BTSG BrightSpring Health Services, Inc. Insider Trading

KKR Group Partnership LP exits 14,669,771 BTSG shares ($857.5M) at $58.45; divests entire 10% stake as stock up 38.4% in 90 days.

KKR Group Partnership LP, a 10% shareholder in BrightSpring Health Services, executed a complete exit of its 14,669,771 shares at $58.45 on 2026-06-05, eliminating its entire position. The divestiture occurs after strong price momentum: the stock has risen 38.4% over the 90-day period and 8.8% in the prior 30 days, yet the insider sold before realizing these gains. At the same ticker, KKR's prior four sales showed returns of +5.2%, +20.2%, +44.9%, and +34.6% (30-day and 90-day results), none of which were well-timed in the 90-day frame. The fundamental backdrop shows BTSG trading at a P/E of 35.88 with annual revenue growth of +14.6%, suggesting a premium valuation. The complete liquidation of a major shareholder stake—especially with no remaining holdings post-transaction—may signal a material shift in the insider's conviction or capital allocation priorities at the company level.

KKR Phoenix Aggregator LP liquidates entire 14.67M BTSG stake (14,669,771 shares) for $857.5M at $58.45 on 2026-06-05

KKR Phoenix Aggregator LP, a 10% owner, completely exited its BrightSpring position by selling 14,669,771 shares (14.67M shares) for $857,492,124.26 ($857.5M) at $58.45, reducing holdings from 14,669,771 shares to 0 shares (-100.0%). The sale occurs with BTSG trading at $57.40 currently, down 7.6% from its 52-week high of $62.11, though up 8.8% over 30 days and 38.4% over 90 days. Examining KKR's prior BTSG trades reveals a mixed pattern: a buy on 2024-09-11 that returned +36.2% (30-day) and +64.1% (90-day), but four subsequent sells at BTSG in which only 1 of 5 prior trades was well-timed at the 90-day mark, with the three most recent sales in 2025–2026 followed by positive 90-day returns (+30.5%, +32.8%, +44.9%, +20.2%), indicating the stock rose after those exits. The complete liquidation, combined with BTSG's strong revenue growth of +14.6% year-over-year and net income of $148,767,000 ($148.8M) on $3,613,721,000 revenue, eliminates KKR's significant strategic ownership stake in a healthcare operator trading at a P/E of 35.88.

Jon B Rousseau sold 260,000 shares (260.0K) at $58.75 for $15,275,000.00 at BTSG on 2026-06-05

Jon B Rousseau executed 2 separate sales totaling 260,000 shares for $15,275,000.00 at a blended average price of $58.75 on 2026-06-05, eliminating his non-derivative holdings in the transaction. The stock currently trades at $57.40, down 7.6% from its 52-week high of $62.11. Rousseau's cross-ticker track record shows 3 prior sells with an average 90-day return of +36.0% and a 0.00% well-timed rate, indicating his prior sales at other tickers were followed by stock appreciation. At BTSG specifically, his 5 prior trades show a 2 of 5 well-timed pattern at the 90-day mark, with his most recent sale on 2026-03-04 followed by a +44.2% 90-day return. The transaction occurs as BTSG trades near its 52-week high range and after strong recent momentum (+38.4% over 90 days). Derivative holdings remain post-transaction (1,166,064 stock options directly and 404,676 through The Margaret Rousseau Children Trust), so this represents a sale of a specific batch rather than a complete position exit.

Lisa A Nalley sold 35,000 BTSG shares at $58.75 ($2.1M); retains 131,948 shares + 41,909 stock options.

Lisa A Nalley sold 35,000 shares of BrightSpring Health Services on 2026-06-05 at $58.75, reducing her non-derivative holdings from 166,948 to 131,948 shares (-21.0%). The sale occurred near the 52-week high ($62.11), with the stock currently trading 7.6% below that peak. While her prior open-market sell at this ticker (2026-03-04) was followed by strong 90-day returns of +44.2%, the timing pattern at BTSG shows that prior sale was not well-timed for directional prediction. The company demonstrates solid fundamentals with $3.6B quarterly revenue, $148.8M net income, and +14.6% annual revenue growth, though the P/E of 35.88 reflects premium valuation. Nalley's remaining stake of 131,948 shares plus 41,909 exercisable stock options indicates she maintains material exposure to the company's performance.

CFO Jennifer A Phipps sells 35,000 BTSG shares at $58.75 for $2.1M; retains 250.2K shares plus 55,708 stock options.

Jennifer A Phipps, CFO of BrightSpring Health Services, sold 35,000 shares at $58.75 on 2026-06-05, reducing her non-derivative holdings from 285.2K to 250.2K shares (-12.3%). The sale occurred 7.6% below the 52-week high of $62.11, while the stock has gained 8.8% over the prior 30 days and 38.4% over 90 days. Her prior same-ticker sell on 2026-03-04 generated a 44.2% 90-day return after the transaction, indicating the stock rose following that sale. The company's fundamentals show strong growth: $3.6B in latest-quarter revenue with +14.6% annual revenue growth, though the P/E of 35.88 reflects elevated valuation relative to peers.