BTSG SEC Filing News — BrightSpring Health Services, Inc.

Latest SEC filings for BrightSpring Health Services, Inc. (BTSG) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-16.

BrightSpring Health Services, Inc. operates as a home and community-based healthcare services platform in the United States. The company operates through two segments, Pharmacy Solutions and Provider Services. Its platform focuses on delivering pharmacy and provider services, including clinical and supportive care in home and community settings to Medicare, Medicaid, and insured populations. It also offers infused, injectable, and oral medication services; and patient-centric, highly skilled, an…
Sector: Healthcare Industry: Health Information Services Market Cap: $12.1B CIK: 1865782
20
Total Filings
0
Bullish Classifications
6
Bearish Classifications
12
Insider Transactions
4
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for BTSG currently lean bearish. Of the 20 filing records displayed, 6 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
BTSG Filing Activity Snapshot 2026-05-07 — 2026-09-16
Insider Transactions (Form 4)
0 buys vs 6 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$857.49M
KKR Group Partnership L.P. (10% Owner) · 2026-06-05
14,669,771 shares · Form 4
Form 144 Notices
3
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 12 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 12 filings in this group are Form 4s for BrightSpring Health Services, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 12 insider filings shown, the breakdown is 6 open-market sale, 4 compensation award and 2 tax withholding. 6 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×6
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Compensation award ×4
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Tax withholding ×2
Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.
Form 4 Open-market sale Insider Selling 2026-09-16

BTSG insider Greenwell Scott A. (President, PharMerica) sold 15,099 shares (~$874.4K)

Greenwell Scott A., listed as President, PharMerica at BrightSpring Health Services, Inc., reported an open-market sale of 15,099 BTSG shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 11,973 $22.27 $266.6K
S Open-market sale 15,099 $57.91 $874.4K
M Option exercise derivative · Stock Options (Right to Buy) 11,973 — —
Filing: Form 4 (Insider Transaction) Insider: Greenwell Scott A. (President, PharMerica) Shares: 15,099 Est. Value: $874.4K
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-07-28

BTSG insider Form 4 filed for equity award, exercise, or tax withholding

ROUSSEAU JON B (Director, See Remarks) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 56,319 $72.91 $4.11M
Filing: Form 4 (Insider Transaction) Insider: ROUSSEAU JON B (Director, See Remarks) Shares: 56,319
View on SEC EDGAR → Open Filing Document →
Form 4 Tax withholding Tax / Compensation Filing 2026-06-22

BTSG insider Form 4 filed for equity award, exercise, or tax withholding

Greenwell Scott A. (President, PharMerica) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were withheld by the company to settle tax due when equity vested. This is an automatic administrative step and not a decision to sell.

Transactions reported on this filing
Code Nature Shares Price Value
F Tax withholding on vested shares 2,487 $66.25 $164.8K
Filing: Form 4 (Insider Transaction) Insider: Greenwell Scott A. (President, PharMerica) Shares: 2,487
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-06-12

BTSG insider Form 4 filed for equity award, exercise, or tax withholding

Shah Nigam H. (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 4,013 — —
Filing: Form 4 (Insider Transaction) Insider: Shah Nigam H. (Director) Shares: 4,013
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-05

BTSG insider KKR Group Partnership L.P. (10% Owner) sold 14,669,771 shares (~$857.49M)

KKR Group Partnership L.P., listed as 10% Owner at BrightSpring Health Services, Inc., reported an open-market sale of 14,669,771 BTSG shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 14,669,771 $58.45 $857.49M
J Other transaction 324,608 — —
G Gift 36,927 — —
G Gift 23,263 — —
Filing: Form 4 (Insider Transaction) Insider: KKR Group Partnership L.P. (10% Owner) Shares: 14,669,771 Est. Value: $857.49M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-05

BTSG insider KKR Phoenix Aggregator L.P. (10% Owner) sold 14,669,771 shares (~$857.49M)

KKR Phoenix Aggregator L.P., listed as 10% Owner at BrightSpring Health Services, Inc., reported an open-market sale of 14,669,771 BTSG shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 14,669,771 $58.45 $857.49M
J Other transaction 324,608 — —
G Gift 36,927 — —
G Gift 23,263 — —
Filing: Form 4 (Insider Transaction) Insider: KKR Phoenix Aggregator L.P. (10% Owner) Shares: 14,669,771 Est. Value: $857.49M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-05

BTSG insider ROUSSEAU JON B (Director, See Remarks) sold 260,000 shares (~$15.28M)

ROUSSEAU JON B, listed as Director, See Remarks at BrightSpring Health Services, Inc., reported an open-market sale of 260,000 BTSG shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 130,000 $6.37 $828.1K
S Open-market sale 130,000 $58.75 $7.64M
M Option exercise 130,000 $6.37 $828.1K
S Open-market sale 130,000 $58.75 $7.64M
M Option exercise derivative · Stock Options (Right to Buy) 130,000 — —
M Option exercise derivative · Stock Options (Right to Buy) 130,000 — —
Filing: Form 4 (Insider Transaction) Insider: ROUSSEAU JON B (Director, See Remarks) Shares: 260,000 Est. Value: $15.28M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-05

BTSG insider Nalley Lisa A (See Remarks) sold 35,000 shares (~$2.06M)

Nalley Lisa A, listed as See Remarks at BrightSpring Health Services, Inc., reported an open-market sale of 35,000 BTSG shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 35,000 $6.37 $222.9K
S Open-market sale 35,000 $58.75 $2.06M
M Option exercise derivative · Stock Options (Right to Buy) 35,000 — —
Filing: Form 4 (Insider Transaction) Insider: Nalley Lisa A (See Remarks) Shares: 35,000 Est. Value: $2.06M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-05

BTSG insider Phipps Jennifer A (Chief Financial Officer) sold 35,000 shares (~$2.06M)

Phipps Jennifer A, listed as Chief Financial Officer at BrightSpring Health Services, Inc., reported an open-market sale of 35,000 BTSG shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 35,000 $6.37 $222.9K
S Open-market sale 35,000 $58.75 $2.06M
M Option exercise derivative · Stock Options (Right to Buy) 35,000 — —
Filing: Form 4 (Insider Transaction) Insider: Phipps Jennifer A (Chief Financial Officer) Shares: 35,000 Est. Value: $2.06M
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-05-07

BTSG insider Form 4 filed for equity award, exercise, or tax withholding

Miller Steven B (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 4,983 — —
Filing: Form 4 (Insider Transaction) Insider: Miller Steven B (Director) Shares: 4,983
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-05-07

BTSG insider Form 4 filed for equity award, exercise, or tax withholding

KIRTLEY OLIVIA F (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 4,983 — —
Filing: Form 4 (Insider Transaction) Insider: KIRTLEY OLIVIA F (Director) Shares: 4,983
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-05-07

BTSG insider Form 4 filed for equity award, exercise, or tax withholding

Wicks Timothy A (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 4,983 — —
Filing: Form 4 (Insider Transaction) Insider: Wicks Timothy A (Director) Shares: 4,983
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 3 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. BrightSpring Health Services, Inc. has 3 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-09-14

BTSG Form 144 filed for proposed insider sale by Greenwell Scott A. (15,099 shares) ~$874.4K

Greenwell Scott A. filed a Form 144 with the SEC indicating intent to sell BTSG (BrightSpring Health Services, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Greenwell Scott A. Shares: 15,099 Est. Value: $874.4K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-06-03

BTSG Form 144 filed for proposed insider sale by Barnes Robert Allen (62,608 shares) ~$3.77M

Barnes Robert Allen filed a Form 144 with the SEC indicating intent to sell BTSG (BrightSpring Health Services, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Barnes Robert Allen Shares: 62,608 Est. Value: $3.77M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-06-02

BTSG Form 144 filed for proposed insider sale by Barnes Robert Allen (9,201 shares) ~$551.6K

Barnes Robert Allen filed a Form 144 with the SEC indicating intent to sell BTSG (BrightSpring Health Services, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Barnes Robert Allen Shares: 9,201 Est. Value: $551.6K
View on SEC EDGAR → Open Filing Document →
Material Events 4 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 4 in this period for BrightSpring Health Services, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-07-31

BTSG filed 8-K — material company event

BrightSpring Health Services, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-06-12

BTSG filed 8-K — material company event

BrightSpring Health Services, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-06-05

BTSG filed 8-K — material company event

BrightSpring Health Services, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-05-21

BTSG filed 8-K — material company event

BrightSpring Health Services, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for BrightSpring Health Services, Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-07-31

BTSG filed Quarterly Report (10-Q)

BrightSpring Health Services, Inc. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
View on SEC EDGAR → Open Filing Document →

How we classify BrightSpring Health Services, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on BTSG. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — BTSG SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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