Form 4 for OHI OMEGA HEALTHCARE INVESTORS INC
Accepted 2025-04-02 00:00:00 ET · period of report 2025-03-31 · accession 0001415889-25-009751 · 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 | 2025-04-02 | 2025-04-01 | OHI | Ballew Neal | CAO | A - Grant | $32.18 | +195 | 3,821 | +5% | +$6,275 |
| D | 2025-04-02 | 2025-04-01 | OHI | Ballew Neal | CAO | F - Tax | $38.08 | -9 | 3,812 | -0.2% | -$342.72 |
| DM | 2025-04-02 | 2025-03-31 | OHI | Ballew Neal | CAO | M - OptEx | $0.00 | 0 | 55.9K | 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 | 2025-04-01 | A | A | 195 | $32.18 | 3,821 | D | — | — | (F1) These shares were purchased via the Company's Employee Stock Purchase Plan ("ESPP"). |
| 2 | Common | Common Stock | 2025-04-01 | F | D | 9 | $38.08 | 3,812 | 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 | OP Units | 2025-03-31 | M | A | 9,249 | $0.00 | 46,369 | D | — · — to — | 9,249 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. |
| 4 | Derivative | Profits Interest Units | 2025-03-31 | M | D | 9,580 | $0.00 | 100,238 | D | — · — to — | 9,580 OP Units | (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. (F6) Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2025 based on the Relative Total Shareholder Return for the 2022-2024 performance period, subject to continued employment and accelerated vesting under certain circumstances. |
| 5 | Derivative | Profits Interest Units | 2025-03-31 | M | D | 9,249 | $0.00 | 109,818 | D | — · — to — | 9,249 OP Units | (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. (F5) Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2025 based on the Absolute Total Shareholder Return for the 2022-2024 performance period, subject to continued employment and accelerated vesting under certain circumstances. |
| 6 | Derivative | OP Units | 2025-03-31 | M | A | 9,580 | $0.00 | 55,949 | D | — · — to — | 9,580 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. |