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.
The Vanguard Group filed a Schedule 13G reporting a passive position in BrightSpring Health Services Inc. (BTSG) as of 30 June 2025.
- Beneficial ownership: 9,027,797 common shares, or 5.13 % of outstanding stock.
- Voting power: 0 sole and 98,078 shared votes, underscoring a non-activist stance.
- Dispositive power: 8,860,569 sole and 167,228 shared shares.
- Filed under Rule 13d-1(b) with investment-adviser (IA) status, indicating ordinary-course asset-management ownership.
- Certification confirms no intent to change or influence BTSG control.
The filing positions Vanguard as a ≥5 % holder, broadening BTSG’s institutional base while carrying limited governance influence.
BrightSpring Health Services (BTSG) filed a Form 3 Initial Statement of Beneficial Ownership for Scott A. Greenwell, who serves as the President of PharMerica. The filing, dated June 28, 2025, discloses Greenwell's beneficial ownership status following an event that occurred on June 16, 2025.
Key details from the filing:
- The reporting person currently owns no securities beneficially, either directly or indirectly
- The filing is submitted individually, not as part of a group
- The document was signed by Jennifer Phipps as Attorney-in-Fact on June 27, 2025
This Form 3 filing is a standard regulatory requirement for new officers, directors, and 10% shareholders to disclose their initial ownership positions in the company's securities within 10 days of becoming an insider.
A Schedule 13D/A filing reveals significant ownership changes in BrightSpring Health Services (BTSG) by KKR-affiliated entities. The filing, triggered by events on June 24, 2025, shows that KKR Phoenix Aggregator L.P. and its associated entities maintain beneficial ownership of 77,096,337 shares, representing approximately 43.7% of BrightSpring's common stock.
Key ownership details:
- KKR Phoenix Aggregator L.P. and most affiliated entities each report sole voting and dispositive power over 77,096,337 shares
- Henry R. Kravis reports shared voting and dispositive power over 77,156,339 shares
- George R. Roberts reports shared voting and dispositive power over 77,147,701 shares
The filing demonstrates KKR's continued significant influence over BrightSpring through a complex ownership structure involving multiple KKR entities, including KKR Americas Fund XII L.P., KKR Group Partnership L.P., and KKR & Co. Inc. All reporting persons are primarily organized in Delaware or the Cayman Islands.
BrightSpring Health Services (BTSG) filed a Form 4 disclosing that KKR-affiliated entities, classified as 10% owners, sold 2,100,000 common shares on 24 Jun 2025 at a net price of $21.1519 per share, generating about $44.4 million in proceeds.
The sale was executed through the underwriters’ over-allotment option tied to a recent secondary offering. Following the transaction, KKR’s indirect ownership declined to 77,096,337 shares, roughly 2.7% lower than its pre-sale holdings, but the group remains a controlling shareholder. Each reporting person disclaims beneficial ownership beyond its pecuniary interest.
BrightSpring Health Services (BTSG) filed a Form 4 revealing that 10% owner KKR Phoenix Aggregator L.P. sold 2,100,000 common shares on 24 June 2025 at an effective price of $21.1519 per share, generating roughly $44 million. The disposition stemmed from underwriters’ over-allotment option tied to BTSG’s recent secondary public offering at $21.75. Post-sale, KKR-affiliated entities still hold 77,096,337 shares, maintaining control. No derivatives were involved and the filing does not cite a Rule 10b5-1 plan. Each reporting person disclaims beneficial ownership beyond its economic interest.
The sale equals about 2.6 % of KKR’s prior stake. While it modestly lifts public float and may create short-term supply pressure, it leaves the sponsor’s strategic influence intact.
BrightSpring Health Services, Inc. (Nasdaq: BTSG) filed an 8-K announcing the immediate resignation of Michael McMaude as President of Hospice Services and CEO of its wholly-owned subsidiary, Abode Healthcare, effective 20 June 2025. The filing states that the departure is not due to any disagreement over operations, policies or practices.
Under a Resignation Agreement (Exhibit 10.1), Mr. McMaude will transition to a non-employee consultant role through the earlier of 26 January 2027 or earlier termination. Key economic terms include:
- Consulting compensation: $2,000 per month plus an additional $12,000 covering the first 45 days, and reimbursement of pre-approved expenses.
- Equity treatment: All outstanding unvested stock options, RSUs, and phantom shares continue to vest while he provides consulting services. Option exercise windows are extended to their original expiration dates.
- Liquidity: Equity purchased at the time of Abode’s acquisition may be sold in tranches beginning on the Effective Date, subject to securities laws.
- Restrictive covenants: Non-compete for the Consulting Period plus one year; non-solicitation and non-hire for the Consulting Period plus two years.
The company emphasizes continuity by retaining Mr. McMaude’s expertise, but his exit removes a senior leader from the hospice segment, which has been an important growth vector for BrightSpring. No other executive changes or financial impacts were disclosed, and no earnings or guidance were provided. Investors should examine whether leadership transition affects the integration and performance of Abode within the broader BrightSpring platform.