Welcome to our dedicated page for BrightSpring Health Services SEC filings (Ticker: BTSG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
BrightSpring Health Services filings document the operating results, governance, capital structure and material events of a public home- and community-based healthcare services company. Its 8-K reports include quarterly financial results, preliminary financial information, completed asset dispositions, underwriting agreements, secondary common stock offerings, company share repurchases and related registration-statement disclosures.
The company’s proxy materials cover annual meeting matters, director and governance disclosures, executive compensation and shareholder voting topics. BrightSpring filings also identify its Nasdaq-listed common stock under BTSG and its 6.75% Tangible Equity Units under BTSGU, providing formal disclosure around both operating performance and security structure.
BrightSpring Health Services, Inc.’s Chief Financial Officer, Jennifer A. Phipps, reported a routine tax-related share withholding. On January 25, 2026, 33,190 shares of common stock were withheld at a price of $39.64 per share in connection with restricted stock units vesting.
The footnote explains these shares were retained by the company to cover withholding taxes tied to the vesting of 77,012 restricted stock units, using the closing stock price on January 23, 2026 as the net settlement price. After this transaction, Phipps beneficially owned 196,840 shares of common stock directly.
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.
BrightSpring Health Services officer reports tax withholding share transaction. President, Community Living Robert Allen Barnes reported that on January 25, 2026, 6,972 shares of BrightSpring common stock were withheld by the company at $39.64 per share to cover taxes on vesting equity.
The withholding related to the vesting of 15,540 restricted stock units, settled using the January 23, 2026 closing stock price. After this administrative transaction, Barnes directly held 32,297 shares of BrightSpring common stock.
BlackRock, Inc. has filed a Schedule 13G reporting a passive ownership stake in BrightSpring Health Services Inc. common stock. BlackRock reports beneficial ownership of 18,127,555 shares, representing 9.9% of the outstanding common stock. It has sole voting power over 17,963,774 shares and sole dispositive power over 18,127,555 shares, with no shared voting or dispositive power.
The filing notes that various underlying clients have rights to dividends or sale proceeds from these shares, but no single client holds more than five percent of BrightSpring’s total outstanding common shares. BlackRock certifies that the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of the company.
BrightSpring Health Services (BTSG) reported an amended Form 4 reflecting a tax withholding adjustment by its Chairman, President and Chief Executive Officer. On 10/25/2025, 58,746 shares of common stock were withheld under transaction code F at $33.53 per share to cover taxes related to equity vesting.
Following the transaction, the reporting person beneficially owns 1,073,184 shares directly and 369,763 shares indirectly through the Rousseau Family Trust. The filer disclaims beneficial ownership of indirectly held shares except to the extent of any pecuniary interest. The amendment updates the previously filed 10/28/2025 report to reflect the additional shares withheld for taxes.
BrightSpring Health Services (BTSG) director reported a Form 4 transaction. The filing shows a Code F tax withholding of 4,497 shares at $32.68 on November 5, 2025.
According to the explanation, the shares were withheld to cover taxes upon the vesting of 10,708 restricted stock units at a net settlement price equal to the closing stock price on that date. Following the transaction, the director beneficially owns 18,123 shares, held directly. This reflects an administrative withholding tied to RSU vesting rather than an open-market sale.
BrightSpring Health Services (BTSG) reported an insider equity transaction by its Chairman, President and CEO. On 10/25/2025, a Code F event reflected 49,796 shares of common stock withheld to cover taxes at $33.53, tied to the vesting of 109,442 RSUs (net settled at the 10/24/2025 close). After the transaction, the reporting person beneficially owns 1,082,134 shares directly and 369,763 shares indirectly through the Rousseau Family Trust.
BrightSpring Health Services (BTSG) reported strong Q3 2025 results. Total revenue rose to $3.334 billion from $2.601 billion a year ago, led by Products at $2.967 billion and Services at $367.1 million. Gross profit was $392.0 million and operating income increased to $87.8 million from $29.1 million.
Net income was $55.2 million versus a $9.0 million loss last year; diluted EPS was $0.26 compared with a $0.04 loss. Year-to-date operating cash flow reached $258.6 million. Cash and cash equivalents were $140.3 million, and long-term debt (net of current portion) was $2.465 billion.
The Community Living business is classified as discontinued operations and contributed $17.8 million of income in Q3. The company agreed to sell this business for $835.0 million in cash, with closing expected in the first fiscal quarter of 2026, subject to approvals. In October, selling stockholders completed a 15,000,000-share secondary offering; the company concurrently purchased 1,500,000 of those shares at the underwriter’s purchase price.
BrightSpring Health Services, Inc. furnished an 8-K to announce it issued a press release with financial results for the quarter ended September 30, 2025. The press release, dated October 28, 2025, is included as Exhibit 99.1.
The company states the information under Item 2.02, including Exhibit 99.1, is furnished and not deemed “filed” under Section 18 of the Exchange Act, and will only be incorporated by reference if expressly stated.
KKR-affiliated reporting persons filed a Form 4 for BrightSpring Health Services, Inc. (BTSG) reflecting a large secondary sale and related donations. On 10/22/2025, KKR Phoenix Aggregator L.P. sold 14,745,000 shares of BTSG common stock in an underwritten public offering at a net price of $28.782 per share.
Following the sale, beneficial ownership was 62,351,337 shares, then 61,942,032 shares after in-kind distributions of 409,305 shares for charitable donations. Separate gifts included 50,484 shares by Henry R. Kravis and 39,493 shares by George R. Roberts. The filing states ownership is held indirectly through KKR entities, and each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.
KKR-affiliated reporting persons filed a Form 4 for BrightSpring Health Services, Inc. (BTSG) reflecting a large secondary sale and related donations. On 10/22/2025, KKR Phoenix Aggregator L.P. sold 14,745,000 shares of BTSG common stock in an underwritten public offering at a net price of $28.782 per share.
Following the sale, beneficial ownership was 62,351,337 shares, then 61,942,032 shares after in-kind distributions of 409,305 shares for charitable donations. Separate gifts included 50,484 shares by Henry R. Kravis and 39,493 shares by George R. Roberts. The filing states ownership is held indirectly through KKR entities, and each reporting person disclaims beneficial ownership except to the extent of any pecuniary interest.