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.
Insider transactions by Neal Ballew at Omega Healthcare Investors (OHI) show purchases and vesting activity tied to compensation programs. On 10/01/2025 the reporting person purchased 201 shares under the company ESPP at $31.16 and simultaneously sold 201 shares to cover tax withholding at $42.22, leaving 4,187 shares beneficially owned after the sale. Separately, portions of performance-based Profits Interest Units (PIUs) vested on 09/30/2025, converting to OP Units and increasing direct ownership: 9,248 and 9,579 PIUs vested into corresponding OP Units, raising OP Unit and equivalent common stock holdings as disclosed. Explanations state vesting occurred quarterly in 2025 based on Absolute and Relative TSR for 2022–2024 and OP Units are redeemable for cash or common stock with no expiration.
Omega Healthcare Investors, Inc. entered into a new senior unsecured $2.3 billion credit facility that replaces its prior multicurrency revolving facility. The new facility comprises a $2.0 billion multicurrency revolving credit facility and a $300.0 million delayed draw term loan (DDTL) facility. The Revolving Credit Facility matures on September 28, 2029, with Omega able to extend twice for six-month periods; the DDTL matures on September 29, 2028, with two possible twelve-month extensions. The DDTL may be drawn for up to 180 days after closing and does not amortize. The Revolving facility permits borrowings in U.S. Dollars or Alternative Currencies with a $600.0 billion sublimit for Alternative Currencies. Omega and certain subsidiaries are borrowers/guarantors and Bank of America, N.A. serves as administrative agent. OHI LP is currently the sole guarantor of the Credit Facility.
Omega Healthcare Investors, Inc. announced that it will redeem all of its outstanding 5.250% Senior Notes due 2026 on October 15, 2025. The notes will be redeemed at 100% of their principal amount, plus accrued and unpaid interest up to but not including the redemption date, in line with the governing indenture.
The company stated that an irrevocable notice of redemption was mailed to record holders of the notes on September 15, 2025 by U.S. Bank Trust Company, National Association, the trustee under the indenture. Omega also issued a press release about the redemption, which is attached as an exhibit.
Robert O. Stephenson, listed as Chief Financial Officer and Officer of Omega Healthcare Investors Inc. (OHI), reported a sale of 800 shares of the issuer's common stock on 08/26/2025. The Form 4 shows the transaction coded as G with a reported price of $0 and indicates 182,276 shares were beneficially owned by the reporting person following the transaction. The filing was signed on behalf of the reporting person by Meghan C. Lyons, Attorney-in-Fact on 08/28/2025. The report is a single-person filing and lists the reporting person’s business address in Hunt Valley, MD.
Insider sale by a director: The Form 4 shows that director Lisa Egbuonu-Davis reported two open-market sales of Omega Healthcare Investors (OHI) common stock on 08/08/2025: 200 shares at $40.16 and 2,300 shares at $40.157318,654 shares beneficially owned.
State Street Corporation reports beneficial ownership of 14,591,873 shares of Omega Healthcare Investors common stock, representing 5% of the class. The filing discloses shared voting power of 11,847,602 shares and shared dispositive power of 14,591,873 shares, with no sole voting or sole dispositive power reported.
The Schedule 13G lists several State Street Global Advisors entities as the relevant subsidiaries and states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control.
Omega Healthcare Investors Inc. (OHI) submitted a Form 144 notifying the proposed sale of 2,500 common shares through Fidelity Brokerage, with an aggregate market value of $100,900 and an approximate sale date of 08/08/2025. The filing identifies 295,000 as the number of shares outstanding in the report, which frames the proposed sale size.
The filer shows the shares were received as stock awards: 2,035 shares acquired on 06/03/2022 and 465 shares acquired on 06/10/2024, both recorded as compensation. The notice reports "Nothing to Report" for sales during the past three months and includes the standard signer representation that no undisclosed material adverse information exists.