BrightSpring Health Services, Inc. (BTSG)
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
NASDAQHealth CareMedical - Healthcare Information ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · BTSG
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
Director — Dr. Nigam H. Shah: The company appointed Dr. Nigam H. Shah as a new director and member of the Quality and Compliance Committee.
Entry into a Material Definitive Agreement. On June 3, 2026, BrightSpring Health Services, Inc. (the “Company”) entered into an underwriting agreement with KKR Phoenix Aggregator L.P. (the “KKR Selling Stockholder”), the Management Selling Stockholders (as defined therein) (together with the KKR Selling Stockholder, the “Selling Stockholders”), and Goldman Sachs & Co. LLC (the “Underwriter”), relating to an underwritten offering (the “Offering”) of 14,999,771 shares of the Company’s common st…
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
President, ResCare Community Living — Robert Barnes: Mr. Barnes resigned from the Company upon the closing of a transaction.
Completion of Acquisition or Disposition of Assets. As previously disclosed in the Current Report on Form 8-K filed by BrightSpring Health Services, Inc. (the “Company”) on January 21, 2025, Res-Care, Inc. (“Res-Care”), a wholly owned subsidiary of the Company, certain other affiliated entities, and the Company, entered into a Purchase Agreement, dated January 17, 2025, as amended by that certain First Amendment to Purchase Agreement dated December 5, 2025 (collectively, the “Agreement”), wit…
Entry into a Material Definitive Agreement. On March 2, 2026, BrightSpring Health Services, Inc. (the “Company”) entered into an underwriting agreement with KKR Phoenix Aggregator L.P. (the “KKR Selling Stockholder”), the Management Selling Stockholders (as defined therein) (together with the KKR Selling Stockholder, the “Selling Stockholders”), and Goldman Sachs & Co. LLC (the “Underwriter”), relating to an underwritten offering (the “Offering”) of 20,000,000 shares of the Company’s common s…
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
Entry into a Material Definitive Agreement. On October 20, 2025, BrightSpring Health Services, Inc. (the “Company”) entered into an underwriting agreement with KKR Phoenix Aggregator L.P. (the “KKR Selling Stockholder”), the Management Selling Stockholders (as defined therein) (together with the KKR Selling Stockholder, the “Selling Stockholders”), and BofA Securities, Inc. (the “Underwriter”), relating to an underwritten offering (the “Offering”) of 15,000,000 shares of the Company’s common…
Results of Operations and Financial Condition. On October 20, 2025, BrightSpring Health Services, Inc. (the “Company”) issued a press release containing certain preliminary financial information for the third quarter ended September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of…
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
President — Michael McMaude: The President of a major subsidiary resigned effective immediately, but the filing notes no disagreement and includes a transition consulting arrangement, suggesting an orderly exit rather than a crisis.
Entry into a Material Definitive Agreement. On June 10, 2025, BrightSpring Health Services, Inc. (the “Company”) entered into an underwriting agreement with KKR Phoenix Aggregator L.P. (the “KKR Selling Stockholder”), the Management Selling Stockholders (as defined therein) (together with the KKR Selling Stockholder, the “Selling Stockholders”), KKR Capital Markets LLC, as Lead Managing Agent, and Goldman Sachs & Co. LLC and BofA Securities, Inc. as Representatives of the several underwriters…
Other Events. As previously disclosed in a Current Report on Form 8-K filed by BrightSpring Health Services, Inc. ("BrightSpring") on January 21, 2025, Res-Care, Inc., a wholly owned subsidiary of BrightSpring, and certain affiliated entities entered into a purchase agreement on January 17, 2025 to divest BrightSpring's community living services, home and community-based waiver programs, and intermediate care facilities (the “Community Living business”) for $835 million in cash consideration,…
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
Officer — Mr. Mattingly: The filing discloses the termination of employment for Mr. Mattingly, a senior officer, accompanied by a severance agreement and transition services, indicating a genuine executive departure.
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
CFO — Jennifer Phipps: The filing primarily discloses the internal promotion of Jennifer Phipps to CFO, succeeding Jim Mattingly in an orderly transition without reported disagreements.
Entry into a Material Definitive Agreement. Overview On January 17, 2025, Res-Care, Inc. (“Res-Care”), a wholly owned subsidiary of BrightSpring Health Services, Inc. (the “Company”), certain other affiliated entities (the “Sellers” and, together with Res-Care, the “Seller Parties”), and the Company, entered into a Purchase Agreement (the “Agreement”) with National Mentor Holdings, Inc. (the “Purchaser”), pursuant to which Res-Care agreed to sell, transfer and assign to the Purchaser certain…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information set forth under
Entry into a Material Definitive Agreement. On December 11, 2024, Phoenix Intermediate Holdings Inc. (“ Holdings ”) and Phoenix Guarantor Inc. (the “ Borrower ”), each a wholly-owned subsidiary of BrightSpring Health Services, Inc. (“ BrightSpring ”), entered into Amendment No. 9 (the “ Amendment ”) to the First Lien Credit Agreement, dated as of March 5, 2019 (as amended by the Technical Amendment, dated May 13, 2019, as supplemented by the Joinder Agreement, dated as of September 30, 2019,…
Director — Matthew D’Ambrosio: The resignation of a board designee from an affiliate is a standard governance change with no indication of disagreement or operational impact.
The information furnished under this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities under that section and shall not be deemed to be incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated by specific reference in any such filing.
Chief Legal Officer — Steven S. Reed: The Chief Legal Officer is retiring after 20 years but remains employed in a transition role, indicating an orderly succession rather than a sudden loss of executive leadership.
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