Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BrightSpring Health Services, Inc.BTSG · Entity 3469 | President, PharMerica | March 17, 2025 | March 19, 2025 |
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 March 17, 2025 · Filed March 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,401 |
Reported balance
After 2025-03-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-03-17 · Grant · Acquired 23,029 · Balance 75,401 F1: 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: Includes 38,589 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026 and 23,029 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.45 · Expires 2035-03-17 | Direct | 48,900 |
Reported balance
After 2025-03-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-03-17 · Grant · Acquired 48,900 · Balance 48,900 F3: Options vest in three equal annual installments commencing on January 25, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes 38,589 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026 and 23,029 shares of the Issuer's common stock underlying RSUs which will vest in three equal annual installments commencing on January 25, 2026.
F3: Options vest in three equal annual installments commencing on January 25, 2026.
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 |
|---|---|---|---|---|---|---|
| March 17, 2025 Filed Mar 19, 2025 22:20 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantStock Options (Right to Buy) · Derivative | 48,900 | $0.00 Strike: $17.45 | $0.00 |
DisclosureSEC source: 0000908834-25-000106 · form4.xml · derivative · entry 2 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,900 Underlying: Common Stock · 48,900 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 22:20 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 23,029 | $0.00 | $0.00 |
DisclosureSEC source: 0000908834-25-000106 · form4.xml · nonDerivative · entry 1 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,401 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 38,589 shares of the Issuer's common stock underlying RSUs which will vest in two equal annual installments commencing on January 25, 2026 and 23,029 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 | 8,508 | $22.82 | $194,152.56 |
DisclosureSEC source: 0000908834-25-000019 · form4.xml · nonDerivative · entry 1 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,372 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 19,291 restricted stock units ("RSUs") at a net settlement price equal to the closing stock price on January 24, 2025. F2 · balance_after: Includes 38,589 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 15, 2024 Filed Mar 18, 2024 19:27 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | PurchaseCommon Stock | 3,000 | $8.21 | $24,630.00 |
DisclosureSEC source: 0000908834-24-000104 · form4.xml · nonDerivative · entry 1 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,880 F1 · balance_after: Includes 57,880 shares of the Issuer's common stock underlying restricted stock units ("RSUs") which will 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 26, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 57,880 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008831 · ownership.xml · nonDerivative · entry 1 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,880 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 | 21,004 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008831 · ownership.xml · derivative · entry 4 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,004 Underlying: Common Stock · 21,004 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 | 17,665 | $0.00 Strike: $7.01 | $0.00 |
DisclosureSEC source: 0000950170-24-008831 · ownership.xml · derivative · entry 3 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,996 Underlying: Common Stock · 17,665 shares Expires 2030-05-12 F3 · kind: 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. 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 | 17,665 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000950170-24-008831 · ownership.xml · derivative · entry 2 Yowler Jennifer · CIK 0001995316 · President, PharMerica 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,996 Underlying: Common Stock · 17,665 shares Expires 2029-09-24 F2 · kind: 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 (the "Stock Split"), which became effective on January 25, 2024. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria. 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 (the "Stock Split"), which became effective on January 25, 2024. 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.