BrightSpring insider reports tax share withholding
BrightSpring Health Services, Inc. director and officer Jon B. Rousseau reported a routine equity compensation event.
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Form Type
4
Rhea-AI Filing Summary
BrightSpring Health Services, Inc. director and officer Jon B. Rousseau reported a routine equity compensation event. In connection with the vesting of 125,012 restricted stock units, the company withheld 16,222 shares of common stock to cover tax obligations at a net settlement price equal to the $48.16 closing price on April 24, 2026. Following these tax-withholding dispositions, Rousseau directly owns 1,194,503 shares of common stock and has an additional 369,763 shares held indirectly through the Rousseau Family Trust, for which he disclaims beneficial ownership beyond his pecuniary interest.
Insider Trade Summary
Exercise Price or Tax Liability: 16,222 shares
Exercise Price or Tax Liability
2 txns
Insider
ROUSSEAU JON B
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 16,222 | $48.16 | $781K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,194,503 shares (Direct);
Common Stock — 369,763 shares (Indirect, By Rousseau Family Trust)
Footnotes (2)
- F1. Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 125,012 restricted stock units at a net settlement price equal to the closing stock price on April 24, 2026.
- F2. 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.
Key Figures
Shares withheld for taxes: 16,222 shares
Net settlement price: $48.16 per share
RSUs vested: 125,012 restricted stock units
+2 more
5 metrics
Shares withheld for taxes
16,222 shares
Common stock withheld to satisfy tax obligations on RSU vesting
Net settlement price
$48.16 per share
Closing stock price on April 24, 2026 used for tax withholding
RSUs vested
125,012 restricted stock units
Units vesting that triggered the tax-withholding share disposition
Direct holdings after transaction
1,194,503 shares
BrightSpring common stock directly owned following tax withholding
Indirect holdings via trust
369,763 shares
Shares held indirectly through Rousseau Family Trust after transaction
Key Terms
restricted stock units, withheld by the Issuer, withholding taxes, pecuniary interest, +2 more
6 terms
restricted stock units financial
"vesting of 125,012 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 financial
"Represents shares of the Issuer's common stock withheld by the Issuer"
withholding taxes financial
"withheld by the Issuer to satisfy withholding taxes due in connection"
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.
pecuniary interest financial
"disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest"
beneficial ownership financial
"this filing shall not be an admission that the Reporting Person is the beneficial owner"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
indirectly owned financial
"securities reported herein as indirectly owned, and the Reporting Person disclaims"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Jon B. Rousseau report in this BrightSpring (BTSG) Form 4?
Rousseau reported a tax-withholding disposition tied to equity compensation. The company withheld 16,222 shares of BrightSpring common stock to cover taxes from the vesting of 125,012 restricted stock units, rather than an open-market sale.
What are Jon B. Rousseau’s direct BrightSpring (BTSG) holdings after this Form 4?
After the reported tax withholding, Rousseau directly holds 1,194,503 shares of BrightSpring common stock. This figure reflects his position following the disposition of 16,222 shares used to satisfy withholding tax obligations on vested restricted stock units.
What indirect BrightSpring (BTSG) holdings are reported for Jon B. Rousseau?
The filing lists 369,763 shares of BrightSpring common stock held indirectly through the Rousseau Family Trust. Rousseau disclaims beneficial ownership of these shares except to the extent of his pecuniary interest in the trust’s holdings.
Does this BrightSpring (BTSG) Form 4 show an open-market sale by Rousseau?
No, the filing shows a tax-withholding disposition coded as “F,” not an open-market sale. Shares were withheld by the issuer to satisfy withholding taxes triggered by the vesting of 125,012 restricted stock units.
AI-generated analysis. How Rhea-AI works. Not financial advice.
