Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATIONAL HEALTH INVESTORS INCNHI · Entity 4125 | SVP/Chief Accounting Officer | May 05, 2026 | May 07, 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.
NATIONAL HEALTH INVESTORS INC
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,565 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Tax withholding · Disposed 282 · Balance 40,565 F1: Represents shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock on May 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock on May 5, 2026.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MedEquities Realty Trust, Inc.
Report date May 17, 2019 · Filed May 17, 2019
Section 16 reporting ended · disclosed 2019-05-17. 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 2019-05-17 transaction · row 1
1 source rowRow 1 · 2019-05-17 · Disposition to issuer · Disposed 21,871 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 2, 2019, by and among the issuer, MedEquities OP GP, LLC, MedEquities Realty Operating Partnership, LP, Omega Healthcare Investors, Inc. ("Omega") and OHI Healthcare Properties Limited Partnership, upon the closing of the transactions contemplated by the Merger Agreement, each share of the issuer's common stock owned by the reporting person immediately prior to the effective time of the merger was converted into the right to receive 0.235 shares of Omega common stock and $2.00 in cash, without interest. The closing price of Omega's common stock on May 16, 2019 (the date immediately prior to the effective time of the merger) was $37.67 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 2, 2019, by and among the issuer, MedEquities OP GP, LLC, MedEquities Realty Operating Partnership, LP, Omega Healthcare Investors, Inc. ("Omega") and OHI Healthcare Properties Limited Partnership, upon the closing of the transactions contemplated by the Merger Agreement, each share of the issuer's common stock owned by the reporting person immediately prior to the effective time of the merger was converted into the right to receive 0.235 shares of Omega common stock and $2.00 in cash, without interest. The closing price of Omega's common stock on May 16, 2019 (the date immediately prior to the effective time of the merger) was $37.67 per share.
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 |
|---|---|---|---|---|---|---|
| February 23, 2024 Filed Feb 27, 2024 21:10 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2024 · Derivative | 8,333 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0001127602-24-007155 · form4.xml · derivative · entry 2 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,333 Underlying: Common Stock · 8,333 shares Expires 2029-02-23 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 21:10 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007155 · form4.xml · nonDerivative · entry 1 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 F1 · shares: These shares are restricted stock which vest 20% on each anniversary of the date of grant, starting February 23, 2025. Read SEC document |
| May 05, 2023 Filed May 8, 2023 23:54 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014947 · form4.xml · nonDerivative · entry 1 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 F1 · shares: These shares are restricted stock which vest 20% on each anniversary of the date of grant, starting May 5, 2024. Read SEC document |
| February 24, 2023 Filed Mar 1, 2023 00:02 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2023 · Derivative | 8,334 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-23-007631 · form4.xml · derivative · entry 3 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,334 Underlying: Common Stock · 8,334 shares Expires 2028-02-28 Read SEC document |
| February 24, 2023 Filed Mar 1, 2023 00:02 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2023 · Derivative | 8,333 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-23-007631 · form4.xml · derivative · entry 2 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Underlying: Common Stock · 8,333 shares Expires 2028-02-24 Read SEC document |
| February 24, 2023 Filed Mar 1, 2023 00:02 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2023 · Derivative | 8,333 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-23-007631 · form4.xml · derivative · entry 1 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,333 Underlying: Common Stock · 8,333 shares Expires 2028-02-24 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:34 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to buy) 2022 · Derivative | 11,668 | $53.41 Strike: $53.41 | $623,187.88 |
DisclosureSEC source: 0001127602-22-007294 · form4.xml · derivative · entry 3 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,668 Underlying: Common Stock · 11,668 shares Expires 2027-02-25 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:34 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to buy) 2022 · Derivative | 11,666 | $53.41 Strike: $53.41 | $623,081.06 |
DisclosureSEC source: 0001127602-22-007294 · form4.xml · derivative · entry 2 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 Underlying: Common Stock · 11,666 shares Expires 2027-02-25 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:34 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to buy) 2022 · Derivative | 11,666 | $53.41 Strike: $53.41 | $623,081.06 |
DisclosureSEC source: 0001127602-22-007294 · form4.xml · derivative · entry 1 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 Underlying: Common Stock · 11,666 shares Expires 2027-02-25 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:58 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-25-2021 · Derivative | 11,668 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-21-008399 · form4.xml · derivative · entry 3 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,668 Underlying: Common Stock · 11,668 shares Expires 2026-02-25 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:58 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-25-2021 · Derivative | 11,666 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-21-008399 · form4.xml · derivative · entry 2 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 Underlying: Common Stock · 11,666 shares Expires 2026-02-25 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:58 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-25-2021 · Derivative | 11,666 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-21-008399 · form4.xml · derivative · entry 1 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 Underlying: Common Stock · 11,666 shares Expires 2026-02-25 Read SEC document |
| May 01, 2020 Filed May 4, 2020 22:53 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options - 2020 · Derivative | 2,500 | $0.00 Strike: $53.76 | $0.00 |
DisclosureSEC source: 0001127602-20-015302 · form4.xml · derivative · entry 3 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2025-05-01 Read SEC document |
| May 01, 2020 Filed May 4, 2020 22:53 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options - 2020 · Derivative | 2,500 | $0.00 Strike: $53.76 | $0.00 |
DisclosureSEC source: 0001127602-20-015302 · form4.xml · derivative · entry 2 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2025-05-01 Read SEC document |
| May 01, 2020 Filed May 4, 2020 22:53 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options - 2020 · Derivative | 2,500 | $0.00 Strike: $53.76 | $0.00 |
DisclosureSEC source: 0001127602-20-015302 · form4.xml · derivative · entry 1 Travis David L · CIK 0001685397 · SVP/Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2025-05-01 Read SEC document |
| May 17, 2019 Filed May 17, 2019 21:12 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | Disposition to issuerCommon Stock | 21,871 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000925421-19-000221 · edgar.xml · nonDerivative · entry 1 Travis David L · CIK 0001685397 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of January 2, 2019, by and among the issuer, MedEquities OP GP, LLC, MedEquities Realty Operating Partnership, LP, Omega Healthcare Investors, Inc. ("Omega") and OHI Healthcare Properties Limited Partnership, upon the closing of the transactions contemplated by the Merger Agreement, each share of the issuer's common stock owned by the reporting person immediately prior to the effective time of the merger was converted into the right to receive 0.235 shares of Omega common stock and $2.00 in cash, without interest. The closing price of Omega's common stock on May 16, 2019 (the date immediately prior to the effective time of the merger) was $37.67 per share. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 20:17 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | Tax withholdingCommon Stock | 2,188 | $11.20 | $24,505.60 |
DisclosureSEC source: 0000925421-18-000272 · edgar.xml · nonDerivative · entry 1 Travis David L · CIK 0001685397 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,871 F1 · shares: Reflects shares of common stock surrendered to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted shares of common stock. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:00 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-18-000013 · edgar.xml · nonDerivative · entry 1 Travis David L · CIK 0001685397 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,059 F1 · shares: Represents a grant of restricted shares of common stock under the MedEquities Realty Trust, Inc. Amended and Restated 2014 Equity Incentive Plan, which shares will vest ratably on each of the first three anniversaries of the date of the grant, subject to certain exceptions and the executive's continued employment on such dates. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 23:23 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | GrantCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000925421-17-000040 · edgar.xml · nonDerivative · entry 1 Travis David L · CIK 0001685397 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,059 F1 · shares: Represents a grant of restricted shares of common stock under the MedEquities Realty Trust, Inc. Amended and Restated 2014 Equity Incentive Plan, which shares will vest ratably on each of the first three anniversaries of the date of the grant, subject to certain exceptions and the executive's continued employment on such dates. Read SEC document |
| October 04, 2016 Filed Oct 4, 2016 20:26 UTC | MedEquities Realty Trust, Inc. MRT · Entity 157425 | PurchaseCommon Stock | 2,500 | $12.00 | $30,000.00 |
DisclosureSEC source: 0000925421-16-000177 · edgar.xml · nonDerivative · entry 1 Travis David L · CIK 0001685397 · SVP and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,934 F1 · price: These shares were purchased from the underwriters in the initial public offering that closed on October 4, 2016. 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.