Welcome to our dedicated page for National Health Investors SEC filings (Ticker: NHI), 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.
National Health Investors, Inc. (NHI) filings document the disclosures of a self-managed healthcare and senior housing REIT. Its regulatory record includes Form 8-K reports for investor presentations, supplemental financial information, material events, executive-transition governance matters and equity distribution agreements, along with registration materials tied to common stock offerings.
Proxy materials cover board matters, executive compensation and shareholder voting topics. NHI filings also describe its Real Estate Investments and SHOP segments, capital structure, NYSE-listed common stock, lease and interest-income exposures, development and construction risks, tenant, manager and borrower performance, environmental matters and other risk factors affecting senior housing and medical facility investments.
National Health Investors (NHI) senior vice president and chief accounting officer Travis David L exercised multiple stock options on February 9, 2026, acquiring common shares through option exercises at exercise prices of $53.41 and $54.73 per share.
Following these exercises, a separate transaction used 28,868 common shares at $85.10 in a tax-withholding disposition, leaving him with 32,122 shares of NHI common stock held directly after all reported transactions.
National Health Investors director Candice W. Todd reported an option exercise and related share transactions. On 02/05/2026, she exercised 10,000 shares under a 2025 stock option at $73.34 per share, receiving 10,000 common shares. On the same date, 8,705 common shares were disposed of at $84.26 per share, leaving 1,295 common shares held directly.
National Health Investors Inc.'s Chief Investment Officer, Kevin C. Pascoe, reported multiple equity transactions in the company’s common stock. On January 30, 2026, he exercised two stock option awards for 8,500 shares each at exercise prices of $54.73 and $57.76, increasing his directly held common shares to 78,330.
On the same date, he reported a disposition coded "F" of 13,602 common shares at $82.12 per share. After these transactions, Pascoe directly beneficially owned 64,728 shares of National Health Investors common stock.
National Health Investors senior vice president and Chief Transaction Officer Kristin Sallee Gaines reported several equity transactions in company stock. On February 1, 2026, she exercised three tranches of 2022 stock options for 18,333, 18,333, and 18,334 shares at an exercise price of $53.41 per share.
The option exercises delivered the same numbers of Common Stock shares, increasing her direct holdings up to 116,944 shares. On the same date, she disposed of 43,181 common shares at $82.12 per share, resulting in a remaining directly owned balance of 73,763 shares.
National Health Investors director Robert G. Adams reported option exercises and related share transactions dated January 27, 2026. He exercised 25,000 stock options granted February 25, 2021 at $69.20 per share and 10,000 stock options granted in 2025 at $73.34 per share, receiving common stock held indirectly as Trustee. To cover taxes, 31,093 shares of common stock were disposed of at $79.23 per share under transaction code F, also reported as indirectly owned as Trustee. Following these transactions, 184,455 common shares are reported as indirectly owned as Trustee, 40,000 shares are indirectly owned as Trustee – CLAT, and 342,096 shares are indirectly owned through a Family Partnership.
National Health Investors, Inc. (NHI) CFO and EVP Finance John L. Spaid reported multiple equity transactions dated January 16, 2026. He exercised three stock option grants for common stock: 8,500 shares at $54.73, 8,500 shares at $57.76, and 15,000 shares at $73.34, all coded "M" for option exercises. Corresponding non-derivative entries show the same share amounts of common stock acquired at those prices. The filing also reports a disposition of 27,742 common shares at $80.43, coded "F" and treated as a sale-type transaction. After these moves, Spaid directly beneficially owns 48,681.6372 shares of NHI common stock.
National Health Investors CEO and President Eric D. Mendelsohn, who is also a director, reported multiple equity transactions dated January 15, 2026. He exercised several tranches of stock options, acquiring common stock in amounts of 41,666, 41,666, 41,668, 13,334 and 13,333 shares at exercise prices of $69.2, $69.2, $69.2, $54.73 and $57.76 per share, respectively, all held directly.
The filing also lists a separate transaction coded "F" for 135,295 shares of common stock at $79.23 per share, after which Mendelsohn directly owned 112,505 shares of National Health Investors common stock.
National Health Investors director reports option exercise and share sale. Director Robert A. McCabe Jr. exercised 25,000 stock options granted in 2021 at an exercise price of $69.20 per share, receiving the same number of common shares. On the same day, 21,836 common shares were disposed of at $79.23 per share in a transaction coded “F,” indicating shares withheld or sold to cover taxes. After these transactions, he directly owned 38,438.17 shares of common stock and held 10,000 additional stock options with a $73.34 exercise price that become exercisable on March 3, 2025 and expire on March 3, 2030.
National Health Investors, Inc. entered into new change in control severance agreements with five executive officers effective December 15, 2025, replacing agreements from February 2024. These contracts apply if an executive is terminated without “Cause” or resigns for “Good Reason” within two years after a change in control, or is terminated without “Cause” within 30 days before such an event.
If triggered, each executive receives a lump-sum cash payment equal to a multiple of the average of base salary and bonus for the last two calendar years (3.0 times for D. Eric Mendelsohn, 2.0 times for Kevin C. Pascoe and John L. Spaid, and 1.5 times for Kristin S. Gaines and David L. Travis), plus a lump-sum bonus at least equal to target, 18 months of COBRA health coverage, and accelerated vesting of time-based equity awards.
The agreements require a release of claims and add non-compete (for certain executives), non-solicitation for 12 months after severance is paid, and ongoing confidentiality obligations. Payments may be reduced to avoid excise tax under Section 4999 of the tax code if that yields higher after-tax proceeds for the executive.
National Health Investors Inc. director reports multiple stock option exercises and share withholding on December 9, 2025. The reporting person, acting as trustee, exercised several stock options, acquiring 25,000 shares of common stock at an exercise price of $69.2, another 25,000 shares at $53.41, and three additional blocks of 10,000 shares each at exercise prices of $54.73, $57.76, and $73.34. All of these were coded as option exercises. The filing also shows a transaction coded "F" in which 62,827 shares of common stock were disposed of at $78.37, leaving 127,358 shares of common stock beneficially owned indirectly as trustee after the reported transactions.