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 (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.
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.