As of July 26, 2026, CareTrust REIT's top three insider holders 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).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| William M Wagner | Cfo And Treasurer | 290,522 | 0 | 03 Feb, 2025 |
| David M. Sedgwick | President And Ceo | 431,109 | 0 | 03 Feb, 2026 |
| Gregory K. Stapley | Executive Chairman | 278,945 | 0 | 05 May, 2022 |
| Spencer G Plumb | - | 45,777 | 0 | 30 Apr, 2025 |
| Anne Olson | - | 23,155 | 0 | 30 Apr, 2025 |
| Mark D Lamb | Chief Investment Officer | 202,875 | 0 | 14 Feb, 2022 |
| Careina D. Williams | - | 23,155 | 0 | 30 Apr, 2025 |
| James Callister | Cio And Secretary | 117,750 | 0 | 03 Feb, 2026 |
| Lauren Beale | Chief Accounting Officer | 70,006 | 0 | 03 Feb, 2026 |
* 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 | A | 99,240 | $0.00 | 545,383 | D | A |
| 31 Jan, 2026 | James Callister | Common Stock | A | 58,379 | $0.00 | 164,017 | D | A |
| 31 Jan, 2026 | Lauren Beale | Common Stock | D | 12,208 | $37.34 | 70,006 | D | F |
| 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 | David M. Sedgwick | Common Stock | D | 114,274 | $37.34 | 431,109 | D | F |
| 31 Jan, 2026 | David M. Sedgwick | Common Stock | D | 114,274 | $37.34 | 431,109 | D | F |
| 31 Jan, 2026 | James Callister | Common Stock | D | 46,267 | $37.34 | 117,750 | D | F |
| 02 Jan, 2026 | Anne Olson | LTIP Units | A | 3,105 | - | 3,105 | D | A |
| 02 Jan, 2026 | Anne Olson | LTIP Units | A | 3,105 | - | 3,105 | D | A |
| 02 Jan, 2026 | David M. Sedgwick | LTIP Units | A | 73,821 | - | 73,821 | D | A |
| 02 Jan, 2026 | Spencer G Plumb | LTIP Units | A | 5,781 | - | 5,781 | D | A |
| 02 Jan, 2026 | Careina D. Williams | LTIP Units | A | 3,105 | - | 3,105 | D | A |
| 02 Jan, 2026 | David M. Sedgwick | LTIP Units | A | 73,821 | - | 73,821 | D | A |
| 02 Jan, 2026 | Gregory K. Stapley | LTIP Units | A | 5,781 | - | 5,781 | D | A |
| 02 Jan, 2026 | Careina D. Williams | LTIP Units | A | 3,105 | - | 3,105 | D | A |
| 02 Jan, 2026 | Gregory K. Stapley | LTIP Units | A | 5,781 | - | 5,781 | D | A |
| 02 Jan, 2026 | David M. Sedgwick | LTIP Units | A | 73,821 | - | 73,821 | D | A |
| 02 Jan, 2026 | Anne Olson | LTIP Units | A | 3,105 | - | 3,105 | D | A |