[SCHEDULE 13D/A] GoHealth, Inc. SEC Filing
GoHealth, Inc. issued Class A Common Stock to lenders as part of an amendment to its credit agreement, and two related reporting persons filed a joint Schedule 13D disclosing their holdings. The Public Sector Pension Investment Board (PSP) reports beneficial ownership of 1,680,526 shares (reported as 10.5% of the class). PSP Investments Credit USA LLC reports beneficial ownership of 1,680,444 shares (reported as 10.5% of the class).
The percentage figures are calculated using an outstanding base of 11,222,135 shares as of August 5, 2025, plus 4,766,219 shares issued on August 6, 2025. The shares were issued to lenders, including PSP USA, as consideration and a condition to the lenders’ entry into Amendment No. 14 to the existing credit agreement. The filing states no other transactions in the past 60 days by the reporting persons and discloses no criminal or securities-related judgments for the reporting persons or their scheduled officers.
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Insights
TL;DR: PSP and its subsidiary each hold ~10.5% after shares were issued as credit-amendment consideration; ownership is material but no control actions stated.
The reporting shows a material equity allocation to lenders tied directly to a refinancing amendment. Each reporting person discloses roughly 1.68 million Class A shares, cited as 10.5% of the class after the August 6 issuance. The disclosure is limited to the issuance and ownership; there are no reported arrangements, plans, or recent trading activity beyond that issuance. For investors, the key facts are the source (consideration for amendment) and the % ownership; the filing does not indicate governance changes or activist intent.
TL;DR: Ownership above 10% requires disclosure and could confer influence, but the filing lists no agreements or plans to exert control.
The Schedule 13D identifies PSP and PSP USA as reporting persons following issuance of shares to lenders under an amendment to the credit agreement. While stakes reported at 10.5% are material for disclosure purposes, the filing contains no express contracts, voting arrangements, or proposals to change governance. Item 6 incorporates Item 4 and does not disclose additional understandings. Absent further agreements, the filing documents ownership without signaling a governance campaign.