Welcome to our dedicated page for Sabra Health Care REIT SEC filings (Ticker: SBRA), 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.
Sabra Health Care REIT, Inc. filings document the reporting obligations of a Nasdaq-listed healthcare REIT that owns and invests in healthcare real estate through subsidiaries. Its 8-K reports cover operating results, supplemental information packages, non-GAAP financial measure reconciliations, Regulation FD materials, capital-structure events and material definitive agreements.
Proxy materials describe board and shareholder governance for the Maryland corporation. Other disclosures address common stock listed under the SBRA symbol, equity distribution arrangements, debt redemption notices, related financing arrangements and risk or governance matters tied to the company’s REIT structure and healthcare real estate portfolio.
Reporting person: Lynne S. Katzmann, a director of Sabra Health Care REIT, Inc. (SBRA). Transaction date: 08/29/2025; Form filed: Form 4 signed 09/03/2025 by attorney-in-fact.
The report shows 813 stock units were acquired as dividend equivalent payments on previously granted stock units under the Issuer's 2009 Performance Incentive Plan at a reported price of $0. After the transaction the reporting person beneficially owns 75,405 shares equivalent, which include 6,922 unvested stock units and 45,688 vested stock units with deferred payment. Each stock unit represents the right to receive one share of the Issuer's common stock. The acquired dividend-equivalent units will vest and be payable on the same terms as the original awards.
Sabra Health Care REIT director Michael J. Foster was credited with 813 stock units on 08/29/2025 as dividend-equivalent payments tied to previously granted performance stock units; those units carry the same vesting and payment terms as the original awards. After the reported transaction, Foster beneficially owns 73,130 shares (including 6,922 unvested units and 45,688 vested units with deferred payment). In addition, Foster holds 42,411.745 shares indirectly through a 401(k) plan.
The Form 4 reflects routine insider equity compensation mechanics rather than an open-market purchase or sale: the 813 units were credited at $0 as dividend equivalents and will vest/pay under the existing plan terms.
Catherine Cusack, a director of Sabra Health Care REIT, Inc. (SBRA), was credited with 877 additional common stock units on 08/29/2025 as dividend equivalent payments under the Issuer's 2009 Performance Incentive Plan at no cash cost. Following the transaction she beneficially owns 71,276 shares or stock units in total, which includes 6,922 unvested stock units and 49,854 vested units with deferred payment. Each stock unit equals the right to receive one share of common stock and the dividend-equivalent units will vest and pay out on the same schedule as the original awards.
Sabra Health Care REIT director Craig A. Barbarosh received 813 stock units on 08/29/2025 as dividend-equivalent payments tied to previously granted performance stock units under the company's 2009 Performance Incentive Plan. After the credited units, Mr. Barbarosh beneficially owns 52,610 shares directly (including 6,922 unvested units and 45,688 vested units with deferred payment) and 94,916 shares indirectly through The Barbarosh Family Trust. The credited dividend-equivalent units will vest and pay out on the same schedule as the original awards.
Sabra Health Care REIT insider filing: Jessica Flores, Executive VP & CAO, received 367 dividend-equivalent stock units on 08/29/2025 at no cash price; these units mirror dividend payments on previously granted stock units and will vest and be payable on the same terms as the original awards. After the reported transaction, Flores beneficially owns 73,286 shares/units, which include 23,709 stock units that will be settled one-for-one into shares upon settlement. The Form 4 was signed by an attorney-in-fact on 09/03/2025. No derivative securities are reported in this filing.
Talya Nevo-Hacohen, Executive VP, CIO & Treasurer of Sabra Health Care REIT, Inc. (SBRA), reported an acquisition on 08/29/2025 of 4,390 shares of Common Stock credited as stock units representing dividend equivalents on previously granted stock units under the 2009 Performance Incentive Plan. The report shows 335,989 shares beneficially owned directly following the transaction and 529,206 shares indirectly owned through The Talya Nevo-Hacohen Trust. Of the direct holdings, 283,959 are stock units payable one-for-one in common shares upon settlement and vesting under the original awards. The Form 4 was signed by an attorney-in-fact on 09/03/2025.
Sabra Health Care REIT, Inc. (SBRA) Form 4 shows Executive Vice President, Chief Financial Officer and Secretary Michael Lourenco Costa received 3,473 common stock units on 08/29/2025 as dividend-equivalent payments tied to previously granted performance stock units under the 2009 Performance Incentive Plan. These units were credited at a $0 purchase price and will vest and be payable on the same terms as the original awards. After this issuance, the reporting person beneficially owned 351,822 common shares/stock units, which includes 224,780 stock units that will settle one-for-one into shares upon settlement. The filing also discloses indirect holdings of 784 shares via the reporting person’s IRA and 207 shares via the reporting person’s spouse’s IRA. The filing is signed by Michael Lourenco Costa on 09/03/2025.
Richard K. Matros, Chair, CEO and President of Sabra Health Care REIT, Inc. (SBRA), received 13,211 stock units as dividend-equivalent payments under the company's 2009 Performance Incentive Plan on 08/29/2025.Those units were credited at a $0 purchase price and will vest and settle on the same terms as the original performance stock units to which they relate.
After the credited units, the filing reports 854,648 shares beneficially owned following the transaction (direct) and an additional 1,624,750 shares beneficially owned indirectly through the R&A Matros Revocable Trust. The Form 4 was signed by an attorney-in-fact on 09/03/2025.
Insider sale recorded by Michael J. Foster at Sabra Health Care REIT (SBRA). On 08/19/2025 the filing reports a disposition of 750 shares of the issuer's common stock under transaction code G, with $0 price reported for that line. After the reported transaction, the reporting person is shown as beneficially owning 72,317 shares directly and 42,411.745 shares indirectly through a 401(k) plan. The filing notes that the total direct holdings include 6,815 unvested stock units and 44,982 vested stock units with deferred payment; each stock unit equals one share. The form is signed by Michael Costa as attorney-in-fact on 08/19/2025.
Principal Real Estate Investors LLC and Principal Global Investors jointly report ownership of 20,564,483 shares of Sabra Health Care REIT common stock, representing 8.7% of the class. The filing breaks the position into 19,714,543 shares associated with Principal Real Estate Investors LLC and 849,940 shares associated with Principal Global Investors, with both reporting shared voting and dispositive power and no sole voting or dispositive power.
The disclosure is a joint Schedule 13G/A and includes a certification that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control; a Joint Filing Agreement is referenced as Exhibit 99.1.