Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BrightSpring Health Services, Inc.BTSG · Entity 3469 | Director · See Remarks | July 25, 2026 | July 29, 2026 |
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.
BrightSpring Health Services, Inc.
Report date July 25, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,138,184 |
Reported balance
After 2026-07-25 transaction · row 1
1 source rowRow 1 · 2026-07-25 · Tax withholding · Disposed 56,319 · Balance 1,138,184 F1: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 125,012 restricted stock units at a net settlement price equal to the closing stock price on July 24, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Rousseau Family Trust | 369,763 |
Reported balance
Holding disclosure · report date 2026-07-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 369,763 F2: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 125,012 restricted stock units at a net settlement price equal to the closing stock price on July 24, 2026.
F2: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 25, 2026 Filed Jul 29, 2026 00:31 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 56,319 | $72.91 | $4,106,218.29 |
DisclosureSEC source: 0000908834-26-000359 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,138,184 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 125,012 restricted stock units at a net settlement price equal to the closing stock price on July 24, 2026. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:08 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionStock Options (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-26-000279 · form4.xml · derivative · entry 7 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By The Margaret Rousseau Children Trust Disclosed balance after: 404,676 Underlying: Common Stock · 130,000 shares Expires 2029-10-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options are fully vested. F2 · ownership.nature: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:08 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionStock Options (Right to Buy) · Derivative | 130,000 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-26-000279 · form4.xml · derivative · entry 6 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,166,064 Underlying: Common Stock · 130,000 shares Expires 2029-10-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options are fully vested. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:08 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | SaleCommon Stock | 130,000 | $58.75 | $7,637,500.00 |
DisclosureSEC source: 0000908834-26-000279 · form4.xml · nonDerivative · entry 4 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By The Margaret Rousseau Children Trust Disclosed balance after: 0 F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 5, 2026, at a price of $58.75, before deducting underwriting discounts and commissions. F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 5, 2026, at a price of $58.75, before deducting underwriting discounts and commissions. F2 · ownership.nature: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:08 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionCommon Stock | 130,000 | $6.37 | $828,100.00 |
DisclosureSEC source: 0000908834-26-000279 · form4.xml · nonDerivative · entry 3 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By The Margaret Rousseau Children Trust Disclosed balance after: 130,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.nature: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:08 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | SaleCommon Stock | 130,000 | $58.75 | $7,637,500.00 |
DisclosureSEC source: 0000908834-26-000279 · form4.xml · nonDerivative · entry 2 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,194,503 F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 5, 2026, at a price of $58.75, before deducting underwriting discounts and commissions. F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 5, 2026, at a price of $58.75, before deducting underwriting discounts and commissions. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:08 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionCommon Stock | 130,000 | $6.37 | $828,100.00 |
DisclosureSEC source: 0000908834-26-000279 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,324,503 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 25, 2026 Filed Apr 28, 2026 22:53 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 16,222 | $48.16 | $781,251.52 |
DisclosureSEC source: 0000908834-26-000204 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,194,503 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 125,012 restricted stock units at a net settlement price equal to the closing stock price on April 24, 2026. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:24 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GiftStock Options (Right to Buy) · Derivative | 192,704 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0000908834-26-000159 · form4.xml · derivative · entry 6 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By The Margaret Rousseau Children Trust Disclosed balance after: 192,704 Underlying: Common Stock · 192,704 shares Expires 2033-11-22 F3 · kind: Represents a bona fide gift by the Reporting Person's spouse to The Margaret Rousseau Children Trust. F4 · derivative.exercise_date: These options are fully vested. F5 · ownership.nature: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:24 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GiftStock Options (Right to Buy) · Derivative | 192,704 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0000908834-26-000159 · form4.xml · derivative · entry 5 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Underlying: Common Stock · 192,704 shares Expires 2033-11-22 F3 · kind: Represents a bona fide gift by the Reporting Person's spouse to The Margaret Rousseau Children Trust. F4 · derivative.exercise_date: These options are fully vested. F5 · ownership.nature: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:24 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GiftStock Options (Right to Buy) · Derivative | 192,704 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0000908834-26-000159 · form4.xml · derivative · entry 4 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 192,704 Underlying: Common Stock · 192,704 shares Expires 2033-11-22 F2 · kind: Represents a bona fide gift by the Reporting Person to the Reporting Person's spouse. F4 · derivative.exercise_date: These options are fully vested. F5 · ownership.nature: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:24 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GiftStock Options (Right to Buy) · Derivative | 192,704 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0000908834-26-000159 · form4.xml · derivative · entry 3 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 254,651 Underlying: Common Stock · 192,704 shares Expires 2033-11-22 F2 · kind: Represents a bona fide gift by the Reporting Person to the Reporting Person's spouse. F4 · derivative.exercise_date: These options are fully vested. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:24 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GiftStock Options (Right to Buy) · Derivative | 180,753 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0000908834-26-000159 · form4.xml · derivative · entry 2 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Rousseau Family Trust Disclosed balance after: 180,753 Underlying: Common Stock · 180,753 shares Expires 2033-11-22 F1 · kind: Represents a bona fide gift by the Reporting Person to the Rousseau Family Trust. F4 · derivative.exercise_date: These options are fully vested. F5 · ownership.nature: The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:24 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GiftStock Options (Right to Buy) · Derivative | 180,753 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0000908834-26-000159 · form4.xml · derivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 447,355 Underlying: Common Stock · 180,753 shares Expires 2033-11-22 F1 · kind: Represents a bona fide gift by the Reporting Person to the Rousseau Family Trust. F4 · derivative.exercise_date: These options are fully vested. Read SEC document |
| March 05, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 458,008 | $0.00 Strike: $41.77 | $0.00 |
DisclosureSEC source: 0000908834-26-000128 · form4.xml · derivative · entry 7 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,008 Underlying: Common Stock · 458,008 shares Expires 2036-03-05 F6 · derivative.exercise_date: Options vest in twelve equal quarterly installments commencing on April 25, 2026. Read SEC document |
| March 05, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 186,845 | $0.00 | $0.00 |
DisclosureSEC source: 0000908834-26-000128 · form4.xml · nonDerivative · entry 3 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,210,725 F2 · kind: On March 5, 2026, the Reporting Person was granted restricted stock units ("RSUs") which vest in twelve equal quarterly installments commencing on April 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionStock Options (Right to Buy) · Derivative | 220,000 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-26-000128 · form4.xml · derivative · entry 6 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,296,064 Underlying: Common Stock · 220,000 shares Expires 2029-10-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: These options are fully vested. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 955,823 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-26-000128 · form4.xml · derivative · entry 5 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,516,064 Underlying: Common Stock · 955,823 shares Expires 2029-10-16 F4 · derivative.exercise_date: No new stock options have been awarded. The transaction reported herein reflects vesting of performance-based stock options ("Performance Options") previously awarded to the Reporting Person on October 16, 2019, vesting subject to performance conditions that were subsequently satisfied on March 3, 2026. The Performance Options are fully vested. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | SaleCommon Stock | 220,000 | $41.15 | $9,053,000.00 |
DisclosureSEC source: 0000908834-26-000128 · form4.xml · nonDerivative · entry 2 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,023,880 F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on March 4, 2026, at a price of $41.15, before deducting underwriting discounts and commissions. F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on March 4, 2026, at a price of $41.15, before deducting underwriting discounts and commissions. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionCommon Stock | 220,000 | $6.37 | $1,401,400.00 |
DisclosureSEC source: 0000908834-26-000128 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,243,880 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 25, 2026 Filed Jan 27, 2026 22:50 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 49,304 | $39.64 | $1,954,410.56 |
DisclosureSEC source: 0000908834-26-000036 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,023,880 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 109,442 restricted stock units at a net settlement price equal to the closing stock price on January 23, 2026. Read SEC document |
| October 25, 2025 Filed Oct 28, 2025 21:10 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 49,796 | $33.53 | $1,669,659.88 |
DisclosureSEC source: 0000908834-25-000311 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,082,134 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 109,442 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on October 24, 2025. Read SEC document |
| October 25, 2025 Filed Nov 12, 2025 21:50 UTC Amendment | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 58,746 | $33.53 | $1,969,753.38 |
DisclosureSEC source: 0000908834-25-000334 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,073,184 F1 · shares: This amendment is being filed to amend the disclosure in Table I Column 4 of the Form 4 filed by the Reporting Person on October 28, 2025, in order to disclose the withholding of additional shares due to an adjustment related to the tax withholding originally reported on such date. F1 · balance_after: This amendment is being filed to amend the disclosure in Table I Column 4 of the Form 4 filed by the Reporting Person on October 28, 2025, in order to disclose the withholding of additional shares due to an adjustment related to the tax withholding originally reported on such date. Read SEC document |
| October 22, 2025 Filed Oct 22, 2025 20:10 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionStock Options (Right to Buy) · Derivative | 235,000 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-25-000308 · form4.xml · derivative · entry 4 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,241 Underlying: Common Stock · 235,000 shares Expires 2029-10-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options are fully vested. Read SEC document |
| October 22, 2025 Filed Oct 22, 2025 20:10 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | SaleCommon Stock | 235,000 | $28.78 | $6,763,770.00 |
DisclosureSEC source: 0000908834-25-000308 · form4.xml · nonDerivative · entry 2 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,131,930 F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on October 22, 2025, at a price of $28.7820. F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on October 22, 2025, at a price of $28.7820. Read SEC document |
| October 22, 2025 Filed Oct 22, 2025 20:10 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionCommon Stock | 235,000 | $6.37 | $1,496,950.00 |
DisclosureSEC source: 0000908834-25-000308 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,366,930 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 20:02 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 52,203 | $20.53 | $1,071,727.59 |
DisclosureSEC source: 0000908834-25-000223 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,131,930 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 109,442 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on July 25, 2025. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:03 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionStock Options (Right to Buy) · Derivative | 531,840 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-25-000196 · form4.xml · derivative · entry 4 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795,241 Underlying: Common Stock · 531,840 shares Expires 2029-10-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options are fully vested. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:03 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | SaleCommon Stock | 531,840 | $21.75 | $11,567,520.00 |
DisclosureSEC source: 0000908834-25-000196 · form4.xml · nonDerivative · entry 2 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,184,133 F1 · kind: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions. F1 · price: These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on June 12, 2025, at a price of $21.75, before deducting underwriting discounts and commissions. F2 · balance_after: Includes 564,599 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in seven equal quarterly installments commencing on July 25, 2025 and 316,639 shares of the Issuer's common stock underlying RSUs which vest in eleven equal quarterly installments commencing on July 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:03 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionCommon Stock | 531,840 | $6.37 | $3,387,820.80 |
DisclosureSEC source: 0000908834-25-000196 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,715,973 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · balance_after: Includes 564,599 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in seven equal quarterly installments commencing on July 25, 2025 and 316,639 shares of the Issuer's common stock underlying RSUs which vest in eleven equal quarterly installments commencing on July 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| April 25, 2025 Filed Apr 29, 2025 21:49 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 48,887 | $16.55 | $809,079.85 |
DisclosureSEC source: 0000908834-25-000127 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,184,133 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 109,442 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on April 25, 2025. F2 · balance_after: Includes 564,599 shares of the Issuer's common stock underlying RSUs which will vest in seven equal quarterly installments commencing on July 25, 2025 and 316,639 shares of the Issuer's common stock underlying RSUs which vest in eleven equal quarterly installments commencing on July 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| March 17, 2025 Filed Mar 20, 2025 01:36 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 733,496 | $0.00 Strike: $17.45 | $0.00 |
DisclosureSEC source: 0000908834-25-000108 · form4.xml · derivative · entry 3 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733,496 Underlying: Common Stock · 733,496 shares Expires 2035-03-17 F4 · derivative.exercise_date: Options vest in twelve equal quarterly installments commencing on April 25, 2025. Read SEC document |
| March 17, 2025 Filed Mar 20, 2025 01:36 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 345,424 | $0.00 | $0.00 |
DisclosureSEC source: 0000908834-25-000108 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,233,020 F1 · kind: On March 17, 2025 the Reporting Person was granted restricted stock units ("RSUs") which vest in twelve equal quarterly installments commencing on April 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 645,256 shares of the Issuer's common stock underlying RSUs which will vest in eight equal quarterly installments commencing on April 25, 2025 and 345,424 shares of the Issuer's common stock underlying RSUs which vest in twelve equal quarterly installments commencing on April 25, 2025. Read SEC document |
| January 25, 2025 Filed Jan 28, 2025 22:23 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 44,362 | $22.82 | $1,012,340.84 |
DisclosureSEC source: 0000908834-25-000023 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 887,596 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025. F2 · balance_after: Includes 645,256 shares of the Issuer's common stock underlying RSUs which will vest in eight equal quarterly installments commencing on April 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| October 25, 2024 Filed Oct 29, 2024 20:46 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 36,740 | $15.50 | $569,470.00 |
DisclosureSEC source: 0000908834-24-000271 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 931,958 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on October 25, 2024. F2 · balance_after: Includes 725,913 shares of the Issuer's common stock underlying RSUs which will vest in nine equal quarterly installments commencing on January 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| July 25, 2024 Filed Jul 26, 2024 22:33 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 20,198 | $12.09 | $244,193.82 |
DisclosureSEC source: 0000908834-24-000184 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 968,698 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on July 25, 2024. F2 · balance_after: Includes 806,570 shares of the Issuer's common stock underlying RSUs which will vest in ten equal quarterly installments commencing on October 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 21:54 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 36,740 | $10.41 | $382,463.40 |
DisclosureSEC source: 0000908834-24-000116 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988,896 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer, in accordance with the company's policy, solely in order to satisfy withholding taxes due in connection with the vesting of 80,657 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on April 25, 2024. F2 · balance_after: Includes 887,227 shares of the Issuer's common stock underlying RSUs which will vest in eleven equal quarterly installments commencing on July 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 19:26 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | PurchaseCommon Stock | 18,400 | $8.09 | $148,856.00 |
DisclosureSEC source: 0000908834-24-000102 · form4.xml · nonDerivative · entry 2 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Rousseau Family Trust Disclosed balance after: 369,763 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 19:26 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | PurchaseCommon Stock | 18,400 | $8.09 | $148,856.00 |
DisclosureSEC source: 0000908834-24-000102 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,025,636 F1 · balance_after: Includes 967,884 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in twelve equal quarterly installments commencing on April 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 21:33 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | PurchaseCommon Stock | 37,405 | $8.12 | $303,728.60 |
DisclosureSEC source: 0000908834-24-000094 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,352 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.95 to $8.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 14, 2024 Filed Mar 18, 2024 19:25 UTC Amendment | BrightSpring Health Services, Inc. BTSG · Entity 3469 | PurchaseCommon Stock | 37,405 | $8.12 | $303,728.60 |
DisclosureSEC source: 0000908834-24-000101 · form4.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,007,236 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.95 to $8.23, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · balance_after: This amendment is being filed solely to restate the amount of securities beneficially owned following the transaction reported in the original Form 4 filed on March 15, 2024, which inadvertently excluded the shares of common stock underlying restricted stock units, as further described in footnote 3 herein. F3 · balance_after: Includes 967,884 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in twelve equal quarterly installments commencing on April 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 967,884 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008829 · ownership.xml · nonDerivative · entry 1 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 969,831 F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which vest in twelve equal quarterly installments commencing on April 25, 2024. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 320,086 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 7 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,086 Underlying: Common Stock · 320,086 shares Expires 2034-01-25 F8 · kind: Options granted on January 25, 2024 which vest in twelve equal quarterly installments commencing on April 25, 2024. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. F8 · derivative.exercise_date: Options granted on January 25, 2024 which vest in twelve equal quarterly installments commencing on April 25, 2024. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 955,823 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 6 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,327,081 Underlying: Common Stock · 955,823 shares Expires 2029-10-16 F7 · derivative.exercise_date: Options acquired represent options originally granted on October 16, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining 46,803 unvested options are subject to a time-based vesting schedule, which options shall fully vest on March 5, 2024. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| November 22, 2023 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 628,108 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 5 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628,108 Underlying: Common Stock · 628,108 shares Expires 2033-11-22 F6 · derivative.exercise_date: Options acquired represent options originally granted on November 22, 2023 which vest one-third on May 22, 2024, and the remaining two-thirds to vest in equal monthly installments over the two years subsequent to the grant date. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. Reflects the Stock Split. Read SEC document |
| November 21, 2023 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Disposition to issuerStock Options (Right to Buy) · Derivative | 412,195 | $15.92 Strike: $6.37 | $6,562,144.40 |
DisclosureSEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 4 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By The Margaret Rousseau Children Trust Disclosed balance after: 534,676 Underlying: Common Stock · 412,195 shares Expires 2029-10-16 F4 · kind: A portion of the option was canceled by mutual agreement of the Trust and Issuer. The Trust received $6,562,500 as consideration for the cancellation. Such cancelled securities were not originally included on the Form 3 filed by the reporting person on January 26, 2024. Reflects the Stock Split. F5 · derivative.exercise_date: These options are fully vested. Read SEC document |
| November 21, 2023 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Disposition to issuerStock Options (Right to Buy) · Derivative | 215,912 | $15.92 Strike: $6.37 | $3,437,319.04 |
DisclosureSEC source: 0000950170-24-008829 · ownership.xml · derivative · entry 3 ROUSSEAU JON B · CIK 0001579775 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,258 Underlying: Common Stock · 215,912 shares Expires 2029-10-16 F2 · kind: A portion of the option was canceled by mutual agreement of the reporting person and Issuer. The reporting person received $3,437,500 as consideration for the cancellation. Such cancelled securities were not included on the Form 3 filed by the reporting person on January 26, 2024. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024 (the "Stock Split"). Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria. F3 · derivative.exercise_date: Options granted on October 16, 2019, of which, the remaining 46,803 unvested options will vest fully on March 5, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.