Key facts
- This page summarizes Stephenson Robert O's Form 4 filing for OMEGA HEALTHCARE INVESTORS INC (OHI).
- 2 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 30 Jun 2023, 16:58.
Stephenson Robert O - 30 Jun 2023 Form 4 Insider Report for OMEGA HEALTHCARE INVESTORS INC (OHI)
- Reporting relationship
- CHIEF FINANCIAL OFFICER
- Issuer ticker
- OHI
- Reported as of
- 30 Jun 2023
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 30 Jun 2023, 16:58:51 UTC
- Prior SEC filing
- 04 Apr 2023
- Next SEC filing
- 28 Sep 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Meghan C. Lyons , Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Filing notes and source
Key filing fact
Stephenson Robert O filed Form 4 for OMEGA HEALTHCARE INVESTORS INC (OHI) on 30 Jun 2023.
Change
- Previous filing in this sequence was filed on 04 Apr 2023.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OHI
transaction
Derivative
Profits Interest Units
Options Exercise
- Transaction value
- $0
- Shares
- -17,637
- Change %
- -14%
- Price
- $0.000000
- Shares after
- 111,908
- Date
- 30 Jun 2023
- Ownership
- Direct
- Underlying class
- OP Units
- Underlying amount
- 17,637
- Exercise price
- Footnotes
- F1, F2, F3
OHI
transaction
Derivative
OP Units
Options Exercise
- Transaction value
- $0
- Shares
- +17,637
- Change %
- +6.8%
- Price
- $0.000000
- Shares after
- 276,810
- Date
- 30 Jun 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 17,637
- Exercise price
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Represents Profits Interest Units ("PIUs") in OHI Healthcare Properties Limited Partnership (the "Operating Partnership"), of which the Issuer is the general partner. Each PIU represents a contingent right to receive one unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements.
Footnote F2
Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one share of Issuer common stock, or at the Issuer's election, one share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date.
Footnote F3
Represents 25% of the PIUs that vested into OP Units at the end of each calendar quarter in 2023 based on the performance for the 2020-2022 performance period, subject to continued employment and accelerated vesting under certain circumstances.