Welcome to our dedicated page for National Health Investors SEC filings (Ticker: NHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for National Health Investors, Inc. (NYSE: NHI) provides direct access to the company’s official regulatory disclosures as a self-managed real estate investment trust focused on senior housing and medical facility investments. Incorporated in 1991, NHI files annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K that together outline its financial condition, portfolio activity, capital structure, and risk factors.
For this senior housing and medical facility REIT, 10-K and 10-Q filings are key resources for understanding segment performance in the Real Estate Investments and Senior Housing Operating Portfolio (SHOP) segments, including rental income, interest income from mortgage and other notes receivable, and resident fees and services. These reports also reference risk considerations such as tenant concentration, regulatory exposure to Medicare and Medicaid, real estate illiquidity, access to capital, and the need to maintain REIT status.
Form 8-K filings for NHI frequently cover material events such as public offerings of senior notes, changes in board composition, investor presentations, supplemental information releases, earnings announcements, and certain tenant or lease matters. Examples include 8-Ks describing the completion of a senior notes offering governed by an indenture with restrictive covenants, notices of non-compliance and default under a master lease with a tenant, and change in control severance agreements with named executive officers.
Through this page, users can follow debt and capital markets activity, including details of senior note issuances and related indentures, as well as governance and compensation disclosures reported under Items 1.01, 2.02, 5.02, 7.01, and 8.01 of Form 8-K. Stock Titan’s tools layer AI-powered summaries on top of these filings, helping explain complex topics such as FFO reconciliations, lease structures, credit facilities, and covenant frameworks in accessible language while preserving the underlying SEC source documents for detailed review.
Donohue Lilly reported acquisition or exercise transactions in this Form 4 filing.
National Health Investors director Lilly Donohue reported receiving a grant of 1,268 shares of common stock as restricted stock.
The award was granted on March 3, 2026 and will vest in full on March 3, 2027, as long as she continues serving as a director through that date. Following this grant, her directly owned stake is 1,268 shares.
COLDEN TRACY M J reported acquisition or exercise transactions in this Form 4 filing.
National Health Investors director receives stock grant. Director Tracy M. J. Colden was awarded 1,268 shares of National Health Investors common stock on March 3, 2026 as restricted stock. These shares vest in full on March 3, 2027, subject to continued board service, bringing her direct holdings to 12,858 shares.
Todd Candice W reported acquisition or exercise transactions in this Form 4 filing.
National Health Investors Inc. director Candice W. Todd received a grant of 1,268 shares of common stock on March 3, 2026. This restricted stock award vests in full on March 3, 2027, if she continues serving as a director through that date, bringing her direct holdings to 2,563 shares.
National Health Investors director Robert Chapin reported an equity award of common stock. He acquired 1,268 shares of restricted stock on March 3, 2026 at no purchase price as a grant for board service. The award vests in full on March 3, 2027, provided he continues serving as a director through that date.
Jobe James R reported acquisition or exercise transactions in this Form 4 filing.
National Health Investors director James R. Jobe received a grant of 1,268 shares of common stock on March 3, 2026 at no cost, increasing his directly held shares to 1,268.
The restricted stock vests in full on March 3, 2027, contingent on his continued board service. Additional holdings include 33,497 common shares jointly held with his spouse and 500 common shares in an IRA SEP as of that date.
National Health Investors director receives stock grant
NATIONAL HEALTH INVESTORS INC reported that director Robert A. McCabe Jr. acquired 1,268 shares of common stock as a restricted stock award on March 3, 2026. The grant was made at no cash cost and increases his direct holdings to 43,268.96 shares.
The restricted stock vests in full on March 3, 2027, provided he continues serving as a director through that date. Until vesting, these shares typically remain subject to forfeiture conditions tied to his board service.
National Health Investors Inc CFO and EVP Finance John L. Spaid reported several equity transactions on March 3, 2026. He exercised stock options for 15,000 shares of common stock at $73.34 per share and received a grant of 4,726 restricted shares that vest in three equal annual installments beginning on March 3, 2027, subject to continued service. To cover tax obligations related to vesting restricted stock, 13,594 shares and an additional 511 shares were disposed of through issuer share withholding at a price of $86.75 per share. After these transactions, he directly held 56,254.6372 shares of common stock.
PASCOE KEVIN CARLTON reported acquisition or exercise transactions in this Form 4 filing.
NATIONAL HEALTH INVESTORS INC reported an insider equity award for Chief Investment Officer Kevin Carlton Pascoe. On March 3, 2026 he received a grant of 5,072 shares of common stock as restricted stock, recorded at a per-share price of $0.0000.
According to the filing, this restricted stock grant vests in three equal annual installments on each anniversary of the grant date beginning March 3, 2027, subject to his continued service through each vesting date. After this award, he directly held 73,428 shares of common stock.
NATIONAL HEALTH INVESTORS INC CEO and President D. Eric Mendelsohn received a grant of 14,409 shares of common stock on March 3, 2026 at a price of $0.0000 per share. This restricted stock vests in three equal annual installments on each anniversary of the grant date beginning March 3, 2027, conditioned on continued service.
On the same date, 597 shares of common stock were disposed of at $86.75 per share to satisfy tax withholding obligations tied to restricted stock vesting on March 3, 2026. After these transactions, Mendelsohn directly held 132,210 common shares and 25,000 stock options.
National Health Investors Inc. reported that SVP and Chief Accounting Officer David L. Travis received a grant of 3,458 shares of common stock as restricted stock on March 3, 2026. According to the filing, this restricted stock vests in three equal annual installments on each anniversary of the grant date beginning March 3, 2027, subject to his continued service through each vesting date.
The company also withheld 411 shares of common stock at a price of $86.75 per share to cover tax withholding obligations related to restricted stock vesting on March 3, 2026. After these transactions, Travis directly owned 40,847 shares of common stock.