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: 12 Jan 2024, 16:18.
Stephenson Robert O - 10 Jan 2024 Form 4 Insider Report for OMEGA HEALTHCARE INVESTORS INC (OHI)
- Reporting relationship
- CHIEF FINANCIAL OFFICER
- Issuer ticker
- OHI
- Reported as of
- 10 Jan 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 12 Jan 2024, 16:18:12 UTC
- Prior SEC filing
- 03 Jan 2024
- Next SEC filing
- 02 Apr 2024
- 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
Key filing fact
Stephenson Robert O filed Form 4 for OMEGA HEALTHCARE INVESTORS INC (OHI) on 12 Jan 2024.
Change
- Previous filing in this sequence was filed on 03 Jan 2024.
- 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
Award
- Transaction value
- $0
- Shares
- +81,144
- Change %
- +144%
- Price
- $0.000000
- Shares after
- 137,438
- Date
- 10 Jan 2024
- Ownership
- Direct
- Underlying class
- OP Units
- Underlying amount
- 81,144
- Exercise price
- Footnotes
- F1, F2, F3
OHI
transaction
Derivative
Profits Interest Units
Award
- Transaction value
- $0
- Shares
- +28,340
- Change %
- +21%
- Price
- $0.000000
- Shares after
- 165,778
- Date
- 12 Jan 2024
- Ownership
- Direct
- Underlying class
- OP Units
- Underlying amount
- 28,340
- Exercise price
- Footnotes
- F1, F4, F5
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 5 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 (1) unit of limited partnership interest (an "OP Unit") in the Operating Partnership upon vesting and the satisfaction of certain tax-driven economic requirements. OP Units do not expire.
Footnote F2
The PIUs have been earned, but not yet vested, based on Relative Total Shareholder Return for the 2021-2023 performance period, as certified by the Compensation Committee on January 10, 2024.
Footnote F3
25% of the PIUs earned based on the 2021-2023 performance period will vest at the end of each quarter of 2024, subject to continued employment and accelerated vesting upon certain events.
Footnote F4
Each OP Unit is redeemable at the election of the holder for cash equal to the then fair market value of one (1) share of Issuer common stock, or at the Issuer's election, one (1) share of Issuer common stock, subject to adjustment as set forth in the partnership agreement. The OP Units have no expiration date
Footnote F5
Subject to three-year vesting cliff on 12/31/2026 and subject to continued employment on the vesting date with certain exceptions for qualifying termination of employment. OP Units do not expire.