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.
BlackRock, Inc. reports its updated position in BrightSpring Health Services Inc. common stock on an amended Schedule 13G. BlackRock and certain consolidated business units beneficially own 23,745,051 shares, representing 12.0% of the outstanding common stock.
BlackRock has sole voting power over 23,484,844 shares and sole dispositive power over all 23,745,051 shares, with no shared voting or dispositive power reported. The filing explains that various underlying clients and accounts have the right to receive dividends or sale proceeds from these shares, but no single such person has an interest in more than five percent of BrightSpring’s total outstanding common shares.
The position is reported by BlackRock as a parent holding company under SEC aggregation rules, and excludes any securities held by other disaggregated BlackRock business units. The amendment is signed by Spencer Fleming, Managing Director, on behalf of BlackRock.
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, Inc. director Shah Nigam H. filed an initial Form 3, which is a required statement of beneficial ownership for insiders. This filing lists him as a director of BrightSpring Health Services but does not report any buy, sell, or other equity transactions in the provided data.
BrightSpring Health Services, Inc. expanded its board of directors from seven to eight members and appointed Dr. Nigam H. Shah as a Class III director on June 11, 2026. He will also serve on the Board’s Quality and Compliance Committee and be compensated under the company’s standard non-employee director policy.
BrightSpring plans to enter into an indemnification agreement with Dr. Shah in the same form used for its other directors and states there are no related-party transactions requiring disclosure. A press release dated June 12, 2026, describing his appointment is furnished as Exhibit 99.1. The company highlights its nationwide home- and community-based pharmacy and health services, serving over 475,000 individuals daily across all 50 states.
KKR Phoenix Aggregator L.P. and affiliated KKR entities updated their ownership disclosure in BrightSpring Health Services after a large secondary sale. On June 3, 2026 they entered an underwriting agreement for an offering of 15,000,000 BrightSpring common shares by selling stockholders, including 14,669,771 shares sold by KKR Phoenix Aggregator L.P. at a net price of $58.453 per share.
As of the June 5, 2026 closing, KKR Phoenix Aggregator L.P. directly holds 26,829,880 shares, and related foundations for Henry Kravis and George Roberts hold additional shares, representing about 13.7% of the 196,588,412 shares outstanding. KKR also distributed 324,608 shares in kind to partners and foundations for charitable purposes and agreed to a 60‑day lock-up on further sales, subject to customary exceptions.
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.