Over the 90-day window ending February 19, 2026, CareTrust REIT's three dominant insider ownership positions are held by President And Ceo David M. Sedgwick (431.11K shares), Cfo And Treasurer William M Wagner (290.52K shares), Executive Chairman Gregory K. Stapley (278.94K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| David M. Sedgwick | President And Ceo | 431,109 | 03 Feb, 2026 |
| William M Wagner | Cfo And Treasurer | 290,522 | 03 Feb, 2025 |
| Gregory K. Stapley | Executive Chairman | 278,945 | 05 May, 2022 |
| Mark D Lamb | Chief Investment Officer | 202,875 | 14 Feb, 2022 |
| James Callister | Cio And Secretary | 117,750 | 03 Feb, 2026 |
| Jon D Kline | 83,600 | 04 May, 2021 | |
| Lauren Beale | Chief Accounting Officer | 70,006 | 03 Feb, 2026 |
| Spencer G Plumb | 45,777 | 30 Apr, 2025 | |
| Diana Laing | 36,771 | 30 Apr, 2025 | |
| Allen Barbieri | 35,428 | 04 May, 2021 | |
| Anne Olson | 23,155 | 30 Apr, 2025 | |
| Careina D. Williams | 23,155 | 30 Apr, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 31 Jan, 2026 | David M. Sedgwick | Common Stock | A | 99,240 | $0.00 | 545,383 | D | A |
| 31 Jan, 2026 | David M. Sedgwick | Common Stock | D | 114,274 | $37.34 | 431,109 | D | F |
| 31 Jan, 2026 | James Callister | Common Stock | A | 58,379 | $0.00 | 164,017 | D | A |
| 31 Jan, 2026 | James Callister | Common Stock | D | 46,267 | $37.34 | 117,750 | D | F |
| 31 Jan, 2026 | Lauren Beale | Common Stock | D | 12,208 | $37.34 | 70,006 | D | F |
| 02 Jan, 2026 | Lauren Beale | Common Stock | A | 11,133 | $0.00 | 82,214 | D | A |
| 29 Apr, 2025 | Diana Laing | Common Stock | A | 5,037 | $0.00 | 36,771 | D | A |
| 29 Apr, 2025 | Diana Laing | - | - | 36,771 | D | |||
| 29 Apr, 2025 | Spencer G Plumb | Common Stock | A | 5,037 | $0.00 | 45,777 | D | A |
| 29 Apr, 2025 | Anne Olson | Common Stock | A | 5,037 | $0.00 | 23,155 | D | A |
| 29 Apr, 2025 | Careina D. Williams | Common Stock | A | 5,037 | $0.00 | 23,155 | D | A |
| 31 Jan, 2025 | William M Wagner | Common Stock | D | 37,797 | $26.50 | 290,522 | D | F |
| 31 Jan, 2025 | David M. Sedgwick | Common Stock | D | 56,378 | $26.50 | 446,143 | D | F |
| 31 Jan, 2025 | James Callister | Common Stock | D | 10,915 | $26.50 | 105,638 | D | F |
| 31 Jan, 2025 | Lauren Beale | Common Stock | D | 8,111 | $26.50 | 71,081 | D | F |
| 28 Jan, 2025 | William M Wagner | Common Stock | A | 21,168 | $0.00 | 328,319 | D | A |
| 28 Jan, 2025 | William M Wagner | - | - | 328,319 | D | |||
| 28 Jan, 2025 | William M Wagner | Common Stock | A | 44,468 | $0.00 | 307,151 | D | A |
| 28 Jan, 2025 | David M. Sedgwick | Common Stock | A | 58,988 | $0.00 | 456,808 | D | A |
| 28 Jan, 2025 | David M. Sedgwick | Common Stock | A | 45,713 | $0.00 | 502,521 | D | A |