STOCK TITAN

BrightSpring (BTSG) insider gifts 1.13M stock options to family

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

Rhea-AI Filing Summary

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.

Positive

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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
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*
ROUSSEAU JON B

(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)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
See Remarks
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/20/2026
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
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
Stock Options (Right to Buy)$22.2903/20/2026G(1)180,753 (4)11/22/2033Common Stock180,753$0447,355D
Stock Options (Right to Buy)$22.2903/20/2026G(1)180,753 (4)11/22/2033Common Stock180,753$0180,753IBy Rousseau Family Trust(5)
Stock Options (Right to Buy)$22.2903/20/2026G(2)192,704 (4)11/22/2033Common Stock192,704$0254,651D
Stock Options (Right to Buy)$22.2903/20/2026G(2)192,704 (4)11/22/2033Common Stock192,704$0192,704IBy Spouse(5)
Stock Options (Right to Buy)$22.2903/20/2026G(3)192,704 (4)11/22/2033Common Stock192,704$00IBy Spouse(5)
Stock Options (Right to Buy)$22.2903/20/2026G(3)192,704 (4)11/22/2033Common Stock192,704$0192,704IBy The Margaret Rousseau Children Trust(5)
Explanation of Responses:
1. Represents a bona fide gift by the Reporting Person to the Rousseau Family Trust.
2. Represents a bona fide gift by the Reporting Person to the Reporting Person's spouse.
3. Represents a bona fide gift by the Reporting Person's spouse to The Margaret Rousseau Children Trust.
4. These options are fully vested.
5. The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein.
Remarks:
Title: Chairman, President and Chief Executive Officer
/s/ Jennifer Phipps, as Attorney-in-Fact03/24/2026
** 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 insider transaction did BrightSpring (BTSG) report for Jon B. Rousseau?

BrightSpring reported that Jon B. Rousseau made multiple bona fide gifts of stock options. The Form 4 shows six gift transactions involving fully vested options on Common Stock, rather than any open-market purchases or sales.

How many BrightSpring (BTSG) stock options were gifted in this Form 4?

The Form 4 shows gifts totaling 1,132,322 stock options. These options are all tied to Common Stock and carry a conversion or exercise price of $22.29 per share, according to the transaction and summary data.

Who received the BrightSpring (BTSG) option gifts from Jon B. Rousseau?

The disclosed gifts were made to the Rousseau Family Trust, the reporting person’s spouse, and The Margaret Rousseau Children Trust. One footnote explains that a portion was gifted by the spouse to The Margaret Rousseau Children Trust, reflecting family estate planning.

Were the BrightSpring (BTSG) stock options gifted by Jon B. Rousseau vested?

Yes. A footnote states that the reported stock options are fully vested. This means the options were already exercisable at the time of the gifts, with a disclosed conversion or exercise price of $22.29 per share.

Does Jon B. Rousseau claim full beneficial ownership of the indirect BrightSpring (BTSG) holdings?

No. A footnote clarifies that he disclaims beneficial ownership of indirectly owned securities, except to the extent of his pecuniary interest. This applies to options held through entities like the Rousseau Family Trust and related family trusts.

Do the BrightSpring (BTSG) option gifts involve any open-market sales or purchases?

No. All six transactions are coded as bona fide gifts of derivative securities. The Form 4 shows no open-market buy or sell codes, indicating these are non-cash transfers rather than market trades in BrightSpring shares.
BrightSpring Health Services, Inc.

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8.09B
144.06M
Health Information Services
Services-home Health Care Services
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United States
LOUISVILLE