Welcome to our dedicated page for Owens & Minor SEC filings (Ticker: OMI), 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 associated with Owens & Minor, Inc. (historically NYSE: OMI) provide detailed documentation of the company’s transformation into Accendra Health, Inc. and its strategic focus on home-based care. Forms 8-K describe key events such as the entry into and completion of the Equity Purchase Agreement for the sale of the Products & Healthcare Services (P&HS) segment, the structure of the consideration received, and the company’s retained equity interest in the divested business. These filings also outline related credit facility amendments, receivables sale programs, and the release of certain subsidiaries from guarantees under term loan and note indentures.
Investors can use this filings page to access current and historical 8-K reports that explain material events, including transaction terms, transition services arrangements, and changes to executive compensation and retirement plans. The filings also document the name change from Owens & Minor, Inc. to Accendra Health, Inc. through Articles of Amendment and amended bylaws, and they state that the company expects its common stock to begin trading on the New York Stock Exchange under the ticker symbol ACH. These disclosures clarify how the legacy OMI symbol relates to the continuing entity.
Quarterly and annual reports (Forms 10-Q and 10-K, when accessed through EDGAR) provide more comprehensive information about the company’s segments, including the classification of the P&HS segment as discontinued operations and the description of continuing operations as primarily representing the Patient Direct segment and certain functional operations. They also include discussions of risk factors, capital structure, and accounting treatment of receivables sale arrangements.
On Stock Titan’s SEC filings page, users can review these documents as they are made available from EDGAR and take advantage of AI-powered tools that summarize complex disclosures. These tools can help highlight the implications of major transactions, the impact of the P&HS divestiture on the company’s financial statements, and the significance of the corporate name and ticker change for holders of the legacy OMI shares.
Galloway Heath H reported acquisition or exercise transactions in this Form 4 filing.
ACCENDRA HEALTH INC/VA/ granted EVP, General Counsel & Corporate Secretary Heath H. Galloway 61,437 shares of Common Stock as a restricted stock award. The grant carries no purchase price and vests one-third per year over three years. Following this compensation award, Galloway directly holds 178,441 Common Stock shares. This is a non-market, equity-based compensation grant rather than an open-market purchase or sale, so it reflects long-term incentive alignment more than a trading view on the stock.
Accendra Health, Inc. outlines a major reshaping of its business and key risks. The company completed the sale of its Products & Healthcare Services business for $375 million in cash, retaining a 5% equity interest, which leaves it as a smaller, single-segment home healthcare provider.
Management highlights heavy reliance on a few commercial and government payors. One large commercial payor is terminating contracts that represented $322 million, or 12% of 2025 net revenue, including nearly all capitation revenue, creating meaningful earnings and liquidity risk if not replaced or offset.
The filing stresses competitive pressures, supplier concentration, cybersecurity threats, inflation, and reimbursement uncertainty from Medicare, Medicaid and private payors. It also discusses extensive regulatory exposure, including privacy, fraud and abuse, environmental and antitrust rules, and notes Apria’s prior False Claims Act settlement and ongoing Corporate Integrity Agreement obligations through 2026.
Accendra Health, Inc. reported fourth-quarter and full-year 2025 results that reflect its shift to a standalone home-based care business after completing the sale of its Products & Healthcare Services business on December 31, 2025.
From continuing operations, net revenue rose to $708.967 million in Q4 2025 from $695.023 million a year earlier, with Q4 operating income improving to $20.9 million from a loss of $272.7 million. For 2025, continuing net revenue grew to $2.762 billion from $2.680 billion, and adjusted EBITDA was $374.847 million versus $370.515 million in 2024.
Despite better underlying performance, the company recorded a substantial full-year net loss of $1.1006 billion, driven largely by a $997.960 million loss from discontinued operations and an $80 million transaction breakage fee related to a terminated acquisition. Cash and cash equivalents increased markedly to $281.989 million at December 31, 2025, and net debt declined to $1.768 billion, while total equity moved to a deficit position. Management highlighted strong cash flow, ongoing cost controls and balance sheet optimization as it completes separation from Owens & Minor and focuses on sustainable growth.
Accendra Health Inc. received a Schedule 13G from Charles Schwab Investment Management Inc. showing a significant institutional position in its common stock. Charles Schwab Investment Management reports beneficial ownership of 4,057,056 shares, representing 5.24% of the outstanding common stock as of the triggering date.
The filing states that Schwab has sole voting and sole dispositive power over all 4,057,056 shares, with no shared voting or dispositive authority. Schwab certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Accendra Health.
Accendra Health, Inc., formerly Owens & Minor, Inc., filed an amended current report to update the financial information related to the previously completed sale of its P&HS business. The amendment is limited to revising Item 9.01 to include unaudited pro forma condensed financial information reflecting the impact of this transaction.
This pro forma information is provided as Exhibit 99.1 and is incorporated by reference, helping readers see how the company’s results would look after the P&HS business sale under the Equity Purchase Agreement with Dominion Healthcare entities. No other parts of the earlier closing report are changed.
Owens & Minor, Inc. completed the sale of its Products & Healthcare Services (P&HS) business to Dominion Healthcare for
Owens & Minor, Inc. reports two key corporate actions. The board approved an amendment to the Owens & Minor Executive Deferred Compensation and Retirement Plan that will freeze participation and all contributions for all participants, effective January 1, 2026. This means executives already in the plan will not be able to make additional deferrals under this program after that date.
The company also plans a rebrand. It announced that it will change its name to Accendra Health, Inc. and that its New York Stock Exchange ticker symbol will change from “OMI” to “ACH.” The name change is anticipated to be effective on or about December 31, 2025, with trading under the new name and ticker expected to begin on or about January 2, 2026.
Owens & Minor, Inc. announced leadership changes focused on operations and human resources. Effective December 5, 2025, the company appointed Perry A. Bernocchi, age 67, as Executive Vice President and Chief Operating Officer. He has served since March 2023 as Executive Vice President and Chief Executive Officer of the company’s Patient Direct segment, and his compensation and employment terms remain unchanged.
The company also disclosed that Jennifer Stone, Executive Vice President and Chief Human Resources Officer, will leave effective December 31, 2025. Upon her departure, the CHRO position will be eliminated, and Heath Galloway, Executive Vice President, General Counsel & Corporate Secretary, will assume oversight of the human resources function in addition to his current responsibilities.
Owens & Minor, Inc. reported that its management team will participate in two upcoming investor conferences. The company has prepared an investor presentation specifically for the Bank of America Leveraged Finance Conference and has made both the related press release and the presentation available as exhibits. These materials are being furnished, not filed, which means they are provided for informational purposes and are not incorporated into other securities law filings unless specifically referenced.
Owens & Minor, Inc. (OMI) executive share transfer reported. On 11/19/2025, EVP and CEO, Patient & Health Services, Andrew G. Long transferred 47,908 shares of Owens & Minor common stock to a family trust in a transaction coded "G" (a gift) at a reported price of $0 per share.
Following the transaction, he directly held 214,064 shares of common stock and indirectly held 234,361 shares through the Long Family Trust. The trust is described as one for which he is a trustee, and he and a member of his immediate family are the sole beneficiaries.