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KKR Phoenix Aggregator L.P.

Disclosed activity across 1 company

Tapewire entity
40982
SEC CIK
0001890568

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BrightSpring Health Services, Inc.BTSG · Entity 346910% ownerJune 05, 2026June 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

Jointly reported with KKR Phoenix Aggregator GP LLC, KKR Americas Fund XII L.P., KKR Associates Americas XII L.P., KKR Americas XII Ltd

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSee Footnotes26,829,880 Last balance in matching sequence After 2026-06-05 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2026-06-05 · Sale · Disposed 14,669,771 · Balance 27,154,488

F1: The price of $58.453 represents the net price received per share of common stock of BrightSpring Health Services, Inc. for shares sold pursuant to an underwritten public offering.

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

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

Row 2 · 2026-06-05 · Other · Disposed 324,608 · Balance 26,829,880

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

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

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

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2026-06-05 transaction · row 3 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 3 · 2026-06-05 · Gift · Disposed 36,927 · Balance 0

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

Common StockSEC Table I · non-derivativeIndirectSee Footnote0 Reported balance After 2026-06-05 transaction · row 4 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source row

Row 4 · 2026-06-05 · Gift · Disposed 23,263 · Balance 0

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

Filing footnotes · ownership attribution and instrument terms

F1: The price of $58.453 represents the net price received per share of common stock of BrightSpring Health Services, Inc. for shares sold pursuant to an underwritten public offering.

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

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

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

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

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

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
June 05, 2026 Filed Jun 5, 2026 21:10 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 23,263 $0.00 $0.00
Disclosure

SEC source: 0001140361-26-024299 · form4.xml · nonDerivative · entry 4

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

Read SEC document
June 05, 2026 Filed Jun 5, 2026 21:10 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 36,927 $0.00 $0.00
Disclosure

SEC source: 0001140361-26-024299 · form4.xml · nonDerivative · entry 3

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

Read SEC document
June 05, 2026 Filed Jun 5, 2026 21:10 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 OtherCommon Stock 324,608 $0.00 $0.00
Disclosure

SEC source: 0001140361-26-024299 · form4.xml · nonDerivative · entry 2

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 26,829,880

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

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

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

Read SEC document
June 05, 2026 Filed Jun 5, 2026 21:10 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 SaleCommon Stock 14,669,771 $58.45 $857,492,124.26
Disclosure

SEC source: 0001140361-26-024299 · form4.xml · nonDerivative · entry 1

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 27,154,488

F1 · price: The price of $58.453 represents the net price received per share of common stock of BrightSpring Health Services, Inc. for shares sold pursuant to an underwritten public offering.

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

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

Read SEC document
March 04, 2026 Filed Mar 5, 2026 00:42 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 31,918 $0.00 $0.00
Disclosure

SEC source: 0001140361-26-007944 · form4.xml · nonDerivative · entry 4

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

Read SEC document
March 04, 2026 Filed Mar 5, 2026 00:42 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 49,295 $0.00 $0.00
Disclosure

SEC source: 0001140361-26-007944 · form4.xml · nonDerivative · entry 3

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

Read SEC document
March 04, 2026 Filed Mar 5, 2026 00:42 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 OtherCommon Stock 402,773 $0.00 $0.00
Disclosure

SEC source: 0001140361-26-007944 · form4.xml · nonDerivative · entry 2

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 41,824,259

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

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

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

Read SEC document
March 04, 2026 Filed Mar 5, 2026 00:42 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 SaleCommon Stock 19,715,000 $40.96 $807,546,115.00
Disclosure

SEC source: 0001140361-26-007944 · form4.xml · nonDerivative · entry 1

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 42,227,032

F1 · price: The price of $40.961 represents the net price received per share of common stock of BrightSpring Health Services, Inc. for shares sold pursuant to an underwritten public offering.

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

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

Read SEC document
October 22, 2025 Filed Oct 22, 2025 21:48 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 39,493 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-038971 · form4.xml · nonDerivative · entry 4

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

Read SEC document
October 22, 2025 Filed Oct 22, 2025 21:48 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 50,484 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-038971 · form4.xml · nonDerivative · entry 3

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

Read SEC document
October 22, 2025 Filed Oct 22, 2025 21:48 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 OtherCommon Stock 409,305 $0.00 $0.00
Disclosure

SEC source: 0001140361-25-038971 · form4.xml · nonDerivative · entry 2

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 61,942,032

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

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

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

Read SEC document
October 22, 2025 Filed Oct 22, 2025 21:48 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 SaleCommon Stock 14,745,000 $28.78 $424,390,590.00
Disclosure

SEC source: 0001140361-25-038971 · form4.xml · nonDerivative · entry 1

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 62,351,337

F1 · price: The price of $28.7820 represents the net price received per share of common stock of BrightSpring Health Services, Inc. for shares sold pursuant to an underwritten public offering.

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

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

Read SEC document
June 24, 2025 Filed Jun 26, 2025 20:30 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 SaleCommon Stock 2,100,000 $21.15 $44,418,990.00
Disclosure

SEC source: 0001140361-25-023829 · form4.xml · nonDerivative · entry 1

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 77,096,337

F1 · price: The price of $21.151875 represents the $21.75 secondary public offering price per share of common stock of BrightSpring Health Services, Inc., less the underwriting discounts and commissions of $0.598125 per share, for shares sold in connection with the underwriters' exercise of their over-allotment option relating to the secondary offering, which closed on June 24, 2025.

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

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

Read SEC document
June 12, 2025 Filed Jun 17, 2025 00:08 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 51,364 $0.00 $0.00
Disclosure

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

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

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June 12, 2025 Filed Jun 17, 2025 00:08 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 GiftCommon Stock 60,002 $0.00 $0.00
Disclosure

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

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

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

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

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June 12, 2025 Filed Jun 17, 2025 00:08 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 OtherCommon Stock 475,546 $0.00 $0.00
Disclosure

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

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 79,196,337

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

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

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

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June 12, 2025 Filed Jun 17, 2025 00:08 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 SaleCommon Stock 13,288,101 $21.15 $281,068,583.54
Disclosure

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

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 79,671,883

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

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

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

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September 11, 2024 Filed Sep 13, 2024 20:36 UTC BrightSpring Health Services, Inc. BTSG · Entity 3469 PurchaseCommon Stock 11,619,998 $11.13 $129,330,577.74
Disclosure

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

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

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

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

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

KKR Americas XII Ltd · CIK 0001746583 · 10% owner

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

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnotes

Disclosed balance after: 92,959,984

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

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

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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.