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BrightSpring (NYSE: BTSG) officer reports 20,556-share tax withholding on RSU vesting

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

BrightSpring Health Services officer reports tax-related share withholding. On January 25, 2026, officer Lisa A. Nalley had 20,556 shares of BrightSpring common stock withheld by the company to cover taxes tied to the vesting of 47,503 restricted stock units, using a net settlement price based on the January 23, 2026 closing stock price. After this transaction, she beneficially owned 110,594 shares of common stock directly.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED 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
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*
Nalley Lisa A

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

(Street)
LOUISVILLE KY 40222

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
BrightSpring Health Services, Inc. [ BTSG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
See Remarks
3. Date of Earliest Transaction (Month/Day/Year)
01/25/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 01/25/2026 F 20,556(1) D $39.64 110,594 D
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount 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 47,503 restricted stock units at a net settlement price equal to the closing stock price on January 23, 2026.
Remarks:
Title: Chief of Staff and Senior Vice President, Human Resources
/s/ Jennifer Phipps, as Attorney-in-Fact 01/27/2026
** Signature of Reporting Person Date
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.

FAQ

Who is the insider in the BrightSpring (BTSG) Form 4 filing?

The insider is Lisa A. Nalley, an officer of BrightSpring Health Services. The remarks section lists her title as Chief of Staff and Senior Vice President, Human Resources, indicating a senior leadership role within the company’s management team.

What transaction did Lisa A. Nalley report in this BrightSpring (BTSG) Form 4?

Lisa A. Nalley reported an "F" code transaction involving 20,556 shares of BrightSpring common stock. These shares were withheld by the company to satisfy tax withholding obligations connected to the vesting of previously granted restricted stock units.

Was the BrightSpring (BTSG) Form 4 transaction an open-market sale?

No, the transaction was not an open-market sale. The filing states the shares were withheld by BrightSpring Health Services to cover withholding taxes due upon vesting of restricted stock units, rather than sold on the open market for discretionary purposes.

How many BrightSpring (BTSG) shares were withheld for taxes in this Form 4?

The filing reports that 20,556 shares of BrightSpring common stock were withheld. According to the footnote, this withholding satisfied taxes arising from the vesting of 47,503 restricted stock units at a net settlement price based on the January 23, 2026 closing stock price.

How many BrightSpring (BTSG) shares does Lisa A. Nalley own after the reported transaction?

After the tax-withholding transaction, Lisa A. Nalley beneficially owned 110,594 shares of BrightSpring common stock. The ownership is reported as direct, meaning the shares are held in her name rather than through an indirect entity or intermediary.

What does transaction code "F" mean in the BrightSpring (BTSG) Form 4?

Transaction code "F" indicates a tax-related withholding transaction. In this case, BrightSpring withheld common shares from Lisa A. Nalley to cover tax obligations triggered by the vesting of her restricted stock units instead of requiring a separate cash payment.
BrightSpring Health Services, Inc.

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United States
LOUISVILLE