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. (NHI) CFO and EVP Finance John L. Spaid reported multiple equity transactions dated January 16, 2026. He exercised three stock option grants for common stock: 8,500 shares at $54.73, 8,500 shares at $57.76, and 15,000 shares at $73.34, all coded "M" for option exercises. Corresponding non-derivative entries show the same share amounts of common stock acquired at those prices. The filing also reports a disposition of 27,742 common shares at $80.43, coded "F" and treated as a sale-type transaction. After these moves, Spaid directly beneficially owns 48,681.6372 shares of NHI common stock.
National Health Investors CEO and President Eric D. Mendelsohn, who is also a director, reported multiple equity transactions dated January 15, 2026. He exercised several tranches of stock options, acquiring common stock in amounts of 41,666, 41,666, 41,668, 13,334 and 13,333 shares at exercise prices of
The filing also lists a separate transaction coded "F" for 135,295 shares of common stock at
National Health Investors director reports option exercise and share sale. Director Robert A. McCabe Jr. exercised 25,000 stock options granted in 2021 at an exercise price of $69.20 per share, receiving the same number of common shares. On the same day, 21,836 common shares were disposed of at $79.23 per share in a transaction coded “F,” indicating shares withheld or sold to cover taxes. After these transactions, he directly owned 38,438.17 shares of common stock and held 10,000 additional stock options with a $73.34 exercise price that become exercisable on March 3, 2025 and expire on March 3, 2030.
National Health Investors, Inc. entered into new change in control severance agreements with five executive officers effective December 15, 2025, replacing agreements from February 2024. These contracts apply if an executive is terminated without “Cause” or resigns for “Good Reason” within two years after a change in control, or is terminated without “Cause” within 30 days before such an event.
If triggered, each executive receives a lump-sum cash payment equal to a multiple of the average of base salary and bonus for the last two calendar years (3.0 times for D. Eric Mendelsohn, 2.0 times for Kevin C. Pascoe and John L. Spaid, and 1.5 times for Kristin S. Gaines and David L. Travis), plus a lump-sum bonus at least equal to target, 18 months of COBRA health coverage, and accelerated vesting of time-based equity awards.
The agreements require a release of claims and add non-compete (for certain executives), non-solicitation for 12 months after severance is paid, and ongoing confidentiality obligations. Payments may be reduced to avoid excise tax under Section 4999 of the tax code if that yields higher after-tax proceeds for the executive.
National Health Investors Inc. director reports multiple stock option exercises and share withholding on December 9, 2025. The reporting person, acting as trustee, exercised several stock options, acquiring 25,000 shares of common stock at an exercise price of
National Health Investors, Inc. (NHI)11/20/2025, the director exercised a stock option to acquire 25,000 shares of common stock at an exercise price of $69.20 per share. On the same date, 22,135 shares of jointly held common stock were disposed of in a transaction coded "F," indicating shares were surrendered, typically to cover tax obligations, at a price of $78.16 per share. After these transactions, the director beneficially owned 31,555 shares of common stock jointly with a spouse and 500 shares in an IRA SEP, along with 10,000 stock options exercisable beginning 03/03/2025.
National Health Investors (NHI) announced upcoming Board changes. Robert G. Adams notified the company he will not stand for reelection at the 2026 annual meeting, and his term will end at that meeting.
Charlotte A. Swafford will retire from the Board effective May 27, 2026, immediately prior to the 2026 annual meeting. The company stated both decisions were not due to any disagreement regarding operations, policies, or practices.
National Health Investors, Inc. furnished an updated investor presentation and a related press release on November 6, 2025. The materials, titled “NHI Issues Investor Update” and “National Health Investors Investor Update,” provide information for investors and are also available on the company’s website.
The company specifies that these materials are provided under Regulation FD and are furnished, not filed, meaning they are not subject to certain liability provisions of the Exchange Act and are not automatically incorporated into other securities law filings unless specifically referenced.
National Health Investors (NHI) furnished its Supplemental Information for the quarter ended September 30, 2025 under Regulation FD via an 8‑K.
The materials are provided as Exhibit 99.1, dated November 6, 2025, and are also available on the company’s website. The filing lists this exhibit under Item 7.01 and includes a standard exhibit index in Item 9.01.
National Health Investors, Inc. filed a current report to share that it issued a press release announcing its earnings for the quarter ended September 30, 2025. The company states that this earnings release, dated November 6, 2025, is included as Exhibit 99.1 and incorporated by reference. The filing is made under the Results of Operations and Financial Condition disclosure item, signaling a routine quarterly earnings update rather than a major transaction.