Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATIONAL HEALTH INVESTORS INCNHI · Entity 4125 | Chief Investment Officer | March 03, 2026 | March 30, 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 March 03, 2026 · Filed March 30, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 73,082 |
Reported balance
After 2026-03-03 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 4,726 · Balance 73,082 F1: Due to an administrative error, the number of securities reported as awarded to the Reporting Person on March 3, 2026 was overstated by 346 shares. This Form 4/A is being filed to report the correct number of securities awarded. |
Filing footnotes · ownership attribution and instrument terms
F1: Due to an administrative error, the number of securities reported as awarded to the Reporting Person on March 3, 2026 was overstated by 346 shares. This Form 4/A is being filed to report the correct number of securities awarded.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 5, 2026 21:57 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 5,072 | $0.00 | $0.00 |
DisclosureSEC source: 0000877860-26-000070 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,428 F1 · shares: Represents a grant of restricted stock that vests in three equal annual installments on each anniversary of the grant date beginning March 3, 2027, subject to the reporting person's continued service through each vesting date. Read SEC document |
| March 03, 2026 Filed Mar 30, 2026 15:28 UTC Amendment | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 4,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000877860-26-000088 · form4a.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,082 F1 · shares: Due to an administrative error, the number of securities reported as awarded to the Reporting Person on March 3, 2026 was overstated by 346 shares. This Form 4/A is being filed to report the correct number of securities awarded. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 23:10 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2024 · Derivative | 8,500 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0000877860-26-000041 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2029-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 23:10 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 6,409 | $90.03 | $577,002.27 |
DisclosureSEC source: 0000877860-26-000041 · form4.xml · nonDerivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,356 Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 23:10 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 8,500 | $57.76 | $490,960.00 |
DisclosureSEC source: 0000877860-26-000041 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,765 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 22:32 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2025 · Derivative | 15,000 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0000877860-26-000020 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2030-03-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 22:32 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 13,463 | $88.25 | $1,188,109.75 |
DisclosureSEC source: 0000877860-26-000020 · form4.xml · nonDerivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,265 Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 22:32 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 15,000 | $73.34 | $1,100,100.00 |
DisclosureSEC source: 0000877860-26-000020 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:00 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2024 · Derivative | 8,500 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0000877860-26-000014 · form4.xml · derivative · entry 5 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2029-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:00 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2023 · Derivative | 8,500 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0000877860-26-000014 · form4.xml · derivative · entry 4 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2028-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:00 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 13,602 | $82.12 | $1,116,996.24 |
DisclosureSEC source: 0000877860-26-000014 · form4.xml · nonDerivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,728 Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:00 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 8,500 | $57.76 | $490,960.00 |
DisclosureSEC source: 0000877860-26-000014 · form4.xml · nonDerivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,330 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 30, 2026 Filed Feb 3, 2026 22:00 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 8,500 | $54.73 | $465,205.00 |
DisclosureSEC source: 0000877860-26-000014 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,830 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:52 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2025 · Derivative | 15,000 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0001127602-25-008409 · form4.xml · derivative · entry 4 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2030-03-03 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:52 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2025 · Derivative | 15,000 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0001127602-25-008409 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2030-03-03 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:52 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2025 · Derivative | 15,000 | $0.00 Strike: $73.34 | $0.00 |
DisclosureSEC source: 0001127602-25-008409 · form4.xml · derivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2030-03-03 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:52 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008409 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,330 F1 · shares: These shares are restricted stock which vest 20% on each anniversary of the date of grant, starting March 3, 2026 Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2024 · Derivative | 8,500 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 17 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2029-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2023 · Derivative | 8,500 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 16 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2028-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to Buy) 2023 · Derivative | 8,500 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 15 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2028-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to buy) 2022 · Derivative | 18,334 | $0.00 Strike: $53.41 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 14 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,334 shares Expires 2027-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to buy) 2022 · Derivative | 18,333 | $0.00 Strike: $53.41 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 13 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,333 shares Expires 2027-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative | 18,334 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 12 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,334 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative | 18,333 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 11 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,333 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Options (Right to Buy) 2-25-2021 · Derivative | 18,333 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · derivative · entry 10 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,333 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 101,230 | $78.63 | $7,959,714.90 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 9 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,830 F1 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 8,500 | $57.76 | $490,960.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 8 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,060 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 8,500 | $54.73 | $465,205.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 7 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,893 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 8,500 | $54.73 | $465,205.00 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 6 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,393 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 18,334 | $53.41 | $979,218.94 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 5 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,560 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 18,333 | $53.41 | $979,165.53 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 4 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,226 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 18,334 | $69.20 | $1,268,712.80 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,893 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 18,333 | $69.20 | $1,268,643.60 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,559 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| August 23, 2024 Filed Aug 27, 2024 21:15 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 18,333 | $69.20 | $1,268,643.60 |
DisclosureSEC source: 0001127602-24-023016 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,226 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 · balance_after: Acquired due to the net exercise of stock options granted 2/25/21, 2/25/22, 2/24/23 and 2/23/24 with shares withheld by the Company to cover the exercise price and taxes. This transaction was completed subsequent to the execution of a Lock-Up Agreement and shares received are subject to the provisions of that agreement. Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:41 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2024 · Derivative | 8,500 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0001127602-24-007113 · form4.xml · derivative · entry 15 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2029-02-23 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:41 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2024 · Derivative | 8,500 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0001127602-24-007113 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2029-02-23 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:41 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2024 · Derivative | 8,500 | $0.00 Strike: $57.76 | $0.00 |
DisclosureSEC source: 0001127602-24-007113 · form4.xml · derivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2029-02-23 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 20:41 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007113 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,893 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 9, 2023 00:01 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014955 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,893 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 Feb 28, 2023 23:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2023 · Derivative | 8,500 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-23-007629 · form4.xml · derivative · entry 4 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2028-02-24 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 23:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2023 · Derivative | 8,500 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-23-007629 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2028-02-24 Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 23:59 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to Buy) 2023 · Derivative | 8,500 | $0.00 Strike: $54.73 | $0.00 |
DisclosureSEC source: 0001127602-23-007629 · form4.xml · derivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 8,500 shares Expires 2028-02-24 Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 13:14 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionStock Option (Right to buy) 2022 · Derivative | 18,333 | $0.00 Strike: $53.41 | $0.00 |
DisclosureSEC source: 0001127602-22-021745 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,333 shares Expires 2027-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 13:14 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Tax withholdingCommon Stock | 16,065 | $67.10 | $1,077,961.50 |
DisclosureSEC source: 0001127602-22-021745 · form4.xml · nonDerivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,893 Read SEC document |
| August 26, 2022 Filed Aug 30, 2022 13:14 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | Exercise / conversionCommon Stock | 18,333 | $53.41 | $979,165.53 |
DisclosureSEC source: 0001127602-22-021745 · form4.xml · nonDerivative · entry 1 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,958 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:29 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to buy) 2022 · Derivative | 18,334 | $53.41 Strike: $53.41 | $979,218.94 |
DisclosureSEC source: 0001127602-22-007288 · form4.xml · derivative · entry 4 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334 Underlying: Common Stock · 18,334 shares Expires 2027-02-25 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:29 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to buy) 2022 · Derivative | 18,333 | $53.41 Strike: $53.41 | $979,165.53 |
DisclosureSEC source: 0001127602-22-007288 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,333 Underlying: Common Stock · 18,333 shares Expires 2027-02-25 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 20:29 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Option (Right to buy) 2022 · Derivative | 18,333 | $53.41 Strike: $53.41 | $979,165.53 |
DisclosureSEC source: 0001127602-22-007288 · form4.xml · derivative · entry 2 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,333 Underlying: Common Stock · 18,333 shares Expires 2027-02-25 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:03 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-25-2021 · Derivative | 18,334 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-21-008412 · form4.xml · derivative · entry 4 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334 Underlying: Common Stock · 18,334 shares Expires 2026-02-25 Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 22:03 UTC | NATIONAL HEALTH INVESTORS INC NHI · Entity 4125 | GrantStock Options (Right to Buy) 2-25-2021 · Derivative | 18,333 | $0.00 Strike: $69.20 | $0.00 |
DisclosureSEC source: 0001127602-21-008412 · form4.xml · derivative · entry 3 PASCOE KEVIN CARLTON · CIK 0001630773 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,333 Underlying: Common Stock · 18,333 shares Expires 2026-02-25 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.