Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OMEGA HEALTHCARE INVESTORS INCOHI · Entity 3362 | Director | March 26, 2019 | March 26, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OMEGA HEALTHCARE INVESTORS INC
Report date March 26, 2019 · Filed March 26, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,558 |
Reported balance
After 2019-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-26 · Sale · Disposed 3,000 · Balance 40,558 F1: Adjusted from previous filing to reflect a gift of 685 shares |
Filing footnotes · ownership attribution and instrument terms
F1: Adjusted from previous filing to reflect a gift of 685 shares
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 26, 2019 Filed Mar 26, 2019 16:35 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | SaleCommon Stock | 3,000 | $37.64 | $112,920.00 |
DisclosureSEC source: 0001127602-19-013197 · form4.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,558 F1 · balance_after: Adjusted from previous filing to reflect a gift of 685 shares Read SEC document |
| June 08, 2018 Filed Jun 12, 2018 14:53 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 4,941 | $30.36 | $150,008.76 |
DisclosureSEC source: 0001127602-18-020659 · form4.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,243 F1 · shares: Represents annual grant of restricted stock subject to time-based vesting. Read SEC document |
| June 08, 2017 Filed Jun 9, 2017 14:47 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 4,803 | $31.23 | $149,997.69 |
DisclosureSEC source: 0001127602-17-021027 · form4.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,302 F1 · shares: Represents annual grant of restricted stock subject to time-based vesting. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,551 | $0.00 Strike: $20.74 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 19 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,551 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 542 | $0.00 Strike: $20.76 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 18 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 542 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 976 | $0.00 Strike: $20.98 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 17 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 976 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 379 | $0.00 Strike: $21.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 16 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 379 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 487 | $0.00 Strike: $20.71 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 15 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 487 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 270 | $0.00 Strike: $20.01 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 14 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 270 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 162 | $0.00 Strike: $19.97 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 13 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 162 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 760 | $0.00 Strike: $20.97 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 12 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 760 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionStock Options (Right to Buy) · Derivative | 19,885 | $0.00 Strike: $18.41 | $0.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · derivative · entry 11 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,885 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Does not expire Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 14,817 | $33.28 | $493,109.76 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 10 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,499 F1 · kind: Not an open sale of securities. Represents shares withheld from issuance by the Company to satisfy the exercise price in connection with the option exercise. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 2,551 | $20.74 | $52,907.74 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 9 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,752 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 542 | $20.76 | $11,251.92 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 8 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,201 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 976 | $20.98 | $20,476.48 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 7 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,659 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 379 | $21.00 | $7,959.00 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 6 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,683 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 487 | $20.71 | $10,085.77 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 5 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,868 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 270 | $20.01 | $5,402.70 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 4 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,381 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 162 | $19.97 | $3,235.14 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 3 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,111 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 760 | $20.97 | $15,937.20 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 2 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,949 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:52 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 19,885 | $18.41 | $366,082.85 |
DisclosureSEC source: 0001127602-17-020489 · form4.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,189 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2017 Filed May 18, 2017 21:00 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 376 | $33.23 | $12,494.48 |
DisclosureSEC source: 0001127602-17-018689 · form4.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,304 F1 · shares: Grant of stock as payment of quarterly Director's fees. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 19:17 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 401 | $31.19 | $12,507.19 |
DisclosureSEC source: 0001127602-17-007277 · form4.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,928 F1 · shares: Grant of stock as payment of quarterly Director's fees. Read SEC document |
| November 16, 2016 Filed Nov 17, 2016 20:29 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 433 | $28.89 | $12,509.37 |
DisclosureSEC source: 0001127602-16-067554 · form4.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,552 F1 · shares: Grant of stock as payment of quarterly Director's fees. Read SEC document |
| April 01, 2015 Filed Feb 21, 2017 19:12 UTC Amendment | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 13,866 | $40.57 | $562,543.62 |
DisclosureSEC source: 0001127602-17-007274 · form4a.xml · nonDerivative · entry 1 PERKS BEN W · CIK 0001232756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,866 F1 · shares: Due to clerical error, the original filing erroneously double counted 2,025 shares, which has now been corrected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.