BCP Mozart Aggregator LP

10% owner BX Mozart ML-2 Holdco LP sold 33,317,824 shares for $1,217,349,994.41 on 2026-05-28, reducing stake by 94.4%

BX Mozart ML-2 Holdco LP, a 10% owner of Medline, executed 4 separate sales on 2026-05-28 totaling 33,317,824 shares (33.32M shares) for $1,217,349,994.41 ($1.2B) at $36.54 per share, slashing its position from 35,308,291 shares to 1,990,467 shares post-transaction (a 94.4% reduction). This near-complete exit occurs as the stock trades 29.7% below its 52-week high of $50.88 and has declined 20.1% over 30 days and 19.5% over 90 days. The insider's cross-ticker track record shows 100.00% well-timed selling (4 prior sells with negative average 90-day returns), and at this ticker specifically, all 4 prior sells on 2026-03-10 were well-timed with -9.8% 90-day returns. The magnitude and near-complete nature of this liquidation, combined with consistent prior timing success and current downward momentum, suggests the insider is exiting a major position amid price deterioration.

10% owner BX Mozart ML-2 Holdco L.P. sells 27,852,986 shares for $1,128,268,756.88 at $40.51, exiting 92.0% of holding

BX Mozart ML-2 Holdco L.P., a 10% shareholder of Medline Inc., executed 4 separate sales on 2026-03-10 totaling 27,852,986 shares (27.85M shares) for $1,128,268,756.88 ($1.1B), reducing its stake from 30,281,667 shares (30.28M shares) to 2,428,681 shares (2.43M shares)—a -92.0% reduction in holdings. The sales at $40.51 per share occur in a context where the current price stands at $41.07, representing a decline of -9.3% over the past 30 days and -17.8% from the 52-week high of $49.99, while the company shows +11.5% annual revenue growth. This near-total liquidation of a major stakeholder position signals a substantial structural change in ownership and suggests a strategic exit despite the company's positive revenue trajectory.

Mozart Aggregator II LP (10% holder) sells 13,462,600 shares of MDLN for $381.9M at $28.37, retaining 142.92M shares

Mozart Aggregator II LP, a 10% shareholder, executed a sale of 13,462,600 shares at $28.37 per share, generating $381,911,075.58 in proceeds while maintaining a substantial 142,918,680-share position post-transaction. The sale reduced the holder's stake by 8.6% relative to pre-transaction holdings, but the insider retained more than 90% of its prior position, signaling continued material exposure to Medline. The current market price of $42.18 (as of 2025-12-22) stands at a premium to the transaction price of $28.37, indicating the stock has appreciated in the four trading days since listing. The partial reduction in a large, concentrated position warrants observation of whether additional tranches are planned or whether this represents a single liquidity event by a significant existing shareholder.