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BTSG · Brightspring Health Services, Inc.
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BTSG BrightSpring Health Services (BTSG) Insider Trading, Ownership & Congress Trades

Healthcare Services · Services-home health care services · CIK 0001865782
Quote by TradingView
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
313
13F, latest reported quarter
Conversions, 180 days
4
Codes C/M, not in net · $1.5M priced

What the filings say about BTSG

Insiders, 180 days
-$1.7B net sold
6 sellers · 17% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$874.4K
1 notice

BrightSpring Health Services insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, BrightSpring Health Services, Inc. insiders sold a net $1.7B of stock across 34 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Greenwell Scott A.
President, PharMerica
SELL
2026-09-16 SECtraded 2026-09-14
15,099
$874.4K
+4.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 48.3% of the 31,246 shares held after it.
  • No other insider sold within 30 days.
  • 313 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, PharMerica Greenwell Scott A. sold about $874.4K of BTSG under a 10b5-1 plan on Sep 14, 2026; 313 funds added in the latest 13F quarter.
KRAVIS HENRY R
SELL
2026-06-05 SEC
14,669,771
$857.4M
-0.6%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Oct 22, 2025.
  • The trade is 54.0% of the 27,154,488 shares held after it.
  • 4 other insiders sold within 30 days.
  • 313 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider KRAVIS HENRY R sold about $857.4M of BTSG on Jun 5, 2026, the largest insider sale at the company on our record; 4 other insiders sold within 30 days and 313 funds added in the latest 13F quarter.
KKR Associates Americas XII L.P.
SELL
2026-06-05 SEC
14,669,771
$857.4M
-0.6%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 54.0% of the 27,154,488 shares held after it.
  • 4 other insiders sold within 30 days.
  • 313 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider KKR Associates Americas XII L.P. sold about $857.4M of BTSG on Jun 5, 2026, the largest insider sale at the company on our record; 4 other insiders sold within 30 days and 313 funds added in the latest 13F quarter.
ROUSSEAU JON B
See Remarks
SELL
2026-06-05 SEC
130,000
$7.6M
-0.6%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (2 buys, 3 sales), the last on Mar 4, 2026.
  • +30.4% median (+30.4% mean) 90-day return after 2 previous buys.
  • The trade is 10.9% of the 1,194,503 shares held after it.
  • 4 other insiders sold within 30 days.
  • 313 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks ROUSSEAU JON B sold about $7.6M of BTSG on Jun 5, 2026; 4 other insiders sold within 30 days and 313 funds added in the latest 13F quarter.
Nalley Lisa A
See Remarks
SELL
2026-06-05 SEC
35,000
$2.1M
-0.6%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Mar 4, 2026.
  • The trade is 26.5% of the 131,948 shares held after it.
  • 4 other insiders sold within 30 days.
  • 313 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Nalley Lisa A sold about $2.1M of BTSG on Jun 5, 2026; 4 other insiders sold within 30 days and 313 funds added in the latest 13F quarter.
34 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$1.7B over 180 days
-$874.4K over 90 days · -$1.7B of it by a 10%+ holder
the lowest in Healthcare Services
Congress
no House purchase disclosed in the last 12 months
Funds
313 funds bought in last quarter
more than 89% of Healthcare Services
Revenue
+28.2% year over year
more than 79% of Healthcare Services
Margin
1.5% net margin
more than 56% of Healthcare Services
Buybacks
$120.0M repurchased, FY to 2026-06-30
more than 68% of Healthcare Services
Short interest
8.0% of the float short (float per yahoo 2026-10-26) · 4.4 days to cover · settled 2026-09-30
more than 72% of Healthcare Services
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch BTSG

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+78.7%12M
-5%+37%+79%+121%2025-102025-122026-022026-042026-062026-082026-10 2026-06-05 · KRAVIS HENRY R sold $857.4M2026-06-05 · KKR Associates Americas XII L.P. sold $857.4M2026-03-04 · KKR & Co. Inc. sold $807.5M2026-03-04 · KKR Phoenix Aggregator GP LLC sold $807.5M2025-10-22 · KRAVIS HENRY R sold $424.4M2025-10-22 · KKR Americas XII Ltd sold $424.4M2026-03-04 · ROUSSEAU JON B sold $9.1M2026-06-05 · ROUSSEAU JON B sold $7.6M2025-10-22 · ROUSSEAU JON B sold $6.8M2026-06-05 · Nalley Lisa A sold $2.1M2026-06-05 · Phipps Jennifer A sold $2.1M2026-03-04 · Phipps Jennifer A sold $1.4M2026-03-04 · Nalley Lisa A sold $1.2M2026-09-14 · Greenwell Scott A. sold $874.4K2025-10-22 · Nalley Lisa A sold $575.6K2026-09-14 · Greenwell Scott A. filed to sell $874.4K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns BTSG: institutional holders (13F)

13F holdings, latest reported quarter
Kohlberg Kravis Roberts & Co. L.P.
26,829,880 sh
$1.9B
BlackRock, Inc.
24,519,906 sh
$1.8B
FMR LLC
13,487,555 sh
$955.9M
Invesco Ltd.
11,960,017 sh
$837.0M
VANGUARD PORTFOLIO MANAGEMENT LLC
9,946,458 sh
$693.7M

Congress trades in BTSG

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

BTSG planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Greenwell Scott A.
Filed 2026-09-14
$874.4K

BTSG mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
LKCM Small-Mid Cap Equity Fund
$2.6M position · as of 2026-06-30
5.5%
Select Health Care Services Portfolio
$42.6M position · as of 2026-05-31
5.3%
SMART Earnings Growth 30 ETF
$2.9M position · as of 2026-06-30
4.7%
Invesco S&P SmallCap Health Care ETF
$5.7M position · as of 2026-05-31
4.4%
Invesco Dorsey Wright Healthcare Momentum ETF
$9.5M position · as of 2026-07-31
4.0%
Chase Growth Fund
$5.1M position · as of 2026-06-30
3.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$17.8M
$44.1M
$1.9M
+240%
+24%
2024
$17.7M
$15.9M
$1.9M
+55%
+3%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $1.7B sold by insiders over 180 days, 313 funds added last quarter, $874.4K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
NTRACSTLPGNYHIMSWGSPRVATDOCAVAHGHADUSSERABDSX

BTSG financials

Revenue growth
+28.2%
XBRL, annual
Net margin
1.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$14.4B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+2.5%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$402.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.07x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.23x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+19.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+6.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+9.9%
operating income after a 16.1% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
+10.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
35.47x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$13.3B
market value at close 2026-10-26 on 2026-07-28 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
+3.5%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
0.08x
P/E over trailing EPS growth of 419%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$12.9B$11.3B$8.8B$7.7B
Gross profit$1.5B$1.3B$1.1B$1.1B
Operating income$295.3M$108.0M$58.1M$118.9M
Net income$189.1M$20.5M-$154.6M-$53.9M
EPS (diluted)0.87-0.09-1.31-0.46
Operating cash flow$490.2M$23.8M$210.8M-$4.7M
Cash$88.4M$61.0M$12.4Mn/a
Long-term debt$2.5B$2.6B$3.3Bn/a
Buybacks$43.2M$650.0K$650.0Kn/a
SEC XBRL, fiscal years, as known on 2026-10-27

BTSG Stock Sonar score 6/7 axes

Find similar shapesCompare

BTSG ranks highest on institutional and government (84th percentile) and growth (79th), and lowest on insider conviction (1st), among Healthcare Services peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
66
Inputs
  • Return on equity+19.2% · 78 pct, sector of 70
  • Return on assets+6.1% · 74 pct, sector of 88
  • Return on invested capital+9.9% · 41 pct, universe of 1,069
  • Return on capital employed+10.1% · 70 pct, sector of 68
Financial health
43
Inputs
  • Debt to equity1.07x · 30 pct, sector of 61
  • Cash flow to debt0.23x · 55 pct, sector of 66
Growth
79
Inputs
  • Revenue growth, YoY+28.2% · 79 pct, sector of 87
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
0
Inputs
  • Net Form 4 buying (codes P and S), 180d-$1.7B · 0 pct, sector of 64
  • Insider buyers, 180d0 · 0 pct, sector of 64
Institutional and government
84
Inputs
  • Funds adding, latest quarter313 · 89 pct, sector of 73
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$1.6M · 78 pct, universe of 1,063
Risk and compliance
55
Inputs
  • Short interest, % of float+8.0% · 33 pct, sector of 95
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+6.7% · 77 pct, sector of 72
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

BTSG filings, in plain words

Are BrightSpring Health Services insiders buying or selling BTSG?

In the 180 days to 2026-10-27, BrightSpring Health Services insiders were net sellers, a net $1.7B across purchases and sales reported on Form 4, by 6 sellers.

Are there planned insider sales of BTSG?

Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-27, covering $874.4K of stock; the latest, by Greenwell Scott A., was filed 2026-09-14.

Read the full summary

In the 180 days to 2026-10-27, BrightSpring Health Services insiders were net sellers of BTSG, a net $1.7B across purchases and sales reported on Form 4 by 6 sellers. Most of that figure, $1.7B, came from a holder of 10% or more rather than an officer or director. 17% of the 6 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-27, covering $874.4K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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