Owens & Minor SEC Filings

Owens & Minor, Inc. completed the sale of its Products & Healthcare Services (P&HS) business to Dominion Healthcare for $375 million in cash, subject to adjustments, plus rollover equity in the buyer’s parent. The company also put in place an amended receivables sale program under which up to $150 million of accounts receivable can be sold on a limited‑recourse basis and accounted for as true sales, removing those receivables from its balance sheet. In connection with the divestiture, certain subsidiaries were released as guarantors under existing credit facilities and indentures, two senior executives departed, and the executive deferred compensation plan was amended for affected employees. The company is changing its corporate name to Accendra Health, Inc., with NYSE trading expected to begin under the new name and ticker “ACH” on January 2, 2026.

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.

Owens & Minor (OMI): Coliseum Capital filed a Schedule 13D, replacing its prior 13G and signaling a more active posture. The reporting group—Coliseum Capital Management, Coliseum Capital, Coliseum Capital Partners, and principals Adam Gray and Christopher Shackelton—disclosed beneficial ownership of 13,100,807 shares, representing 16.9% of the common stock.

Coliseum states the stake was acquired for investment purposes and outlines potential actions under Item 4, including discussions with management and other stakeholders and evaluating proposals related to operations, governance, capitalization, business combinations, asset sales, or financing transactions. As context, Coliseum Capital Partners is the record owner of 10,657,337 shares and a separate account managed by Coliseum holds 2,443,470 shares. Shares outstanding were 77,346,594 as of October 24, 2025. The group reported no transactions in the 60 days preceding this filing.

Owens & Minor (OMI) filed its Q3 2025 10‑Q, highlighting modest growth in continuing operations but large losses tied to the pending divestiture of its Products & Healthcare Services (P&HS) segment. Net revenue from continuing operations was $697,264 for the quarter, up slightly from $686,846. Continuing operations posted an operating income of $26,470, but interest and other items drove a loss before taxes of $(3,635).

The company recorded a Q3 net loss of $(150,276), largely due to discontinued operations. Year‑to‑date, the net loss reached $(1,044,316), reflecting a $771,640 loss on classification of P&HS as held‑for‑sale and a $106,389 goodwill impairment. OMI also paid an $80,000 transaction breakage fee for terminating a prior acquisition.

On October 7, 2025, OMI signed an agreement to sell P&HS for $375 million in cash, retain a 5% equity interest, and included termination fees of $9.4 million or $19 million; closing is expected in the first quarter of 2026, subject to customary approvals. As of September 30, 2025, total debt was $2,115,261 with $270,700 drawn on the revolver and $280,000 due within twelve months. Equity swung to a deficit of $(429,507). Concentration risk rose as the largest commercial payor plans to terminate contracts representing $242,000 (12%) of nine‑month net revenue, including $173,000 of capitation revenue.

Owens & Minor (OMI) furnished materials related to its results of operations. The company issued a press release covering financial results for the third quarter and nine months ended September 30, 2025, and made an earnings presentation available on its investor relations website.

Both documents were furnished, not filed, under Items 2.02 and 7.01, respectively, and are included as Exhibits 99.1 and 99.2. As furnished materials under General Instruction B.2, they are not subject to Section 18 liability or incorporated by reference unless specifically referenced.

The Vanguard Group filed an amended Schedule 13G reporting beneficial ownership of 5,962,847 shares of Owens & Minor (OMI) common stock, representing 7.71% of the class as of 09/30/2025.

Vanguard reports 0 shares with sole voting power and 739,487 with shared voting power. It has 5,153,718 shares with sole dispositive power and 809,129 with shared dispositive power. The filer is classified as an investment adviser (IA) and certifies the holdings were acquired and are held in the ordinary course, not to change or influence control.