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 a Schedule 13G disclosure showing a Hellman & Friedman–affiliated group reporting beneficial ownership of 215,303,036 shares of Class A common stock, or 23.2% of the class as of 12/31/2025.
The stake is held through several investment vehicles, including HFCP X (Parallel), HFCP X (Parallel - A), Mend Partners II and Mend Investment Holdings I. Part of the position comes from 115,788,967 shares of Class A stock that are issuable upon one-for-one exchange of Common Units of Medline Holdings L.P., paired with non‑economic Class B shares that carry one vote each.
Carlyle-affiliated investment entities report a major stake in Medline Inc. Carlyle Mozart Coinvestment UNLV Holdco, L.P. and CP Circle UNLV Holdco, L.P. together indirectly hold 15,417,129 shares of Class A common stock and 15,369,974 shares of Class B common stock and related Common Units.
Class B shares provide one vote per share but no economic value and are paired one-for-one with Common Units. Under a December 16, 2025 exchange agreement, holders may exchange Common Units for Class A shares on a one-for-one basis, and the exchange rights do not expire.
CP Circle Holdings, L.P., a former large Medline holder, reported internal transfers of its Medline-related interests to an affiliated entity. On February 11, 2026, it moved 2,615 shares of Class A common stock, 15,369,974 shares of Class B common stock, and 15,369,974 Common Units of Medline Holdings, LP for no consideration under a lock-up agreement.
The filing states that after these transfers CP Circle Holdings, L.P. no longer beneficially owns Medline securities. Class B shares carry one vote per share and no economic value, and are paired one-for-one with Common Units. Common Units are exchangeable into Class A shares on a one-for-one basis under an exchange agreement.
Carlyle Mozart Coinvestment Holdings, L.P., a 10% owner of Medline Inc. (Class A Common Stock), reported an internal share transfer. On February 11, 2026, it transferred 15,414,514 Class A shares to an affiliated entity for no consideration, described as part of a lock-up arrangement.
After this transaction, Carlyle Mozart Coinvestment Holdings, L.P. directly beneficially owned 16,125,094 Class A shares. The affiliated entity receiving the shares is subject to transfer restrictions under a lock-up agreement. Future Section 16 reports are expected to be filed jointly with multiple related Carlyle entities.
Carlyle Group Inc. and its affiliates report a significant stake in Medline Inc. They beneficially own 215,303,036 shares of Medline Class A common stock, representing 24.4% of the class. This is based on 811,418,179 Class A shares outstanding as of December 18, 2025 following Medline’s initial public offering.
The filing aggregates holdings across numerous Delaware and Cayman entities, including Carlyle Mozart Coinvestment funds and CP Circle ML vehicles. All reported shares and units are treated on a one-to-one basis into Class A stock, and voting and dispositive powers are reported as shared, with no sole authority.
Medline Inc. received a Schedule 13G showing that entities affiliated with Blackstone report beneficial ownership of 215,303,036 shares of Medline Class A common stock, or 24.4% of the class. This percentage is based on 811,418,179 Class A shares outstanding as of December 18, 2025.
The filing explains that Mozart Aggregator II LP directly holds 142,918,680 Class A shares, while BCP Mozart Aggregator L.P. directly holds 11,724 Class A shares and 72,372,632 Common Units of Medline Holdings, LP paired with an equal number of non‑economic Class B shares. These Common Units can be exchanged on a one‑for‑one basis for Class A shares without expiration, with the corresponding Class B shares cancelled on exchange.
Mozart Holdco, Inc. filed a Schedule 13G reporting beneficial ownership of 234,308,304 Medline Inc. Class A common shares, representing 22.4% of the outstanding Class A stock. This figure combines 287,648 actual Class A shares with 234,020,656 common units of Medline Holdings, LP paired with an equal number of Class B shares that can be exchanged one-for-one into Class A shares under an exchange agreement.
The percentage is calculated against 811,418,179 Class A shares outstanding as of December 18, 2025, assuming full exchange of those units and cancellation of the corresponding Class B shares. Mozart Holdco has sole voting and dispositive power over all these securities.
Medline Inc. received a Schedule 13G showing a significant ownership position by Abu Dhabi Investment Authority (ADIA) and its subsidiary Platinum Falcon B 2018 RSC Limited. ADIA reports beneficial ownership of 47,515,277 shares of Medline Class A common stock, representing 5.9% of the outstanding class.
Within this amount, Platinum Falcon directly owns 46,998,036 Class A shares, representing 5.8% of the class, while ADIA directly owns 517,241 Class A shares. The reported percentages are based on 811,418,179 Class A shares outstanding as of December 18, 2025, as disclosed in Medline’s prospectus.
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.