Genesis Healthcare, Inc.: management transactions · United States · SEC (Form 4)

About Genesis Healthcare, Inc.

Genesis Healthcare, Inc. is a U.S.-based post-acute care operator listed on the NYSE/NASDAQ under ticker GEN. The company was created in 2003 through a spin-off from Genesis Health Ventures, although its roots go back to the mid-1980s, when Genesis Health Ventures was founded in 1985 with nine centers. Today, Genesis Healthcare is headquartered in Kennett Square, Pennsylvania, United States, and operates as a holding company with subsidiaries focused on skilled nursing, senior living communities, and rehabilitation services. Its corporate headquarters is located at 101 East State Street, Kennett Square, PA. Genesis’s business model centers on the operation and support of long-term care and rehabilitation assets. The company provides skilled nursing services, post-hospital transitional care, short- and long-term rehabilitation, and a broader set of related offerings such as contract rehabilitation therapy, respiratory therapy, physician services, staffing services, and accountable care. From a reporting standpoint, Genesis organizes its activities around inpatient services, rehabilitation therapy services, and other related operations. This mix gives the company exposure to several parts of the care continuum, while also leaving it sensitive to reimbursement trends, labor pressure, regulatory oversight, and utilization patterns. In competitive terms, Genesis remains one of the larger post-acute care platforms in the United States. Company disclosures indicate that it has nearly 200 centers and senior living communities across 17 states, while its rehabilitation therapy business serves roughly 1,400 locations across 43 states and the District of Columbia. That footprint provides meaningful operating scale and geographic diversification, but the sector is still highly competitive and structurally challenged by margin pressure, staffing costs, and dependence on government payment programs. For investors, the key debate is execution: occupancy, cost control, clinical quality, and the ability to adapt the portfolio over time. Recent developments have been mostly operational and reputational. In 2025, Genesis highlighted third-party recognition for multiple affiliated skilled nursing centers, including 2025 AHCA/NCAL Bronze Quality Awards and, in December 2025, national recognition from U.S. News & World Report and Newsweek for 2026. These awards support the view that management is focusing on quality metrics and care standards. At the same time, Genesis remains a cyclical and highly regulated healthcare operator, so the investment case for GEN on the U.S.-listed NYSE/NASDAQ market should be assessed with caution, particularly given the sector’s sensitivity to reimbursement policy and operating leverage.