OSI Systems Form 4: Ballhaus Trust Reports 26,162 Shares Beneficially Owned
Rhea-AI Filing Summary
William F. Ballhaus Jr., a director of OSI Systems, reported changes in his beneficial ownership on Form 4. On 08/20/2025 he purchased 1,007 shares of OSIS common stock at $223.39 per share and, following the transaction, beneficially owned 26,162 shares indirectly through the Ballhaus Trust. The filing also reports a disposition of 3,701 shares (reported on the same table). The Ballhaus Trust is identified as U/A 1/25/02 with William Ballhaus Jr. and Jane K. Ballhaus as trustees. The Form 4 was signed on 08/22/2025.
Positive
- Purchased 1,007 OSIS shares at a disclosed price of $223.39, indicating a clear, reported acquisition
- Indirect beneficial ownership of 26,162 shares held via the Ballhaus Trust, clearly identified with trustees
Negative
- Disposed of 3,701 shares as reported on the same filing, reducing direct holdings
- No disclosure of the reason for the purchase or sale is provided in the filing (only transactional details)
Insights
TL;DR: Insider activity shows both a purchase and a sale on 08/20/2025, leaving meaningful indirect ownership via a family trust.
The reported acquisition of 1,007 shares at $223.39 and the reported disposition of 3,701 shares result in an indicated indirect beneficial position of 26,162 shares held through the Ballhaus Trust. This filing documents routine Section 16 reporting of insider transactions rather than operational or financial results. The mix of buy and sell on the same report is factual; no additional context about purpose, timing beyond the dates provided, or proportional ownership relative to outstanding shares is disclosed in the filing.
TL;DR: Director-level insider reported transactions and trust-based indirect ownership; disclosures appear complete per Form 4 format.
The Form 4 identifies Ballhaus as a director and lists the Ballhaus Trust as indirect owner with trustees named. The document includes transaction codes and prices for the non-derivative trades and a signature dated 08/22/2025. There is no indication of amendments or additional reporting persons. The filing supplies the necessary ownership and transaction details but does not provide motives or plan-level information, which is typical for Form 4s.