OSIS Insider Report: William Ballhaus Reports 1,007-Share Purchase, 3,701-Share Sale
Rhea-AI Filing Summary
William F. Ballhaus Jr., a director of OSI Systems, Inc. (OSIS), reported insider transactions on Form 4 covering activity dated 08/20/2025. The filing shows an acquisition of 1,007 shares of OSIS common stock at a price of $223.39 per share, and a contemporaneous disposition of 3,701 shares. After the reported acquisition, the filing discloses beneficial ownership of 26,162 shares held indirectly through the Ballhaus Trust U/A 1/25/02, for which Dr. William Ballhaus Jr. and Jane K. Ballhaus are trustees. The Form 4 is signed by Mr. Ballhaus on 08/22/2025.
Positive
- Acquisition disclosed: Reporting person acquired 1,007 shares at $223.39, explicitly reported on Form 4.
- Transparent trust disclosure: Beneficial ownership of 26,162 shares is identified as held indirectly via the Ballhaus Trust with trustees named in the footnote.
- Form properly signed: Filing is signed by William Ballhaus on 08/22/2025, indicating timely execution of the report.
Negative
- Disposition reported: Reporting person disposed of 3,701 shares on the same transaction date, reducing direct holdings.
- No price shown for disposition: The filing does not state the sale price for the 3,701 shares, limiting full transparency on economic terms of the sale.
Insights
TL;DR: Routine insider purchase and sale by a director with modest net change in beneficial holdings; not clearly material to company fundamentals.
The filing documents a same-day acquisition of 1,007 shares at $223.39 and a disposition of 3,701 shares, leaving an indirect beneficial stake of 26,162 shares via the Ballhaus Trust. These transactions are discrete equity movements by a director and do not include additional contextual details such as purpose, aggregated cost basis, or whether the trades were part of a 10b5-1 plan. Based solely on the reported amounts, the activity appears transactional rather than a clearly material change to ownership structure.
TL;DR: Disclosure complies with Section 16 reporting; transactions affect indirect trust holdings and are routine insider reporting.
The Form 4 identifies Mr. Ballhaus as a director and reports acquisitions and dispositions affecting both direct and indirect ownership, with the Ballhaus Trust named as indirect holder and trustees disclosed. The form is signed and dated, meeting formal filing requirements. The filing does not show any change in control or new beneficial ownership thresholds that would raise governance concerns based on the data provided.