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Nasdaq · USD

BTSG

BrightSpring Health Services, Inc.

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Tapewire entity
3469
SEC CIK
0001865782
Parsed reports
107

Last 12 months

Inside the activity.

0 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202605
Apr 202600
May 202600
Jun 202606
Jul 202600
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 12, 2025 Filed Jun 13, 2025 20:03 UTC
Nalley Lisa ASee Remarks
Exercise / conversionCommon Stock 14,415 $6.37 $91,823.55
Disclosure

SEC source: 0000908834-25-000197 · form4.xml · nonDerivative · entry 1

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,565

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · balance_after: Includes 64,303 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in two equal annual installments commencing on January 25, 2026 and 46,057 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:03 UTC
ROUSSEAU JON BDirector · See Remarks
Exercise / conversionStock Options (Right to Buy) · Derivative 531,840 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000908834-25-000196 · form4.xml · derivative · entry 4

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 795,241

Underlying: Common Stock · 531,840 shares

Expires 2029-10-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These options are fully vested.

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June 12, 2025 Filed Jun 13, 2025 20:03 UTC
ROUSSEAU JON BDirector · See Remarks
SaleCommon Stock 531,840 $21.75 $11,567,520.00
Disclosure

SEC source: 0000908834-25-000196 · form4.xml · nonDerivative · entry 2

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,184,133

F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions.

F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions.

F2 · balance_after: Includes 564,599 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in seven equal quarterly installments commencing on July 25, 2025 and 316,639 shares of the Issuer's common stock underlying RSUs which vest in eleven equal quarterly installments commencing on July 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:03 UTC
ROUSSEAU JON BDirector · See Remarks
Exercise / conversionCommon Stock 531,840 $6.37 $3,387,820.80
Disclosure

SEC source: 0000908834-25-000196 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,715,973

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · balance_after: Includes 564,599 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in seven equal quarterly installments commencing on July 25, 2025 and 316,639 shares of the Issuer's common stock underlying RSUs which vest in eleven equal quarterly installments commencing on July 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:02 UTC SaleCommon Stock 119,298 $21.75 $2,594,731.50
Disclosure

SEC source: 0000908834-25-000195 · form4.xml · nonDerivative · entry 1

McMaude Michael A · CIK 0001891172 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,590

F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions.

F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions.

F2 · balance_after: Includes 34,295 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:02 UTC
Barnes Robert AllenPresident, Community Living
Exercise / conversionStock Options (Right to Buy) · Derivative 27,606 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000908834-25-000194 · form4.xml · derivative · entry 3

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,387

Underlying: Common Stock · 27,606 shares

Expires 2029-09-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These options are fully vested.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:02 UTC
Barnes Robert AllenPresident, Community Living
SaleCommon Stock 30,730 $21.75 $668,377.50
Disclosure

SEC source: 0000908834-25-000194 · form4.xml · nonDerivative · entry 2

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,269

F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions.

F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions.

F2 · balance_after: Includes 31,080 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
June 12, 2025 Filed Jun 13, 2025 20:02 UTC
Barnes Robert AllenPresident, Community Living
Exercise / conversionCommon Stock 27,606 $6.37 $175,850.22
Disclosure

SEC source: 0000908834-25-000194 · form4.xml · nonDerivative · entry 1

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,999

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · balance_after: Includes 31,080 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC GiftCommon Stock 51,364 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-022705 · form4.xml · nonDerivative · entry 4

KKR Phoenix Aggregator L.P. · CIK 0001890568 · 10% owner

KKR Phoenix Aggregator GP LLC · CIK 0001890532 · 10% owner

KKR Americas Fund XII L.P. · CIK 0001666676 · 10% owner

KKR Associates Americas XII L.P. · CIK 0001746586 · 10% owner

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F6 · kind: Represents the donation by George R. Roberts of shares received in the in-kind distribution described in footnote (4) above.

F6 · ownership.nature: Represents the donation by George R. Roberts of shares received in the in-kind distribution described in footnote (4) above.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC GiftCommon Stock 60,002 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-022705 · form4.xml · nonDerivative · entry 3

KKR Phoenix Aggregator L.P. · CIK 0001890568 · 10% owner

KKR Phoenix Aggregator GP LLC · CIK 0001890532 · 10% owner

KKR Americas Fund XII L.P. · CIK 0001666676 · 10% owner

KKR Associates Americas XII L.P. · CIK 0001746586 · 10% owner

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F5 · kind: Represents the donation by Henry R. Kravis of shares received in the in-kind distribution described in footnote (4) above.

F5 · ownership.nature: Represents the donation by Henry R. Kravis of shares received in the in-kind distribution described in footnote (4) above.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC OtherCommon Stock 475,546 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-022705 · form4.xml · nonDerivative · entry 2

KKR Phoenix Aggregator L.P. · CIK 0001890568 · 10% owner

KKR Phoenix Aggregator GP LLC · CIK 0001890532 · 10% owner

KKR Americas Fund XII L.P. · CIK 0001666676 · 10% owner

KKR Associates Americas XII L.P. · CIK 0001746586 · 10% owner

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 79,196,337

F4 · kind: Represents distributions of such shares in connection with the sale reported herein by KKR Phoenix Aggregator L.P. and certain of its affiliates to their respective partners and shareholders as in-kind distributions. These in-kind distributions are for the purpose of the ultimate recipients making charitable donations of shares of common stock.

F2 · ownership.nature: Represents securities held by KKR Phoenix Aggregator L.P. KKR Phoenix Aggregator GP LLC is the general partner of KKR Phoenix Aggregator L.P. KKR Americas Fund XII L.P. is the sole member of KKR Phoenix Aggregator GP LLC. KKR Associates Americas XII L.P. is the general partner of KKR Americas Fund XII L.P. KKR Americas XII Limited is the general partner of KKR Associates Americas XII L.P. KKR Group Partnership L.P. is the sole shareholder of KKR Americas XII Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

F3 · ownership.nature: Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons are the beneficial owners of any securities reported herein.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC SaleCommon Stock 13,288,101 $21.15 $281,068,583.54
Disclosure

SEC source: 0001140361-25-022705 · form4.xml · nonDerivative · entry 1

KKR Phoenix Aggregator L.P. · CIK 0001890568 · 10% owner

KKR Phoenix Aggregator GP LLC · CIK 0001890532 · 10% owner

KKR Americas Fund XII L.P. · CIK 0001666676 · 10% owner

KKR Associates Americas XII L.P. · CIK 0001746586 · 10% owner

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 79,671,883

F1 · price: The price of $21.151875 represents the $21.75 secondary public offering price per share of common stock of BrightSpring Health Services, Inc., less the underwriting discounts and commissions of $0.598125 per share, for shares sold pursuant to an underwritten public offering.

F2 · ownership.nature: Represents securities held by KKR Phoenix Aggregator L.P. KKR Phoenix Aggregator GP LLC is the general partner of KKR Phoenix Aggregator L.P. KKR Americas Fund XII L.P. is the sole member of KKR Phoenix Aggregator GP LLC. KKR Associates Americas XII L.P. is the general partner of KKR Americas Fund XII L.P. KKR Americas XII Limited is the general partner of KKR Associates Americas XII L.P. KKR Group Partnership L.P. is the sole shareholder of KKR Americas XII Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

F3 · ownership.nature: Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons are the beneficial owners of any securities reported herein.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC GiftCommon Stock 51,364 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-022706 · form4.xml · nonDerivative · entry 4

KKR Group Partnership L.P. · CIK 0001472698 · 10% owner

KKR Group Holdings Corp. · CIK 0001743754 · 10% owner

KKR Group Co. Inc. · CIK 0001932162 · 10% owner

KKR & Co. Inc. · CIK 0001404912 · 10% owner

KKR Management LLP · CIK 0001472694 · 10% owner

KRAVIS HENRY R · CIK 0001081714 · 10% owner

ROBERTS GEORGE R · CIK 0001081715 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F6 · kind: Represents the donation by George R. Roberts shares received in the in-kind distribution described in footnote (4) above.

F6 · ownership.nature: Represents the donation by George R. Roberts shares received in the in-kind distribution described in footnote (4) above.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC GiftCommon Stock 60,002 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-022706 · form4.xml · nonDerivative · entry 3

KKR Group Partnership L.P. · CIK 0001472698 · 10% owner

KKR Group Holdings Corp. · CIK 0001743754 · 10% owner

KKR Group Co. Inc. · CIK 0001932162 · 10% owner

KKR & Co. Inc. · CIK 0001404912 · 10% owner

KKR Management LLP · CIK 0001472694 · 10% owner

KRAVIS HENRY R · CIK 0001081714 · 10% owner

ROBERTS GEORGE R · CIK 0001081715 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F5 · kind: Represents the donation by Henry R. Kravis of shares received in the in-kind distribution described in footnote (4) above.

F5 · ownership.nature: Represents the donation by Henry R. Kravis of shares received in the in-kind distribution described in footnote (4) above.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC OtherCommon Stock 475,546 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-022706 · form4.xml · nonDerivative · entry 2

KKR Group Partnership L.P. · CIK 0001472698 · 10% owner

KKR Group Holdings Corp. · CIK 0001743754 · 10% owner

KKR Group Co. Inc. · CIK 0001932162 · 10% owner

KKR & Co. Inc. · CIK 0001404912 · 10% owner

KKR Management LLP · CIK 0001472694 · 10% owner

KRAVIS HENRY R · CIK 0001081714 · 10% owner

ROBERTS GEORGE R · CIK 0001081715 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 79,196,337

F4 · kind: Represents distributions of such shares in connection with the sale reported herein by KKR Phoenix Aggregator L.P. and certain of its affiliates to their respective partners and shareholders as in-kind distributions. These in-kind distributions are for the purpose of the ultimate recipients making charitable donations of shares of common stock.

F2 · ownership.nature: Represents securities held by KKR Phoenix Aggregator L.P. KKR Phoenix Aggregator GP LLC is the general partner of KKR Phoenix Aggregator L.P. KKR Americas Fund XII L.P. is the sole member of KKR Phoenix Aggregator GP LLC. KKR Associates Americas XII L.P. is the general partner of KKR Americas Fund XII L.P. KKR Americas XII Limited is the general partner of KKR Associates Americas XII L.P. KKR Group Partnership L.P. is the sole shareholder of KKR Americas XII Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

F3 · ownership.nature: Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons are the beneficial owners of any securities reported herein.

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC SaleCommon Stock 13,288,101 $21.15 $281,068,583.54
Disclosure

SEC source: 0001140361-25-022706 · form4.xml · nonDerivative · entry 1

KKR Group Partnership L.P. · CIK 0001472698 · 10% owner

KKR Group Holdings Corp. · CIK 0001743754 · 10% owner

KKR Group Co. Inc. · CIK 0001932162 · 10% owner

KKR & Co. Inc. · CIK 0001404912 · 10% owner

KKR Management LLP · CIK 0001472694 · 10% owner

KRAVIS HENRY R · CIK 0001081714 · 10% owner

ROBERTS GEORGE R · CIK 0001081715 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 79,671,883

F1 · price: The price of $21.151875 represents the $21.75 secondary public offering price per share of common stock of BrightSpring Health Services, Inc., less the underwriting discounts and commissions of $0.598125 per share, for shares sold pursuant to an underwritten public offering.

F2 · ownership.nature: Represents securities held by KKR Phoenix Aggregator L.P. KKR Phoenix Aggregator GP LLC is the general partner of KKR Phoenix Aggregator L.P. KKR Americas Fund XII L.P. is the sole member of KKR Phoenix Aggregator GP LLC. KKR Associates Americas XII L.P. is the general partner of KKR Americas Fund XII L.P. KKR Americas XII Limited is the general partner of KKR Associates Americas XII L.P. KKR Group Partnership L.P. is the sole shareholder of KKR Americas XII Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

F3 · ownership.nature: Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons are the beneficial owners of any securities reported herein.

Read SEC document
May 05, 2025 Filed May 7, 2025 20:08 UTC GrantCommon Stock 11,912 $0.00 $0.00
Disclosure

SEC source: 0000908834-25-000142 · form4.xml · nonDerivative · entry 1

KIRTLEY OLIVIA F · CIK 0001086323 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,014

F1 · kind: On May 5, 2025, the Reporting Person was granted restricted stock units ("RSUs") which fully vest on May 5, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. The Reporting Person has elected to defer settlement of the RSUs under the terms of the Company's Non-Employee Director Deferred Compensation Plan. Settlement of the RSUs shall be in accordance with the Reporting Person's deferral election form to occur either (1) following the Reporting Person's termination of service from the board of directors or (2) on a future date selected by the Reporting Person at the time of their deferral election.

F2 · balance_after: Includes 11,912 shares of the Issuer's common stock underlying RSUs, as described in footnote 1 herein.

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May 05, 2025 Filed May 7, 2025 20:10 UTC GrantCommon Stock 11,912 $0.00 $0.00
Disclosure

SEC source: 0000908834-25-000146 · form4.xml · nonDerivative · entry 1

Wicks Timothy A · CIK 0001339919 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,521

F1 · kind: On May 5, 2025, the Reporting Person was granted restricted stock units ("RSUs") which fully vest on May 5, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. The Reporting Person has elected to defer settlement of the RSUs under the terms of the Company's Non-Employee Director Deferred Compensation Plan. Settlement of the RSUs shall be in accordance with the Reporting Person's deferral election form to occur either (1) following the Reporting Person's termination of service from the board of directors or (2) on a future date selected by the Reporting Person at the time of their deferral election.

F2 · balance_after: Includes 11,912 shares of the Issuer's common stock underlying RSUs, as described in footnote 1 herein.

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May 05, 2025 Filed May 7, 2025 20:09 UTC GrantCommon Stock 11,912 $0.00 $0.00
Disclosure

SEC source: 0000908834-25-000144 · form4.xml · nonDerivative · entry 1

Miller Steven B · CIK 0001599611 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,620

F1 · kind: On May 5, 2025, the Reporting Person was granted restricted stock units ("RSUs") which fully vest on May 5, 2026. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.

F2 · balance_after: Includes 10,708 shares of the Issuer's common stock underlying RSUs which fully vest on November 5, 2025 and 11,912 shares of the Issuer's common stock underlying RSUs which fully vest on May 5, 2026.

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May 03, 2025 Filed May 6, 2025 20:01 UTC Tax withholdingCommon Stock 7,044 $20.87 $147,008.28
Disclosure

SEC source: 0000908834-25-000139 · form4.xml · nonDerivative · entry 1

Wicks Timothy A · CIK 0001339919 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,609

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 15,653 restricted stock units at a net settlement price equal to the closing stock price on May 3, 2025.

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April 25, 2025 Filed Apr 29, 2025 21:49 UTC
ROUSSEAU JON BDirector · See Remarks
Tax withholdingCommon Stock 48,887 $16.55 $809,079.85
Disclosure

SEC source: 0000908834-25-000127 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,184,133

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 109,442 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on April 25, 2025.

F2 · balance_after: Includes 564,599 shares of the Issuer's common stock underlying RSUs which will vest in seven equal quarterly installments commencing on July 25, 2025 and 316,639 shares of the Issuer's common stock underlying RSUs which vest in eleven equal quarterly installments commencing on July 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
March 17, 2025 Filed Mar 20, 2025 01:36 UTC
ROUSSEAU JON BDirector · See Remarks
GrantStock Options (Right to Buy) · Derivative 733,496 $0.00 Strike: $17.45 $0.00
Disclosure

SEC source: 0000908834-25-000108 · form4.xml · derivative · entry 3

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 733,496

Underlying: Common Stock · 733,496 shares

Expires 2035-03-17

F4 · derivative.exercise_date: Options vest in twelve equal quarterly installments commencing on April 25, 2025.

Read SEC document
March 17, 2025 Filed Mar 20, 2025 01:36 UTC
ROUSSEAU JON BDirector · See Remarks
GrantCommon Stock 345,424 $0.00 $0.00
Disclosure

SEC source: 0000908834-25-000108 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,233,020

F1 · kind: On March 17, 2025 the Reporting Person was granted restricted stock units ("RSUs") which vest in twelve equal quarterly installments commencing on April 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

F2 · balance_after: Includes 645,256 shares of the Issuer's common stock underlying RSUs which will vest in eight equal quarterly installments commencing on April 25, 2025 and 345,424 shares of the Issuer's common stock underlying RSUs which vest in twelve equal quarterly installments commencing on April 25, 2025.

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March 17, 2025 Filed Mar 19, 2025 22:22 UTC
Nalley Lisa ASee Remarks
GrantStock Options (Right to Buy) · Derivative 97,800 $0.00 Strike: $17.45 $0.00
Disclosure

SEC source: 0000908834-25-000107 · form4.xml · derivative · entry 2

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,800

Underlying: Common Stock · 97,800 shares

Expires 2035-03-17

F3 · derivative.exercise_date: Options vest in three equal annual installments commencing on January 25, 2026.

Read SEC document
March 17, 2025 Filed Mar 19, 2025 22:22 UTC
Nalley Lisa ASee Remarks
GrantCommon Stock 46,057 $0.00 $0.00
Disclosure

SEC source: 0000908834-25-000107 · form4.xml · nonDerivative · entry 1

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 131,150

F1 · kind: On March 17, 2025 the Reporting Person was granted restricted stock units ("RSUs") which vest in three equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

F2 · balance_after: Includes 64,303 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026 and 46,057 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026.

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March 17, 2025 Filed Mar 19, 2025 22:20 UTC
Yowler JenniferPresident, PharMerica
GrantStock Options (Right to Buy) · Derivative 48,900 $0.00 Strike: $17.45 $0.00
Disclosure

SEC source: 0000908834-25-000106 · form4.xml · derivative · entry 2

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,900

Underlying: Common Stock · 48,900 shares

Expires 2035-03-17

F3 · derivative.exercise_date: Options vest in three equal annual installments commencing on January 25, 2026.

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March 17, 2025 Filed Mar 19, 2025 22:20 UTC
Yowler JenniferPresident, PharMerica
GrantCommon Stock 23,029 $0.00 $0.00
Disclosure

SEC source: 0000908834-25-000106 · form4.xml · nonDerivative · entry 1

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,401

F1 · kind: On March 17, 2025 the Reporting Person was granted restricted stock units ("RSUs") which vest in three equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

F2 · balance_after: Includes 38,589 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026 and 23,029 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026.

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March 17, 2025 Filed Mar 19, 2025 22:19 UTC
Phipps Jennifer AChief Accounting Officer
GrantStock Options (Right to Buy) · Derivative 183,374 $0.00 Strike: $17.45 $0.00
Disclosure

SEC source: 0000908834-25-000105 · form4.xml · derivative · entry 2

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 183,374

Underlying: Common Stock · 183,374 shares

Expires 2035-03-17

F3 · derivative.exercise_date: Options vest in three equal annual installments commencing on January 25, 2026.

Read SEC document
March 17, 2025 Filed Mar 19, 2025 22:19 UTC
Phipps Jennifer AChief Accounting Officer
GrantCommon Stock 86,356 $0.00 $0.00
Disclosure

SEC source: 0000908834-25-000105 · form4.xml · nonDerivative · entry 1

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 230,030

F1 · kind: On March 17, 2025 the Reporting Person was granted restricted stock units ("RSUs") which vest in three equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

F2 · balance_after: Includes 96,455 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026 and 86,356 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026.

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February 18, 2025 Filed Feb 20, 2025 16:30 UTC
WALGREEN COFormer 10% owner
SaleCommon Stock 12,000,000 $21.16 $253,920,000.00
Disclosure

SEC source: 0000950170-25-024214 · ownership.xml · nonDerivative · entry 1

Walgreens Boots Alliance, Inc. · CIK 0001618921 · Former 10% owner

WALGREEN CO · CIK 0000104207 · Former 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 11,239,996

F1 · balance_after: These shares are held by Walgreen Co., a direct wholly owned subsidiary of Walgreens Boots Alliance, Inc., a public company with its common stock listed on The Nasdaq Stock Market LLC.

F1 · ownership.nature: These shares are held by Walgreen Co., a direct wholly owned subsidiary of Walgreens Boots Alliance, Inc., a public company with its common stock listed on The Nasdaq Stock Market LLC.

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January 25, 2025 Filed Jan 28, 2025 22:23 UTC
ROUSSEAU JON BDirector · See Remarks
Tax withholdingCommon Stock 44,362 $22.82 $1,012,340.84
Disclosure

SEC source: 0000908834-25-000023 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 887,596

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025.

F2 · balance_after: Includes 645,256 shares of the Issuer's common stock underlying RSUs which will vest in eight equal quarterly installments commencing on April 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
January 25, 2025 Filed Jan 28, 2025 22:22 UTC Tax withholdingCommon Stock 7,202 $22.82 $164,349.64
Disclosure

SEC source: 0000908834-25-000022 · form4.xml · nonDerivative · entry 1

McMaude Michael A · CIK 0001891172 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 326,888

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 17,147 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025.

F2 · balance_after: Includes 34,295 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

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January 25, 2025 Filed Jan 28, 2025 22:22 UTC Tax withholdingCommon Stock 12,115 $22.82 $276,464.30
Disclosure

SEC source: 0000908834-25-000020 · form4.xml · nonDerivative · entry 1

Mattingly James F Jr · CIK 0001891168 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,665

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 25,721 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025.

F2 · balance_after: Includes 51,443 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

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January 25, 2025 Filed Jan 28, 2025 22:22 UTC
Nalley Lisa ASee Remarks
Tax withholdingCommon Stock 14,501 $22.82 $330,912.82
Disclosure

SEC source: 0000908834-25-000021 · form4.xml · nonDerivative · entry 1

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,093

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 32,151 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025.

F2 · balance_after: Includes 64,303 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

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January 25, 2025 Filed Jan 28, 2025 22:21 UTC
Yowler JenniferPresident, PharMerica
Tax withholdingCommon Stock 8,508 $22.82 $194,152.56
Disclosure

SEC source: 0000908834-25-000019 · form4.xml · nonDerivative · entry 1

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,372

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 19,291 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025.

F2 · balance_after: Includes 38,589 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
January 25, 2025 Filed Jan 28, 2025 22:21 UTC
Barnes Robert AllenPresident, Community Living
Tax withholdingCommon Stock 7,351 $22.82 $167,749.82
Disclosure

SEC source: 0000908834-25-000017 · form4.xml · nonDerivative · entry 1

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,393

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 15,540 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025.

F2 · balance_after: Includes 31,080 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
January 25, 2025 Filed Jan 28, 2025 22:21 UTC
Phipps Jennifer AChief Accounting Officer
Tax withholdingCommon Stock 21,944 $22.82 $500,762.08
Disclosure

SEC source: 0000908834-25-000018 · form4.xml · nonDerivative · entry 1

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,674

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 48,227 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025.

F2 · balance_after: Includes 96,455 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
November 05, 2024 Filed Nov 8, 2024 23:18 UTC GrantCommon Stock 10,708 $0.00 $0.00
Disclosure

SEC source: 0000908834-24-000302 · form4.xml · nonDerivative · entry 1

Miller Steven B · CIK 0001599611 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,708

F1 · kind: On November 5, 2024, the Reporting Person was granted restricted stock units ("RSUs") which fully vest on November 5, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.

F2 · balance_after: Includes 10,708 shares of the Issuer's common stock underlying RSUs, as described in footnote 1 herein.

Read SEC document
October 25, 2024 Filed Oct 29, 2024 20:46 UTC
ROUSSEAU JON BDirector · See Remarks
Tax withholdingCommon Stock 36,740 $15.50 $569,470.00
Disclosure

SEC source: 0000908834-24-000271 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 931,958

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on October 25, 2024.

F2 · balance_after: Includes 725,913 shares of the Issuer's common stock underlying RSUs which will vest in nine equal quarterly installments commencing on January 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 19:04 UTC
WALGREEN CO10% owner
SaleCommon Stock 11,619,998 $129,330,577.74 $1,502,821,054,677,644.52
Disclosure

SEC source: 0000950170-24-106535 · ownership.xml · nonDerivative · entry 1

Walgreens Boots Alliance, Inc. · CIK 0001618921 · 10% owner

WALGREEN CO · CIK 0000104207 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 23,239,996

F1 · balance_after: These shares are held by Walgreen Co., a direct wholly owned subsidiary of Walgreens Boots Alliance, Inc., a public company with its common stock listed on The Nasdaq Stock Market LLC.

F1 · ownership.nature: These shares are held by Walgreen Co., a direct wholly owned subsidiary of Walgreens Boots Alliance, Inc., a public company with its common stock listed on The Nasdaq Stock Market LLC.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 20:36 UTC PurchaseCommon Stock 11,619,998 $11.13 $129,330,577.74
Disclosure

SEC source: 0001140361-24-041068 · form4.xml · nonDerivative · entry 1

KKR Phoenix Aggregator L.P. · CIK 0001890568 · 10% owner

KKR Phoenix Aggregator GP LLC · CIK 0001890532 · 10% owner

KKR Americas Fund XII L.P. · CIK 0001666676 · 10% owner

KKR Associates Americas XII L.P. · CIK 0001746586 · 10% owner

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 92,959,984

F1 · ownership.nature: Represents securities held by KKR Phoenix Aggregator L.P. KKR Phoenix Aggregator GP LLC is the general partner of KKR Phoenix Aggregator L.P. KKR Americas Fund XII L.P. is the sole member of KKR Phoenix Aggregator GP LLC. KKR Associates Americas XII L.P. is the general partner of KKR Americas Fund XII L.P. KKR Americas XII Limited is the general partner of KKR Associates Americas XII L.P. KKR Group Partnership L.P. is the sole shareholder of KKR Americas XII Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

F2 · ownership.nature: Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons are the beneficial owners of any securities reported herein.

Read SEC document
September 11, 2024 Filed Sep 13, 2024 20:44 UTC PurchaseCommon Stock 11,619,998 $11.13 $129,330,577.74
Disclosure

SEC source: 0001140361-24-041072 · form4.xml · nonDerivative · entry 1

KKR Group Partnership L.P. · CIK 0001472698 · 10% owner

KKR Group Holdings Corp. · CIK 0001743754 · 10% owner

KKR Group Co. Inc. · CIK 0001932162 · 10% owner

KKR & Co. Inc. · CIK 0001404912 · 10% owner

KKR Management LLP · CIK 0001472694 · 10% owner

KRAVIS HENRY R · CIK 0001081714 · 10% owner

ROBERTS GEORGE R · CIK 0001081715 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 92,959,984

F1 · ownership.nature: Represents securities held by KKR Phoenix Aggregator L.P. KKR Phoenix Aggregator GP LLC is the general partner of KKR Phoenix Aggregator L.P. KKR Americas Fund XII L.P. is the sole member of KKR Phoenix Aggregator GP LLC. KKR Associates Americas XII L.P. is the general partner of KKR Americas Fund XII L.P. KKR Americas XII Limited is the general partner of KKR Associates Americas XII L.P. KKR Group Partnership L.P. is the sole shareholder of KKR Americas XII Limited. KKR Group Holdings Corp. is the general partner of KKR Group Partnership L.P. KKR Group Co. Inc. is the sole shareholder of KKR Group Holdings Corp. KKR & Co. Inc. is the sole shareholder of KKR Group Co. Inc. KKR Management LLP is the Series I preferred stockholder of KKR & Co. Inc. Messrs. Henry R. Kravis and George R. Roberts are the founding partners of KKR Management LLP.

F2 · ownership.nature: Each of the Reporting Persons disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein. The filing of this statement shall not be deemed to be an admission that, for purposes of Section 16 of the Securities Exchange Act of 1934 or otherwise, the Reporting Persons are the beneficial owners of any securities reported herein.

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July 25, 2024 Filed Jul 26, 2024 22:33 UTC
ROUSSEAU JON BDirector · See Remarks
Tax withholdingCommon Stock 20,198 $12.09 $244,193.82
Disclosure

SEC source: 0000908834-24-000184 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 968,698

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on July 25, 2024.

F2 · balance_after: Includes 806,570 shares of the Issuer's common stock underlying RSUs which will vest in ten equal quarterly installments commencing on October 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
May 20, 2024 Filed May 21, 2024 22:17 UTC PurchaseCommon Stock 1,000 $11.46 $11,461.00
Disclosure

SEC source: 0000908834-24-000152 · form4.xml · nonDerivative · entry 1

DAmbrosio Matthew · CIK 0001995212 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

Read SEC document
May 10, 2024 Filed May 13, 2024 20:08 UTC GrantCommon Stock 4,449 $0.00 $0.00
Disclosure

SEC source: 0000908834-24-000127 · form4.xml · nonDerivative · entry 1

KIRTLEY OLIVIA F · CIK 0001086323 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,102

F1 · kind: On May 10, 2024, the Reporting Person was granted restricted stock units ("RSUs") which fully vest on May 3, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.

F2 · balance_after: Includes 20,102 shares of the Issuer's common stock underlying RSUs, as described in footnote 1 herein.

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May 03, 2024 Filed May 7, 2024 21:50 UTC GrantCommon Stock 15,653 $0.00 $0.00
Disclosure

SEC source: 0000908834-24-000123 · form4.xml · nonDerivative · entry 1

KIRTLEY OLIVIA F · CIK 0001086323 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,653

F1 · kind: On May 3, 2024, the Reporting Person was granted restricted stock units ("RSUs") which fully vest on May 3, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.

F2 · balance_after: Includes 15,653 shares of the Issuer's common stock underlying RSUs, as described in footnote 1 herein.

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May 03, 2024 Filed May 7, 2024 21:10 UTC GrantCommon Stock 15,653 $0.00 $0.00
Disclosure

SEC source: 0000908834-24-000122 · form4.xml · nonDerivative · entry 1

Wicks Timothy A · CIK 0001339919 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,653

F1 · kind: On May 3, 2024, the Reporting Person was granted restricted stock units ("RSUs") which fully vest on May 3, 2025. Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement.

F2 · balance_after: Includes 15,653 shares of the Issuer's common stock underlying RSUs, as described in footnote 1 herein.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 21:54 UTC
ROUSSEAU JON BDirector · See Remarks
Tax withholdingCommon Stock 36,740 $10.41 $382,463.40
Disclosure

SEC source: 0000908834-24-000116 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 988,896

F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer, in accordance with the company's policy, solely in order to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on April 25, 2024.

F2 · balance_after: Includes 887,227 shares of the Issuer's common stock underlying RSUs which will vest in eleven equal quarterly installments commencing on July 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
March 15, 2024 Filed Mar 18, 2024 19:27 UTC
Yowler JenniferPresident, PharMerica
PurchaseCommon Stock 3,000 $8.21 $24,630.00
Disclosure

SEC source: 0000908834-24-000104 · form4.xml · nonDerivative · entry 1

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,880

F1 · balance_after: Includes 57,880 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in three equal annual installments commencing on January 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
March 15, 2024 Filed Mar 18, 2024 19:27 UTC PurchaseCommon Stock 6,080 $8.26 $50,220.80
Disclosure

SEC source: 0000908834-24-000103 · form4.xml · nonDerivative · entry 1

Mattingly James F Jr · CIK 0001891168 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,780

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.25 to $8.27, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote.

F2 · balance_after: Includes 77,164 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in three equal annual installments commencing on January 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.