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.
The BrightSpring Health Services, Inc. (NASDAQ: BTSG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. These documents include current reports on Form 8-K, shelf registration statements, prospectus supplements, and other materials that describe BrightSpring’s financial results, capital markets activity, and significant corporate events.
BrightSpring uses Form 8-K to report quarterly financial results and preliminary financial information, furnishing press releases that summarize revenue, segment performance for Pharmacy Solutions and Provider Services, and non-GAAP measures such as EBITDA and Adjusted EBITDA. These filings explain how the company distinguishes its continuing operations from its Community Living business and how this affects its reported metrics and guidance.
The company also files 8-Ks to describe material agreements and capital markets transactions. For example, BrightSpring has disclosed underwriting agreements related to secondary offerings of common stock by existing stockholders, as well as concurrent share repurchases executed through the underwriter. These filings outline the number of shares involved, the role of selling stockholders, and the use of an automatic shelf registration statement on Form S-3ASR.
Other 8-K filings address matters such as changes in certain leadership roles within BrightSpring’s subsidiaries and related compensatory arrangements. These disclosures can provide additional context on management and governance developments within the organization.
On Stock Titan, BrightSpring filings are updated as they are made available on EDGAR, and AI-powered tools can help summarize the key points from lengthy documents. Users can quickly see what each filing covers, from earnings releases and guidance updates to underwriting agreements and leadership changes, and then review the full text for more detailed analysis of BTSG’s regulatory and financial reporting.
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.
BrightSpring Health Services (BTSG): Insider Form 4 reports major shareholder transactions. Reporting persons affiliated with KKR disclosed the sale of 14,745,000 shares of common stock on 10/22/2025 in an underwritten public offering at a net price of $28.782 per share. Following the sale, beneficially owned shares were 62,351,337 on an indirect basis.
An additional entry reflects 409,305 shares classified under code J as in-kind distributions to partners and shareholders to facilitate charitable donations, leaving 61,942,032 shares beneficially owned indirectly. Separate bona fide gifts (code G) were reported for 50,484 shares by Mr. Kravis and 39,493 shares by Mr. Roberts. The filing notes indirect ownership through KKR Phoenix Aggregator L.P. and customary beneficial ownership disclaimers.
BrightSpring Health Services (BTSG) reported an insider transaction by its Chairman, President and CEO. On October 22, 2025, the reporting person exercised 235,000 stock options at $6.37 and sold 235,000 common shares at $28.782 pursuant to a registered public offering.
Following the transactions, direct ownership stands at 1,131,930 common shares. The filing also lists 369,763 shares held indirectly by the Rousseau Family Trust. Remaining option holdings include 560,241 options (direct) and indirect options of 534,676 (by The Margaret Rousseau Children Trust) and 377,602 (by the Rousseau Family Trust), each with a $6.37 exercise price and 10/16/2029 expiration. The options are noted as fully vested.
BrightSpring Health Services (BTSG) reported an insider transaction by its Chief of Staff and SVP, Human Resources. On October 22, 2025, the officer exercised 20,000 stock options at $6.37 per share and sold 20,000 common shares at $28.782 pursuant to a registered public offering that closed the same day.
Following these transactions, the officer directly beneficially owned 131,150 common shares. Derivative holdings listed included 71,578 stock options remaining beneficially owned. The filing notes the options are fully vested.
BrightSpring Health Services (BTSG) disclosed an underwritten secondary offering of 15,000,000 shares of common stock by selling stockholders, including KKR Phoenix Aggregator L.P., under an automatic shelf on Form S-3ASR. The closing of the offering and related share repurchase occurred on October 22, 2025.
The Company did not receive proceeds from the offering, other than cash received from Management Selling Stockholders’ stock option exercises in connection with the transaction. BrightSpring repurchased 1,500,000 shares from the underwriter as part of the offering, and the underwriter did not receive underwriting fees on the repurchased shares. The underwriting agreement includes customary representations, conditions, and indemnification provisions.
BrightSpring Health Services, Inc. is registering the resale of 15,000,000 shares of common stock by selling stockholders under a prospectus supplement filed pursuant to Rule 424(b)(7). The company will not receive proceeds from these sales, other than cash received from management stockholders’ option exercises made in connection with the offering.
The underwriter agreed to purchase at $28.7820 per share, resulting in total proceeds to selling stockholders of $431,730,000 before expenses. Subject to the offering’s completion, BrightSpring intends to concurrently repurchase 1,500,000 of these shares from the underwriter at the same price, fund the repurchase with cash on hand, and cancel the shares; the offering is not conditioned on the repurchase.
BTSG is listed on Nasdaq; the shares closed at $30.47 on October 20, 2025. Shares outstanding were 181,045,317 as of October 17, 2025; after the offering and repurchase, shares outstanding would be 179,800,317 after giving effect to 255,000 option exercises.
Preliminary Q3 2025 results (continuing ops): revenue $3,334 million (+28%), net income $37.5 million, and Adjusted EBITDA $160 million (+37%).
BrightSpring Health Services filed a resale prospectus for 15,000,000 shares of common stock offered by selling stockholders. The company will not receive proceeds from these sales, other than cash from option exercises by management selling stockholders.
Subject to completion of the offering, BrightSpring intends a concurrent stock repurchase of up to the lesser of $50 million or 10% of the offering, with repurchased shares to be cancelled. Shares outstanding were 181,045,317 as of October 17, 2025. Following the offering and the repurchase, shares outstanding would be 179,800,317 assuming a repurchase price of $29.73 and issuance of 255,000 option shares.
Preliminary Q3 2025 results show total revenue of $3,334 million (up 28.2% year over year), gross profit of $392 million (up 21.3%), net income of $37.5 million (vs. a $25.7 million loss), and Adjusted EBITDA $160 million (up 37.2%). As of September 30, 2025, cash and cash equivalents were $140.3 million, total debt was approximately $2.6 billion, and leverage under credit agreements was 3.31x.
BrightSpring Health Services furnished an 8-K announcing it issued a press release with certain preliminary financial information for the third quarter ended September 30, 2025. The press release is provided as Exhibit 99.1.
The disclosure under Item 2.02 is expressly treated as furnished, not filed, under the Exchange Act. The filing also lists Exhibit 104 for the cover page Inline XBRL data.
BrightSpring Health Services (BTSG) reported a Form 144 notice declaring a proposed sale of 16,168 common shares through Fidelity Brokerage Services on NASDAQ with an aggregate market value of $362,240.87, scheduled approximately for 08/14/2025. The filing shows the shares arose from two acquisitions: 9,945 shares from restricted stock vesting on 01/25/2025 (compensation) and 6,223 shares from an option exercise dated 08/14/2025 (cash). The filer reports 177,148,693 shares outstanding and notes no sales by the filer in the past three months.