CareTrust REIT's three largest insider shareholders as of March 23, 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).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David M. Sedgwick | President And Ceo | 431,109 | 0 | 03 Feb, 2026 |
| William M Wagner | Cfo And Treasurer | 290,522 | 0 | 03 Feb, 2025 |
| Gregory K. Stapley | Executive Chairman | 278,945 | 0 | 05 May, 2022 |
| Mark D Lamb | Chief Investment Officer | 202,875 | 0 | 14 Feb, 2022 |
| James Callister | Cio And Secretary | 117,750 | 0 | 03 Feb, 2026 |
| Jon D Kline | 83,600 | 0 | 04 May, 2021 | |
| Lauren Beale | Chief Accounting Officer | 70,006 | 0 | 03 Feb, 2026 |
| Spencer G Plumb | 45,777 | 0 | 30 Apr, 2025 | |
| Diana Laing | 36,771 | 0 | 30 Apr, 2025 | |
| Anne Olson | 23,155 | 0 | 30 Apr, 2025 | |
| Careina D. Williams | 23,155 | 0 | 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 | Lauren Beale | Common Stock | D | 12,208 | $37.34 | 70,006 | D | F |
| 31 Jan, 2026 | James Callister | Common Stock | A | 58,379 | $0.00 | 164,017 | 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 | D | 46,267 | $37.34 | 117,750 | D | F |
| 31 Jan, 2026 | David M. Sedgwick | Common Stock | D | 114,274 | $37.34 | 431,109 | D | F |
| 02 Jan, 2026 | Diana Laing | LTIP Units | A | 3,105 | - | 3,105 | D | A |
| 02 Jan, 2026 | Spencer G Plumb | LTIP Units | A | 5,781 | - | 5,781 | D | A |
| 02 Jan, 2026 | Derek J Bunker | LTIP Units | A | 11,145 | - | 11,145 | 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 | Lauren Beale | Common Stock | A | 11,133 | $0.00 | 82,214 | D | A |
| 02 Jan, 2026 | David M. Sedgwick | LTIP Units | A | 73,821 | - | 73,821 | D | A |
| 02 Jan, 2026 | James Callister | LTIP Units | A | 23,838 | - | 23,838 | D | A |
| 02 Jan, 2026 | Anne Olson | LTIP Units | A | 3,105 | - | 3,105 | D | A |
| 29 Apr, 2025 | Careina D. Williams | Common Stock | A | 5,037 | $0.00 | 23,155 | D | A |
| 29 Apr, 2025 | Diana Laing | Common Stock | A | 5,037 | $0.00 | 36,771 | D | A |
| 29 Apr, 2025 | Anne Olson | Common Stock | A | 5,037 | $0.00 | 23,155 | D | A |
| 29 Apr, 2025 | Spencer G Plumb | Common Stock | A | 5,037 | $0.00 | 45,777 | D | A |
| 31 Jan, 2025 | Lauren Beale | Common Stock | D | 8,111 | $26.50 | 71,081 | D | F |
| 31 Jan, 2025 | William M Wagner | Common Stock | D | 37,797 | $26.50 | 290,522 | D | F |