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OSI Systems (NASDAQ: OSIS) director covers taxes without open-market sale

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Form Type
4

Rhea-AI Filing Summary

OSI Systems director Gerald M. Chizever reported a Form 4 entry showing that on August 14, 2026, 141 shares of common stock were disposed of at an indicated price of $228.56 per share. According to the disclosure, these shares were tendered in a net settlement to satisfy tax withholding obligations, and no shares were sold into the market. Following this tax-withholding transaction, Chizever held 2,914 OSI Systems shares directly and 7,621 shares indirectly through The G&C Chizever Family Trust.

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Insider CHIZEVER GERALD M
Role Director
Type Security Shares Price Value
Tax Withholding Common Stock F1 141 $228.56 $32K
holding Common Stock F2 -- -- --
Holdings After Transaction: Common Stock — 2,914 shares (Direct); Common Stock — 7,621 shares (Indirect, See Footnote)
Footnotes (2)
  1. F1. Pursuant with a net settlement, shares of stock were tendered to pay for the tax withholding. No shares of stock were sold.
  2. F2. Consists of shares of common stock held by The G&C Chizever Family Trust. Gerald and Caroline Chizever Trustees.
Shares tendered for tax withholding 141 shares Common Stock, transaction on 2026-08-14 to satisfy tax withholding
Per-share value for tax withholding $228.56 per share Indicated price used in the 141-share net-settlement transaction
Direct holdings after transaction 2,914 shares Total OSIS common shares directly owned by Chizever after 2026-08-14
Indirect holdings via family trust 7,621 shares OSIS common shares held by The G&C Chizever Family Trust
Exercise-price-or-tax-liability transactions 1 transaction; 141 shares Summary of Form 4 code F activity for tax withholding
net settlement financial
"Pursuant with a net settlement, shares of stock were tendered to pay"
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.
indirect financial
"total_shares_following_transaction": "7621.0000", "direct_or_indirect": "I""
Family Trust financial
"held by The G&C Chizever Family Trust. Gerald and Caroline"

FAQ

What did OSIS director Gerald M. Chizever report on this Form 4 filing?

Chizever reported that 141 OSIS shares were disposed of on August 14, 2026 to cover tax withholding via net settlement. The filing specifies that no shares were sold on the open market as part of this transaction.

At what price were the OSIS shares valued for Gerald M. Chizever’s tax-withholding transaction?

The 141 OSIS shares used for tax withholding were valued at $228.56 per share. This value is used solely for the tax-settlement calculation and, per the filing, the shares were tendered, not sold, as part of a net settlement arrangement.

How many OSIS shares does Gerald M. Chizever hold directly after this Form 4 event?

After the tax-withholding disposition, Chizever holds 2,914 OSIS common shares directly. This figure reflects his personal direct ownership position following the net-settlement transaction reported for August 14, 2026 on the Form 4.

What indirect OSIS shareholdings are reported for Gerald M. Chizever on this Form 4?

The Form 4 reports 7,621 OSIS shares held indirectly through The G&C Chizever Family Trust. A footnote explains that these shares consist of common stock held by the trust, for which Gerald and Caroline Chizever serve as trustees.

Was Gerald M. Chizever’s OSIS tax-withholding transaction under a Rule 10b5-1 trading plan?

The filing indicates the Rule 10b5-1 checkbox is not marked, so this transaction is not affirmatively reported as made pursuant to a 10b5-1 trading plan. It is characterized specifically as a net settlement for tax withholding on equity compensation.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
CHIZEVER GERALD M

(Last)(First)(Middle)
12525 CHADRON AVENUE

(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)
XDirector10% 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)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock08/14/2026F141(1)D$228.562,914D
Common Stock7,621ISee Footnote(2)
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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.
2. Consists of shares of common stock held by The G&C Chizever Family Trust. Gerald and Caroline Chizever Trustees.
/s/ Gerald Chizever08/17/2026
** Signature of Reporting PersonDate
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)