Welcome to our dedicated page for MEDLINE SEC filings (Ticker: MDLN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Medline Inc. (MDLN) SEC filings page on Stock Titan is designed to help investors and researchers review the company’s regulatory disclosures as it becomes and operates as a publicly traded company. Medline has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to an initial public offering of its common stock, and it has announced the effectiveness of that registration statement and the pricing and closing of an upsized initial public offering of Class A common stock on the Nasdaq Global Select Market.
As Medline continues to report as a public company, this page will surface filings such as registration statements, annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K, when available. These documents are where Medline provides detailed information about its med-surg products and supply chain solutions, its two operating segments (Medline Brand and Supply Chain Solutions), its revenue sources, risk factors and other material business information.
Stock Titan enhances access to these filings with AI-powered summaries that explain the key points of lengthy documents in plain language. Instead of reading an entire registration statement or future 10-K, users can rely on AI-generated highlights that point to major business updates, capital structure changes, and disclosures related to Medline’s role as what it describes as the largest provider of med-surg products and supply chain solutions serving all points of care, based on total net sales of med-surg products.
The filings page also connects users to real-time updates from the SEC’s EDGAR system as new Medline filings are posted. Over time, this includes information on executive and insider transactions reported on Form 4, as well as proxy statements that describe governance and compensation matters. Together, these tools allow users to follow MDLN’s regulatory history and understand how Medline presents its business and risks in official SEC documents.
Medline Inc. reporting persons led by Blackstone-related entities disclosed beneficial ownership of 187,083,713 shares of Class A Common Stock as of March 31, 2026. The filing shows largest single reported holdings of 109,250,239 shares by BX Mozart ML-2 Holdco L.P. and an aggregate stake representing 20.6% of Class A shares based on 845,611,435 shares outstanding as of March 10, 2026.
The statement describes ownership through multiple Blackstone affiliates and related entities, explains conversion rights of Common Units into Class A shares one-for-one, and disclaims admission of beneficial ownership by certain reporting persons. Signatures and a joint filing agreement are included.
Medline Inc. is asking stockholders to vote at its 2026 virtual annual meeting on June 11, 2026, including electing 12 directors, advisory votes on executive pay and its frequency, and ratifying Ernst & Young LLP as independent auditor for 2026.
For 2025, Medline reported net sales of $28.4 Billion, an 11.5% year-over-year increase, and net income of $1.2 Billion, a 3.6% year-over-year decrease. Organic sales grew 10.5%, and Adjusted EBITDA was $3.5 Billion, up 3.2%. Net cash provided by operating activities was $1.7 Billion and free cash flow was $1.3 Billion.
Medline Inc. director Patrick J. Healy reported internal restructuring transactions involving Class A common stock, not open-market buying or selling. The filing shows a distribution in kind from investment funds affiliated with Hellman & Friedman to Healy and a related family trust.
After these transactions, Healy holds 1,208,159 Class A shares directly and 150,039 shares indirectly through a family trust, with an additional 39,189 shares held indirectly through a children's trust. The trusts are for the benefit of certain family members, and Healy disclaims beneficial ownership of those trust-held shares except to the extent of his pecuniary interest.
Medline Inc. major shareholder group led by The Carlyle Group Inc. reported a large secondary sale of Class A common stock. On 2026-03-10, entities affiliated with Carlyle sold 26,105,840 shares of Class A Common Stock at $41.00 per share in open-market or private transactions.
In a separate move the same day, Carlyle Mozart Coinvestment Holdings, L.P. made a pro-rata distribution of 2,113,483 Class A shares to its limited partner for no consideration, with those distributed shares subject to lock-up restrictions. After these transactions, Carlyle-affiliated entities reported indirect ownership of 125,454,241 Class A shares across multiple investment vehicles.
Carlyle-affiliated investment funds reduced their indirect stake in Medline Inc. through a large open-market sale and a separate non-cash distribution. The funds sold 26,105,840 shares of Class A common stock at $41 per share in open-market or private transactions.
Separately, 2,113,483 shares were distributed pro rata for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to one of its limited partners under a lock-up agreement that restricts the distributed shares. After these transactions, the Carlyle-related entities together report indirect ownership of 125,454,241 Medline Class A shares.
Medline Inc. insiders reported a large secondary sale of Class A Common Stock by Carlyle-affiliated funds. Entities associated with The Carlyle Group sold 26,105,840 shares of Medline Class A Common Stock at $41.00 per share in an open-market or private transaction, reducing but not eliminating their indirect stake.
Separately, 2,113,483 shares were moved in an "other" transaction described as a pro-rata distribution for no consideration by Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner, which remains subject to lock-up restrictions. After these transactions, the reporting entities collectively hold 125,454,241 Medline Class A shares indirectly.
Medline Inc. reported a large insider transaction by investment entities affiliated with The Carlyle Group Inc. On March 10, 2026, these entities sold 26,105,840 shares of Medline Class A Common Stock in an open-market or private transaction at $41.00 per share, through various affiliated limited partnerships.
The filing also shows a separate J-code transaction for 2,113,483 shares, described as a pro-rata distribution for no consideration from Carlyle Mozart Coinvestment Holdings, L.P. to its limited partner, which remains subject to lock-up restrictions. After these transactions, the reporting group continues to indirectly hold about 125,454,241 shares of Medline Class A Common Stock.
Medline Inc. (MDLN) major shareholders tied to Blackstone reported large secondary sales of Class A common stock. On March 10, 2026, entities associated with these reporting persons sold a combined 27,852,986 shares of Class A common stock in open-market or related transactions at $40.508 per share, in connection with the closing of a secondary offering where shares were sold to underwriters at the public offering price of $41.00 per share less underwriting discounts and commissions of $0.492 per share.
The filing also reports an "other" transaction involving an in-kind distribution of 366,337 shares of Class A common stock by Mozart Aggregator II LP to one of its investors and certain affiliated entities, which agreed in writing to remain subject to the existing lock-up agreement. Following these transactions, the Blackstone-related holding structures continue to own substantial indirect positions, including 109,250,239 shares and 12,507,704 shares of Class A common stock held through specific Mozart aggregator entities as reflected in the filing.
Medline Inc. large shareholders affiliated with the Mozart and Blackstone investment vehicles reported significant sales of Class A Common Stock. On March 10, 2026 they executed four open-market or private sale transactions totaling 27,852,986 shares at $40.508 per share, in connection with a secondary offering where shares were sold to underwriters at the public offering price of $41.00 per share less underwriting discounts and commissions of $0.492 per share.
The filing also reports an additional J‑code transaction for 366,337 shares at a stated price of $0.00 per share, representing in‑kind distributions of Class A Common Stock from Mozart Aggregator II LP to one of its investors and affiliated entities, which remain subject to lock‑up restrictions. All positions are held indirectly through various partnership and limited liability company structures, and each reporting person disclaims beneficial ownership of securities held by the others except to the extent of its pecuniary interest.