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. insiders reported large equity structure moves tied to exchange rights in Medline Holdings, LP. On March 4 and 5, 2026, entities including CP Circle ML and CP Circle UNLV funds converted a total of 9,298,883 Common Units of Medline Holdings, LP into the same number of Class A Common Stock at a stated price of $0.00 per share under a one-for-one exchange agreement. An equivalent number of Class B Common Stock shares, which have voting rights but no economic value, were automatically cancelled as those units were exchanged, shifting ownership from partnership units into publicly traded Class A shares while keeping economic exposure intact.
Carlyle-affiliated investment entities that are 10% owners of Medline Inc. reported non-cash conversions of partnership units into Medline equity. On March 4, 2026 they converted 8,085,116 Common Units of Medline Holdings, LP into the same number of shares of Medline Class A common stock at a stated price of $0.00 per share.
On March 5, 2026 they converted an additional 1,212,767 Common Units into an equal number of Class A shares, again at $0.00 per share. In connection with these exchanges, an equivalent number of Class B common shares, which have no economic value and one vote per share, were cancelled as the corresponding Common Units were exchanged.
Medline Inc. insider filing shows a large equity conversion by affiliated investment funds. Mend Investment Holdings I, L.P. exchanged 13,198,914 Common Units of Medline Holdings, LP for the same number of Medline Inc. Class A common shares on March 4, 2026, and 1,979,837 Common Units for an equal number of Class A shares on March 5, 2026, both at a stated price of $0.00 per share.
In each case, an equivalent number of Class B common shares held by Mend Investment Holdings I, L.P. were automatically cancelled, consistent with the structure where one Class B share is paired with each Common Unit and has voting but no economic rights. The transactions are reported as indirect holdings by various Hellman & Friedman–affiliated entities, with a three‑member board of Investors X Ltd. holding voting and investment discretion and its directors disclaiming beneficial ownership.
Medline Inc. executive Jessi L. Corcoran, the company’s Principal Accounting Officer, has filed an initial statement of beneficial ownership of Medline stock on Form 3. This filing establishes her status as a reporting insider under SEC rules. The data provided shows no equity transactions at this time.
Medline Inc. large holders reported conversions of partnership units into Class A common stock. Under a December 16, 2025 exchange agreement, holders of Common Units of Medline Holdings, LP may exchange units one-for-one for Medline Class A common stock, with customary anti-dilution adjustments.
On March 4 and 5, 2026, affiliated investment entities managed by Blackstone converted sizeable blocks of Common Units into Class A shares at a stated price of $0.00 per share, including 7,166,716 Common Units on March 4 and 1,075,007 on March 5. Matching numbers of Class B common shares, which have voting rights but no economic value, were automatically cancelled upon each conversion.
The report shows these securities are held indirectly through multiple Mozart and Blackstone-sponsored holding partnerships and limited liability companies, with one line item indicating 125,729,322 shares of Class A common stock held indirectly as of March 4, 2026.
Medline Inc. reporting entities led by BX Mozart ML-1 Holdco L.P. and Mozart Aggregator UNLV Holdco L.P. reported indirect acquisitions of Class A common stock through conversions of Common Units of Medline Holdings, LP on March 4 and March 5, 2026. The transactions used exchange rights that allow Common Units to be swapped for Class A shares on a one-for-one basis, at a stated price of $0.0000 per share. Related entries show Class B common stock, which has one vote per share but no economic value, being automatically cancelled in the same amounts as the converted Common Units. The filing also notes complex ownership chains among Blackstone-related entities and states that each reporting person, other than to the extent it directly holds securities, disclaims beneficial ownership of securities held by the others.
Medline Inc. Chief Commercial Officer Douglas P. Golwas reported equity awards and related ownership interests tied to the company’s pre-IPO reclassification and ongoing incentive programs. He acquired 25,788 shares of Class A common stock through a restricted stock unit grant at a price of $0.00 per share, with 25% vesting on June 15, 2026 and the remaining 75% vesting in three equal annual installments beginning on March 1, 2027.
On December 16, 2025, entities associated with him also acquired 465,864 Common Units of Medline Holdings, LP and a matching 465,864 shares of Class B common stock at $0.00 per share, in connection with the partnership’s reclassification prior to Medline’s initial public offering. Additional awards included several tranches of Incentive Units of Medline Holdings, LP totaling 948,597, 463,211, 212,755, 157,800 and 149,005 units, which function as profit interests similar to stock appreciation rights and are convertible into Common Units on specified terms. These Common Units and Incentive Units are held indirectly through Medline Management Aggregator LLC and a trust for which Golwas serves as trustee, with various vesting schedules extending into 2026 and beyond.
Medline Inc. executive William J. Abrams reported equity awards and partnership interests, with all transactions reflecting acquisitions rather than open-market trades. On March 5, 2026, he received a grant of 17,854 shares of Class A common stock in the form of restricted stock units, vesting 25% on June 15, 2026 and the remaining 75% in three equal annual installments beginning on March 1, 2027.
Earlier, on December 16, 2025, he acquired various Common Units and Incentive Units of Medline Holdings, LP, some held indirectly through Medline Management Aggregator LLC and a trust where he serves as trustee. Those interests were issued in connection with a reclassification prior to Medline’s initial public offering and were previously reported on his Form 3. Class B common stock carries voting rights but no economic value and is paired one-for-one with Common Units, and related Class B shares are cancelled when Common Units are exchanged into Class A common stock.
Medline Inc. director and CEO James M. Boyle reported only equity acquisitions, with no sales. He received 31,739 shares of Class A common stock as a restricted stock unit grant, with 25% vesting on June 15, 2026 and the remaining 75% vesting in three equal annual installments beginning on March 1, 2027.
Boyle is also credited with acquiring large blocks of Common Units and Incentive Units of Medline Holdings, LP on December 16, 2025, many held indirectly through a family trust and Medline Management Aggregator LLC. Footnotes describe Incentive Units as profit interests convertible into Common Units, which are exchangeable one-for-one into Class A common stock under an exchange agreement, with various tranches already partially vested and others vesting in scheduled annual installments through dates including April 1, 2026, October 1, 2026, October 21, 2026, March 28, 2026 and March 29, 2026.
Medline Inc. Chief Operating Officer Stephen L. Miller reported equity awards in the form of restricted stock units and partnership incentive units. He acquired 25,788 restricted stock units of Class A common stock at a price of $0.00 per unit. According to the terms, 25% of these units vest on June 15, 2026, with the remaining 75% vesting in three equal annual installments beginning on March 1, 2027.
He also acquired multiple blocks of Incentive Units of Medline Holdings, LP, which are described as profit interests with economic characteristics similar to stock appreciation rights. These vested Incentive Units can be converted into common units of Medline Holdings, LP based on the public trading price of Medline Class A common stock and a per unit participation threshold, and those common units are exchangeable on a one‑for‑one basis for shares of Class A common stock under an exchange agreement dated December 16, 2025. The Incentive Units have no expiration date, are held indirectly through Medline Management Aggregator LLC and a trust for which Miller serves as trustee, and vest over several annual installments beginning in 2026.