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. outlines a major refinancing of its capital structure and a large secondary equity sale by existing investors. Indirect subsidiaries issued $1,250.0 million of 5.000% senior secured notes due 2031 and $750.0 million of 5.250% senior secured notes due 2033, both secured on a first‑lien basis and guaranteed by key domestic subsidiaries. The company also entered into a new $2,750.0 million senior secured term loan maturing in 2033, with 1.00% annual amortization and interest based on a base rate or Term SOFR plus an applicable margin. Net proceeds from the notes and the new term loan, together with cash on hand, were used to repay a 2028 term loan, refinance approximately $724.0 million of a 2030 term loan, and redeem approximately $500.0 million of 6.250% senior secured notes due 2029. Separately, selling stockholders affiliated with Blackstone, Hellman & Friedman and the Abu Dhabi Investment Authority completed an underwritten public offering of 72,554,594 Class A shares at $37.00 per share, with a 30‑day option for underwriters to buy up to an additional 10,883,189 shares.
Medline Inc. large shareholders affiliated with Hellman & Friedman reported significant open-market sales of Class A Common Stock alongside internal reallocations. On May 28, 2026, affiliated funds sold a combined 31,868,237 shares at an effective price of $36.5375 per share, reflecting the $37.00 secondary public offering price less a $0.4625 underwriting discount. The transactions were executed through an underwritten public offering, with sales attributed to entities including Hellman & Friedman Capital Partners X (Parallel), L.P., HFCP X (Parallel - A), L.P., Mend Partners II, L.P., and Mend Investment Holdings I, L.P. The filing also notes in-kind distributions of shares from certain funds to their ultimate partners and shareholders, and that distributed shares (other than a small charitable portion) are subject to a lock-up agreement with the underwriters.
Medline Inc. director Patrick J. Healy reported trust-related movements in Class A common stock, rather than open-market trading. A distribution in kind shifted shares previously held by investment funds into entities associated with the reporting person and a family trust.
After these J-code “other” transactions on the same date, 179,762 shares were held directly, 172,383 shares were held indirectly through a family trust, and 39,189 shares were held indirectly through a children’s trust. The filing notes that Healy disclaims beneficial ownership of trust-held shares beyond his pecuniary interest.
Medline Inc. reported that investment vehicles affiliated with Blackstone reduced part of their indirect stake in the company. On May 28, 2026, these entities sold an aggregate of 33,317,824 shares of Class A common stock in connection with a secondary offering at about $36.5375 per share, the public price net of underwriting discounts. The filing also shows a J-code in-kind distribution of 438,214 shares from Mozart Aggregator II LP to one of its investors and related entities, which remain subject to lock-up restrictions. Despite these sales and distributions, affiliated entities continue to hold large indirect positions, including 89,537,913 shares of Class A common stock after the reported transactions.
Medline Inc. reported a large shareholder sale of Class A common stock by investment entities that are ten percent owners. On May 28, 2026, the reporting entities executed open‑market or private sales totaling 33,317,824 shares of Class A common stock at a price of $36.5375 per share. A footnote explains these sales were made to underwriters in connection with the closing of a secondary offering at a public offering price of $37.00 per share, less underwriting discounts and commissions of $0.4625 per share.
The filing also reports an "other" transaction involving an in‑kind distribution of 438,214 shares of Class A common stock by Mozart Aggregator II LP to one of its investors and certain affiliated entities. Those distributees agreed in writing to be bound by the restrictions in an existing lock‑up agreement with the underwriters. The reporting persons state they disclaim beneficial ownership of securities held by other reporting persons except to the extent of their pecuniary interest.
Medline Inc. insiders reported a restructuring of their indirect holdings through conversions of partnership units into Class A common stock, with no open-market buying or selling. Blackstone-affiliated entities exchanged 1,489,924 and 9,858,774 Common Units of Medline Holdings, LP for the same number of Medline Class A shares at a stated price of $0.00 per share under an exchange agreement allowing one-for-one conversions that do not expire.
Each converted Common Unit had a corresponding share of Class B common stock, which carried voting rights but no economic value and was automatically cancelled on conversion. After these conversions, the entities report indirect ownership of Class A shares and remaining Common Units, while broadly disclaiming beneficial ownership of securities held by related reporting persons except to the extent of their pecuniary interest.
Medline Inc. and Blackstone-affiliated entities reported internal equity moves involving Medline Holdings, LP units and Medline Class A and Class B stock. On May 21, 2026, entities converted a total of 11,348,698 Common Units of Medline Holdings, LP into an equal number of Medline Class A common shares at a stated price of $0.0000 per unit.
The same number of Medline Class B common shares, which have one vote per share but no economic value, were automatically cancelled in connection with these exchanges. After the transactions, indirect Class A holdings for the reporting group remain large, including 109,250,239 Class A shares reported as held indirectly by one Blackstone-related entity.
Medline Inc. registers 72,554,594 shares of Class A common stock for resale by selling stockholders, seller‑paid offering (the company will receive no proceeds). The prospectus states a public offering price of $37.00 per share and an underwriter option to purchase up to an additional 10,883,189 shares.
The prospectus discloses 845,606,187 shares of Class A common stock outstanding as of May 4, 2026, provides underwriting terms, identifies selling stockholders and governance arrangements tied to Continuing Unitholders and Designating Stockholders, and incorporates historical financials and risk factors by reference.
Medline Inc. entities reported a large internal equity conversion involving 18,156,867 units. Mend Investment Holdings I, L.P. exchanged 18,156,867 Common Units of Medline Holdings, LP for an equal number of Medline Inc. Class A Common Stock at a stated price of $0.0000 per share.
In connection with this exchange, an equivalent 18,156,867 shares of Class B Common Stock held by Mend Investment Holdings I, L.P. were automatically cancelled. Class B shares carry one vote per share but have no economic value and are paired one-for-one with Common Units.
After these transactions, Mend Investment Holdings I, L.P. is shown holding 18,176,177 shares of Class A Common Stock and 82,453,349 Common Units indirectly, while related Hellman & Friedman funds report additional indirect Class A holdings through other entities. The filing reflects a restructuring and conversion of interests rather than open‑market buying or selling.