Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OMEGA HEALTHCARE INVESTORS INCOHI · Entity 3362 | CHIEF FINANCIAL OFFICER | June 30, 2026 | July 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 June 30, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Profits Interest UnitsSEC Table II · derivative / convertible security | Direct | 162,955 |
Reported balance
After 2026-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-30 · Exercise / conversion · Disposed 28,770 · Balance 162,955 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 | 152,076 |
Reported balance
After 2026-06-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-30 · Exercise / conversion · Disposed 10,879 · Balance 152,076 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 | 747,864 |
Reported balance
After 2026-06-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-30 · Exercise / conversion · Acquired 28,770 · Balance 747,864 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 | 758,743 |
Reported balance
After 2026-06-30 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-30 · Exercise / conversion · Acquired 10,879 · Balance 758,743 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Plymouth Industrial REIT, Inc.
Report date January 27, 2026 · Filed January 28, 2026
Section 16 reporting ended · disclosed 2026-01-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-27 transaction · row 1
1 source rowRow 1 · 2026-01-27 · Disposition to issuer · Disposed 6,269 · Balance 0 F1: Represents shares of the Issuer's common stock, par value $0.01 per share (collectively, the "Shares"), disposed of in connection with the Agreement and Plan of Merger, dated as of October 24, 2025 (the "Merger Agreement"), by and among the Issuer, Plymouth Industrial OP, LP, PIR Ventures LP, PIR Industrial REIT LLC ("REIT Merger Sub"), and PIR Industrial OP LLC. In accordance with the Merger Agreement, at the effective time of the merger of the Issuer with and into REIT Merger Sub (the "REIT Merger"), each Share held by the reporting person was converted into the right to receive an amount in cash equal to $22.00 (the "Merger Consideration"), without interest and subject to any required withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the Issuer's common stock, par value $0.01 per share (collectively, the "Shares"), disposed of in connection with the Agreement and Plan of Merger, dated as of October 24, 2025 (the "Merger Agreement"), by and among the Issuer, Plymouth Industrial OP, LP, PIR Ventures LP, PIR Industrial REIT LLC ("REIT Merger Sub"), and PIR Industrial OP LLC. In accordance with the Merger Agreement, at the effective time of the merger of the Issuer with and into REIT Merger Sub (the "REIT Merger"), each Share held by the reporting person was converted into the right to receive an amount in cash equal to $22.00 (the "Merger Consideration"), without interest and subject to any required withholding taxes.
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, 2019 Filed Oct 3, 2019 20:00 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionRestricted Stock Units · Derivative | 9,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-029984 · form4.xml · derivative · entry 3 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,710 Underlying: Common Stock · 9,275 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 Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 10/01/2019 and were converted to common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 10/01/2019 and were converted to common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 10/01/2019 and were converted to common stock on a one-for-one basis. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:00 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 4,470 | $41.79 | $186,801.30 |
DisclosureSEC source: 0001127602-19-029984 · form4.xml · nonDerivative · entry 2 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,935 F2 · shares: Represents the portion of Restricted Stock Units (RSUs) surrendered by the reporting person as payment of income tax liability in connection with the vesting of the RSUs. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 20:00 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 9,275 | $41.79 | $387,602.25 |
DisclosureSEC source: 0001127602-19-029984 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,405 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 · shares: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 10/01/2019 and were converted to common stock on a one-for-one basis. Read SEC document |
| August 22, 2019 Filed Aug 26, 2019 15:11 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | SaleCommon Stock | 8,000 | $40.00 | $320,000.00 |
DisclosureSEC source: 0001127602-19-027358 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,130 F1 · shares: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on March 18, 2019. Read SEC document |
| August 16, 2019 Filed Aug 19, 2019 20:09 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | SaleCommon Stock | 10,000 | $39.00 | $390,000.00 |
DisclosureSEC source: 0001127602-19-026968 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,130 F1 · shares: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on March 18, 2019. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 14:35 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023832 · form4.xml · derivative · entry 5 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,048 Underlying: Common Stock · 9,024 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. F5 · 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: 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.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 |
| July 01, 2019 Filed Jul 3, 2019 14:35 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfit Interest Units · Derivative | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023832 · form4.xml · derivative · entry 4 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,171 Underlying: OP Units · 9,024 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 ("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. F4 · derivative.exercise_price: 25% of the units earned based on performance for the 2016-2018 performance period vest at the end of each calendar quarter of 2019, subject to continued employment and accelerated vesting in certain events. F4 · derivative.exercise_date: 25% of the units earned based on performance for the 2016-2018 performance period vest at the end of each calendar quarter of 2019, subject to continued employment and accelerated vesting in certain events. F4 · derivative.expiration_date: 25% of the units earned based on performance for the 2016-2018 performance period vest at the end of each calendar quarter of 2019, subject to continued employment and accelerated vesting in certain events. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 14:35 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionRestricted Stock Units · Derivative | 9,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023832 · form4.xml · derivative · entry 3 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,985 Underlying: Common Stock · 9,274 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 Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 7/1/2019 and converted into Common Stock on a one-for-one basis. F1 · derivative.exercise_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 7/1/2019 and converted into Common Stock on a one-for-one basis. F1 · derivative.expiration_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 7/1/2019 and converted into Common Stock on a one-for-one basis. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 14:35 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 4,470 | $36.75 | $164,272.50 |
DisclosureSEC source: 0001127602-19-023832 · form4.xml · nonDerivative · entry 2 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,130 F2 · shares: Represents the portion of Restricted Stock Units (RSUs) surrendered by the reporting person as payment of income tax liability in connection with the vesting of the RSUs. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 14:35 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 9,274 | $36.75 | $340,819.50 |
DisclosureSEC source: 0001127602-19-023832 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,600 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 · shares: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 7/1/2019 and converted into Common Stock on a one-for-one basis. Read SEC document |
| June 20, 2019 Filed Jun 21, 2019 20:01 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | SaleCommon Stock | 10,000 | $38.00 | $380,000.00 |
DisclosureSEC source: 0001127602-19-022532 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,326 F1 · shares: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on March 18, 2019. Read SEC document |
| May 13, 2019 Filed May 15, 2019 21:31 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | SaleCommon Stock | 10,000 | $37.00 | $370,000.00 |
DisclosureSEC source: 0001127602-19-018588 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,326 F1 · shares: The sales reported in this Form 4 were effected pursuant to a rule 10b5-1 trading plan adopted by the reporting person on March 18, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionOP Units · Derivative | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014749 · form4.xml · derivative · entry 6 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,024 Underlying: Common Stock · 9,024 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 |
| April 01, 2019 Filed Apr 3, 2019 23:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionProfit Interest Units · Derivative | 9,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014749 · form4.xml · derivative · entry 5 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,195 Underlying: OP Units · 9,024 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 ("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. 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: 25% of the Units earned based on performance for the 2016-2018 performance period vest at the end of each quarter of 2019, subject to contintued employment and accelerated vesting upon certain events. F5 · derivative.expiration_date: 25% of the Units earned based on performance for the 2016-2018 performance period vest at the end of each quarter of 2019, subject to contintued employment and accelerated vesting upon certain events. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionRestricted Stock Units · Derivative | 9,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-014749 · form4.xml · derivative · entry 4 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,259 Underlying: Common Stock · 9,275 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 Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 4/1/2019 and converted into Common Stock on a one-for-one basis. F1 · derivative.exercise_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 4/1/2019 and converted into Common Stock on a one-for-one basis. F1 · derivative.expiration_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 4/1/2019 and converted into Common Stock on a one-for-one basis. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 4,470 | $38.15 | $170,530.50 |
DisclosureSEC source: 0001127602-19-014749 · form4.xml · nonDerivative · entry 3 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,326 F2 · shares: Represents the portion of Restricted Stock Units (RSUs) surrendered by the reporting person as payment of income tax liability in connection with the vesting of the RSUs. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 23:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 9,275 | $38.15 | $353,841.25 |
DisclosureSEC source: 0001127602-19-014749 · form4.xml · nonDerivative · entry 2 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,796 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 · shares: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 4/1/2019 and converted into Common Stock on a one-for-one basis. Read SEC document |
| February 06, 2019 Filed Apr 3, 2019 23:14 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GiftCommon Stock | 100 | $39.37 | $3,937.00 |
DisclosureSEC source: 0001127602-19-014749 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,521 Read SEC document |
| January 18, 2019 Filed Jan 24, 2019 00:46 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantProfit Interest Units · Derivative | 36,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002595 · form4.xml · derivative · entry 2 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,219 Underlying: Common Stock · 36,097 shares Expires not disclosed F3 · derivative.exercise_price: Represents 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. F4 · derivative.exercise_price: Profits Units earned (but not yet vested) based on Total Shareholder Return for the 2016-2018 performance period, as certified by the Compensation Committee on January 18, 2019. F2 · derivative.exercise_date: 25% of the units earned based on performance for the 2016-2018 performance period vest at the end of each calendar quarter of 2019, subject to continued employment and accelerated vesting in certain events. F2 · derivative.expiration_date: 25% of the units earned based on performance for the 2016-2018 performance period vest at the end of each calendar quarter of 2019, subject to continued employment and accelerated vesting in certain events. Read SEC document |
| January 18, 2019 Filed Jan 24, 2019 00:46 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantRestricted Stock Units · Derivative | 37,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002595 · form4.xml · derivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,534 Underlying: Common Stock · 37,098 shares Expires not disclosed F1 · derivative.exercise_price: Represents Performance Restricted Stock Units earned (but not yet vested) based on Total Shareholder Return against a peer group for the 2016-2018 performance period, as certified by the Compensation Committee on January 18, 2019. F2 · derivative.exercise_date: 25% of the units earned based on performance for the 2016-2018 performance period vest at the end of each calendar quarter of 2019, subject to continued employment and accelerated vesting in certain events. F2 · derivative.expiration_date: 25% of the units earned based on performance for the 2016-2018 performance period vest at the end of each calendar quarter of 2019, subject to continued employment and accelerated vesting in certain events. Read SEC document |
| January 09, 2019 Filed Jan 11, 2019 20:43 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantProfit Interest Units · Derivative | 17,122 | $35.15 | $601,838.30 |
DisclosureSEC source: 0001127602-19-001867 · form4.xml · derivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,122 Underlying: Common Stock · 17,122 shares Expires not disclosed F1 · derivative.exercise_price: Profit Interest Units vesting December 31, 2021, subject to continued employment and accelerated vesting in certain events. F2 · derivative.exercise_price: Represents 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. F1 · derivative.exercise_date: Profit Interest Units vesting December 31, 2021, subject to continued employment and accelerated vesting in certain events. F1 · derivative.expiration_date: Profit Interest Units vesting December 31, 2021, subject to continued employment and accelerated vesting in certain events. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 19:49 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionRestricted Stock Units · Derivative | 16,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-000571 · form4.xml · derivative · entry 3 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,436 Underlying: Common Stock · 16,101 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 Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 12/31/2018 and were converted to common stock on a one-for-one basis. The RSUs were subject to continued employment on the vesting date with certain exemptions for qualifying termination of employment. F1 · derivative.exercise_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 12/31/2018 and were converted to common stock on a one-for-one basis. The RSUs were subject to continued employment on the vesting date with certain exemptions for qualifying termination of employment. F1 · derivative.expiration_date: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 12/31/2018 and were converted to common stock on a one-for-one basis. The RSUs were subject to continued employment on the vesting date with certain exemptions for qualifying termination of employment. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 19:49 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 7,943 | $35.15 | $279,196.45 |
DisclosureSEC source: 0001127602-19-000571 · form4.xml · nonDerivative · entry 2 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,621 F2 · shares: Represents the portion of Restricted Stock Units (RSUs) that vested on 12/31/2018 and surrendered by the reporting person as payment of income tax liability in connection with the vesting of the RSUs. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 19:49 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 16,101 | $35.15 | $565,950.15 |
DisclosureSEC source: 0001127602-19-000571 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,564 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 · shares: Represents Restricted Stock Units (RSUs) granted 1/1/2016 that vested on 12/31/2018 and were converted to common stock on a one-for-one basis. The RSUs were subject to continued employment on the vesting date with certain exemptions for qualifying termination of employment. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 20:31 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionRestricted Stock Units · Derivative | 23,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001676 · form4.xml · derivative · entry 4 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,537 Underlying: Common Stock · 23,356 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: Restricted Stock Units granted in 2015 subject to three-year cliff vesting on December 31, 2017 F4 · derivative.exercise_date: Restricted Stock Units granted in 2015 subject to three-year cliff vesting on December 31, 2017 F4 · derivative.expiration_date: Restricted Stock Units granted in 2015 subject to three-year cliff vesting on December 31, 2017 Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 20:31 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 9,846 | $27.54 | $271,158.84 |
DisclosureSEC source: 0001127602-18-001676 · form4.xml · nonDerivative · entry 2 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,463 F2 · shares: Represents a portion of restricted stock that vested on December 31, 2017 and was delivered by the reporting person as payment of income tax liability in connection with such vesting. Read SEC document |
| January 10, 2018 Filed Jan 12, 2018 20:31 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 23,356 | $27.54 | $643,224.24 |
DisclosureSEC source: 0001127602-18-001676 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,309 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 · shares: Represents the vesting of Restricted Stock Units subject to three-year cliff vesting granted in 2015 Read SEC document |
| January 01, 2018 Filed Jan 12, 2018 20:31 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantRestricted Stock Units · Derivative | 21,162 | $27.54 | $582,801.48 |
DisclosureSEC source: 0001127602-18-001676 · form4.xml · derivative · entry 3 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,893 Underlying: Common Stock · 21,162 shares Expires not disclosed F3 · derivative.exercise_price: Represents grant of Restricted Stock Units subject to three-year cliff vesting on December 31, 2020 subject to continued employment on the vesting date. F3 · derivative.exercise_date: Represents grant of Restricted Stock Units subject to three-year cliff vesting on December 31, 2020 subject to continued employment on the vesting date. F3 · derivative.expiration_date: Represents grant of Restricted Stock Units subject to three-year cliff vesting on December 31, 2020 subject to continued employment on the vesting date. Read SEC document |
| June 28, 2017 Filed Jun 29, 2017 21:29 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | SaleCOMMON STOCK | 23,000 | $34.58 | $795,245.70 |
DisclosureSEC source: 0001571049-17-006352 · t1700415-stephensonohi_0628.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,978 F1 · price: Share price reflects the weighted average price of shares sold. Read SEC document |
| June 28, 2017 Filed Jun 30, 2017 15:46 UTC Amendment | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | SaleCOMMON STOCK | 23,000 | $34.58 | $795,245.70 |
DisclosureSEC source: 0001571049-17-006401 · t1700419-stephensonohi_0629.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,153 F1 · price: Share price reflects the weighted average price of shares sold. F2 · balance_after: This amendment corrects the "Amount of Securities Beneficially Owned Following Reported Transaction" shown in Column 5. Due to clerical error, the original Form 4 filed on behalf of the reporting person on 06/29/2017 was inadvertently based on Restricted Stock Units previously reported in Table II rather than Common Stock reported in Table I, and therefore understated the Column 5 amount by 148,175 shares. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:30 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionRestricted Stock Units · Derivative | 21,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001466 · form4.xml · derivative · entry 5 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,458 Underlying: Common Stock · 21,630 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. F5 · derivative.exercise_price: Restricted Stock Units granted 1/1/2014 subject to three-year cliff vesting on 12/31/2016, subject to continued employment on the vesting date. F5 · derivative.exercise_date: Restricted Stock Units granted 1/1/2014 subject to three-year cliff vesting on 12/31/2016, subject to continued employment on the vesting date. F5 · derivative.expiration_date: Restricted Stock Units granted 1/1/2014 subject to three-year cliff vesting on 12/31/2016, subject to continued employment on the vesting date. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:30 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionRestricted Stock Units · Derivative | 12,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001466 · form4.xml · derivative · entry 4 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,088 Underlying: Common Stock · 12,617 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: Restricted Stock Units granted 12/31/2013 subject to three-year ratable time-based (1/3 per year) on December 31, 2014, 2015 and 2016. Vesting subject to continued employment on the vesting date. F4 · derivative.exercise_date: Restricted Stock Units granted 12/31/2013 subject to three-year ratable time-based (1/3 per year) on December 31, 2014, 2015 and 2016. Vesting subject to continued employment on the vesting date. F4 · derivative.expiration_date: Restricted Stock Units granted 12/31/2013 subject to three-year ratable time-based (1/3 per year) on December 31, 2014, 2015 and 2016. Vesting subject to continued employment on the vesting date. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:30 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Tax withholdingCommon Stock | 12,921 | $31.26 | $403,910.46 |
DisclosureSEC source: 0001127602-17-001466 · form4.xml · nonDerivative · entry 3 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,153 F3 · shares: Represents a portion of restricted stock that vested on December 31, 2016 and was delivered by the reporting person as payment of income tax liability in connection with such vesting. Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:30 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 21,630 | $31.26 | $676,153.80 |
DisclosureSEC source: 0001127602-17-001466 · form4.xml · nonDerivative · entry 2 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,074 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 · shares: Represents the vesting of Restricted Stock Units subject to three-year cliff vesting granted on 1/1/2014 Read SEC document |
| January 06, 2017 Filed Jan 10, 2017 23:30 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | Exercise / conversionCommon Stock | 12,617 | $31.26 | $394,407.42 |
DisclosureSEC source: 0001127602-17-001466 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,444 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 · shares: Represents the vesting of one third of the time based transition restricted stock units for the 2014-2016 service period. Read SEC document |
| January 01, 2017 Filed Jan 18, 2017 19:23 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GrantRestricted Stock Units · Derivative | 18,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001845 · form4.xml · derivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,978 Underlying: Common Stock · 18,273 shares Expires not disclosed F1 · derivative.exercise_price: All restricted stock units will convert on a 1 for 1 basis into common stock. F2 · shares: Represents grant of Restricted Stock Units subject to three-year cliff vesting on December 31, 2019 subject to continued employment on the vesting date. F2 · derivative.exercise_date: Represents grant of Restricted Stock Units subject to three-year cliff vesting on December 31, 2019 subject to continued employment on the vesting date. F2 · derivative.expiration_date: Represents grant of Restricted Stock Units subject to three-year cliff vesting on December 31, 2019 subject to continued employment on the vesting date. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 14:44 UTC | OMEGA HEALTHCARE INVESTORS INC OHI · Entity 3362 | GiftCommon Stock | 200 | $31.26 | $6,252.00 |
DisclosureSEC source: 0001127602-17-000001 · form4.xml · nonDerivative · entry 1 STEPHENSON ROBERT O · CIK 0001157251 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,827 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.