuer in connection with the sale of the Issuer's community living services, home and community based waiver programs, and intermediate care facilities. Following March 30, 2026, the Reporting Person will serve as President of Community Services of Sevita.
/s/ Jennifer Phipps, as Attorney-in-Fact03/31/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did BrightSpring Health Services (BTSG) executive Robert Allen Barnes report on this Form 4?

Robert Allen Barnes reported shares withheld for taxes, not an open-market trade. The company withheld 6,748 common shares to satisfy tax obligations linked to vesting of 15,540 restricted stock units, using the March 30, 2026 closing stock price as the net settlement price.

How many BrightSpring (BTSG) shares were withheld for Robert Allen Barnes’ tax obligations?

The filing shows 6,748 BrightSpring common shares were withheld. These shares covered withholding taxes due when 15,540 restricted stock units vested, with the net settlement price based on the March 30, 2026 closing stock price of $41.54 per share.

Did Robert Allen Barnes sell BrightSpring (BTSG) shares on the open market in this Form 4?

No, the transaction was a tax-withholding disposition, not an open-market sale. Shares were withheld by BrightSpring to satisfy tax liabilities arising from restricted stock unit vesting, using the March 30, 2026 closing stock price rather than a market trade decision.

How many BrightSpring (BTSG) shares does Robert Allen Barnes hold after this Form 4 transaction?

After the tax-withholding transaction, Robert Allen Barnes directly holds 25,549 BrightSpring common shares. This figure reflects his position following the withholding of 6,748 shares for taxes related to the vesting of 15,540 restricted stock units on March 30, 2026.

What equity award event triggered the Form 4 for BrightSpring (BTSG) executive Robert Allen Barnes?

The Form 4 was triggered by the vesting of 15,540 restricted stock units. To cover related withholding taxes, BrightSpring withheld 6,748 common shares at a net settlement price equal to the March 30, 2026 closing stock price of $41.54 per share.