Omega Healthcare Investors, Inc. files regulatory documents that record its healthcare REIT results, governance and capital-structure activity. Form 8-K reports include quarterly and annual financial results, AFFO and FAD metrics, investment activity and Regulation FD exhibits tied to earnings releases.
The filing record also documents proxy matters, executive compensation disclosures, employment-agreement amendments, at-the-market common stock programs, senior unsecured credit facilities, note redemptions and the company’s NYSE-listed common stock. These disclosures frame Omega’s public reporting around long-term healthcare real estate, operator relationships, leverage and shareholder governance.
Omega Healthcare Investors (OHI) transitioned operations of 32 skilled nursing facilities in Florida, effective October 1, 2026, from an operator managed by affiliates of Airamid Health Services, LLC to subsidiaries of PACS Group, Inc. The portfolio will be added to Omega’s existing master lease with PACS.
Rent on the portfolio is scheduled to increase by $26.1 million in year one and an additional $2.5 million in year two, with contractual 2% escalators thereafter. Omega incurred a one-time expense of approximately $90 million in conjunction with the transition. Omega said it had worked with Airamid’s team for over 15 years and that the transition supports PACS’s entry into Florida. Omega is a real estate investment trust focused primarily on long-term healthcare properties, including skilled nursing, assisted living and care home facilities; its assets are predominantly structured under long-term triple-net leases, with an increasing portion managed through RIDEA structures.
Omega Healthcare Investors Inc. (OHI) Chief Accounting Officer Lucas M. Golem acquired 64 common shares on October 1, 2026, at $39.37 per share through the Employee Stock Purchase Plan; the shares include acquisitions through automatic dividend reinvestment. No Rule 10b5-1 plan is reported. He disposed of 3 common shares at $46.31 per share to cover tax withholding connected with the ESPP acquisition. On September 30, 2026, 2,776 and 1,050 Profits Interest Units vested into corresponding OP Units, and corresponding OP Units were converted into 2,776 and 1,050 common shares, respectively.
Omega Healthcare Investors, Inc. (OHI) appointed its President, Matthew P. Gourmand, to serve as President and Chief Executive Officer, succeeding C. Taylor Pickett as CEO upon Pickett’s retirement. Effective October 1, 2026, the Board also appointed Gourmand as a director for the remainder of Pickett’s term, which expires in 2027; the Board continues to have eight directors.
Gourmand, 51, has served as President since January 1, 2025. The Board does not expect to appoint him to a committee. He will receive no separate compensation for director service beyond his employment agreement. The company stated that no related-party transactions requiring disclosure under Item 404(a) of Regulation S-K exist between Gourmand and the company.
Omega Healthcare Investors (OHI) CEO C. Taylor Pickett reported that 69,225 and 26,177 Profits Interest Units vested into corresponding OP Units on September 30, 2026. The tranches related respectively to Absolute and Relative Total Shareholder Return for the 2023–2025 performance period; the footnotes state that vesting was subject to continued employment and was certified by the Compensation Committee on January 8, 2026. No Rule 10b5-1 plan is reported. Pickett also reported 112,500 OP Units held indirectly in an irrevocable trust for his spouse and son. No transaction involving those trust-held units occurred that day, and Pickett has no voting power over them.
Omega Healthcare Investors Inc. (OHI) Chief Legal Officer Gail D. Makode reported the disposition of 14,862 and 5,620 Profits Interest Units as they vested into matching OP Units on September 30, 2026. The amounts relate respectively to Absolute and Relative Total Shareholder Return for the 2023–2025 performance period. No Rule 10b5-1 plan is reported.
Omega Healthcare Investors Inc. (OHI) reported Chief Investment Officer Vikas Gupta’s exercise/conversion transactions on September 30, 2026: he disposed of 14,862 and 5,620 Profits Interest Units and acquired matching amounts of OP Units. The OP Unit transaction records identify Common Stock as the underlying security. The PIU tranches were tied to absolute and relative total shareholder return, respectively, for the 2023–2025 performance period; vesting was subject to continued employment and accelerated vesting in certain circumstances.
Omega Healthcare Investors (OHI) President Matthew Paul Gourmand reported the conversion of Profits Interest Units into OP Units on September 30, 2026: 14,862 PIUs were disposed and the same number of OP Units acquired, alongside 5,620 PIUs disposed and the same number of OP Units acquired. The PIU entries related, respectively, to Absolute and Relative Total Shareholder Return for the 2023–2025 performance period.
Omega Healthcare Investors Inc. (OHI) CFO Neal Ballew reported dispositions of 14,862 and 5,620 Profits Interest Units alongside acquisitions of matching amounts of OP Units on September 30, 2026. The PIUs vested into OP Units at quarter-end based, respectively, on Absolute and Relative Total Shareholder Return for the 2023–2025 performance period; vesting was subject to continued employment, with accelerated vesting under certain circumstances. Each OP Unit is redeemable for cash equal to the then fair market value of one share of common stock or, at the issuer’s election, one share of common stock.
Cohen & Steers, Inc., through its investment management subsidiaries, reports beneficial ownership of 23,382,961 shares of Omega Healthcare Investors, Inc. common stock, representing 7.85% of the class. The firms report sole voting power over 18,559,089 shares and sole dispositive power over 23,382,961 shares, with no shared voting or dispositive power.
The shares are held for the benefit of account holders of Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited, who have rights to dividends and sale proceeds associated with these securities.
Omega Healthcare Investors Inc. director Lisa Egbuonu-Davis reported a bona fide gift of 5,131 shares of Common Stock on 2026-08-07. The transaction was recorded at a price of $0.00 per share, and her directly held position after the gift is 17,301 shares.