Form 4 for OHI OMEGA HEALTHCARE INVESTORS INC
Accepted 2025-01-03 00:00:00 ET · period of report 2024-12-31 · accession 0001415889-25-000413 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-01-03 | 2025-01-01 | OHI | Ballew Neal | CAO | A - Grant | $32.18 | +193 | 3,636 | +6% | +$6,211 |
| D | 2025-01-03 | 2025-01-01 | OHI | Ballew Neal | CAO | F - Tax | $37.85 | -10 | 3,626 | -0.3% | -$378.50 |
| DM | 2025-01-03 | 2024-12-31 | OHI | Ballew Neal | CAO | M - OptEx | $0.00 | 0 | 37.1K | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-01-01 | A | A | 193 | $32.18 | 3,636 | D | — | — | (F1) These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP"). |
| 2 | Common | Common Stock | 2025-01-01 | F | D | 10 | $37.85 | 3,626 | D | — | — | (F2) Represents shares sold by the Reporting Person to cover tax withholding obligations in connection with the acquisition of shares under the ESPP. |
| 3 | Derivative | Profits Interest Units | 2024-12-31 | M | D | 9,511 | $0.00 | 30,796 | D | — · — to — | 9,511 OP Units | (F4) Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one (1) share of Issuer common stock, or at the Issuer's election, one (1) share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. (F3) 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. (F5) Represents PIUs subject to a three-year, time-based vesting into OP Units that were granted in 2022, subject to continued employment, certain tax-related conditions, and accelerated vesting under certain conditions. |
| 4 | Derivative | OP Units | 2024-12-31 | M | A | 5,518 | $0.00 | 27,609 | D | — · — to — | 5,518 Common Stock | (F4) Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one (1) share of Issuer common stock, or at the Issuer's election, one (1) share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. |
| 5 | Derivative | Profits Interest Units | 2024-12-31 | M | D | 5,518 | $0.00 | 40,307 | D | — · — to — | 5,518 OP Units | (F4) Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one (1) share of Issuer common stock, or at the Issuer's election, one (1) share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. (F3) 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. |
| 6 | Derivative | OP Units | 2024-12-31 | M | A | 9,511 | $0.00 | 37,120 | D | — · — to — | 9,511 Common Stock | (F3) Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. (F4) Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one (1) share of Issuer common stock, or at the Issuer's election, one (1) share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date. |