ADAMS W ANDREW - 31 Dec 2023 Form 5 Insider Report for NATIONAL HEALTH INVESTORS INC (NHI)

Reporting relationship
Director
Issuer ticker
NHI
Reported as of
31 Dec 2023
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
5
Accepted by SEC
14 Feb 2024, 17:09:35 UTC
Prior SEC filing
10 Aug 2023
Next SEC filing
27 Feb 2024
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/W. Andrew Adams

Key filing fact

ADAMS W ANDREW filed Form 5 for NATIONAL HEALTH INVESTORS INC (NHI) on 14 Feb 2024.

Key facts

  • This page summarizes ADAMS W ANDREW's Form 5 filing for NATIONAL HEALTH INVESTORS INC (NHI).
  • 1 reported transaction and 5 derivative rows are listed below.
  • Accepted by SEC: 14 Feb 2024, 17:09.

Change

  • Previous filing in this sequence was filed on 10 Aug 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

Official SEC source

Ownership activity is grounded in SEC Form 5 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

NHI transaction

Common Stock By Amk, L.p.

Gift

Transaction value
$0
Shares
-35,000
Change %
-100%
Price
$0.000000*
Shares after
0
Date
26 Jan 2023
Ownership
Direct
NHI holding

Common Stock by W. Andrew Adams Exempt Trust

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
121,035
Date
31 Dec 2023
Ownership
Direct
Footnotes
F1
NHI holding

Common Stock - Revocable Living Trust

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
708,469
Date
31 Dec 2023
Ownership
Trustee
Footnotes
F2
NHI holding

Common Stock By Adams Family Foundation II

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
177,000
Date
31 Dec 2023
Ownership
Trustee
NHI holding

Common Stock by JMA Grandchildren's Trust

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
12,635
Date
31 Dec 2023
Ownership
Trustee
NHI holding

Common Stock - held by Spouse

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
11,707
Date
31 Dec 2023
Ownership
Common Stock held by Spouse

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

NHI holding Derivative

Stock Option Grant 2-21-19

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
25,000
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$79.96
NHI holding Derivative

Stock Options (Right to Buy) 2-21-2020

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
25,000
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$90.79
NHI holding Derivative

Stock Options (Right to Buy) 2-25-2021

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
25,000
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$69.20
NHI holding Derivative

Stock Option (Right to buy) 2022

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
25,000
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
25,000
Exercise price
$53.41
NHI holding Derivative

Stock Option (Right to Buy) 2023

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
10,000
Date
31 Dec 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
10,000
Exercise price
$54.73
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

To reflect a change in form of beneficial ownership as a result of Common stock held by W. Andrew Adams as direct owner and shares held by Springland Ventures, LP, the W. Andrew Adams Non-exempt trust, and AMK, LP being transferred to W. Andrew Adams Exempt Trust in 2023.

Footnote F2

To reflect a change in form of beneficial ownership as a result of 708,469 shares transferred from AMK, LP to the W. Andrew Adams Revocable Living Trust in 2023.

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