Every Form 4 that CareTrust REIT, Inc (CTRE) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CTRE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CTRE filings page.
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.
CareTrust REIT, Inc. reported that its CIO and Secretary, James Callister, received 58,379 shares of common stockJanuary 31, 2026200.00% of target46,267 shares$37.34117,750 shares
CareTrust REIT’s President and CEO David M. Sedgwick reported equity compensation activity involving the company’s common stock. On January 31, 2026, he acquired 99,240 shares at $0 due to the vesting of relative total stockholder return-based stock units granted on December 31, 2022.
This vesting reflects a 200.00% of target payout, including 12,899 shares tied to dividend equivalent payments. On the same date, 114,274 shares were withheld by CareTrust REIT at $37.34 per share to cover Sedgwick’s tax obligations from this and prior restricted stock vesting, leaving him with 431,109 shares of common stock held directly.
CareTrust REIT, Inc. reported a routine compensation-related equity grant to one of its non-employee directors. On January 2, 2026, the director received 5,781 LTIP Units in CTR Partnership, L.P., the company’s operating partnership. These LTIP Units are intended to qualify as profits interests for U.S. federal income tax purposes and do not have an expiration date.
The 5,781 LTIP Units consist of 3,105 units as the pro-rated annual equity grant for 2026 and 2,676 units that the director chose to receive instead of the 2026 cash base retainer, in line with the non-employee director compensation policy. All of these LTIP Units vest in full on January 2, 2027, subject to the director’s continued service. Once vested and after meeting capital account thresholds under the operating partnership agreement, LTIP Units may be converted into common units, which can then be redeemed for cash or, at the issuer’s election, shares of CareTrust REIT common stock.
CareTrust REIT, Inc. reported a routine equity award for one of its directors. On January 2, 2026, the director received 3,105 LTIP Units in CTR Partnership, L.P., the company’s operating partnership, as an annual equity grant under the non-employee director compensation policy. The 2026 award was pro-rated to reflect equity compensation already received for 2025 and will vest in full on January 2, 2027, subject to the director’s continued service. LTIP Units are partnership interests intended to qualify as profits interests for U.S. federal income tax purposes and, once vested and meeting certain capital account thresholds, may be converted into common units that can be redeemed for cash or, at CareTrust’s election, shares of its common stock.
CareTrust REIT, Inc. reported a director equity grant through a Form 4 filing. On January 2, 2026, a non-employee director received 5,781 LTIP Units in CTR Partnership, L.P., the company’s operating partnership. These LTIP Units are intended to qualify as profits interests for U.S. federal income tax purposes and can, after meeting capital account thresholds, be converted into partnership common units that may then be redeemed for cash or, at the company’s election, shares of CareTrust common stock.
The 5,781 LTIP Units consist of 3,105 LTIP Units as the pro-rated 2026 annual equity grant and 2,676 LTIP Units in lieu of the director’s 2026 cash base retainer, in line with the non-employee director compensation policy. All of these LTIP Units vest in full on January 2, 2027, subject to the director’s continued service through that date.
CareTrust REIT, Inc. reported that one of its directors received an annual equity grant in the form of 3,105 LTIP Units on January 2, 2026. These LTIP Units are partnership interests in CTR Partnership, L.P., intended to qualify as profits interests for U.S. federal income tax purposes and do not have an expiration date.
The grant represents the director’s annual non-employee director compensation for 2026, pro-rated to reflect equity compensation already received for 2025. The LTIP Units vest in full on January 2, 2027, subject to the director’s continued service through that date. Once vested and after specified capital account thresholds are met, the LTIP Units can be converted into common partnership units, which may then be redeemed for cash or, at the company’s election, shares of CareTrust REIT common stock.
CareTrust REIT, Inc. reported that one of its directors received an annual equity award in the form of 3,105 LTIP Units of CTR Partnership, L.P. on January 2, 2026. These LTIP Units are partnership interests in the operating partnership that are intended to qualify as profits interests for U.S. federal income tax purposes and do not have an expiration date. Under the operating partnership agreement, once certain capital account thresholds and vesting conditions are met, the LTIP Units may be converted into common partnership units, which can then be redeemed for cash or, at CareTrust’s election, shares of CareTrust common stock. The filing states that this award represents the director’s pro-rated 2026 annual equity grant under the non-employee director compensation policy and that the LTIP Units vest in full on January 2, 2027, conditioned on the director’s continued service through that date.
CareTrust REIT, Inc. reported an insider equity award for its Chief Accounting Officer, Lauren Beale. On 01/02/2026, Beale received 11,133 shares of common stock as a grant of restricted stock units at a price of $0, reflecting compensation rather than an open-market purchase.
The restricted stock units vest in three equal annual installments beginning on January 31, 2027, and each unit converts into one share of common stock upon vesting, subject to Beale’s continued service. Following this grant, Beale beneficially owns 82,214 shares of CareTrust REIT common stock directly.
CareTrust REIT, Inc. reported an insider equity award to an officer serving as CFO and Treasurer. On 01/02/2026, the reporting person acquired 11,145 LTIP Units in CTR Partnership, L.P., the company’s operating partnership, as shown in the derivative securities table.
The LTIP Units are a profits-interest class of partnership units with no expiration date. Once vested and after reaching specified capital account thresholds, they may be converted into common partnership units, which can then be redeemed for cash or, at the issuer’s election, shares of CareTrust REIT common stock under the partnership agreement.
The filing notes that this represents the time-based portion of the officer’s annual equity grant, which the officer elected to receive in LTIP Units. These units vest in three equal annual installments starting on January 31, 2027, contingent on continued service through each vesting date.
CareTrust REIT, Inc. reported an equity award to its Chief Investment Officer and Secretary on 01/02/2026. The officer received 23,838 LTIP Units in CTR Partnership, L.P., the operating partnership subsidiary of CareTrust. These LTIP Units are designed as profits interests for U.S. tax purposes and do not have an expiration date.
The award represents the time-based portion of the officer’s annual equity grant, which the officer elected to take in LTIP Units. The units vest in three equal annual installments beginning on January 31, 2027, subject to continued service. Once vested and after meeting specified capital account thresholds, LTIP Units may be converted into common partnership units, which may then be redeemed for cash or, at the issuer’s election, shares of CareTrust’s common stock.
CareTrust REIT, Inc. reported an equity award to its President and CEO in the form of long-term incentive plan (LTIP) units in its operating partnership. On 01/02/2026, the executive received 73,821 LTIP Units as the time-based portion of the annual equity grant, which the executive elected to take in LTIP Units. These LTIP Units are intended to qualify as profits interests for U.S. federal income tax purposes, have no expiration date, and, once vested and meeting specified capital account thresholds, may be converted into common units of the operating partnership that can later be redeemed for cash or, at the company’s election, shares of common stock. The LTIP Units vest in three equal annual installments beginning on January 31, 2027, conditioned on the executive’s continued service.