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CareTrust REIT (CTRE) CFO Derek Bunker reports no beneficial ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

CareTrust REIT, Inc. disclosed an initial ownership filing for its Chief Financial Officer and Treasurer, Derek Bunker, as of 01/01/2026. The Form 3 identifies him as an officer of the company and states that he does not beneficially own any CareTrust REIT securities at this time. The filing is made by a single reporting person and includes a power of attorney authorizing the execution of this ownership report.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Bunker Derek J

(Last) (First) (Middle)
24901 DANA POINT HARBOR DR, SUITE A200

(Street)
DANA POINT CA 92629

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026
3. Issuer Name and Ticker or Trading Symbol
CareTrust REIT, Inc. [ CTRE ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
CFO and Treasurer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
Exhibit 24 - Power of Attorney of Derek Bunker
No securities are beneficially owned.
/s/ Derek Bunker 01/06/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the latest Form 3 for CareTrust REIT (CTRE) disclose?

The Form 3 discloses that Derek Bunker, the Chief Financial Officer and Treasurer of CareTrust REIT, Inc., reported no beneficial ownership of the company’s securities as of 01/01/2026.

Who is the reporting person in the CareTrust REIT (CTRE) Form 3 filing?

The reporting person is Derek Bunker, who serves as CFO and Treasurer of CareTrust REIT, Inc..

What is Derek Bunker’s relationship to CareTrust REIT (CTRE)?

Derek Bunker is identified as an officer of CareTrust REIT, Inc., holding the titles of Chief Financial Officer and Treasurer.

Does the CareTrust REIT (CTRE) Form 3 show any shares owned by Derek Bunker?

No. The filing explicitly states in the remarks section that no securities are beneficially owned by Derek Bunker.

What is the event date for the Form 3 filed for CareTrust REIT (CTRE)?

The Form 3 lists 01/01/2026 as the date of the event requiring the ownership statement.

Is the CareTrust REIT (CTRE) Form 3 filed by more than one reporting person?

No. The Form 3 indicates that it is filed by one reporting person, which is Derek Bunker.

What additional document is referenced in the CareTrust REIT (CTRE) Form 3?

The remarks reference Exhibit 24 - Power of Attorney of Derek Bunker, authorizing the filing of this ownership report.

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