BKD Brookdale Senior Living Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Operator and manager of 584 senior living communities across independent living, assisted living, memory care, and CCRCs serving ~51,000 residents
• • New emphasis: Expanded Brookdale HealthPlus®, a technology-enabled proactive care coordination program, plus private duty services pilot for seniors outside communities
• • Strategic shift: Increased focus on operational excellence, associate retention, healthcare integration, and technology-driven innovation for growth and improved margins
• • Quantitative highlights: Acquired 30 communities (1,561 units) from Diversified Healthcare Trust and Welltower for $310M total; planned sales of 29 communities for ~$200M
• • Noteworthy fact: Extended master lease arrangement with Ventas through 2035 on 65 communities, terminating leases on 55 others with transition to management contracts

Risk Factors

• • Regulatory risk from 2026 Convertible Senior Notes under Indenture with Equiniti Trust Company, $23.3M principal due Oct 15, 2026, potential cash dilution from conversion rights
• • Macroeconomic exposure: $1.0B variable-rate debt indexed to SOFR plus 244 bps, weighted avg interest 6.18%, risk from rising rates despite hedges expiring in 0.9 years
• • Operational risk: Aging asset base with average building age 28 years, requiring $175M-$195M 2026 capital expenditures mainly for maintenance and renovations
• • Market risk: Redemption option on 2026 Notes triggered if share price exceeds 130% of $8.10 conversion price, linking debt costs to equity market volatility
• • Financial risk: $4.3B total debt, 89.7% non-recourse property-level mortgage debt, refinancing risk for $668M maturing in 2027 and later, potential liquidity shortfalls

Management Discussion & Analysis

• • Revenue $3.043B, up 2.4% YoY (+$70.7M); same community resident fees up 5.1% (+$127.4M)
• • Net loss increased 30.1% to $(263M); Adjusted EBITDA $457.8M, up 18.5% YoY
• • Best segment: Assisted Living & Memory Care resident fees $2.103B (+3.2%), worst: Independent Living fees $593.8M (-0.9%)
• • Operating cash flow $218M (+31%), investing cash outflow $456M, financing cash inflow $201M; adjusted free cash flow positive $22.8M vs. negative $(29.5M)
• • Outlook: Plan to sell 29 communities in 2026 for ~$200M proceeds; focus on RevPAR growth, expense control, refinancing, and asset monetization; liquidity sufficient for 12 months but financing availability uncertain

What are the latest BKD SEC filings in 2026?

Brookdale Senior Living Inc. (BKD) has filed a 10-K annual report on February 19, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on July 9, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did BKD file its most recent 10-K annual report?

Brookdale Senior Living Inc. (BKD) filed its most recent 10-K annual report on February 19, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view BKD 10-Q quarterly reports?

Brookdale Senior Living Inc. (BKD)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every BKD 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has BKD filed recently?

Brookdale Senior Living Inc. (BKD)'s most recent 8-K was filed on July 9, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find BKD insider trading activity (Form 4)?

SignalX aggregates every BKD Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does BKD file with the SEC?

Brookdale Senior Living Inc. (BKD) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new BKD filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Brookdale Senior Living Inc. (BKD).

What is BKD's SEC CIK number?

Brookdale Senior Living Inc. (BKD)'s SEC CIK (Central Index Key) number is 1332349. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1332349 to look up all BKD filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find BKD return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Brookdale Senior Living Inc. (BKD) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.