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Form 4: OSI Systems insider charitable gift of 750 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

OSI Systems (OSIS): Director William Ballhaus Jr. reported a charitable gift of 750 shares of common stock on 11/04/2025. The shares were transferred at $0 to a donor-advised fund. Following the transaction, beneficial ownership stands at 24,850 shares held indirectly through the Ballhaus Trust and 3,701 shares held directly.

Positive

  • None.

Negative

  • None.
Insider Ballhaus William Francis JR
Role Director
Type Security Shares Price Value
Gift Common Stock 750 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 24,850 shares (Indirect, Ballhaus Trust - See Footnote); Common Stock — 3,701 shares (Direct)
Footnotes (1)
  1. This transaction is a gift of common stock to a charitable donor advised fund. Ballhaus Trust U/A 1/25/02 Dr. William Ballhaus Jr. and Jane K Ballhaus Trustees.
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Form 4 Insider Transactions: What Each Field Means →
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*
Ballhaus William Francis JR
(Last) (First) (Middle)
12525 CHADRON AVE
(Street)
HAWTHORNE CA 90250
(City) (State) (Zip)
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)
3. Date of Earliest Transaction (Month/Day/Year)
11/04/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 11/04/2025 G(1) 750 D $0 24,850 I Ballhaus Trust - See Footnote(2)
Common Stock 3,701 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. This transaction is a gift of common stock to a charitable donor advised fund.
2. Ballhaus Trust U/A 1/25/02 Dr. William Ballhaus Jr. and Jane K Ballhaus Trustees.
/s/ William Ballhaus, Jr. 11/06/2025
** 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.

Source: View Original Filing on SEC EDGAR

FAQ

What did OSIS insider William Ballhaus Jr. report on Form 4?

He reported a gift of 750 shares of OSI Systems common stock on 11/04/2025.

What was the price per share for the OSIS transaction?

The filing lists the transaction price as $0, consistent with a charitable gift.

How many OSIS shares does the insider now hold indirectly?

Following the transaction, he holds 24,850 shares indirectly through the Ballhaus Trust.

How many OSIS shares does the insider hold directly?

He holds 3,701 shares directly.

What is the nature of the transaction disclosed for OSIS?

It is a charitable gift of common stock to a donor-advised fund.

What is the insider’s relationship to OSI Systems (OSIS)?

He is a Director of OSI Systems.

What trust is referenced in the OSIS Form 4 filing?

The Ballhaus Trust U/A 1/25/02, with Dr. William Ballhaus Jr. and Jane K. Ballhaus as trustees.