SCHEDULE: Silver Point Capital Exits Walgreens Boots Alliance Stake Post-Merger

Silver Point Capital, along with Edward A. Mule and Robert J. O'Shea, reported a 0% beneficial ownership in Walgreens Boots Alliance following the issuer's merger closing on August 28, 2025.

Summary

• Reporting Persons, including Silver Point Capital, Edward A. Mule, and Robert J. O'Shea, previously held 60,061,000 shares of Walgreens Boots Alliance common stock.
• This stake represented 6.9% of the issuer's outstanding common stock as of August 27, 2025, based on 865,560,675 shares outstanding as of June 19, 2025.
• On August 28, 2025, Walgreens Boots Alliance's merger closed.
• As a result of the merger, the Reporting Persons' shares were converted into 'Per Share Consideration,' as detailed in the issuer's Current Report on Form 8-K filed on August 28, 2025.
• Following the merger, the Reporting Persons now beneficially own 0 shares, representing 0% of the class of securities.

Sentiment

Score: 5

Explanation: Neutral. The filing is a factual report of a change in beneficial ownership due to a merger, not an assessment of the issuer's performance or prospects. It reflects a completed corporate action.

Positives

• For the Reporting Persons, the conversion of their shares into Per Share Consideration due to the merger closing represents a successful exit from their investment in Walgreens Boots Alliance.

Negatives

• The filing does not present any direct negative implications for Walgreens Boots Alliance, as it primarily reports a change in beneficial ownership by an institutional investor following a completed merger.

Risks

• No specific risks for Walgreens Boots Alliance are mentioned in this ownership disclosure, which focuses on the reporting persons' stake change due to a completed corporate action.

Future Outlook

The filing does not provide forward-looking statements or guidance for Walgreens Boots Alliance, as it primarily reports a change in beneficial ownership by an institutional investor following a merger.

Industry Context

This filing reflects a significant change in a major institutional investor's stake in Walgreens Boots Alliance, driven by a corporate merger. Such events are common in the healthcare and retail pharmacy sectors, which frequently undergo consolidation and strategic realignments. The exit of a substantial shareholder like Silver Point Capital, while a consequence of the merger, highlights the dynamic nature of institutional investment in companies undergoing major corporate actions.

Stakeholder Impact

• Shareholders: Existing shareholders of Walgreens Boots Alliance would have been impacted by the merger terms, as the reporting persons' shares were converted. The specific impact depends on the 'Per Share Consideration' detailed in the 8-K.
• Reporting Persons (Silver Point Capital): Successfully exited their position, converting shares into merger consideration.

Next Steps

• Refer to the issuer's Current Report on Form 8-K filed on August 28, 2025, for full details on the merger and 'Per Share Consideration.'

Key Dates

Keywords

Walgreens Boots Alliance, Silver Point Capital, Edward A. Mule, Robert J. O'Shea, Schedule 13G, Beneficial Ownership, Merger, Common Stock, Institutional Investor, Shareholding Change