Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BrightSpring Health Services, Inc.BTSG · Entity 3469 | Chief Financial Officer | June 05, 2026 | June 05, 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 June 05, 2026 · Filed June 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 250,224 |
Ending reported balance
After 2026-06-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-05 · Exercise / conversion · Acquired 35,000 · Balance 285,224 Row 2 · 2026-06-05 · Sale · Disposed 35,000 · Balance 250,224 F1: 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. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.37 · Expires 2029-09-24 | Direct | 55,708 |
Reported balance
After 2026-06-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-05 · Exercise / conversion · Disposed 35,000 · Balance 55,708 F2: These options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: These options are fully vested.
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 |
|---|---|---|---|---|---|---|
| June 05, 2026 Filed Jun 5, 2026 20:07 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionStock Options (Right to Buy) · Derivative | 35,000 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-26-000277 · form4.xml · derivative · entry 3 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,708 Underlying: Common Stock · 35,000 shares Expires 2029-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: These options are fully vested. Read SEC document |
| June 05, 2026 Filed Jun 5, 2026 20:07 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | SaleCommon Stock | 35,000 | $58.75 | $2,056,250.00 |
DisclosureSEC source: 0000908834-26-000277 · form4.xml · nonDerivative · entry 2 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,224 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 20:07 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionCommon Stock | 35,000 | $6.37 | $222,950.00 |
DisclosureSEC source: 0000908834-26-000277 · form4.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,224 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 |
| March 05, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 130,860 | $0.00 Strike: $41.77 | $0.00 |
DisclosureSEC source: 0000908834-26-000127 · form4.xml · derivative · entry 7 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,860 Underlying: Common Stock · 130,860 shares Expires 2036-03-05 F6 · derivative.exercise_date: Options vest in three equal annual installments commencing on January 25, 2027. Read SEC document |
| March 05, 2026 Filed Mar 7, 2026 00:45 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 53,384 | $0.00 | $0.00 |
DisclosureSEC source: 0000908834-26-000127 · form4.xml · nonDerivative · entry 3 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,224 F2 · kind: On March 5, 2026, the Reporting Person was granted restricted stock units ("RSUs") which vest in three equal annual installments commencing on January 25, 2027. 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 | 35,000 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-26-000127 · form4.xml · derivative · entry 6 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,708 Underlying: Common Stock · 35,000 shares Expires 2029-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 | 5,888 | $0.00 Strike: $7.01 | $0.00 |
DisclosureSEC source: 0000908834-26-000127 · form4.xml · derivative · entry 5 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,543 Underlying: Common Stock · 5,888 shares Expires 2030-05-12 F4 · derivative.exercise_date: No new stock options have been awarded. The transaction reported herein reflects vesting of performance-based stock options ("2020 Performance Options") previously awarded to the Reporting Person on May 12, 2020, vesting subject to performance conditions that were subsequently satisfied on March 4, 2026. The 2020 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 | GrantStock Options (Right to Buy) · Derivative | 35,331 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-26-000127 · form4.xml · derivative · entry 4 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,708 Underlying: Common Stock · 35,331 shares Expires 2029-09-24 F3 · derivative.exercise_date: No new stock options have been awarded. The transaction reported herein reflects vesting of performance-based stock options ("2019 Performance Options") previously awarded to the Reporting Person on September 24, 2019, vesting subject to performance conditions that were subsequently satisfied on March 4, 2026. The 2019 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 | 35,000 | $41.15 | $1,440,250.00 |
DisclosureSEC source: 0000908834-26-000127 · form4.xml · nonDerivative · entry 2 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,840 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 | 35,000 | $6.37 | $222,950.00 |
DisclosureSEC source: 0000908834-26-000127 · form4.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,840 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 | 33,190 | $39.64 | $1,315,651.60 |
DisclosureSEC source: 0000908834-26-000035 · form4.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,840 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 77,012 restricted stock units at a net settlement price equal to the closing stock price on January 23, 2026. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:04 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,616 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000908834-25-000198 · form4.xml · derivative · entry 3 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,377 Underlying: Common Stock · 15,616 shares Expires 2029-09-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: These options are fully vested. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:04 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | SaleCommon Stock | 15,616 | $21.75 | $339,648.00 |
DisclosureSEC source: 0000908834-25-000198 · form4.xml · nonDerivative · entry 2 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,030 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 96,455 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in two equal annual installments commencing on January 25, 2026 and 86,356 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 20:04 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Exercise / conversionCommon Stock | 15,616 | $6.37 | $99,473.92 |
DisclosureSEC source: 0000908834-25-000198 · form4.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,646 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 96,455 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will vest in two equal annual installments commencing on January 25, 2026 and 86,356 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:19 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 183,374 | $0.00 Strike: $17.45 | $0.00 |
DisclosureSEC source: 0000908834-25-000105 · form4.xml · derivative · entry 2 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,374 Underlying: Common Stock · 183,374 shares Expires 2035-03-17 F3 · derivative.exercise_date: Options vest in three equal annual installments commencing on January 25, 2026. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 22:19 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 86,356 | $0.00 | $0.00 |
DisclosureSEC source: 0000908834-25-000105 · form4.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,030 F1 · kind: On March 17, 2025 the Reporting Person was granted restricted stock units ("RSUs") which vest in three equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement. F2 · balance_after: Includes 96,455 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026 and 86,356 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026. Read SEC document |
| January 25, 2025 Filed Jan 28, 2025 22:21 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | Tax withholdingCommon Stock | 21,944 | $22.82 | $500,762.08 |
DisclosureSEC source: 0000908834-25-000018 · form4.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,674 F1 · shares: Represents shares of the Issuer's common stock withheld by the Issuer to satisfy withholding taxes due in connection with the vesting of 48,227 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025. F2 · balance_after: Includes 96,455 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 21:34 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | PurchaseCommon Stock | 12,300 | $8.14 | $100,122.00 |
DisclosureSEC source: 0000908834-24-000096 · form4.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,618 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $8.13 to $8.15, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| January 26, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 144,682 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008833 · ownership.xml · nonDerivative · entry 1 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,318 F1 · kind: On January 26, 2024 reporting person was granted restricted stock units ("RSUs") which vest in three equal annual installments commencing on January 25, 2025. Each RSU represents a contingent right to receive one share of common stock upon settlement. Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 52,509 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008833 · ownership.xml · derivative · entry 4 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,509 Underlying: Common Stock · 52,509 shares Expires 2034-01-25 F4 · kind: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. F4 · derivative.exercise_date: Options granted on January 25, 2024 which vest in three equal annual installments commencing on January 25, 2025. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 5,888 | $0.00 Strike: $7.01 | $0.00 |
DisclosureSEC source: 0000950170-24-008833 · ownership.xml · derivative · entry 3 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,655 Underlying: Common Stock · 5,888 shares Expires 2030-05-12 F3 · derivative.exercise_date: Options acquired represent options originally granted on May 12, 2020, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing May 12, 2021. Reflects the Stock Split. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 35,331 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000950170-24-008833 · ownership.xml · derivative · entry 2 Phipps Jennifer A · CIK 0001891391 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,993 Underlying: Common Stock · 35,331 shares Expires 2029-09-24 F2 · derivative.exercise_date: Options acquired represent options originally granted on September 24, 2019, which were previously subject to the achievement by the Issuer of performance vesting criteria and which were deemed vested on January 25, 2024, in connection with the pricing of the Issuer's initial public offering. Such securities were originally included on the Form 3 filed by the reporting person on January 26, 2024. The remaining options are subject to a time-based vesting schedule, vesting in five equal annual installments commencing March 5, 2020. Reflects a 15.7027-for-1 forward stock split of the Issuer's common stock, which became effective on January 25, 2024 (the "Stock Split"). Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.