CareTrust REIT's three largest insider shareholders as of September 29, 2026 are David M. Sedgwick (President And Ceo, 431.11K shares), William M Wagner (Cfo And Treasurer, 290.52K shares), Gregory K. Stapley (Executive Chairman, 278.94K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | David M. Sedgwick | President And Ceo | 431,109 | 0 | 431,109 | 28.4% | 03 Feb, 2026 |
| 2 | William M Wagner | Cfo And Treasurer | 290,522 | 0 | 290,522 | 19.1% | 03 Feb, 2025 |
| 3 | Gregory K. Stapley | Executive Chairman | 278,945 | 0 | 278,945 | 18.4% | 05 May, 2022 |
| 4 | Mark D Lamb | Chief Investment Officer | 202,875 | 0 | 202,875 | 13.3% | 14 Feb, 2022 |
| 5 | James Callister | Cio And Secretary | 117,750 | 0 | 117,750 | 7.7% | 03 Feb, 2026 |
| 6 | Lauren Beale | Chief Accounting Officer | 70,006 | 0 | 70,006 | 4.6% | 03 Feb, 2026 |
| 7 | Spencer G Plumb | Director | 45,777 | 0 | 45,777 | 3.0% | 30 Apr, 2025 |
| 8 | Diana Laing | Director | 36,771 | 0 | 36,771 | 2.4% | 30 Apr, 2025 |
| 9 | Anne Olson | Director | 23,155 | 0 | 23,155 | 1.5% | 30 Apr, 2025 |
| 10 | Careina D. Williams | Director | 23,155 | 0 | 23,155 | 1.5% | 30 Apr, 2025 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 31 Jan, 2026 | Lauren Beale | Chief Accounting Officer | Disposed F | 12,208 | $37.34 | $455.85K | 70,006 | Direct |
| 31 Jan, 2026 | James Callister | Cio And Secretary | Acquired A | 58,379 | $0.00 | $0 | 164,017 | Direct |
| 31 Jan, 2026 | David M. Sedgwick | President And Ceo | Acquired A | 99,240 | $0.00 | $0 | 545,383 | Direct |
| 31 Jan, 2026 | James Callister | Cio And Secretary | Disposed F | 46,267 | $37.34 | $1.73Mn | 117,750 | Direct |
| 31 Jan, 2026 | David M. Sedgwick | President And Ceo | Disposed F | 114,274 | $37.34 | $4.27Mn | 431,109 | Direct |
| 02 Jan, 2026 | David M. Sedgwick | President And Ceo | Acquired A | 73,821 | — | — | 73,821 | Direct |
| 02 Jan, 2026 | Derek J Bunker | Cfo And Treasurer | Acquired A | 11,145 | — | — | 11,145 | Direct |
| 02 Jan, 2026 | Gregory K. Stapley | Director | Acquired A | 5,781 | — | — | 5,781 | Direct |
| 02 Jan, 2026 | Careina D. Williams | Director | Acquired A | 3,105 | — | — | 3,105 | Direct |
| 02 Jan, 2026 | Diana Laing | Director | Acquired A | 3,105 | — | — | 3,105 | Direct |
| 02 Jan, 2026 | Spencer G Plumb | Director | Acquired A | 5,781 | — | — | 5,781 | Direct |
| 02 Jan, 2026 | James Callister | Cio And Secretary | Acquired A | 23,838 | — | — | 23,838 | Direct |
| 02 Jan, 2026 | Anne Olson | Director | Acquired A | 3,105 | — | — | 3,105 | Direct |
| 02 Jan, 2026 | Lauren Beale | Chief Accounting Officer | Acquired A | 11,133 | $0.00 | $0 | 82,214 | Direct |
| 29 Apr, 2025 | Diana Laing | Director | Acquired A | 5,037 | $0.00 | $0 | 36,771 | Direct |
| 29 Apr, 2025 | Spencer G Plumb | Director | Acquired A | 5,037 | $0.00 | $0 | 45,777 | Direct |
| 29 Apr, 2025 | Anne Olson | Director | Acquired A | 5,037 | $0.00 | $0 | 23,155 | Direct |
| 29 Apr, 2025 | Careina D. Williams | Director | Acquired A | 5,037 | $0.00 | $0 | 23,155 | Direct |
| 31 Jan, 2025 | David M. Sedgwick | President And Ceo | Disposed F | 56,378 | $26.50 | $1.49Mn | 446,143 | Direct |
| 31 Jan, 2025 | William M Wagner | Cfo And Treasurer | Disposed F | 37,797 | $26.50 | $1.00Mn | 290,522 | Direct |