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CareTrust REIT (CTRE) director Stapley discloses 806,482 shares via family trust

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

Rhea-AI Filing Summary

CareTrust REIT, Inc. director Gregory K. Stapley reported his beneficial ownership of the company’s stock. A total of 806,482 shares of common stock are listed as beneficially owned indirectly through the Stapley Family Trust dated 4/25/2006, with Stapley serving as trustee. The report reflects an event date of 01/01/2026 and is filed as a Form 3 by a single reporting person.

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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*
Stapley Gregory K.

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
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)
Common Stock 806,482 I Stapley Family Trust dated 4/25/2006(1)
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:
1. These shares are directly owned by the Stapley Family Trust dated 4/25/2006 and indirectly by Gregory K. Stapley as Trustee of the Trust.
Remarks:
Exhibit 24 - Power of Attorney of Gregory K. Stapley
/s/ Derek Bunker, attorney-in-fact 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 insider position is reported for CareTrust REIT, Inc. (CTRE)?

The filing reports that Gregory K. Stapley is a director of CareTrust REIT, Inc. and a reporting person for this Form 3.

How many CareTrust REIT (CTRE) shares does the reporting person beneficially own?

The Form 3 states beneficial ownership of 806,482 shares of common stock.

Is the CareTrust REIT (CTRE) stock held directly or indirectly by the reporting person?

The 806,482 shares of common stock are reported as held indirectly through the Stapley Family Trust dated 4/25/2006.

What is the relationship of Gregory K. Stapley to the Stapley Family Trust?

The explanation notes that the shares are directly owned by the Stapley Family Trust and indirectly by Gregory K. Stapley as trustee of the Trust.

What is the date of the event reported in this CareTrust REIT (CTRE) Form 3?

The event requiring the statement is dated 01/01/2026.

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

The Form 3 is signed /s/ Derek Bunker as attorney-in-fact for Gregory K. Stapley, dated 01/06/2026.

Are there any derivative securities reported for the CareTrust REIT (CTRE) insider?

The Table II section for derivative securities is present but does not list any specific derivative holdings in this filing.

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