Form 4: Aveanna Healthcare Director Reports In-Kind Stock Distributions from Affiliated Entities

Robert M. Williams Jr., a Director and 10% Owner of Aveanna Healthcare Holdings, Inc., reported in-kind distributions of common stock from entities he indirectly controls, effective July 10, 2025.

Summary

• Robert M. Williams Jr., identified as a Director and 10% Owner of Aveanna Healthcare Holdings, Inc. (AVAH), filed a Form 4 reporting changes in beneficial ownership.
• The earliest transaction date reported is July 10, 2025.
• A disposition of 64,773 shares of common stock occurred as an in-kind distribution from PSA Healthcare Investment Holdings LLC to its members, with a transaction price of $0.
• Another disposition of 17,109 shares of common stock occurred as an in-kind distribution from PSA Iliad Holdings LLC to its members, also with a transaction price of $0.
• Following these reported transactions, Robert M. Williams Jr. indirectly beneficially owns shares through several entities:
• 28,890,756 shares through J.H. Whitney VII, L.P.
• 15,523,809 shares through PSA Healthcare Investment Holdings LLC.
• 5,182,086 shares through JHW Iliad Holdings LLC.
• 1,426,034 shares through PSA Iliad Holdings LLC.
• 543,207 shares through JHW Iliad Holdings II LLC.
• Robert M. Williams Jr. is a Managing Member of Equity Partners VII, a Member of Project Iliad, and a Senior Managing Director of Capital Partners, and disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein.

Sentiment

Score: 5

Explanation: The document is a standard Form 4 filing reporting changes in beneficial ownership due to in-kind distributions, which are typically neutral events for the company's operational performance or financial health.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of an insider's change in beneficial ownership and does not provide broader industry context or trends.

Related Party Transactions

• In-kind distributions of common stock from PSA Healthcare Investment Holdings LLC and PSA Iliad Holdings LLC to their members, where Robert M. Williams Jr. has indirect beneficial ownership through his affiliations with J.H. Whitney entities.

Stakeholder Impact

• Primarily impacts the ownership structure among existing large shareholders and affiliated entities, with minimal direct impact on other stakeholders such as employees, customers, or creditors.

Key Dates

Keywords

Aveanna Healthcare, AVAH, Form 4, insider transaction, beneficial ownership, stock distribution, J.H. Whitney, Robert M. Williams Jr.