Every Form 4 that BrightSpring Health Services, Inc. Tangible Equity Unit (BTSGU) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BTSGU and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BTSGU filings page.
BrightSpring Health Services, Inc. reported that Chairman, President and CEO Jon B. Rousseau had 56,319 shares of common stock withheld on July 25, 2026 to satisfy withholding taxes tied to the vesting of 125,012 restricted stock units at a net settlement price of $72.91 per share, equal to the July 24, 2026 closing price. After this tax-withholding disposition, he directly holds 1,138,184 shares, and an additional 369,763 shares are held indirectly by the Rousseau Family Trust, for which he disclaims beneficial ownership beyond his pecuniary interest.
BrightSpring Health Services President Scott A. Greenwell reported a routine share disposition tied to equity compensation, not an open-market trade. The company withheld 2,487 shares of common stock at $66.25 per share to cover taxes due upon vesting of 5,613 restricted stock units at a net settlement price equal to the closing stock price on June 18, 2026. After this tax-withholding event, Greenwell directly holds 34,372 shares of BrightSpring common stock.
Shah Nigam H. reported acquisition or exercise transactions in this Form 4 filing.
BrightSpring Health Services director Nigam H. Shah received an equity award in the form of restricted stock units. On June 11, 2026, he was granted 4,013 RSUs, each representing a right to receive one share of common stock upon settlement at no cash cost per unit.
The RSUs fully vest on the earlier of June 11, 2027 or the day before BrightSpring’s 2027 annual meeting of stockholders. Following this grant, Shah holds 4,013 shares of BrightSpring common stock directly, reflecting a modest, compensation-related ownership position aligned with the company’s performance.
BrightSpring Health Services’ major shareholder group linked to KKR reported a large share sale and related charitable transfers. An entity in the KKR structure sold 14,669,771 shares of BrightSpring common stock at a net price of $58.453 per share in an underwritten public offering. Additional entries show in-kind distributions and bona fide gifts totaling 60,190 shares for ultimate charitable donations, plus an internal restructuring transfer of 324,608 shares. Following these transactions, the filing shows 26,829,880 shares of BrightSpring common stock indirectly held by the reporting group.
BrightSpring Health Services’ ten percent owners affiliated with KKR Phoenix Aggregator L.P. reported several indirect transactions in BrightSpring common stock. The group sold 14,669,771 shares at a net price of $58.453 per share in an underwritten public offering and continued to hold 26,829,880 shares indirectly afterward.
Additional entries reflect in-kind distributions and charitable activity. Shares were distributed to partners and shareholders so ultimate recipients, including Messrs. Henry R. Kravis and George R. Roberts, could donate stock, and some shares were recorded as bona fide gifts. The reporting persons collectively disclaim beneficial ownership except to the extent of their pecuniary interests.
BrightSpring Health Services director and officer Jon B. Rousseau reported a mix of option exercises and share sales involving 260,000 shares each way. He exercised stock options to acquire 260,000 shares of common stock at $6.37 per share, then sold 260,000 shares at $58.75 per share in transactions that include sales by The Margaret Rousseau Children Trust under a registered public offering that closed on June 5, 2026. After these transactions, Rousseau holds 1,194,503 shares of common stock directly and has indirect interests through family trusts, including 369,763 common shares and fully vested stock options linked to 377,602 underlying shares at a $6.37 exercise price expiring on October 16, 2029. Rousseau disclaims beneficial ownership of the indirectly held securities except to the extent of his pecuniary interest.
BrightSpring Health Services, Inc. executive Lisa A. Nalley exercised stock options and sold shares in a coordinated transaction. She exercised options to acquire 35,000 shares of common stock at $6.37 per share, then sold 35,000 shares in a registered public offering that closed on June 5, 2026 at $58.75 per share before underwriting discounts and commissions.
After these transactions, Nalley holds 131,948 shares of common stock directly and 41,909 stock options that remain outstanding and fully vested, expiring on September 24, 2029. The activity represents an exercise-and-sell pattern that converts part of her option position into cash while retaining a substantial equity stake.
BrightSpring Health Services Chief Financial Officer Jennifer A. Phipps sold 35,000 shares of common stock at $58.75 per share in an open-market transaction pursuant to a registered public offering that closed on June 5, 2026. On the same day, she exercised stock options to acquire 35,000 common shares at an exercise price of $6.37 per share. After these transactions, she directly holds 250,224 shares of common stock and 55,708 stock options that are fully vested and exercisable until September 24, 2029.
KIRTLEY OLIVIA F reported acquisition or exercise transactions in this Form 4 filing.
BrightSpring Health Services director Olivia F. Kirtley received a grant of 4,983 restricted stock units (RSUs) of common stock. The RSUs were granted on May 5, 2026 and fully vest on May 5, 2027. After this award, she directly holds 36,997 shares of BrightSpring common stock.
Each RSU represents a contingent right to receive one share of BrightSpring common stock upon settlement, so the grant functions as equity-based compensation rather than a cash transaction.
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.
BrightSpring Health Services President, Community Living, Robert Allen Barnes reported a routine tax-related share disposition. On March 30, 2026, 6,748 shares of common stock were withheld by the company to cover taxes due on the vesting of 15,540 restricted stock units at a net settlement price of $41.54 per share. Following this withholding, Barnes directly holds 25,549 shares of BrightSpring Health Services common stock. This was not an open-market purchase or sale but an administrative step tied to equity compensation.
BrightSpring Health Services director and officer Jon B. Rousseau reported multiple bona fide gifts of fully vested stock options on Common Stock. The filing shows six gift transfers covering 1,132,322 options with a conversion price of $22.29 per share, mainly to the Rousseau Family Trust, the reporting person’s spouse and The Margaret Rousseau Children Trust. These are non-cash, off-market gifts, not open-market sales or purchases. The filing notes that Rousseau disclaims beneficial ownership of indirectly held securities except to the extent of his pecuniary interest.
BrightSpring Health Services, Inc. executive Scott A. Greenwell, President of PharMerica, reported equity compensation awards on common stock and stock options. He acquired stock options for 49,073 shares at an exercise price of $0.00 per share and 20,020 shares of common stock as a grant.
According to the footnotes, the 20,020-share common stock award consists of restricted stock units that vest in three equal annual installments beginning on January 25, 2027. The 49,073 stock options also vest in three equal annual installments starting on that same date, aligning his compensation with long-term company performance.
BrightSpring Health Services officer Lisa A. Nalley reported several equity transactions. On March 4, 2026, she exercised stock options for 30,000 shares of common stock at $6.37 per share and sold 30,000 shares in a registered public offering at $41.15 per share.
That day also reflected vesting of previously granted performance-based stock options from 2019 and 2020, which became fully vested after performance conditions were satisfied. On March 5, 2026, she received 21,354 restricted stock units and 52,344 stock options, generally vesting in three equal annual installments beginning January 25, 2027.
BrightSpring Health Services director and officer Jon B. Rousseau reported a mix of equity grants, option activity, and share sales. On March 4, 2026, he exercised 220,000 stock options at $6.37 per share and sold 220,000 common shares at $41.15 per share in a registered public offering.
On March 4–5, 2026, he was awarded several blocks of stock options and restricted stock units (RSUs), including 458,008 options, 955,823 options, and 186,845 RSUs. Some options are fully vested, while others and the RSUs vest in twelve equal quarterly installments starting April 25, 2026. After these transactions, he directly owned about 1,023,880 common shares, plus additional option and share interests held indirectly through family trusts, for which he disclaims beneficial ownership beyond his economic interest.
BrightSpring Health Services Chief Financial Officer Jennifer A. Phipps reported multiple equity transactions. She sold 35,000 shares of common stock at $41.15 per share in a registered public offering that closed on March 4, 2026, while exercising 35,000 stock options at $6.37 per share.
She also acquired several equity awards. On March 5, 2026, she received 53,384 restricted stock units that vest in three equal annual installments beginning on January 25, 2027. Performance-based stock options granted in 2019 and 2020 vested after performance conditions were satisfied, and additional options vest over three years starting January 25, 2027. Following these transactions, she directly owned 196,840 shares of common stock and 130,860 stock options.
BrightSpring Health Services major shareholder entities associated with KKR reported several transactions in the company’s common stock. An affiliated holder, KKR Phoenix Aggregator L.P., sold 19,715,000 shares in an underwritten public offering at a net price of $40.961 per share. After these transactions, affiliated entities reported holding 41,824,259 shares of common stock. Additional movements included in-kind distributions that allowed ultimate recipients to make charitable donations of shares, with Messrs. Henry R. Kravis and George R. Roberts each donating shares they received. The reporting persons collectively disclaim beneficial ownership of the reported securities except to the extent of any pecuniary interest.
KKR-affiliated entities reported several transactions in BrightSpring Health Services common stock. The main move was an open-market sale of 19,715,000 shares at a net price of $40.961 per share through an underwritten public offering, leaving tens of millions of shares still indirectly held.
Additional entries cover 402,773 shares reclassified in connection with this sale, plus two bona fide gifts of 49,295 and 31,918 shares. Footnotes explain that these shares were distributed in kind to partners and shareholders so that ultimate recipients, including Messrs. Henry R. Kravis and George R. Roberts, could donate shares to charity. The reporting entities collectively disclaim beneficial ownership beyond any pecuniary interest.
BrightSpring Health Services Chairman, President and Chief Executive Officer Jon B. Rousseau reported a tax-related share withholding. On January 25, 2026, BrightSpring withheld 49,304 shares of common stock at $39.64 per share to cover taxes on the vesting of 109,442 restricted stock units.
After this transaction, Rousseau directly owned 1,023,880 shares of BrightSpring common stock. He also had an indirect interest in 369,763 shares held by the Rousseau Family Trust, and he disclaims beneficial ownership of those indirect shares beyond his pecuniary interest.
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.