BrightSpring Health Services, Inc.·4

Mar 24, 5:24 PM ET

ROUSSEAU JON B 4

4 · BrightSpring Health Services, Inc. · Filed Mar 24, 2026

Research Summary

AI-generated summary of this filing

Updated

BrightSpring (BTSG) CEO Jon Rousseau Gifts 566,161 Vested Options

What Happened

  • Jon B. Rousseau, Chairman, President and Chief Executive Officer of BrightSpring Health Services (BTSG), reported gifts of fully vested derivative securities (options) on 2026-03-20. The filing shows paired "disposed" and "acquired" derivative entries totalling 566,161 shares (180,753 + 192,704 + 192,704). Each transaction was reported at $0.00, indicating a bona fide gift rather than a sale or cash purchase.
  • Footnotes identify the recipients: the Rousseau Family Trust, the Reporting Person’s spouse, and The Margaret Rousseau Children Trust. The filing also states the options are fully vested and includes a disclaimer that the Reporting Person disclaims beneficial ownership of securities reported as indirectly owned except for any pecuniary interest.

Key Details

  • Transaction date: 2026-03-20; Form 4 filed: 2026-03-24 (filed within the required two business days).
  • Instruments: Derivative securities (options) reported as fully vested (footnote F4).
  • Total transferred: 566,161 derivative shares (no cash consideration; reported price $0.00).
  • Recipients per footnotes: Rousseau Family Trust (F1), spouse (F2), and Margaret Rousseau Children Trust via spouse (F3).
  • Shares owned after the transactions: Not specified in the filing.
  • Reporting caveat: Rousseau disclaims beneficial ownership of indirectly owned securities except to the extent of any pecuniary interest (F5).

Context

  • These entries reflect gifts of vested options and do not involve market sales or purchases, so they are not a direct signal of buy/sell sentiment. Gifts to family trusts or spouse are commonly used for estate planning or family wealth transfer.
  • Because these are derivative instruments (options), future exercise could convert them into common shares, but this filing only documents the transfer of the option interests themselves.

Insider Transaction Report

Form 4
Period: 2026-03-20
ROUSSEAU JON B
DirectorSee Remarks
Transactions
  • Gift

    Stock Options (Right to Buy)

    [F1][F4]
    2026-03-20180,753447,355 total
    Exercise: $22.29Exp: 2033-11-22Common Stock (180,753 underlying)
  • Gift

    Stock Options (Right to Buy)

    [F1][F4][F5]
    2026-03-20+180,753180,753 total(indirect: By Trust)
    Exercise: $22.29Exp: 2033-11-22Common Stock (180,753 underlying)
  • Gift

    Stock Options (Right to Buy)

    [F2][F4]
    2026-03-20192,704254,651 total
    Exercise: $22.29Exp: 2033-11-22Common Stock (192,704 underlying)
  • Gift

    Stock Options (Right to Buy)

    [F2][F4][F5]
    2026-03-20+192,704192,704 total(indirect: By Spouse)
    Exercise: $22.29Exp: 2033-11-22Common Stock (192,704 underlying)
  • Gift

    Stock Options (Right to Buy)

    [F3][F4][F5]
    2026-03-20192,7040 total(indirect: By Spouse)
    Exercise: $22.29Exp: 2033-11-22Common Stock (192,704 underlying)
  • Gift

    Stock Options (Right to Buy)

    [F3][F4][F5]
    2026-03-20+192,704192,704 total(indirect: By Trust)
    Exercise: $22.29Exp: 2033-11-22Common Stock (192,704 underlying)
Footnotes (5)
  • [F1]Represents a bona fide gift by the Reporting Person to the Rousseau Family Trust.
  • [F2]Represents a bona fide gift by the Reporting Person to the Reporting Person's spouse.
  • [F3]Represents a bona fide gift by the Reporting Person's spouse to The Margaret Rousseau Children Trust.
  • [F4]These options are fully vested.
  • [F5]The Reporting Person states that this filing shall not be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein as indirectly owned, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein.
Signature
/s/ Jennifer Phipps, as Attorney-in-Fact|2026-03-24

Documents

1 file
  • 4
    form4.xmlPrimary