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WILLIAMS ROBERT M JR

Disclosed activity across 2 companies

Tapewire entity
20296
SEC CIK
0001239610

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Aveanna Healthcare Holdings, Inc.

Report date August 20, 2026 · Filed August 24, 2026

Section 16 reporting ended · disclosed 2026-08-24. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $0.01 par valueSEC Table I · non-derivativeIndirectBy J.H. Whitney VII, L.P.0 Reported balance After 2026-08-20 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2026-08-20 · Sale · Disposed 10,112,125 · Balance 0

F5: On August 20, 2026, J.H. Whitney VII, L.P sold 10,112,125 Shares pursuant to an underwritten secondary offering.

F1: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of J.H. Whitney VII, L.P. ("JHW VII") and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare Investment Holdings LLC ("PSA Healthcare") and PSA Iliad Holdings LLC ("PSA Iliad Holdings," and, collectively with JHW VII and PSA Healthcare, the "Stockholder Entities"). As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to shares of common stock, $0.01 par value per share (the "Shares"), held by each of the Stockholder Entities, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the Shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Common Stock, $0.01 par valueSEC Table I · non-derivativeIndirectBy PSA Healthcare Investment Holding LLC12,315,892 Last balance in matching sequence After 2026-08-21 transaction · row 7 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 3 · 2026-08-20 · Sale · Disposed 957,918 · Balance 14,565,892

F6: On August 20, 2026, PSA Healthcare Investment Holding LLC sold 957,918 Shares pursuant to an underwritten secondary offering.

F1: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of J.H. Whitney VII, L.P. ("JHW VII") and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare Investment Holdings LLC ("PSA Healthcare") and PSA Iliad Holdings LLC ("PSA Iliad Holdings," and, collectively with JHW VII and PSA Healthcare, the "Stockholder Entities"). As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to shares of common stock, $0.01 par value per share (the "Shares"), held by each of the Stockholder Entities, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the Shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Row 7 · 2026-08-21 · Sale · Disposed 2,250,000 · Balance 12,315,892

F10: On August 21, 2026, PSA Healthcare Investment Holding LLC sold 2,250,000 Shares pursuant to the option to purchase additional Shares in an underwritten secondary offering.

F1: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of J.H. Whitney VII, L.P. ("JHW VII") and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare Investment Holdings LLC ("PSA Healthcare") and PSA Iliad Holdings LLC ("PSA Iliad Holdings," and, collectively with JHW VII and PSA Healthcare, the "Stockholder Entities"). As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to shares of common stock, $0.01 par value per share (the "Shares"), held by each of the Stockholder Entities, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the Shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Common Stock, $0.01 par valueSEC Table I · non-derivativeIndirectBy JHW Iliad Holdings, LLC0 Reported balance After 2026-08-20 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 4 · 2026-08-20 · Sale · Disposed 1,813,795 · Balance 0

F7: On August 20, 2026, JHW Iliad Holdings, LLC sold 1,813,795 Shares pursuant to an underwritten secondary offering.

F2: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad Holdings LLC ("JHW Iliad"). As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the Shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Common Stock, $0.01 par valueSEC Table I · non-derivativeIndirectBy PSA Iliad Holdings LLC0 Reported balance After 2026-08-20 transaction · row 5 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 5 · 2026-08-20 · Sale · Disposed 1,426,034 · Balance 0

F8: On August 20, 2026, JHW Iliad Holdings II, LLC sold 190,130 Shares pursuant to an underwritten secondary offering.

F1: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of J.H. Whitney VII, L.P. ("JHW VII") and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare Investment Holdings LLC ("PSA Healthcare") and PSA Iliad Holdings LLC ("PSA Iliad Holdings," and, collectively with JHW VII and PSA Healthcare, the "Stockholder Entities"). As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to shares of common stock, $0.01 par value per share (the "Shares"), held by each of the Stockholder Entities, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the Shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Common Stock, $0.01 par valueSEC Table I · non-derivativeIndirectBy JHW Iliad Holdings II, LLC0 Reported balance After 2026-08-20 transaction · row 6 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 6 · 2026-08-20 · Sale · Disposed 190,130 · Balance 0

F9: On August 20, 2026, PSA Iliad Holdings LLC sold 1,426,034 Shares pursuant to an underwritten secondary offering.

F2: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad Holdings LLC ("JHW Iliad"). As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the Shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F3: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, and PSA Iliad Holdings, the "Stockholder Entities"). As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the Shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Common Stock, $0.01 par valueSEC Table I · non-derivativeDirect0 Reported balance Holding disclosure · report date 2026-08-20 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 0

F4: Robert M. Williams, Jr is a Managing Member of Equity Partners VII, a Member of Project Iliad and a Senior Managing Director of Capital Partners. As a result, the undersigned may be deemed to share voting and dispositive power with respect to the Shares held by the Stockholder Entities. The undersigned disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of J.H. Whitney VII, L.P. ("JHW VII") and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare Investment Holdings LLC ("PSA Healthcare") and PSA Iliad Holdings LLC ("PSA Iliad Holdings," and, collectively with JHW VII and PSA Healthcare, the "Stockholder Entities"). As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to shares of common stock, $0.01 par value per share (the "Shares"), held by each of the Stockholder Entities, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the Shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F2: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad Holdings LLC ("JHW Iliad"). As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the Shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F3: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, and PSA Iliad Holdings, the "Stockholder Entities"). As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the Shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F4: Robert M. Williams, Jr is a Managing Member of Equity Partners VII, a Member of Project Iliad and a Senior Managing Director of Capital Partners. As a result, the undersigned may be deemed to share voting and dispositive power with respect to the Shares held by the Stockholder Entities. The undersigned disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

F5: On August 20, 2026, J.H. Whitney VII, L.P sold 10,112,125 Shares pursuant to an underwritten secondary offering.

F6: On August 20, 2026, PSA Healthcare Investment Holding LLC sold 957,918 Shares pursuant to an underwritten secondary offering.

F7: On August 20, 2026, JHW Iliad Holdings, LLC sold 1,813,795 Shares pursuant to an underwritten secondary offering.

F8: On August 20, 2026, JHW Iliad Holdings II, LLC sold 190,130 Shares pursuant to an underwritten secondary offering.

F9: On August 20, 2026, PSA Iliad Holdings LLC sold 1,426,034 Shares pursuant to an underwritten secondary offering.

F10: On August 21, 2026, PSA Healthcare Investment Holding LLC sold 2,250,000 Shares pursuant to the option to purchase additional Shares in an underwritten secondary offering.

Caris Life Sciences, Inc.

Report date June 20, 2025 · Filed June 23, 2025

Jointly reported with J H Whitney VI L P, J. H. Whitney Equity Partners VI, LLC, VIGANO PAUL R

Section 16 reporting ended · disclosed 2025-06-23. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSee Footnote20,256,615 Reported balance After 2025-06-20 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 1 · 2025-06-20 · Conversion · Acquired 12,516,834 · Balance 20,256,615

F1: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock.

F2: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein.

Series A Preferred StockSEC Table II · derivative / convertible securityIndirectSee Footnote0 Reported balance After 2025-06-20 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2025-06-20 · Conversion · Disposed 50,067,334 · Balance 0

F1: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock.

F2: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock.

F2: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 09, 2025 Filed May 12, 2025 15:22 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 2,015 $5.65 $11,384.75
Disclosure

SEC source: 0000950170-25-068770 · ownership.xml · nonDerivative · entry 5

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,647,510

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.71. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
May 09, 2025 Filed May 12, 2025 15:22 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 4,034 $5.65 $22,792.10
Disclosure

SEC source: 0000950170-25-068770 · ownership.xml · nonDerivative · entry 3

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,319,404

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.71. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
May 08, 2025 Filed May 12, 2025 15:22 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 917 $5.84 $5,355.28
Disclosure

SEC source: 0000950170-25-068770 · ownership.xml · nonDerivative · entry 10

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings II LLC

Disclosed balance after: 545,330

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $6.10. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F6 · ownership.nature: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad II. As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
May 08, 2025 Filed May 12, 2025 15:22 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 2,435 $5.84 $14,220.40
Disclosure

SEC source: 0000950170-25-068770 · ownership.xml · nonDerivative · entry 8

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Iliad Holdings LLC

Disclosed balance after: 1,448,785

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $6.10. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
May 08, 2025 Filed May 12, 2025 15:22 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 8,745 $5.84 $51,070.80
Disclosure

SEC source: 0000950170-25-068770 · ownership.xml · nonDerivative · entry 6

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings LLC

Disclosed balance after: 5,202,346

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $6.10. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
May 08, 2025 Filed May 12, 2025 15:22 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 26,308 $5.84 $153,638.72
Disclosure

SEC source: 0000950170-25-068770 · ownership.xml · nonDerivative · entry 4

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,649,525

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $6.10. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
May 08, 2025 Filed May 12, 2025 15:22 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 52,656 $5.84 $307,511.04
Disclosure

SEC source: 0000950170-25-068770 · ownership.xml · nonDerivative · entry 2

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,323,438

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $6.10. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 142 $5.63 $799.46
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 11

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings II LLC

Disclosed balance after: 546,247

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F6 · ownership.nature: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad II. As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 378 $5.63 $2,128.14
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 9

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Iliad Holdings LLC

Disclosed balance after: 1,451,220

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 1,356 $5.63 $7,634.28
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 7

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings LLC

Disclosed balance after: 5,211,091

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 4,080 $5.63 $22,970.40
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 5

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,675,833

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 8,166 $5.63 $45,974.58
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 3

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,376,094

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 63 $5.63 $354.69
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 10

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings II LLC

Disclosed balance after: 546,389

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.67. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F6 · ownership.nature: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad II. As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 167 $5.63 $940.21
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 8

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Iliad Holdings LLC

Disclosed balance after: 1,451,598

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.67. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 559 $5.63 $3,147.17
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 6

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings LLC

Disclosed balance after: 5,212,447

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.67. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 1,803 $5.63 $10,150.89
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 4

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,679,913

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.67. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 22:04 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 3,610 $5.63 $20,324.30
Disclosure

SEC source: 0000950170-25-050733 · ownership.xml · nonDerivative · entry 2

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,384,260

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.67. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 25, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 2 $5.64 $11.28
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 11

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings II LLC

Disclosed balance after: 546,452

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.63 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F6 · ownership.nature: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad II. As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 25, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 5 $5.64 $28.20
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 9

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Iliad Holdings LLC

Disclosed balance after: 1,451,765

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.63 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 25, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 19 $5.64 $107.16
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 7

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings LLC

Disclosed balance after: 5,213,046

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.63 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 25, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 58 $5.64 $327.12
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 5

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,681,716

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.63 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 25, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 116 $5.64 $654.24
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 3

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,387,870

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.63 to $5.65. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 24, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 3 $5.63 $16.89
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 10

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings II LLC

Disclosed balance after: 546,454

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.63. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F6 · ownership.nature: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad II. As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 24, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 8 $5.63 $45.04
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 8

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Iliad Holdings LLC

Disclosed balance after: 1,451,770

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.63. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 24, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 29 $5.63 $163.27
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 6

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings LLC

Disclosed balance after: 5,213,065

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.63. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 24, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 87 $5.63 $489.81
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 4

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,681,774

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.63. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 24, 2025 Filed Mar 26, 2025 23:21 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 173 $5.63 $973.99
Disclosure

SEC source: 0000950170-25-045582 · ownership.xml · nonDerivative · entry 2

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,387,986

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.62 to $5.63. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 19, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 817 $5.46 $4,460.82
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 11

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings II LLC

Disclosed balance after: 546,457

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.40 to $5.56. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F6 · ownership.nature: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad II. As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 19, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 2,170 $5.46 $11,848.20
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 9

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Iliad Holdings LLC

Disclosed balance after: 1,451,778

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.40 to $5.56. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 19, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 7,792 $5.46 $42,544.32
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 7

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings LLC

Disclosed balance after: 5,213,094

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.40 to $5.56. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 19, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 23,438 $5.46 $127,971.48
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 5

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,681,861

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.40 to $5.56. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 19, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 46,912 $5.46 $256,139.52
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 3

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,388,159

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.40 to $5.56. The reporting persons hereby undertake to provide, upon request, to the staff of the SEC, the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (3) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 18, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 693 $5.51 $3,818.43
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 10

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings II LLC

Disclosed balance after: 547,274

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.43 to $5.62. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

F6 · ownership.nature: J.H. Whitney Capital Partners, LLC ("Capital Partners") is the sole member of J.H. Whitney VII Management Co., LLC ("Management Co. VII"), which is the managing member of JHW Iliad II. As a result, each of Capital Partners and Management Co. VII may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad II. Each of Capital Partners and Management Co. VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 18, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 1,842 $5.51 $10,149.42
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 8

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Iliad Holdings LLC

Disclosed balance after: 1,453,948

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.43 to $5.62. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 18, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 6,614 $5.51 $36,443.14
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 6

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By JHW Iliad Holdings LLC

Disclosed balance after: 5,220,886

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.43 to $5.62. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F5 · ownership.nature: Project Iliad Managing Member, LLC ("Project Iliad") is the managing member of JHW Iliad. As a result, Project Iliad may be deemed to share voting and dispositive power with respect to the shares held by JHW Iliad. Project Iliad disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

Read SEC document
March 18, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 19,897 $5.51 $109,632.47
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 4

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By PSA Healthcare Investment Holding LLC

Disclosed balance after: 15,705,299

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.43 to $5.62. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

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March 18, 2025 Filed Mar 20, 2025 20:05 UTC Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 SaleCommon Stock, $0.01 par value 39,825 $5.51 $219,435.75
Disclosure

SEC source: 0000950170-25-042866 · ownership.xml · nonDerivative · entry 2

WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner

J.H. Whitney VII, L.P. · CIK 0001483044 · 10% owner

PSA HEALTHCARE INVESTMENT HOLDING LLC · CIK 0001857907 · 10% owner

JHW Iliad Holdings LLC · CIK 0001910617 · 10% owner

PSA Iliad Holdings LLC · CIK 0001910404 · 10% owner

JHW Iliad Holdings II LLC · CIK 0001910615 · 10% owner

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

10b5-1 filing: Plan reported

Ownership: Indirect · By J.H. Whitney VII, L.P.

Disclosed balance after: 31,435,071

F1 · shares: The reported sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by J.H. Whitney VII, L.P. ("JHW VII"), PSA Healthcare Investment Holding LLC ("PSA Healthcare"), JHW Iliad Holdings LLC ("JHW Iliad"), PSA Iliad Holdings LLC ("PSA Iliad Holdings") and JHW Iliad Holdings II LLC ("JHW Iliad II," and, collectively with PSA Healthcare, JHW Iliad, JHW Iliad II and PSA Iliad Holdings, the "Stockholder Entities") on December 13, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $5.43 to $5.62. The reporting persons hereby undertake to provide, upon request, to the staff of the Securities and Exchange Commission ("SEC"), the Issuer, or any security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.

F4 · ownership.nature: J.H. Whitney Equity Partners VII, LLC ("Equity Partners VII") is the general partner of JHW VII and Whitney Strategic Partners VII, L.P. ("Strategic Partners VII"). Strategic Partners VII is the managing member of each of PSA Healthcare and PSA Iliad Holdings. As a result, Equity Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of JHW VII, PSA Healthcare and PSA Iliad Holdings, and Strategic Partners VII may be deemed to share voting and dispositive power with respect to the shares held by each of PSA Healthcare and PSA Iliad Holdings. Each of Equity Partners VII and Strategic Partners VII disclaims beneficial ownership of such securities except to the extent of its pecuniary interest therein.

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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.