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. 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.
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 01/16/2026, a group of CP Circle ML investment vehicles associated with The Carlyle Group reported indirect beneficial ownership of 111,994,953 shares of Class A Common Stock and 55,557,381 shares of Class B Common Stock, as well as 55,557,381 Common Units of Medline Holdings, LP. The Class B shares carry one vote per share but no economic value and are paired one-for-one with Common Units, with the Class B shares automatically cancelled when the units are exchanged into Class A stock. An exchange agreement dated December 16, 2025 gives holders the right to swap Common Units for Class A shares on a one-for-one basis, with these exchange rights not expiring.
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.