Omega Healthcare CAO reports initial equity holdings
Rhea-AI Filing Summary
Omega Healthcare Investors, Inc. Chief Accounting Officer Lucas M. Golem reports his initial beneficial ownership, including 1,685 shares of common stock held directly, which include shares purchased through the employee stock purchase plan and shares acquired via automatic dividend reinvestment.
He also reports 18,853 Profits Interest Units in OHI Healthcare Properties Limited Partnership, each representing a contingent right to receive one OP Unit upon vesting and tax-related conditions, and 31,738 OP Units, each redeemable for cash equal to the fair market value of one share of common stock or, at the issuer’s election, one share of common stock, with no expiration date.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Golem Lucas M.
Role
CHIEF ACCOUNTING OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Profits Interest Units F2, F3 | -- | -- | -- |
| holding | OP Units F3 | -- | -- | -- |
| holding | Common Stock F1 | -- | -- | -- |
Holdings After Transaction:
Profits Interest Units — 18,853 contracts (Direct);
OP Units — 31,738 contracts (Direct);
Common Stock — 1,685 shares (Direct)
Footnotes (3)
- F1. Includes shares purchased by officer as part of the Omega Healthcare Investors, Inc.'s (the "Issuer's") Employee Stock Purchase Plan, as well as shares acquired pursuant to the Issuer's dividend reinvestment plan through automatic reinvestment of cash dividends.
- F2. Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "OP"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one (1) unit of limited partnership interest (an "OP Unit") in the OP upon vesting and the satisfaction of certain tax-driven economic requirements, subject to continued employment and accelerated vesting upon certain events. Includes 3,616 PIUs granted 1/1/24, 3,942 PIUs granted 1/1/25, and 3,643 PIUs granted 1/1/26, subject to three-year cliff vesting on 12/31/26, 12/31/27 and 12/31/28, respectively. Also includes 7,652 PIUs that have been earned, but not yet vested, based on the Issuer's Absolute Total Shareholder Return and Relative Total Shareholder Return for the 2023-2025 performance period. 50% of such performance-based PIUs will vest at the end of each remaining calendar quarter in 2026.
- F3. Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one (1) share of Issuer common stock, or at the Issuer's election, one (1) share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date.
Key Figures
Common stock holdings: 1,685 shares
Profits Interest Units: 18,853 units
OP Units: 31,738 units
+4 more
7 metrics
Common stock holdings
1,685 shares
Directly held Omega Healthcare Investors common stock as of 2026-08-01
Profits Interest Units
18,853 units
Profits Interest Units in the operating partnership, each contingently exchangeable into one OP Unit
OP Units
31,738 units
OP Units redeemable for cash equal to or, at issuer’s election, one share of common stock, with no expiration
PIUs granted 1/1/24
3,616 units
Time-based Profits Interest Units subject to three-year cliff vesting on 12/31/26
PIUs granted 1/1/25
3,942 units
Time-based Profits Interest Units subject to three-year cliff vesting on 12/31/27
PIUs granted 1/1/26
3,643 units
Time-based Profits Interest Units subject to three-year cliff vesting on 12/31/28
Performance-based PIUs earned
7,652 units
PIUs earned, but not yet vested, based on 2023–2025 Absolute and Relative Total Shareholder Return
Key Terms
Profits Interest Units, OP Units, Absolute Total Shareholder Return, Relative Total Shareholder Return, +2 more
6 terms
Profits Interest Units financial
"Represents Profits Interest Units (PIUs) in OHI Healthcare Properties Limited Partnership"
OP Units financial
"Each OP Unit is redeemable at the election of the holder for cash"
OP units are ownership stakes in an operating partnership that sits beneath a public parent company, commonly used by real estate and energy firms to hold assets and distributions. Think of them like special shares in a subsidiary: they give economic rights to profits and cash payouts but are structured differently from the parent’s common stock, so investors watch OP unit issuance because it can change the effective ownership, future distributions, and potential dilution of the parent company’s equity.
dividend reinvestment plan financial
"acquired pursuant to the Issuer's dividend reinvestment plan through automatic reinvestment"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
Employee Stock Purchase Plan financial
"Includes shares purchased by officer as part of the Employee Stock Purchase Plan"
An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What equity holdings does Omega Healthcare Investors (OHI) CAO Lucas M. Golem report?
Lucas M. Golem reports 1,685 common shares, 18,853 Profits Interest Units and 31,738 OP Units. The units are interests in the operating partnership that can convert, directly or indirectly, into value tied to Omega Healthcare Investors common stock.
What Profits Interest Units does Lucas M. Golem hold in relation to Omega Healthcare Investors (OHI)?
He holds 18,853 Profits Interest Units (PIUs) in the operating partnership. Each PIU is a contingent right to receive one OP Unit, subject to vesting, tax-driven economic requirements, continued employment and accelerated vesting upon specified events.
How many OP Units linked to Omega Healthcare Investors (OHI) stock does Lucas M. Golem report?
He reports 31,738 OP Units, each redeemable for cash equal to the fair market value of one Omega common share or, at Omega’s election, one share of common stock. These OP Units have no expiration date, according to the partnership agreement terms.
When do Lucas M. Golem’s time-based PIU grants at Omega Healthcare Investors (OHI) vest?
He has PIU grants of 3,616, 3,942 and 3,643 units granted on 1/1/24, 1/1/25 and 1/1/26. They are subject to three-year cliff vesting on 12/31/26, 12/31/27 and 12/31/28, respectively, assuming continued employment.
AI-generated analysis. How Rhea-AI works. Not financial advice.
