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Nasdaq · USD

BTSG

BrightSpring Health Services, Inc.

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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

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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
March 15, 2024 Filed Mar 18, 2024 19:26 UTC
ROUSSEAU JON BDirector · See Remarks
PurchaseCommon Stock 18,400 $8.09 $148,856.00
Disclosure

SEC source: 0000908834-24-000102 · form4.xml · nonDerivative · entry 2

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By Rousseau Family Trust

Disclosed balance after: 369,763

Read SEC document
March 15, 2024 Filed Mar 18, 2024 19:26 UTC
ROUSSEAU JON BDirector · See Remarks
PurchaseCommon Stock 18,400 $8.09 $148,856.00
Disclosure

SEC source: 0000908834-24-000102 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,025,636

F1 · balance_after: Includes 967,884 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in twelve equal quarterly installments commencing on April 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
March 14, 2024 Filed Mar 15, 2024 21:34 UTC
Phipps Jennifer AChief Accounting Officer
PurchaseCommon Stock 12,300 $8.14 $100,122.00
Disclosure

SEC source: 0000908834-24-000096 · form4.xml · nonDerivative · entry 1

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,618

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.13 to $8.15, 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.

Read SEC document
March 14, 2024 Filed Mar 15, 2024 21:34 UTC PurchaseCommon Stock 12,280 $8.18 $100,450.40
Disclosure

SEC source: 0000908834-24-000095 · form4.xml · nonDerivative · entry 1

Mattingly James F Jr · CIK 0001891168 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,700

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.15 to $8.19, 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.

Read SEC document
March 14, 2024 Filed Mar 15, 2024 21:33 UTC
ROUSSEAU JON BDirector · See Remarks
PurchaseCommon Stock 37,405 $8.12 $303,728.60
Disclosure

SEC source: 0000908834-24-000094 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,352

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.95 to $8.23, 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.

Read SEC document
March 14, 2024 Filed Mar 18, 2024 19:25 UTC Amendment
ROUSSEAU JON BDirector · See Remarks
PurchaseCommon Stock 37,405 $8.12 $303,728.60
Disclosure

SEC source: 0000908834-24-000101 · form4.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,007,236

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.95 to $8.23, 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: This amendment is being filed solely to restate the amount of securities beneficially owned following the transaction reported in the original Form 4 filed on March 15, 2024, which inadvertently excluded the shares of common stock underlying restricted stock units, as further described in footnote 3 herein.

F3 · balance_after: Includes 967,884 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in twelve equal quarterly installments commencing on April 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
January 26, 2024 Filed Jan 30, 2024 21:15 UTC GrantCommon Stock 51,442 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008838 · ownership.xml · nonDerivative · entry 1

McMaude Michael A · CIK 0001891172 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 334,090

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which 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
January 26, 2024 Filed Jan 30, 2024 21:15 UTC
Barnes Robert AllenPresident, Community Living
GrantCommon Stock 46,620 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008837 · ownership.xml · nonDerivative · entry 1

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,744

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which 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
January 26, 2024 Filed Jan 30, 2024 21:15 UTC GrantCommon Stock 77,164 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008836 · ownership.xml · nonDerivative · entry 1

Mattingly James F Jr · CIK 0001891168 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,420

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which 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
January 26, 2024 Filed Jan 30, 2024 21:15 UTC
Phipps Jennifer AChief Accounting Officer
GrantCommon Stock 144,682 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008833 · ownership.xml · nonDerivative · entry 1

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,318

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which 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
January 26, 2024 Filed Jan 30, 2024 21:15 UTC
Yowler JenniferPresident, PharMerica
GrantCommon Stock 57,880 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008831 · ownership.xml · nonDerivative · entry 1

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,880

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which 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
January 26, 2024 Filed Jan 30, 2024 21:15 UTC
Nalley Lisa ASee Remarks
GrantCommon Stock 96,454 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008832 · ownership.xml · nonDerivative · entry 1

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,594

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which 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
January 26, 2024 Filed Jan 30, 2024 21:15 UTC
REED STEVEN SSee Remarks
GrantCommon Stock 54,658 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008830 · ownership.xml · nonDerivative · entry 1

REED STEVEN S · CIK 0001215275 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,914

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which 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
January 26, 2024 Filed Jan 30, 2024 21:15 UTC
ROUSSEAU JON BDirector · See Remarks
GrantCommon Stock 967,884 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-008829 · ownership.xml · nonDerivative · entry 1

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 969,831

F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which vest in twelve equal quarterly installments commencing on April 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC GrantStock Options (Right to Buy) · Derivative 18,670 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008838 · ownership.xml · derivative · entry 3

McMaude Michael A · CIK 0001891172 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,670

Underlying: Common Stock · 18,670 shares

Expires 2034-01-25

F3 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F3 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC GrantStock Options (Right to Buy) · Derivative 33,349 $0.00 Strike: $15.92 $0.00
Disclosure

SEC source: 0000950170-24-008838 · ownership.xml · derivative · entry 2

McMaude Michael A · CIK 0001891172 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,048

Underlying: Common Stock · 33,349 shares

Expires 2031-05-12

F2 · derivative.exercise_date: Options acquired represent options originally granted on May 12, 2021, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2022. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Barnes Robert AllenPresident, Community Living
GrantStock Options (Right to Buy) · Derivative 16,919 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008837 · ownership.xml · derivative · entry 4

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,919

Underlying: Common Stock · 16,919 shares

Expires 2034-01-25

F4 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F4 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Barnes Robert AllenPresident, Community Living
GrantStock Options (Right to Buy) · Derivative 2,944 $0.00 Strike: $7.01 $0.00
Disclosure

SEC source: 0000950170-24-008837 · ownership.xml · derivative · entry 3

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,832

Underlying: Common Stock · 2,944 shares

Expires 2030-05-12

F3 · kind: Options acquired represent options originally granted on May 12, 2020, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2021. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

F3 · derivative.exercise_date: Options acquired represent options originally granted on May 12, 2020, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2021. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Barnes Robert AllenPresident, Community Living
GrantStock Options (Right to Buy) · Derivative 35,331 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000950170-24-008837 · ownership.xml · derivative · entry 2

Barnes Robert Allen · CIK 0001891193 · President, Community Living

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,993

Underlying: Common Stock · 35,331 shares

Expires 2029-09-24

F2 · kind: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock (the "Stock Split"), which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

F2 · derivative.exercise_date: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock (the "Stock Split"), which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC GrantStock Options (Right to Buy) · Derivative 28,005 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008836 · ownership.xml · derivative · entry 3

Mattingly James F Jr · CIK 0001891168 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,005

Underlying: Common Stock · 28,005 shares

Expires 2034-01-25

F3 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F3 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC GrantStock Options (Right to Buy) · Derivative 184,506 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000950170-24-008836 · ownership.xml · derivative · entry 2

Mattingly James F Jr · CIK 0001891168 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 553,520

Underlying: Common Stock · 184,506 shares

Expires 2029-09-24

F2 · kind: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

F2 · derivative.exercise_date: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Phipps Jennifer AChief Accounting Officer
GrantStock Options (Right to Buy) · Derivative 52,509 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008833 · ownership.xml · derivative · entry 4

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,509

Underlying: Common Stock · 52,509 shares

Expires 2034-01-25

F4 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F4 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Phipps Jennifer AChief Accounting Officer
GrantStock Options (Right to Buy) · Derivative 5,888 $0.00 Strike: $7.01 $0.00
Disclosure

SEC source: 0000950170-24-008833 · ownership.xml · derivative · entry 3

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,655

Underlying: Common Stock · 5,888 shares

Expires 2030-05-12

F3 · derivative.exercise_date: Options acquired represent options originally granted on May 12, 2020, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2021. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Phipps Jennifer AChief Accounting Officer
GrantStock Options (Right to Buy) · Derivative 35,331 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000950170-24-008833 · ownership.xml · derivative · entry 2

Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,993

Underlying: Common Stock · 35,331 shares

Expires 2029-09-24

F2 · derivative.exercise_date: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024 (the "Stock Split"). Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Yowler JenniferPresident, PharMerica
GrantStock Options (Right to Buy) · Derivative 21,004 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008831 · ownership.xml · derivative · entry 4

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,004

Underlying: Common Stock · 21,004 shares

Expires 2034-01-25

F4 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F4 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Yowler JenniferPresident, PharMerica
GrantStock Options (Right to Buy) · Derivative 17,665 $0.00 Strike: $7.01 $0.00
Disclosure

SEC source: 0000950170-24-008831 · ownership.xml · derivative · entry 3

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,996

Underlying: Common Stock · 17,665 shares

Expires 2030-05-12

F3 · kind: Options acquired represent options originally granted on May 12, 2020, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2021. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

F3 · derivative.exercise_date: Options acquired represent options originally granted on May 12, 2020, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2021. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Yowler JenniferPresident, PharMerica
GrantStock Options (Right to Buy) · Derivative 17,665 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000950170-24-008831 · ownership.xml · derivative · entry 2

Yowler Jennifer · CIK 0001995316 · President, PharMerica

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,996

Underlying: Common Stock · 17,665 shares

Expires 2029-09-24

F2 · kind: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock (the "Stock Split"), which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

F2 · derivative.exercise_date: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock (the "Stock Split"), which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Nalley Lisa ASee Remarks
GrantStock Options (Right to Buy) · Derivative 35,006 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008832 · ownership.xml · derivative · entry 4

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,006

Underlying: Common Stock · 35,006 shares

Expires 2034-01-25

F4 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F4 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

Read SEC document
January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Nalley Lisa ASee Remarks
GrantStock Options (Right to Buy) · Derivative 3,925 $0.00 Strike: $7.01 $0.00
Disclosure

SEC source: 0000950170-24-008832 · ownership.xml · derivative · entry 3

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,777

Underlying: Common Stock · 3,925 shares

Expires 2030-05-12

F3 · derivative.exercise_date: Options acquired represent options originally granted on May 12, 2020, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2021. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

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January 25, 2024 Filed Jan 30, 2024 21:15 UTC
Nalley Lisa ASee Remarks
GrantStock Options (Right to Buy) · Derivative 35,331 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000950170-24-008832 · ownership.xml · derivative · entry 2

Nalley Lisa A · CIK 0001891179 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,993

Underlying: Common Stock · 35,331 shares

Expires 2029-09-24

F2 · derivative.exercise_date: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024 (the "Stock Split"). Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

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January 25, 2024 Filed Jan 30, 2024 21:15 UTC
REED STEVEN SSee Remarks
GrantStock Options (Right to Buy) · Derivative 19,837 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008830 · ownership.xml · derivative · entry 3

REED STEVEN S · CIK 0001215275 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,837

Underlying: Common Stock · 19,837 shares

Expires 2034-01-25

F3 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F3 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

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January 25, 2024 Filed Jan 30, 2024 21:15 UTC
REED STEVEN SSee Remarks
GrantStock Options (Right to Buy) · Derivative 60,847 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000950170-24-008830 · ownership.xml · derivative · entry 2

REED STEVEN S · CIK 0001215275 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 182,543

Underlying: Common Stock · 60,847 shares

Expires 2029-09-24

F2 · kind: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

F2 · derivative.exercise_date: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

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January 25, 2024 Filed Jan 30, 2024 21:15 UTC
ROUSSEAU JON BDirector · See Remarks
GrantStock Options (Right to Buy) · Derivative 320,086 $0.00 Strike: $13.00 $0.00
Disclosure

SEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 7

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 320,086

Underlying: Common Stock · 320,086 shares

Expires 2034-01-25

F8 · kind: Options granted on January 25, 2024 which vest in twelve equal quarterly installments commencing on April 25, 2024. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

F8 · derivative.exercise_date: Options granted on January 25, 2024 which vest in twelve equal quarterly installments commencing on April 25, 2024. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024.

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January 25, 2024 Filed Jan 30, 2024 21:15 UTC
ROUSSEAU JON BDirector · See Remarks
GrantStock Options (Right to Buy) · Derivative 955,823 $0.00 Strike: $6.37 $0.00
Disclosure

SEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 6

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,327,081

Underlying: Common Stock · 955,823 shares

Expires 2029-10-16

F7 · derivative.exercise_date: Options acquired represent options originally granted on October 16, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining 46,803 unvested options are subject to a time-based vesting schedule, which options shall fully vest on March 5, 2024. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

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November 22, 2023 Filed Jan 30, 2024 21:15 UTC
ROUSSEAU JON BDirector · See Remarks
GrantStock Options (Right to Buy) · Derivative 628,108 $0.00 Strike: $22.29 $0.00
Disclosure

SEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 5

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 628,108

Underlying: Common Stock · 628,108 shares

Expires 2033-11-22

F6 · derivative.exercise_date: Options acquired represent options originally granted on November 22, 2023 which vest one-third on May 22, 2024, and the remaining two-thirds to vest in equal monthly installments over the two years subsequent to the grant date. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. Reflects the Stock Split.

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November 21, 2023 Filed Jan 30, 2024 21:15 UTC
ROUSSEAU JON BDirector · See Remarks
Disposition to issuerStock Options (Right to Buy) · Derivative 412,195 $15.92 Strike: $6.37 $6,562,144.40
Disclosure

SEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 4

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Indirect · By The Margaret Rousseau Children Trust

Disclosed balance after: 534,676

Underlying: Common Stock · 412,195 shares

Expires 2029-10-16

F4 · kind: A portion of the option was canceled by mutual agreement of the Trust and Issuer. The Trust received $6,562,500 as consideration for the cancellation. Such cancelled securities were not originally included on the Form 3 filed by the reporting person on January 26, 2024. Reflects the Stock Split.

F5 · derivative.exercise_date: These options are fully vested.

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November 21, 2023 Filed Jan 30, 2024 21:15 UTC
ROUSSEAU JON BDirector · See Remarks
Disposition to issuerStock Options (Right to Buy) · Derivative 215,912 $15.92 Strike: $6.37 $3,437,319.04
Disclosure

SEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 3

ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 371,258

Underlying: Common Stock · 215,912 shares

Expires 2029-10-16

F2 · kind: A portion of the option was canceled by mutual agreement of the reporting person and Issuer. The reporting person received $3,437,500 as consideration for the cancellation. Such cancelled securities were not included on the Form 3 filed by the reporting person on January 26, 2024. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024 (the "Stock Split"). Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.

F3 · derivative.exercise_date: Options granted on October 16, 2019, of which, the remaining 46,803 unvested options will vest fully on March 5, 2024.

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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.