CTRE CAO has 12,208 shares withheld for taxes

CareTrust REIT, Inc. insider tax withholding transaction CareTrust REIT, Inc.'s Chief Accounting Officer, Lauren Beale, reported a Form 4 transaction involving company common stock.

Rhea-AI Filing Summary

CareTrust REIT, Inc. insider tax withholding transaction

CareTrust REIT, Inc.'s Chief Accounting Officer, Lauren Beale, reported a Form 4 transaction involving company common stock. On 01/31/2026, 12,208 shares of common stock were disposed of at $37.34 per share, classified under transaction code "F," which indicates shares withheld to cover tax obligations. According to the footnote, these shares were retained by the issuer to satisfy tax withholding when previously granted restricted stock vested. Following this withholding event, Beale beneficially owned 70,006 shares of CareTrust REIT common stock directly.

Insider Trade Summary

Exercise Price or Tax Liability: 12,208 shares

Exercise Price or Tax Liability 1 txn

Insider BEALE LAUREN

Role Chief Accounting Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	12,208	$37.34	$456K

Holdings After Transaction: Common Stock — 70,006 shares (Direct)

Footnotes (1)

1. F1. Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock previously granted to the Reporting Person.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did CTRE report for Lauren Beale on this Form 4?

Lauren Beale reported a tax-withholding related share disposition. On 01/31/2026, 12,208 CareTrust REIT common shares were withheld at $37.34 per share to satisfy tax obligations upon vesting of previously granted restricted stock.

Was the CTRE Form 4 transaction an open-market sale by the insider?

No, the transaction was not an open-market sale. The 12,208 shares reported under code "F" were withheld by CareTrust REIT to cover Lauren Beale’s tax withholding obligations when her restricted stock vested.

How many CareTrust REIT (CTRE) shares does Lauren Beale hold after this transaction?

Lauren Beale beneficially owns 70,006 CTRE common shares after the event. This figure reflects her direct holdings following the 12,208 shares withheld for tax purposes related to the vesting of restricted stock.

What does transaction code "F" mean on the CTRE Form 4 filing?

Code "F" denotes shares withheld for tax obligations. In this filing, 12,208 CareTrust REIT shares were withheld by the issuer to pay Lauren Beale’s tax withholding due when her restricted stock award vested.

What role does Lauren Beale hold at CareTrust REIT (CTRE)?

Lauren Beale serves as CareTrust REIT’s Chief Accounting Officer. The Form 4 identifies her as an officer, not a director or 10% owner, and reports her direct beneficial ownership and the tax-withholding share disposition on 01/31/2026.

Was this CTRE insider transaction reported as direct or indirect ownership?

The transaction and holdings are reported as directly owned. The Form 4 lists the 70,006 CareTrust REIT common shares as direct beneficial ownership, with no indication of trusts, partnerships, or other indirect holding entities in the footnotes.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/03/2026 - 05:01 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

BEALE LAUREN

(Last) (First) (Middle)

24901 DANA POINT HARBOR DR

SUITE A200

(Street)

DANA POINT CA 92629

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
CareTrust REIT, Inc. [ CTRE ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Accounting Officer

3. Date of Earliest Transaction (Month/Day/Year)
01/31/2026

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	01/31/2026		F		12,208	D(1)	$37.34	70,006	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents shares of common stock withheld by the Issuer to pay tax withholding obligations of the Reporting Person upon the vesting of restricted stock previously granted to the Reporting Person.

Remarks:

	/s/ Derek Bunker, attorney-in-fact	02/03/2026
	** 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 4 (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.
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