Welcome to our dedicated page for Omega Healthcare SEC filings (Ticker: OHI), 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.
The Omega Healthcare Investors, Inc. (NYSE: OHI) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. Omega is a real estate investment trust focused on long-term healthcare real estate, and its filings offer detailed insight into how it finances and manages skilled nursing, assisted living and other healthcare-related properties in the United States and the United Kingdom.
Investors can review current reports on Form 8-K, where Omega reports material events such as new senior unsecured credit facilities, amendments to term loans, public offerings and redemptions of senior notes, and the establishment of at-the-market equity offering programs. These filings also describe key terms of debt instruments, including interest rates, maturities, covenants and guarantees, as well as amendments to executive employment agreements and other corporate actions.
Annual reports on Form 10-K and quarterly reports on Form 10-Q, when available, provide broader context on Omega’s portfolio of long-term healthcare facilities, its use of triple-net leases, exposure to U.S. and U.K. markets and risk factors related to operator performance, reimbursement, regulation and capital markets. Proxy materials and other filings can include information on governance and executive compensation.
On Stock Titan, these documents are complemented by AI-powered summaries that highlight the main points from lengthy filings, helping users quickly understand changes in Omega’s capital structure, borrowing arrangements, equity issuance plans and relationships with healthcare operators. The filings page also surfaces insider-related disclosures, where applicable, so users can track material updates in one place while retaining the ability to read the full SEC documents for complete detail.
Omega Healthcare Investors’ chief legal officer, Gail D. Makode, exercised partnership-based equity awards tied to the company’s performance. On March 31, 2026, she converted a total of 40,966 Profits Interest Units into OP Units in the operating partnership and related OP Units into interests linked to common stock value.
After these transactions, she directly holds 101,201 Profits Interest Units and 224,508 OP Units. Each OP Unit can be redeemed for cash equal to the fair market value of one Omega Healthcare common share, or, at the company’s election, one share of common stock. The vesting of these awards was based on Absolute and Relative Total Shareholder Return for the 2023–2025 performance period and required continued employment.
OMEGA HEALTHCARE INVESTORS INC Chief Investment Officer Vikas Gupta reported compensation-related equity vesting and derivative exercises. On March 31, 2026, he exercised awards covering 40,966 units at an exercise price of $0.00 per unit.
These transactions reflect Profits Interest Units that vested into OP Units, and OP Units that became redeemable for cash or one share of common stock, based on Absolute and Relative Total Shareholder Return for the 2023–2025 performance period. Following the exercises, Gupta directly holds 118,201 Profits Interest Units and 225,988 OP Units, indicating a substantial continuing equity stake. The activity appears tied to previously granted performance-based awards rather than open-market buying or selling.
Omega Healthcare Investors' chief financial officer Robert O. Stephenson exercised performance-based equity awards linked to the company’s operating partnership. On March 31, 2026, he converted a total of 79,298 Profits Interest Units into OP Units, and then into an equal number of OP Units tied to common stock, at a stated exercise price of $0.0000 per unit.
The awards were based on Absolute and Relative Total Shareholder Return for the 2023–2025 performance period and vested in 25% quarterly increments during 2026, subject to continued employment and possible accelerated vesting, as certified by the compensation committee on January 8, 2026. After these transactions, he directly holds 719,094 OP Units exchangeable into cash or Omega common shares at the issuer’s election, with no open derivative positions shown.
Omega Healthcare Investors president Matthew Paul Gourmand reported compensation-related equity vesting and conversions. On March 31, 2026, he exercised Profits Interest Units (PIUs) into OP Units and then converted those OP Units into common stock at a $0.00 exercise price.
Two tranches of 14,863 and 5,620 PIUs vested into OP Units, and matching OP Unit amounts converted into the same number of common shares. The filing shows 211,876 shares of common stock held directly after these transactions. Footnotes explain the PIUs were earned based on absolute and relative total shareholder return for the 2023–2025 performance period, with 25% vesting each quarter in 2026, as certified by the Compensation Committee on January 8, 2026. No sales were reported.
Omega Healthcare Investors CEO C. Taylor Pickett exercised performance-based equity awards linked to partnership units. On March 31, 2026, he exercised Profits Interest Units into 69,226 and 26,177 OP Units, then exercised those OP Units into an equal number of common shares at a $0.00 exercise price.
The filing shows derivative exercises covering a total of 190,806 units, including 95,403 OP Units that became common stock. These awards vested based on Absolute and Relative Total Shareholder Return for the 2023–2025 period, subject to continued employment. Following the transactions, he directly holds 1,225,003 shares of common stock.
Omega Healthcare Investors' chief accounting officer Neal Ballew reported routine equity compensation and related conversions. He acquired 168 shares of common stock at $37.25 per share through the Employee Stock Purchase Plan, with 8 shares returned to the company to cover tax withholding at $43.82 per share.
He also exercised 14,863 and 5,620 Profits Interest Units into the same number of OP Units, and then converted 14,863 and 5,620 OP Units into common stock. Following these transactions, he directly holds 4,508 common shares and 148,322 OP Units, which are redeemable for cash or common stock as described.
Omega Healthcare Investors Inc ownership disclosure: Amendment No. 20 to a Schedule 13G/A reports that The Vanguard Group beneficially owns 0 shares of Common Stock (CUSIP 681936100) and holds 0% of the class as disclosed in the filing. The filing explains an internal realignment on January 12, 2026 that led certain Vanguard subsidiaries/divisions to report separately.
Cohen & Steers has reported a significant but sub-5% position in Omega Healthcare Investors, Inc. common stock. As of the event date of 12/31/2025, Cohen & Steers, Inc. reports beneficial ownership of 13,709,195 shares, representing 4.64% of Omega Healthcare’s outstanding common stock.
The firm has sole power to vote 10,584,543 shares and sole power to dispose of 13,709,195 shares, with no shared voting or dispositive power. Subsidiaries including Cohen & Steers Capital Management, UK, Asia, and Ireland entities hold these securities for the benefit of their account holders, who are entitled to dividends and sale proceeds.
Cohen & Steers certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Omega Healthcare Investors.
Omega Healthcare Investors, Inc. is a Maryland-based healthcare REIT investing mainly in skilled nursing and senior housing across the U.S., U.K. and Canada through an UPREIT structure. It targets strong returns via predominantly triple-net leases and selective RIDEA managed structures.
As of December 31, 2025, Omega’s consolidated portfolio included 1,027 operating facilities and total investments of $11.94 billion, generating $313.0 million of 2025 revenues. The business is highly exposed to government reimbursement, regulatory changes, operator financial health, staffing costs and litigation, which feature prominently in its risk disclosures.
The company maintains average annualized yields of about 10% on triple-net leases, real estate loans and non‑real estate loans, and funds growth with a mix of equity and long-term fixed-rate debt. It emphasizes REIT tax compliance, sustainability initiatives, and human capital programs while noting extensive U.S., U.K. and Canadian healthcare regulation as a key ongoing challenge.
Omega Healthcare Investors, Inc. filed a Form 8-K to furnish a press release announcing its financial results for the quarter and year ended December 31, 2025. The company issued the press release on February 4, 2026, and attached it as Exhibit 99.1 for investors to review.