Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OMEGA HEALTHCARE INVESTORS INCOHI · Entity 3362 | CHIEF FINANCIAL OFFICER | September 30, 2026 | October 01, 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 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Profits Interest UnitsSEC Table II · derivative / convertible security | Direct | 68,851 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Exercise / conversion · Disposed 14,862 · Balance 68,851 F1: 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. F2: 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. F3: 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 | 63,231 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Exercise / conversion · Disposed 5,620 · Balance 63,231 F1: 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. F2: 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: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Relative 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 | 183,666 |
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 · Acquired 14,862 · Balance 183,666 F2: 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 | 189,286 |
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 · Acquired 5,620 · Balance 189,286 F2: 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: 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.
F2: 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.
F3: 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.
F4: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2026 based on the Relative 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 |
|---|---|---|---|---|---|---|
| December 31, 2024 Filed Jan 3, 2025 21:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 9,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000413 · form4-01032025_040127.xml · derivative · entry 6 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,120 Underlying: Common Stock · 9,511 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_date: Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 |
| December 31, 2024 Filed Jan 3, 2025 21:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 9,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000413 · form4-01032025_040127.xml · derivative · entry 5 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,796 Underlying: OP Units · 9,511 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 PIUs subject to a three-year, time-based vesting into OP Units that were granted in 2022, subject to continued employment, certain tax-related conditions, and accelerated vesting under certain conditions. F5 · derivative.expiration_date: Represents PIUs subject to a three-year, time-based vesting into OP Units that were granted in 2022, subject to continued employment, certain tax-related conditions, and accelerated vesting under certain conditions. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 5,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000413 · form4-01032025_040127.xml · derivative · entry 4 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,609 Underlying: Common Stock · 5,518 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 |
| December 31, 2024 Filed Jan 3, 2025 21:15 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 5,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000413 · form4-01032025_040127.xml · derivative · entry 3 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,307 Underlying: OP Units · 5,518 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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 |
| October 01, 2024 Filed Oct 2, 2024 00:19 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 19 | $40.70 | $773.30 |
DisclosureSEC source: 0001415889-24-024258 · form4-10022024_121034.xml · nonDerivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,443 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, 2024 Filed Oct 2, 2024 00:19 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 215 | $40.70 | $8,750.50 |
DisclosureSEC source: 0001415889-24-024258 · form4-10022024_121034.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,462 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP") Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:59 UTC Amendment | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 215 | $29.12 | $6,260.80 |
DisclosureSEC source: 0001415889-24-024449 · form4a-10022024_081030.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,462 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP") F2 · price: This amendment is being filed to correct an inadvertent error in the sales price of the shares purchased by the Reporting Person under the ESPP. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 00:19 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024258 · form4-10022024_121034.xml · derivative · entry 4 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,091 Underlying: Common Stock · 5,519 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, 2024 Filed Oct 2, 2024 00:19 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024258 · form4-10022024_121034.xml · derivative · entry 3 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,825 Underlying: OP Units · 5,519 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 2024 based on the performance for the 2021-2023 performance period, subject to continued employment and accelerated vesting under certain circumstances. F5 · derivative.expiration_date: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2024 based on the performance for the 2021-2023 performance period, subject to continued employment and accelerated vesting under certain circumstances. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 14:57 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 16 | $34.25 | $548.00 |
DisclosureSEC source: 0001415889-24-018777 · form4-07022024_020716.xml · nonDerivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,247 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 |
| July 01, 2024 Filed Jul 2, 2024 14:57 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 232 | $26.92 | $6,245.44 |
DisclosureSEC source: 0001415889-24-018777 · form4-07022024_020716.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,263 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP"). Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 14:57 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018777 · form4-07022024_020716.xml · derivative · entry 4 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,572 Underlying: Common Stock · 5,519 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 |
| June 30, 2024 Filed Jul 2, 2024 14:57 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-018777 · form4-07022024_020716.xml · derivative · entry 3 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,344 Underlying: OP Units · 5,519 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 2024 based on the performance for the 2021-2023 performance period, subject to continued employment and accelerated vesting under certain circumstances. F5 · derivative.expiration_date: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2024 based on the performance for the 2021-2023 performance period, subject to continued employment and accelerated vesting under certain circumstances. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009883 · form4-04032024_120419.xml · derivative · entry 4 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,053 Underlying: Common Stock · 5,519 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 |
| March 31, 2024 Filed Apr 3, 2024 00:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 5,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009883 · form4-04032024_120419.xml · derivative · entry 3 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,863 Underlying: OP Units · 5,519 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 2024 based on the performance for the 2021-2023 performance period, subject to continued employment and accelerated vesting under certain circumstances. F5 · derivative.expiration_date: Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2024 based on the performance for the 2021-2023 performance period, subject to continued employment and accelerated vesting under certain circumstances. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 00:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 13 | $31.67 | $411.71 |
DisclosureSEC source: 0001415889-24-009883 · form4-04032024_120419.xml · nonDerivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,031 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 |
| March 31, 2024 Filed Apr 3, 2024 00:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 240 | $26.07 | $6,256.80 |
DisclosureSEC source: 0001415889-24-009883 · form4-04032024_120419.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,044 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP"). Read SEC document |
| January 12, 2024 Filed Jan 12, 2024 21:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantProfits Interest Units · Derivative | 15,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001030 · form4-01122024_090114.xml · derivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,382 Underlying: OP Units · 15,388 shares Expires not disclosed F1 · 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 (1) unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. OP Units do not expire. 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) 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: Subject to three-year vesting cliff on 12/31/2026 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. OP Units do not expire. F5 · derivative.expiration_date: Subject to three-year vesting cliff on 12/31/2026 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. OP Units do not expire. Read SEC document |
| January 10, 2024 Filed Jan 12, 2024 21:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantProfits Interest Units · Derivative | 22,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001030 · form4-01122024_090114.xml · derivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,994 Underlying: OP Units · 22,075 shares Expires not disclosed F1 · 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 (1) unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. OP Units do not expire. F2 · derivative.exercise_price: The PIUs have been earned, but not yet vested, based on Relative Total Shareholder Return for the 2021-2022 performance period, as certified by the Compensation Committee as of January 10, 2024. F3 · derivative.exercise_date: 25% of the PIUs earned based on the 2021-2023 performance period will vest at the end of each quarter of 2024, subject to continued employment and accelerated vesting upon certain events. F3 · derivative.expiration_date: 25% of the PIUs earned based on the 2021-2023 performance period will vest at the end of each quarter of 2024, subject to continued employment and accelerated vesting upon certain events. Read SEC document |
| January 02, 2024 Filed Jan 5, 2024 13:54 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 13 | $30.66 | $398.58 |
DisclosureSEC source: 0001415889-24-000736 · form4-01052024_010100.xml · nonDerivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,804 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 |
| January 02, 2024 Filed Jan 5, 2024 13:54 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 239 | $26.07 | $6,230.73 |
DisclosureSEC source: 0001415889-24-000736 · form4-01052024_010100.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,817 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP"). Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 17:50 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 5,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000189 · form4-01032024_050147.xml · derivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,534 Underlying: Common Stock · 5,534 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.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. F2 · 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. F2 · 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 |
| December 31, 2023 Filed Jan 3, 2024 17:50 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfits Interest Units · Derivative | 5,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000189 · form4-01032024_050147.xml · derivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,919 Underlying: OP Units · 5,534 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. F1 · 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. F2 · 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. F3 · derivative.exercise_date: Represents PIUs subject to a three-year, time-based vesting into OP Units that were granted in 2021, subject to continued employment, certain tax-related conditions, and accelerated vesting under certain conditions. F3 · derivative.expiration_date: Represents PIUs subject to a three-year, time-based vesting into OP Units that were granted in 2021, subject to continued employment, certain tax-related conditions, and accelerated vesting under certain conditions. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 23:56 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 13 | $32.62 | $424.06 |
DisclosureSEC source: 0001415889-23-014016 · form4-10042023_111057.xml · nonDerivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,578 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 02, 2023 Filed Oct 4, 2023 23:56 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 240 | $26.09 | $6,261.60 |
DisclosureSEC source: 0001415889-23-014016 · form4-10042023_111057.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,591 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP"). Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:07 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 253 | $27.41 | $6,934.73 |
DisclosureSEC source: 0001415889-23-010901 · form4-07062023_090725.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,351 F1 · date: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction did not exceed $10,000. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 18:10 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 253 | $26.79 | $6,777.87 |
DisclosureSEC source: 0001415889-23-005923 · form4-04042023_060458.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,098 F1 · date: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction did not exceed $10,000. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 21:19 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantProfits Interest Units · Derivative | 15,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-000966 · form4-01132023_090103.xml · derivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,453 Underlying: OP Units · 15,408 shares Expires not disclosed F1 · 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 (1) unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. F2 · 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 (1) share of Issuer common stock, or at the Issuer's election, one (1) share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. F3 · derivative.exercise_date: Subject to three-year vesting cliff on 12/31/2025 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. OP Units do not expire. F3 · derivative.expiration_date: Subject to three-year vesting cliff on 12/31/2025 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. OP Units do not expire. Read SEC document |
| October 03, 2022 Filed Oct 7, 2022 17:33 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 329 | $28.19 | $9,274.51 |
DisclosureSEC source: 0001415889-22-010406 · form4-10072022_101020.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,845 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction amount did not exceed $10,000. Read SEC document |
| July 01, 2022 Filed Jul 14, 2022 20:45 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 329 | $28.19 | $9,274.51 |
DisclosureSEC source: 0001415889-22-007667 · form4-07142022_010706.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,516 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction amount did not exceed $10,000. Read SEC document |
| April 06, 2022 Filed Apr 8, 2022 19:31 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 313 | $29.59 | $9,261.67 |
DisclosureSEC source: 0001415889-22-003956 · form4-04082022_120457.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,187 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction amount did not exceed $10,000. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 22:18 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantProfits Interest Units · Derivative | 9,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000580 · form4-01142022_020132.xml · derivative · entry 2 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 Underlying: OP Units · Not disclosed shares Expires not disclosed F2 · 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. F3 · 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: Subject to three-year cliff vesting on 12/31/2024 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. OP Units do not expire. F5 · derivative.expiration_date: Subject to three-year cliff vesting on 12/31/2024 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. OP Units do not expire. Read SEC document |
| January 03, 2022 Filed Jan 14, 2022 22:18 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantCommon Stock | 310 | $29.59 | $9,172.90 |
DisclosureSEC source: 0001415889-22-000580 · form4-01142022_020132.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction amount did not exceed $10,000. Read SEC document |
| October 01, 2021 Filed Oct 26, 2021 15:03 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | PurchaseCommon Stock | 309 | $29.96 | $9,257.64 |
DisclosureSEC source: 0001127602-21-027621 · form4.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction amount did not exceed $10,000. Read SEC document |
| July 01, 2021 Filed Jul 21, 2021 14:40 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | PurchaseCommon Stock | 255 | $36.29 | $9,253.95 |
DisclosureSEC source: 0001127602-21-022307 · form4.xml · nonDerivative · entry 1 Ballew Neal · CIK 0001824484 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 F1 · shares: These shares were purchased via the Company's Employee Stock Purchase Plan. The total transaction amount did not exceed $10,000. Read SEC document |
| January 20, 2021 Filed Jan 21, 2021 16:51 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantProfit Interest Units · Derivative | 5,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002211 · form4.xml · derivative · entry 1 Ballew Neal · CIK 0001824484 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,534 Underlying: OP Units · 5,534 shares Expires not disclosed F1 · derivative.exercise_price: Represents grant of Profits Interest Units ("Profits Units") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each Profits Unit 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. 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. F2 · derivative.exercise_date: Subject to three-year cliff vesting on 12/31/2023 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. When and if vested into OP Units, the OP Units do not expire. F2 · derivative.expiration_date: Subject to three-year cliff vesting on 12/31/2023 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. When and if vested into OP Units, the OP Units do not expire. 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.