organization · Reporting owner
KKR Phoenix Aggregator GP LLC
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BrightSpring Health Services, Inc.BTSG · Entity 3469 | 10% owner | 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
Jointly reported with KKR Phoenix Aggregator L.P., KKR Americas Fund XII L.P., KKR Associates Americas XII L.P., KKR Americas XII Ltd
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 26,829,880 |
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 rowsRow 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-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2026-06-05 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 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-derivative | IndirectSee Footnote | 0 |
Reported balance
After 2026-06-05 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 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
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 21:10 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GiftCommon Stock | 23,263 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. 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.