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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Medline's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Medline's regulatory disclosures and financial reporting.
Medline Inc. (MDLN) major shareholders tied to Blackstone reported large secondary sales of Class A common stock. On March 10, 2026, entities associated with these reporting persons sold a combined 27,852,986 shares of Class A common stock in open-market or related transactions at $40.508 per share, in connection with the closing of a secondary offering where shares were sold to underwriters at the public offering price of $41.00 per share less underwriting discounts and commissions of $0.492 per share.
The filing also reports an "other" transaction involving an in-kind distribution of 366,337 shares of Class A common stock by Mozart Aggregator II LP to one of its investors and certain affiliated entities, which agreed in writing to remain subject to the existing lock-up agreement. Following these transactions, the Blackstone-related holding structures continue to own substantial indirect positions, including 109,250,239 shares and 12,507,704 shares of Class A common stock held through specific Mozart aggregator entities as reflected in the filing.
Medline Inc. large shareholders affiliated with the Mozart and Blackstone investment vehicles reported significant sales of Class A Common Stock. On March 10, 2026 they executed four open-market or private sale transactions totaling 27,852,986 shares at $40.508 per share, in connection with a secondary offering where shares were sold to underwriters at the public offering price of $41.00 per share less underwriting discounts and commissions of $0.492 per share.
The filing also reports an additional J‑code transaction for 366,337 shares at a stated price of $0.00 per share, representing in‑kind distributions of Class A Common Stock from Mozart Aggregator II LP to one of its investors and affiliated entities, which remain subject to lock‑up restrictions. All positions are held indirectly through various partnership and limited liability company structures, and each reporting person disclaims beneficial ownership of securities held by the others except to the extent of its pecuniary interest.
Medline Inc. significant shareholders affiliated with Hellman & Friedman reported large secondary sales of Class A Common Stock. Investment vehicles including Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel-A), L.P., Mend Investment Holdings I, L.P., and Mend Partners II, L.P. sold an aggregate of 26,131,237 shares on March 10, 2026 at an effective price of $40.508 per share, reflecting the $41.00 secondary public offering price less a $0.492 underwriting discount in an underwritten public offering.
Additional non-cash “J” code entries show internal contributions of shares to wholly owned subsidiaries and in-kind distributions of Class A Common Stock to ultimate partners and shareholders in connection with these sales. Following the transactions, the funds still report substantial indirect holdings, including 75,931,567 shares for Hellman & Friedman Capital Partners X (Parallel), L.P. and 7,895,482 shares for HFCP X (Parallel-A), L.P. Recipients of distributed shares have generally agreed to lock-up restrictions, with an exception for less than 1% of outstanding stock delivered to charitable organizations.
Medline Inc. reported that investment entities affiliated with The Carlyle Group Inc. exchanged Common Units of Medline Holdings, LP for shares of Medline Class A common stock on March 4, 2026 and March 5, 2026. Each Common Unit converted into one Class A share at a stated price of $0.0000 per share.
On March 4, 2026, 8,085,116 Common Units were converted into 8,085,116 Class A shares, and on March 5, 2026, 1,212,767 Common Units were converted into 1,212,767 Class A shares. An equivalent number of Class B common shares, which have no economic value and one vote per share, were cancelled in connection with these exchanges.
TC Group Cayman Investment Holdings, L.P. reported acquisition or exercise transactions in this Form 4 filing.
Medline Inc. large shareholders affiliated with TC Group and Carlyle reported internal equity restructurings. On March 4 and 5, 2026, entities exchanged a total of 8,085,116 and 1,212,767 Common Units of Medline Holdings, LP for the same number of Medline Class A common shares at a stated price of $0.00 per share.
Following these exchanges, indirect holdings rose to 152,460,797 and then 153,673,564 shares of Class A common stock across the listed investment vehicles. Matching numbers of Class B common shares, which carry voting rights but no economic value, were automatically cancelled as the related Common Units were exchanged.
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.