Form 4 for BTSG BrightSpring Health Services, Inc.
Accepted 2026-03-06 00:00:00 ET · period of report 2026-03-04 · accession 0000908834-26-000127 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2026-03-06 | 2026-03-04 | BTSG | Phipps Jennifer A | CFO | M - OptEx | $6.37 | +35.0K | 231.8K | +18% | +$222.9K |
| D | 2026-03-06 | 2026-03-04 | BTSG | Phipps Jennifer A | CFO | S - Sale+OE | $41.15 | -35.0K | 196.8K | -15% | -$1.44M |
| D | 2026-03-06 | 2026-03-05 | BTSG | Phipps Jennifer A | CFO | A - Grant | $0.00 | +53.4K | 250.2K | +27% | $0 |
| DM | 2026-03-06 | 2026-03-04+ | BTSG | Phipps Jennifer A | CFO | A - Grant | $0.00 | +172.1K | 130.9K | New | $0 |
| D | 2026-03-06 | 2026-03-04 | BTSG | Phipps Jennifer A | CFO | M - OptEx | $0.00 | -35.0K | 90.7K | -28% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2026-03-04 | M | A | 35,000 | $6.37 | 231,840 | D | — | — | |
| 2 | Common | Common Stock | 2026-03-04 | S | D | 35,000 | $41.15 | 196,840 | D | — | — | (F1) These shares of the Issuer's common stock were sold by the Reporting Person pursuant to a registered public offering that closed on March 4, 2026, at a price of $41.15, before deducting underwriting discounts and commissions. |
| 3 | Common | Common Stock | 2026-03-05 | A | A | 53,384 | $0.00 | 250,224 | D | — | — | |
| 4 | Derivative | Stock Options (Right to Buy) | 2026-03-04 | A | A | 35,331 | $0.00 | 125,708 | D | $6.37 · — to 2029-09-24 | 35,331 Common Stock | (F3) No new stock options have been awarded. The transaction reported herein reflects vesting of performance-based stock options ("2019 Performance Options") previously awarded to the Reporting Person on September 24, 2019, vesting subject to performance conditions that were subsequently satisfied on March 4, 2026. The 2019 Performance Options are fully vested. |
| 5 | Derivative | Stock Options (Right to Buy) | 2026-03-04 | A | A | 5,888 | $0.00 | 23,543 | D | $7.01 · — to 2030-05-12 | 5,888 Common Stock | (F4) No new stock options have been awarded. The transaction reported herein reflects vesting of performance-based stock options ("2020 Performance Options") previously awarded to the Reporting Person on May 12, 2020, vesting subject to performance conditions that were subsequently satisfied on March 4, 2026. The 2020 Performance Options are fully vested. |
| 6 | Derivative | Stock Options (Right to Buy) | 2026-03-04 | M | D | 35,000 | $0.00 | 90,708 | D | $6.37 · — to 2029-09-24 | 35,000 Common Stock | (F5) These options are fully vested. |
| 7 | Derivative | Stock Options (Right to Buy) | 2026-03-05 | A | A | 130,860 | $0.00 | 130,860 | D | $41.77 · — to 2036-03-05 | 130,860 Common Stock | (F6) Options vest in three equal annual installments commencing on January 25, 2027. |