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.
National Health Investors, Inc. expanded its Board of Directors and appointed Lilly H. Donohue
On the same date, President and CEO D. Eric Mendelsohn resigned as a director and was immediately re-appointed to serve until the 2026 annual meeting. This sequencing is intended to align his directorship with the company’s newly declassified board structure so that, at the 2026 annual meeting, all nominees stand for election to one-year terms.
NATIONAL HEALTH INVESTORS CEO and President D. Eric Mendelsohn exercised a stock option for 25,000 Stock Option (Right to Buy) 2025 and received 25,000 shares of Common Stock at
NATIONAL HEALTH INVESTORS INC director James R. Jobe exercised stock options for 10,000 shares of common stock on February 17, 2026. The options, labeled “Stock Option (Right to Buy) 2025,” covered 10,000 shares at a reported exercise price of $0.0000 per option.
The exercise resulted in 10,000 shares of Common Stock - Jointly held with spouse at $73.34 per share, increasing this joint holding to 41,555 shares. To cover the exercise price or tax obligations, 8,058 jointly held shares were disposed of at $91.02 per share under a tax-withholding transaction, reducing the joint position to 33,497 shares. A separate Common Stock - IRA SEP account is reported with 500 shares following the transactions.
National Health Investors director exercises options and settles taxes in shares. Director Robert A. McCabe Jr. exercised stock options for 10,000 shares of common stock at an exercise price of
PASCOE KEVIN CARLTON reported multiple insider transaction types in a Form 4 filing for NHI. The filing lists transactions totaling 43,463 shares at a weighted average price of $80.39 per share. Following the reported transactions, holdings were 79,728 shares.
National Health Investors (NHI) senior vice president and chief accounting officer Travis David L exercised multiple stock options on February 9, 2026, acquiring common shares through option exercises at exercise prices of $53.41 and $54.73 per share.
Following these exercises, a separate transaction used 28,868 common shares at $85.10 in a tax-withholding disposition, leaving him with 32,122 shares of NHI common stock held directly after all reported transactions.
National Health Investors director Candice W. Todd reported an option exercise and related share transactions. On 02/05/2026, she exercised 10,000 shares under a 2025 stock option at $73.34 per share, receiving 10,000 common shares. On the same date, 8,705 common shares were disposed of at $84.26 per share, leaving 1,295 common shares held directly.
National Health Investors Inc.'s Chief Investment Officer, Kevin C. Pascoe, reported multiple equity transactions in the company’s common stock. On January 30, 2026, he exercised two stock option awards for 8,500 shares each at exercise prices of $54.73 and $57.76, increasing his directly held common shares to 78,330.
On the same date, he reported a disposition coded "F" of 13,602 common shares at $82.12 per share. After these transactions, Pascoe directly beneficially owned 64,728 shares of National Health Investors common stock.
National Health Investors senior vice president and Chief Transaction Officer Kristin Sallee Gaines reported several equity transactions in company stock. On February 1, 2026, she exercised three tranches of 2022 stock options for 18,333, 18,333, and 18,334 shares at an exercise price of $53.41 per share.
The option exercises delivered the same numbers of Common Stock shares, increasing her direct holdings up to 116,944 shares. On the same date, she disposed of 43,181 common shares at $82.12 per share, resulting in a remaining directly owned balance of 73,763 shares.
National Health Investors director Robert G. Adams reported option exercises and related share transactions dated January 27, 2026. He exercised 25,000 stock options granted February 25, 2021 at $69.20 per share and 10,000 stock options granted in 2025 at $73.34 per share, receiving common stock held indirectly as Trustee. To cover taxes, 31,093 shares of common stock were disposed of at $79.23 per share under transaction code F, also reported as indirectly owned as Trustee. Following these transactions, 184,455 common shares are reported as indirectly owned as Trustee, 40,000 shares are indirectly owned as Trustee – CLAT, and 342,096 shares are indirectly owned through a Family Partnership.