OSI director withholds 126 shares for tax bill

OSI Systems director Kelli Bernard reported a Form 4 transaction involving company common stock.

Rhea-AI Filing Summary

OSI Systems director Kelli Bernard reported a Form 4 transaction involving company common stock. On 2026-08-14, 126 shares were disposed of at an indicated value of $228.56 per share in a code F transaction, where shares were tendered to pay tax withholding in connection with a net settlement. The footnote states that no shares were sold. Following this tax-withholding disposition, Bernard directly holds 10,859 shares of OSI Systems common stock.

Insider Trade Summary

Tax Withholding: 126 shares

Tax Withholding 1 txn

Insider Bernard Kelli

Role Director

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	126	$228.56	$29K

Holdings After Transaction: Common Stock — 10,859 shares (Direct)

Footnotes (1)

1. F1. Pursuant with a net settlement, shares of stock were tendered to pay for the tax withholding. No shares of stock were sold.

Key Figures

Shares tendered for tax withholding: 126 shares Indicated value per share: $228.56 per share Shares owned after transaction: 10,859 shares +2 more

5 metrics

Shares tendered for tax withholding 126 shares Common Stock disposed of on 2026-08-14 in a code F transaction

Indicated value per share $228.56 per share Value used for the 126-share tax-withholding disposition

Shares owned after transaction 10,859 shares Directly held OSI Systems common stock following the 2026-08-14 transaction

Code F tax-withholding shares 126 shares Shares delivered or withheld for payment of tax liability

ExercisePriceOrTaxLiabilityShares 126 shares Aggregate shares associated with payment of tax liability in this filing

Key Terms

net settlement, tax withholding, code F transaction, Form 4

4 terms

net settlement financial

"Pursuant with a net settlement, shares of stock were tendered"

tax withholding financial

"shares of stock were tendered to pay for the tax withholding"

Tax withholding is the practice of taking a portion of a payment—such as wages, dividends, or sale proceeds—before it reaches the recipient and sending that portion to the tax authority as an advance on the recipient’s eventual tax bill. For investors it matters because withholding reduces immediate cash received and affects after‑tax returns, estimated tax payments, and whether you may owe more or receive a refund when taxes are finally calculated, like having a small automatic savings set aside for your tax bill.

code F transaction financial

"Payment of tax liability by delivering or withholding securities"

Form 4 regulatory

"director Kelli Bernard reported a Form 4 transaction"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What transaction did OSIS director Kelli Bernard report on this Form 4?

Kelli Bernard reported a code F transaction in OSI Systems common stock, where 126 shares were disposed of to cover tax withholding via net settlement. The filing clarifies that no shares were sold in the open market.

How many OSIS shares were used to pay taxes in Kelli Bernard’s Form 4 filing?

The filing shows that 126 shares of OSI Systems common stock were tendered to pay tax withholding at an indicated value of $228.56 per share. This was executed as part of a net settlement and not as a market sale.

What is Kelli Bernard’s OSIS share ownership after the reported Form 4 transaction?

After the tax-withholding disposition, Kelli Bernard directly owns 10,859 shares of OSI Systems common stock. This figure reflects her direct holdings immediately following the 126-share tender for tax withholding purposes.

Did Kelli Bernard sell any OSIS shares on the open market in this Form 4?

No. A footnote states that, pursuant to a net settlement, shares were tendered to pay tax withholding and that no shares of stock were sold. The transaction is classified under code F for tax payment.

Was the OSIS Form 4 transaction by Kelli Bernard made under a Rule 10b5-1 plan?

The document-level indicator for Rule 10b5-1 is false, meaning the box for plan-based transactions was explicitly unchecked. The filing therefore does not characterize this tax-withholding transaction as executed under a 10b5-1 trading plan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/17/2026 - 04:00 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Bernard Kelli

(Last) (First) (Middle)

12525 CHADRON AVE

(Street)

HAWTHORNE CALIFORNIA 90250

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
OSI SYSTEMS INC [ OSIS ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/14/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/14/2026		F		126(1)	D	$228.56	10,859	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Pursuant with a net settlement, shares of stock were tendered to pay for the tax withholding. No shares of stock were sold.

	/s/ Kelli Bernard	08/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)