STOCK TITAN

Tax withholding on BrightSpring (BTSG) CEO restricted stock units

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

Rhea-AI Filing Summary

BrightSpring Health Services Chairman, President and Chief Executive Officer Jon B. Rousseau reported a tax-related share withholding. On January 25, 2026, BrightSpring withheld 49,304 shares of common stock at $39.64 per share to cover taxes on the vesting of 109,442 restricted stock units.

After this transaction, Rousseau directly owned 1,023,880 shares of BrightSpring common stock. He also had an indirect interest in 369,763 shares held by the Rousseau Family Trust, and he disclaims beneficial ownership of those indirect shares beyond his pecuniary interest.

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*
ROUSSEAU JON B

(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)
X 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 49,304(1) D $39.64 1,023,880 D
Common Stock 369,763 I By Rousseau Family Trust(2)
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 109,442 restricted stock units at a net settlement price equal to the closing stock price on January 23, 2026.
2. 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-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

What insider transaction did Jon B. Rousseau report for BrightSpring (BTSG)?

Jon B. Rousseau reported a tax-related share withholding. BrightSpring withheld 49,304 shares of common stock at $39.64 per share to satisfy withholding taxes due on the vesting of 109,442 restricted stock units granted to him.

How many BrightSpring (BTSG) shares were withheld from Rousseau to pay taxes?

BrightSpring withheld 49,304 shares from Jon B. Rousseau. These shares of common stock were retained by the company to cover withholding taxes arising from the vesting of 109,442 restricted stock units on January 23, 2026.

How many BrightSpring (BTSG) shares does Rousseau own directly after this Form 4?

Rousseau directly owns 1,023,880 BrightSpring shares after the transaction. This figure reflects his direct common stock holdings following the 49,304-share tax withholding related to his restricted stock unit vesting.

What is the Rousseau Family Trust’s BrightSpring (BTSG) share position?

The Rousseau Family Trust holds 369,763 BrightSpring shares indirectly. These common shares are reported as indirectly owned, and Jon B. Rousseau disclaims beneficial ownership of them except to the extent of his pecuniary interest.

What triggered the tax withholding transaction reported in this BrightSpring (BTSG) Form 4?

The withholding was triggered by RSU vesting. BrightSpring retained 49,304 shares to satisfy taxes when 109,442 restricted stock units vested at a net settlement price equal to the January 23, 2026 closing stock price.
BrightSpring Health Services, Inc.

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United States
LOUISVILLE