Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OMEGA HEALTHCARE INVESTORS INCOHI · Entity 3362 | CHIEF ACCOUNTING OFFICER | September 30, 2026 | October 02, 2026 |
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 September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,767 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 64 · Balance 1,770 F1: These shares were purchased by the officer via the Company's Employee Stock Purchase Plan, and includes shares acquired pursuant to the Issuer's dividend reinvestment plan through automatic reinvestment of cash dividends. Row 2 · 2026-10-01 · Disposition to issuer · Disposed 3 · Balance 1,767 F2: Represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the acquisition of shares under the ESPP. |
| Profits Interest UnitsSEC Table II · derivative / convertible security | Direct | 16,077 |
Reported balance
After 2026-09-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-30 · Exercise / conversion · Disposed 2,776 · Balance 16,077 F3: Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. F4: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F5: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Absolute Total Shareholder Return for the 2023-2025 performance period, subject to continued employment and accelerated vesting under certain circumstances, as certified by the Compensation Committee on January 8, 2026. |
| Profits Interest UnitsSEC Table II · derivative / convertible security | Direct | 15,027 |
Reported balance
After 2026-09-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-30 · Exercise / conversion · Disposed 1,050 · Balance 15,027 F3: Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. F4: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F5: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Absolute Total Shareholder Return for the 2023-2025 performance period, subject to continued employment and accelerated vesting under certain circumstances, as certified by the Compensation Committee on January 8, 2026. |
| OP UnitsSEC Table II · derivative / convertible security | Direct | 34,514 |
Reported balance
After 2026-09-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-30 · Exercise / conversion · Acquired 2,776 · Balance 34,514 F4: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. |
| OP UnitsSEC Table II · derivative / convertible security | Direct | 35,564 |
Reported balance
After 2026-09-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-30 · Exercise / conversion · Acquired 1,050 · Balance 35,564 F4: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased by the officer via the Company's Employee Stock Purchase Plan, and includes shares acquired pursuant to the Issuer's dividend reinvestment plan through automatic reinvestment of cash dividends.
F2: Represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the acquisition of shares under the ESPP.
F3: Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements.
F4: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date.
F5: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Absolute Total Shareholder Return for the 2023-2025 performance period, subject to continued employment and accelerated vesting under certain circumstances, as certified by the Compensation Committee on January 8, 2026.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 00:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Disposition to issuerCommon Stock | 3 | $46.31 | $138.93 |
DisclosureSEC source: 0002148932-26-000006 · form4-10012026_041001.xml · nonDerivative · entry 2 Golem Lucas M. · CIK 0002148932 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,767 F2 · shares: Represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the acquisition of shares under the ESPP. Read SEC document |
| October 01, 2026 Filed Oct 2, 2026 00:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 64 | $39.37 | $2,519.68 |
DisclosureSEC source: 0002148932-26-000006 · form4-10012026_041001.xml · nonDerivative · entry 1 Golem Lucas M. · CIK 0002148932 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,770 F1 · shares: These shares were purchased by the officer via the Company's Employee Stock Purchase Plan, and includes shares acquired pursuant to the Issuer's dividend reinvestment plan through automatic reinvestment of cash dividends. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0002148932-26-000006 · form4-10012026_041001.xml · derivative · entry 6 Golem Lucas M. · CIK 0002148932 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,564 Underlying: Common Stock · 1,050 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. F4 · derivative.exercise_price: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F4 · derivative.exercise_date: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F4 · derivative.expiration_date: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 2,776 | $0.00 | $0.00 |
DisclosureSEC source: 0002148932-26-000006 · form4-10012026_041001.xml · derivative · entry 5 Golem Lucas M. · CIK 0002148932 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,514 Underlying: Common Stock · 2,776 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. F4 · derivative.exercise_price: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F4 · derivative.exercise_date: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F4 · derivative.expiration_date: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 1,050 | $0.00 | $0.00 |
DisclosureSEC source: 0002148932-26-000006 · form4-10012026_041001.xml · derivative · entry 4 Golem Lucas M. · CIK 0002148932 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,027 Underlying: OP Units · 1,050 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. F3 · derivative.exercise_price: Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. F4 · derivative.exercise_price: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F5 · derivative.exercise_date: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Absolute Total Shareholder Return for the 2023-2025 performance period, subject to continued employment and accelerated vesting under certain circumstances, as certified by the Compensation Committee on January 8, 2026. F5 · derivative.expiration_date: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Absolute Total Shareholder Return for the 2023-2025 performance period, subject to continued employment and accelerated vesting under certain circumstances, as certified by the Compensation Committee on January 8, 2026. Read SEC document |
| September 30, 2026 Filed Oct 2, 2026 00:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 2,776 | $0.00 | $0.00 |
DisclosureSEC source: 0002148932-26-000006 · form4-10012026_041001.xml · derivative · entry 3 Golem Lucas M. · CIK 0002148932 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,077 Underlying: OP Units · 2,776 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. F3 · derivative.exercise_price: Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. F4 · derivative.exercise_price: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F5 · derivative.exercise_date: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Absolute Total Shareholder Return for the 2023-2025 performance period, subject to continued employment and accelerated vesting under certain circumstances, as certified by the Compensation Committee on January 8, 2026. F5 · derivative.expiration_date: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Absolute Total Shareholder Return for the 2023-2025 performance period, subject to continued employment and accelerated vesting under certain circumstances, as certified by the Compensation Committee on January 8, 2026. 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.