Welcome to our dedicated page for Omega Healthcare SEC filings (Ticker: OHI), 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.
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' chief financial officer Robert O. Stephenson reported compensation-related equity activity involving partnership and profits interest units. On June 30, 2026, he exercised or converted derivative awards covering a total of 79,298 units, including OP Units that are exchangeable into common stock and Profits Interest Units that convert into OP Units. The transactions were recorded at an exercise price of $0.00 per unit, reflecting incentive awards rather than open-market purchases. Following these conversions, he directly holds 758,743 shares of common stock and continues to hold OP Units and Profits Interest Units, which are tied to performance measures such as Absolute and Relative Total Shareholder Return for the 2023–2025 period.
Omega Healthcare Investors CEO C. Taylor Pickett reported equity incentive vesting and derivative exercises involving partnership units linked to the company’s common stock. On June 30, 2026, he exercised a total of 190,806 Profits Interest Units and OP Units at an exercise price of $0.00 per unit, converting them into higher-tier OP Units and common stock-based interests.
Following these transactions, direct holdings included 1,320,406 OP Units in one line and 1,294,229 OP Units in another, plus 405,345 Profits Interest Units, all tied economically to Omega’s common stock under the partnership agreement. Separately, 112,500 OP Units are held in an irrevocable trust for his spouse and son, over which he has no voting power; this trust position did not change and continues to be reported for beneficial ownership.
Omega Healthcare Investors chief legal officer Gail D. Makode reported compensation-related equity activity. On June 30, 2026, she exercised derivative awards covering a total of 40,964 units, including Profits Interest Units and OP Units, at an exercise price of $0.00 per unit.
Footnotes explain that each Profits Interest Unit can vest into one OP Unit of the operating partnership, and each OP Unit is redeemable for cash equal to the fair market value of one share of Omega common stock, or, at the company’s election, one share of common stock. The vested portions reflect 25% tranches tied to absolute and relative total shareholder return performance for the 2023–2025 period, with vesting spread across calendar quarters in 2026 and subject to continued employment. The filing shows no open‑market sales or gifts.
OMEGA HEALTHCARE INVESTORS INC Chief Investment Officer Vikas Gupta reported derivative exercises tied to long-term incentive awards. On these transactions, he exercised or converted a total of 40,964 units linked to the company’s equity, including OP Units and Profits Interest Units (PIUs).
The PIUs are performance-based awards in OHI Healthcare Properties Limited Partnership that vest into OP Units based on Absolute and Relative Total Shareholder Return for the 2023-2025 period, subject to continued employment. Each OP Unit can later be redeemed for cash equal to the fair market value of one share of Omega common stock, or, at Omega’s election, for one share of common stock. No open-market buys or sales were reported in this filing.
OMEGA HEALTHCARE INVESTORS INC President Matthew Paul Gourmand exercised performance-based equity awards into partnership interests on June 30, 2026. He converted a total of 40,964 Profits Interest Units and OP Units through derivative exercises linked to the company’s 2023–2025 Absolute and Relative Total Shareholder Return performance, with no share sales reported in this filing.
Omega Healthcare Investors' chief accounting officer Neal Ballew reported routine equity compensation activity and an employee share purchase. He acquired 168 shares of common stock at $37.25 per share through the company’s Employee Stock Purchase Plan, while 11 shares at $47.68 were surrendered to the issuer to cover tax withholding obligations related to that purchase. Following these transactions, he directly holds 4,676 common shares.
On June 30, 2026, Ballew also exercised equity-based awards. A total of 40,964 Profits Interest Units vested and converted into Operating Partnership units and then into common stock, tied to absolute and relative total shareholder return performance for the 2023–2025 period. After these conversions, he continues to hold 168,804 OP Units and 89,333 Profits Interest Units, reflecting substantial remaining equity exposure.
Omega Healthcare Investors director Burke W. Whitman received an equity grant of 3,778 shares of common stock as director compensation. The award was valued at $43.67 per share on the grant date of June 5, 2026 and was made under a Restricted Stock Grant Award Agreement.
The shares will vest on the date of the company’s 2027 Annual Meeting of Shareholders, about one year after the grant, and will then convert to common stock on a one-for-one basis. After this award, Whitman directly holds a total of 47,931 common shares.
Omega Healthcare Investors director Stephen D. Plavin reported equity-based compensation and a derivative conversion. On June 5, 2026, he received a grant of 3,814 Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership at a price of $0.00 per unit.
All 4,424 of his previously granted PIUs from June 6, 2025 vested and converted into 4,424 OP Units on the same date. Following the conversion, he directly holds 23,215 OP Units. Each OP Unit can be redeemed for cash equal to the fair market value of one share of Omega Healthcare common stock, or, at the company’s election, one share of common stock. The new 2026 PIUs will vest in full on the date of the company’s 2027 Annual Meeting of Shareholders, subject to continued service.
Omega Healthcare Investors director Kevin J. Jacobs received an equity grant of 6,125 shares of Common Stock as director compensation. The award was granted on June 5, 2026 under a Restricted Stock Grant Award Agreement at a reference price of $43.67 per share.
According to the terms, the restricted shares will vest on the date of the company’s 2027 Annual Meeting of Shareholders, approximately one year from the grant date, and will convert to common stock on a one-for-one basis. After this grant, Jacobs directly holds 46,935 shares of Omega Healthcare Investors common stock.
Omega Healthcare Investors director Barbara B. Hill reported equity-based compensation and conversions. She received a grant of 6,102 Profits Interest Units (PIUs) in the company’s operating partnership as annual stock-based compensation. Separately, 7,079 previously granted PIUs fully vested and converted into OP Units, which are partnership interests redeemable for cash equal to the value of one common share or, at the company’s election, one share of common stock. Following these transactions, Hill directly holds 49,073 OP Units in the operating partnership.