Welcome to our dedicated page for Pennant Group SEC filings (Ticker: PNTG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Pennant Group, Inc. (NASDAQ: PNTG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as a public Delaware corporation. Pennant is the holding company for independent operating subsidiaries that provide home health, hospice, home care and senior living services across multiple states, and its filings offer detailed insight into this structure and its financial results.
Users can review current reports on Form 8-K in which Pennant describes material events such as acquisitions, credit facility amendments and quarterly earnings releases. For example, the company has filed 8-Ks covering its Amended and Restated Credit Agreement and a First Amendment that added an incremental term loan facility, as well as 8-Ks documenting the completion of acquisitions from UnitedHealth Group and Amedisys related to home health, hospice and palliative care operations.
Amended 8-K filings (8-K/A) on this page include additional information required by SEC rules, such as audited and unaudited abbreviated financial statements of acquired businesses and unaudited pro forma condensed combined financial statements. These documents help readers understand how significant acquisitions may affect Pennant’s financial position and results.
In addition to event-driven filings, investors can access Pennant’s periodic reports on Forms 10-K and 10-Q, which contain full financial statements, segment disclosures for home health and hospice services and senior living services, and discussions of risk factors and non-GAAP metrics. The platform also surfaces filings related to earnings announcements, where Pennant furnishes press releases under Item 2.02 and provides Regulation FD disclosures under Item 7.01.
Stock Titan enhances these documents with AI-powered summaries that explain key sections of lengthy filings, highlight important items such as acquisition terms, credit facility covenants and segment performance, and help readers quickly identify the most relevant information in Pennant’s regulatory history.
Pennant Group director reports stock grant. Director Scott E. Lamb reported receiving 2,400 shares of Pennant Group, Inc. common stock on January 15, 2026, coded as an "A" transaction, which typically indicates an award or grant. The shares were granted at a price of $0 per share, increasing his directly held beneficial ownership to 54,135 shares.
According to the footnote, these 2,400 shares vest in three annual installments beginning on January 15, 2027. This means the award is subject to a multi-year vesting schedule, aligning ownership with continued service over time.
Pennant Group director Suzanne D. Snapper reported receiving a grant of 1,900 shares of common stock of Pennant Group, Inc. on January 15, 2026. The shares were acquired at a reported price of $0 per share, indicating an equity award rather than an open-market purchase. After this grant, she beneficially owns 226,564 shares of Pennant Group common stock in total.
According to the footnote, these 1,900 shares vest in three annual installments beginning January 15, 2027, meaning the director will earn the shares over time as vesting conditions are met. The filing classifies her relationship to the company as a director, and the ownership of the reported shares is listed as direct.
The Pennant Group, Inc. director Stephen M R Covey reported receiving an award of 1,900 shares of common stock on January 15, 2026. The transaction was coded as an acquisition at a price of $0 per share, indicating it is part of his equity compensation rather than an open-market purchase. Following this grant, Covey beneficially owns 40,250 shares of Pennant Group common stock in direct ownership.
According to the footnote, these 1,900 shares are subject to vesting conditions and will vest in three annual installments beginning January 15, 2027. This means Covey gains full access to the shares gradually over time, aligning his compensation with longer-term company performance.
Pennant Group, Inc. director Christopher R. Christensen reported a grant of 1,900 shares of common stock on January 15, 2026 at a price of $0, reflecting an equity award rather than an open-market purchase. These shares vest in three annual installments beginning January 15, 2027, meaning he will earn them over time if service conditions are met.
Following this grant, Christensen directly owns 142,191 shares of Pennant Group common stock. He is also reported as having 623,347 shares held indirectly through related entities and family holdings, including shares held by Hobble Creek Investments, LLC, a 2020 irrevocable trust for which his spouse serves as trustee, shares held directly by his spouse, and shares held by his former spouse as custodian for their minor children, where the former spouse holds voting and investment power.
Pennant Group, Inc. director John G. Nackel reported an equity award of 1,900 shares of common stock on January 15, 2026, at a stated price of $0 per share. These shares vest in three annual installments beginning January 15, 2027, meaning the award is earned over time rather than all at once.
After this grant, Nackel beneficially owns 170,765 common shares directly. He also has indirect beneficial ownership of 2,700 common shares held by the Nackel Family Trust dated June 30, 1997, over which he and his spouse share voting and investment power.
Pennant Group, Inc. director Morris Gregory K Sr. reported receiving a grant of company common stock. On January 15, 2026, he was awarded 1,900 shares of Pennant Group common stock at a reported price of $0 per share, indicating a stock award rather than an open-market purchase. After this transaction, he beneficially owned 33,500 common shares in total on a direct basis.
The filing notes that these awarded shares vest in three annual installments beginning January 15, 2027, meaning the director gains full ownership rights to the award gradually over three years.
The Pennant Group director reports a new stock award. Director Barry M. Smith received 1,900 shares of Pennant Group, Inc. common stock on January 15, 2026 in a transaction coded "A," which indicates an acquisition, at a stated price of $0 per share. According to the filing, these shares vest in three equal annual installments starting on January 15, 2027, meaning the award is structured to vest over three years. After this grant, Smith beneficially owns 98,699 shares of Pennant Group common stock in direct ownership.
Van Berkom & Associates Inc., a Canadian investment adviser, reports beneficial ownership of 3,112,812 common shares of Pennant Group, Inc., representing 9.0% of the outstanding class as of September 30, 2025. The firm has sole power to vote and dispose of all these shares and no shared voting or dispositive power.
This is Amendment No. 2 to a Schedule 13G and is being filed to correct prior disclosure. Van Berkom explains that an earlier Schedule 13G was filed based on the belief it no longer beneficially owned Pennant shares, but on further review it had continuously held more than 5% but less than 10% of the class as of that date, so no filing was required. The amendment clarifies that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Pennant Group.
The Pennant Group, Inc. filed Amendment No. 2 to an earlier current report to add detailed financial information for its completed acquisition of certain Amedisys and UnitedHealth subsidiaries that provide home health, hospice and palliative care services.
The update supplies audited abbreviated financial statements for the acquired Amedisys and UnitedHealth subsidiaries for the year ended December 31, 2024, and unaudited abbreviated financial statements for the six months ended June 30, 2025. It also includes unaudited pro forma condensed combined financial statements for The Pennant Group and the acquired businesses for the same periods.
The company emphasizes that the pro forma data, filed as Exhibit 99.5, are illustrative, prepared under SEC rules, and are not intended to represent actual historical results or to predict future performance following the transaction.
Pennant Group (PNTG) executive Kirk Cheney, EVP, General Counsel and Corporate Secretary, reported an insider transaction on 11/11/2025. He acquired 3,800 shares of common stock via an option exercise (Code M) at $15.09 per share.
After the transaction, he beneficially owned 16,920 common shares directly. The exercised employee stock option carried a $15.09 exercise price, first became exercisable on 10/01/2020, and expires on 10/01/2029. Following the exercise, 4,200 derivative securities (stock options) remained beneficially owned.
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