Welcome to our dedicated page for MEDLINE SEC filings (Ticker: MDLN), 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 Medline Inc. (MDLN) SEC filings page on Stock Titan is designed to help investors and researchers review the company’s regulatory disclosures as it becomes and operates as a publicly traded company. Medline has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to an initial public offering of its common stock, and it has announced the effectiveness of that registration statement and the pricing and closing of an upsized initial public offering of Class A common stock on the Nasdaq Global Select Market.
As Medline continues to report as a public company, this page will surface filings such as registration statements, annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K, when available. These documents are where Medline provides detailed information about its med-surg products and supply chain solutions, its two operating segments (Medline Brand and Supply Chain Solutions), its revenue sources, risk factors and other material business information.
Stock Titan enhances access to these filings with AI-powered summaries that explain the key points of lengthy documents in plain language. Instead of reading an entire registration statement or future 10-K, users can rely on AI-generated highlights that point to major business updates, capital structure changes, and disclosures related to Medline’s role as what it describes as the largest provider of med-surg products and supply chain solutions serving all points of care, based on total net sales of med-surg products.
The filings page also connects users to real-time updates from the SEC’s EDGAR system as new Medline filings are posted. Over time, this includes information on executive and insider transactions reported on Form 4, as well as proxy statements that describe governance and compensation matters. Together, these tools allow users to follow MDLN’s regulatory history and understand how Medline presents its business and risks in official SEC documents.
Medline Inc. received an initial ownership filing from Blackstone-affiliated BX Mozart entities. On January 16, 2026, Mozart Aggregator II LP contributed 125,729,322 shares of Medline Class A common stock to its wholly owned subsidiary BX Mozart ML-2 Holdco L.P., and BCP Mozart Aggregator L.P. contributed 10,185 Class A shares, 62,871,125 Class B common shares, and 62,871,125 Medline Holdings, L.P. common units to BX Mozart ML-1 Holdco L.P. The filing states that no Medline securities were purchased, sold, or otherwise transferred in these internal contributions and that the reporting persons are subject to a lock-up agreement with Blackstone Inc., its affiliates, and the underwriters. Class B common shares carry one vote per share, have no economic value, and are issued one-for-one with each common unit; when a common unit is exchanged into Class A stock under an exchange agreement dated as of December 16, 2025 on a one-for-one basis, the corresponding Class B share is automatically cancelled.
Medline Inc. reported a large insider reorganization of its Class A Common Stock involving Carlyle-affiliated entities. On 01/16/2026, entities tied to The Carlyle Group reported an indirect transaction coded "J" covering 94,348,666 shares of Medline Class A Common Stock at a price of $0.00 per share, indicating transfers for no cash consideration.
Footnotes explain that these shares were moved from CP VII and CP VIII "Circle" entities to other affiliated entities under a lock-up agreement that restricts the transferred shares. After this internal restructuring, each of CP VII Circle AIF Holdings, CP VII Circle Holdings, CP VII Circle Holdings - A, CP VIII Circle AIF Holdings and CP VIII Circle Holdings no longer beneficially own Medline securities, and the reporting indirect ownership position is shown as zero shares.
Carlyle-affiliated entities reported large internal transfers of Medline Inc. (MDLN) equity interests. On January 16, 2026, they recorded a Form 4 transaction coded "J", which indicates a non-market, non-open market event. The filing shows 111,994,953 shares of Class A Common Stock, 55,557,381 shares of Class B Common Stock, and 55,557,381 Common Units of Medline Holdings, L.P. involved in transfers to affiliated entities for no consideration under a lock-up agreement.
After these transfers, Carlyle-related entities are shown as beneficially owning 144,375,681 shares of Class A Common Stock and 70,927,355 shares each of Class B Common Stock and Common Units. Class B shares carry one vote per share but no economic value and are paired one-for-one with Common Units, which may be exchanged into Class A shares under an exchange agreement dated December 16, 2025, with no stated expiry.
Carlyle-affiliated 10% owners of Medline Inc. reported large internal transfers of their holdings with no cash changing hands. On January 16, 2026, Carlyle Mozart Coinvestment Holdings, L.P. transferred 17,636,833 shares of Class A Common Stock to an affiliated entity for no consideration under a lock-up agreement, and continued to hold shares afterward. CP Circle Holdings, L.P. similarly transferred 9,454 shares of Class A Common Stock and 55,557,381 Common Units of Medline Holdings, LP with a corresponding number of Class B Common Stock shares to an affiliated entity for no consideration, also subject to lock-up restrictions, and retained reduced positions.
Each Common Unit is paired with one Class B share that has voting rights but no economic value, and holders can exchange Common Units into Class A Common Stock on a one-for-one basis under an exchange agreement dated December 16, 2025, with exchange rights that do not expire.
Medline Inc. insider filing shows large Carlyle-affiliated ownership stakes. A group of Carlyle-related entities reports indirect beneficial ownership of 111,994,953 shares of Medline’s Class A common stock and 55,557,381 shares of Class B common stock as of the event date. They also hold 55,557,381 Common Units of Medline Holdings, LP, each paired with a corresponding share of Class B stock.
Class B shares carry one vote per share but have no economic value. Under an exchange agreement dated December 16, 2025, holders can exchange their Common Units for Class A common stock on a one-for-one basis, with customary adjustments for stock splits and dividends, and the related Class B shares are automatically cancelled on exchange. The filing reflects indirect holdings through a series of CP Circle ML Holdco limited partnerships managed within the Carlyle structure.
Medline Inc. insider filing shows large Carlyle-affiliated ownership. On
Medline Inc. (MDLN) director Stephen H. Wise filed an initial Form 3 beneficial ownership report following an event dated 12/17/2025. In this filing, he indicates that no Medline securities are beneficially owned, and both the non-derivative and derivative securities tables show no holdings. The form is filed by one reporting person in his capacity as a director, providing a baseline disclosure of his current ownership status.
Medline Inc. director Robert R. Schmidt filed an initial insider ownership report in connection with an event dated 12/17/2025. This filing states that he currently has no securities beneficially owned in Medline Inc., meaning he does not report owning any Medline common stock or derivative securities at this time. The form is filed by a single reporting person and reflects his status solely as a director, not as an officer or 10% owner.
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