Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BrightSpring Health Services, Inc.BTSG · Entity 3469 | See Remarks | January 25, 2024 | January 30, 2024 |
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 January 25, 2024 · Filed January 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 93,914 |
Reported balance
After 2024-01-26 transaction · row 1
1 source rowRow 1 · 2024-01-26 · Grant · Acquired 54,658 · Balance 93,914 F1: 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. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.37 · Expires 2029-09-24 | Direct | 182,543 |
Reported balance
After 2024-01-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-01-25 · Grant · Acquired 60,847 · Balance 182,543 F2: 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. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.00 · Expires 2034-01-25 | Direct | 19,837 |
Reported balance
After 2024-01-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-25 · Grant · Acquired 19,837 · Balance 19,837 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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. Does not include unvested performance-based options which will be reported when earned upon achievement of certain performance criteria.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| January 26, 2024 Filed Jan 30, 2024 21:15 UTC | BrightSpring Health Services, Inc. BTSG · Entity 3469 | GrantCommon Stock | 54,658 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008830 · ownership.xml · nonDerivative · entry 1 REED STEVEN S · CIK 0001215275 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,914 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 | 19,837 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0000950170-24-008830 · ownership.xml · derivative · entry 3 REED STEVEN S · CIK 0001215275 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,837 Underlying: Common Stock · 19,837 shares Expires 2034-01-25 F3 · 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. F3 · 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 | 60,847 | $0.00 Strike: $6.37 | $0.00 |
DisclosureSEC source: 0000950170-24-008830 · ownership.xml · derivative · entry 2 REED STEVEN S · CIK 0001215275 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,543 Underlying: Common Stock · 60,847 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, 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, 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.