Owens & Minor INC: insider trades · United States · SEC (Form 4)

About Owens & Minor INC

Owens & Minor Inc. (NYSE: OMI) is a U.S.-based healthcare solutions company headquartered in Richmond, Virginia, United States. Founded in 1882 and incorporated in 1926, the company has evolved from a medical supply distributor into a broader healthcare infrastructure platform spanning product manufacturing, distribution, logistics, and technology-enabled services. Over more than a century, Owens & Minor built its identity around the “behind-the-scenes” plumbing of healthcare delivery: connecting manufacturers, hospitals, health systems, and care providers through a large, operationally intensive supply chain model. For investors, it should be viewed less as a pharmaceutical company and more as a healthcare services and distribution platform where scale, execution quality, and supply-chain efficiency are central to the investment case. Historically, Owens & Minor reported two core segments: Products & Healthcare Services and Patient Direct. The former included U.S. medical distribution, outsourced logistics, value-added services, and the sourcing/manufacturing of surgical and protective products. The latter focused on home-based care through businesses such as Byram and Apria, serving patients with chronic conditions and home healthcare needs. The company has long described a broad operational footprint, with activities across North America, Europe, Asia, and Latin America, and a customer base spanning hospitals, health systems, research centers, and other healthcare partners. Its distribution and service network has been designed to reach a wide share of the U.S. population and support complex healthcare supply chains. Competitively, Owens & Minor occupies a specialized position in healthcare distribution and supply-chain services, where reliability, contract scale, inventory management, and cost control are decisive. Its offering has traditionally included medical consumables, surgical supplies, PPE, distribution services, and home-delivery healthcare solutions. This integrated model has allowed the company to serve both institutional care settings and patients at home, while leveraging manufacturing and sourcing capabilities to reduce dependency on third parties and improve service levels. Recent developments are especially important. In October 2025, Owens & Minor announced a definitive agreement to divest its Products & Healthcare Services segment to Platinum Equity, with management stating that the move would help create a simpler business model and sharpen focus on the home-based care opportunity. In December 2025, the company announced the completion of that sale, together with a transition away from the Owens & Minor brand for the remaining public company as it moved toward the Accendra Health identity. As a result, the publicly traded profile has shifted materially toward home-based care and chronic-condition support. For market investors, the NYSE-listed name OMI should therefore be analyzed in the context of a major strategic reset, with a long operating history but a significantly narrower post-transaction equity story.