Welcome to our dedicated page for BrightSpring Health Services SEC filings (Ticker: BTSG), 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.
BrightSpring Health Services filings document the operating results, governance, capital structure and material events of a public home- and community-based healthcare services company. Its 8-K reports include quarterly financial results, preliminary financial information, completed asset dispositions, underwriting agreements, secondary common stock offerings, company share repurchases and related registration-statement disclosures.
The company’s proxy materials cover annual meeting matters, director and governance disclosures, executive compensation and shareholder voting topics. BrightSpring filings also identify its Nasdaq-listed common stock under BTSG and its 6.75% Tangible Equity Units under BTSGU, providing formal disclosure around both operating performance and security structure.
Shah Nigam H. reported acquisition or exercise transactions in this Form 4 filing.
BrightSpring Health Services director Nigam H. Shah received an equity award in the form of restricted stock units. On June 11, 2026, he was granted 4,013 RSUs, each representing a right to receive one share of common stock upon settlement at no cash cost per unit.
The RSUs fully vest on the earlier of June 11, 2027 or the day before BrightSpring’s 2027 annual meeting of stockholders. Following this grant, Shah holds 4,013 shares of BrightSpring common stock directly, reflecting a modest, compensation-related ownership position aligned with the company’s performance.
BrightSpring Health Services, Inc. director Shah Nigam H. filed an initial Form 3, which is a required statement of beneficial ownership for insiders. This filing lists him as a director of BrightSpring Health Services but does not report any buy, sell, or other equity transactions in the provided data.
BrightSpring Health Services, Inc. expanded its board of directors from seven to eight members and appointed Dr. Nigam H. Shah as a Class III director on June 11, 2026. He will also serve on the Board’s Quality and Compliance Committee and be compensated under the company’s standard non-employee director policy.
BrightSpring plans to enter into an indemnification agreement with Dr. Shah in the same form used for its other directors and states there are no related-party transactions requiring disclosure. A press release dated June 12, 2026, describing his appointment is furnished as Exhibit 99.1. The company highlights its nationwide home- and community-based pharmacy and health services, serving over 475,000 individuals daily across all 50 states.
KKR Phoenix Aggregator L.P. and affiliated KKR entities updated their ownership disclosure in BrightSpring Health Services after a large secondary sale. On June 3, 2026 they entered an underwriting agreement for an offering of 15,000,000 BrightSpring common shares by selling stockholders, including 14,669,771 shares sold by KKR Phoenix Aggregator L.P. at a net price of $58.453 per share.
As of the June 5, 2026 closing, KKR Phoenix Aggregator L.P. directly holds 26,829,880 shares, and related foundations for Henry Kravis and George Roberts hold additional shares, representing about 13.7% of the 196,588,412 shares outstanding. KKR also distributed 324,608 shares in kind to partners and foundations for charitable purposes and agreed to a 60‑day lock-up on further sales, subject to customary exceptions.
BrightSpring Health Services’ major shareholder group linked to KKR reported a large share sale and related charitable transfers. An entity in the KKR structure sold 14,669,771 shares of BrightSpring common stock at a net price of $58.453 per share in an underwritten public offering. Additional entries show in-kind distributions and bona fide gifts totaling 60,190 shares for ultimate charitable donations, plus an internal restructuring transfer of 324,608 shares. Following these transactions, the filing shows 26,829,880 shares of BrightSpring common stock indirectly held by the reporting group.
BrightSpring Health Services’ ten percent owners affiliated with KKR Phoenix Aggregator L.P. reported several indirect transactions in BrightSpring common stock. The group sold 14,669,771 shares at a net price of $58.453 per share in an underwritten public offering and continued to hold 26,829,880 shares indirectly afterward.
Additional entries reflect in-kind distributions and charitable activity. Shares were distributed to partners and shareholders so ultimate recipients, including Messrs. Henry R. Kravis and George R. Roberts, could donate stock, and some shares were recorded as bona fide gifts. The reporting persons collectively disclaim beneficial ownership except to the extent of their pecuniary interests.
BrightSpring Health Services director and officer Jon B. Rousseau reported a mix of option exercises and share sales involving 260,000 shares each way. He exercised stock options to acquire 260,000 shares of common stock at $6.37 per share, then sold 260,000 shares at $58.75 per share in transactions that include sales by The Margaret Rousseau Children Trust under a registered public offering that closed on June 5, 2026. After these transactions, Rousseau holds 1,194,503 shares of common stock directly and has indirect interests through family trusts, including 369,763 common shares and fully vested stock options linked to 377,602 underlying shares at a $6.37 exercise price expiring on October 16, 2029. Rousseau disclaims beneficial ownership of the indirectly held securities except to the extent of his pecuniary interest.
BrightSpring Health Services, Inc. executive Lisa A. Nalley exercised stock options and sold shares in a coordinated transaction. She exercised options to acquire 35,000 shares of common stock at $6.37 per share, then sold 35,000 shares in a registered public offering that closed on June 5, 2026 at $58.75 per share before underwriting discounts and commissions.
After these transactions, Nalley holds 131,948 shares of common stock directly and 41,909 stock options that remain outstanding and fully vested, expiring on September 24, 2029. The activity represents an exercise-and-sell pattern that converts part of her option position into cash while retaining a substantial equity stake.
BrightSpring Health Services Chief Financial Officer Jennifer A. Phipps sold 35,000 shares of common stock at $58.75 per share in an open-market transaction pursuant to a registered public offering that closed on June 5, 2026. On the same day, she exercised stock options to acquire 35,000 common shares at an exercise price of $6.37 per share. After these transactions, she directly holds 285,224 shares of common stock and 55,708 stock options that are fully vested and exercisable until September 24, 2029.
BrightSpring Health Services, Inc. entered into an underwriting agreement for an underwritten secondary offering of 14,999,771 shares of its common stock at a public offering price of $58.75 per share. All of these shares were sold by existing selling stockholders, so the company itself did not receive offering proceeds.
In connection with the transaction, BrightSpring repurchased 1,026,465 shares of its common stock from the underwriter as part of the same offering, and the underwriter did not earn underwriting fees on the repurchased shares. The deal was executed under an automatic shelf registration statement on Form S-3ASR and supported by customary representations, covenants, and indemnification obligations among the company, the selling stockholders, and the underwriter.