Acadia Healthcare Company, Inc.·4

Jan 21, 4:34 PM ET

OSTEEN DEBRA K 4

4 · Acadia Healthcare Company, Inc. · Filed Jan 21, 2026

Research Summary

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Acadia Healthcare (ACHC) CEO Debra K. Osteen Receives Option Award

What Happened
Debra K. Osteen, CEO of Acadia Healthcare (ACHC), received a derivative award (option) covering 1,125,000 shares on January 20, 2026. The reported grant shows 1,125,000 shares at $0.00 (derivative), indicating an option-style award rather than an open-market purchase or sale.

Key Details

  • Transaction date: 2026-01-20; Form 4 filed 2026-01-21 (timely under Section 16 rules).
  • Transaction type/code: A = Award/Grant (derivative option).
  • Amount: 1,125,000 underlying shares; report lists $0.00 per share (no cash paid shown).
  • Shares owned after transaction: Not disclosed in the provided filing excerpt.
  • Vesting/conditions (see footnote): performance- and time-based vesting tied to 30-day VWAP thresholds and a Jan 20, 2027 backstop (details below).
  • No 10b5-1 plan, tax withholding, or sale reported in this filing.

Vesting detail (from footnote): 250,000 shares vest if 30-day VWAP ≥ $25; 250,000 at ≥ $35; 250,000 at ≥ $45. An additional 125,000 shares vest on the later of (a) the $25 target and (b) Jan 20, 2027; 125,000 on the later of (a) the $35 target and (b) Jan 20, 2027; and 125,000 on the later of (a) the $45 target and (b) Jan 20, 2027.

Context
This is a performance-vested option award, not an immediate purchase or sale. Such grants do not represent immediate cash or shares until vesting and exercise conditions are met; the award will only yield shares (or value) if the VWAP targets and/or time-based conditions are satisfied. For retail investors, purchases by insiders are often more directly bullish signals; awards reflect compensation and long-term incentives and should be interpreted accordingly.

Insider Transaction Report

Form 4
Period: 2026-01-20
OSTEEN DEBRA K
DirectorChief Executive Officer
Transactions
  • Award

    Stock Option (Right to Buy)

    [F1]
    2026-01-20+1,125,0001,125,000 total
    Exercise: $11.68Exp: 2036-01-20Common Stock (1,125,000 underlying)
Footnotes (1)
  • [F1]The shares underlying this Option will vest as follows: (i) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $25.00 (the "First Vesting Date"); (ii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $35.00 (the "Second Vesting Date"); (iii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $45.00 (the "Third Vesting Date"); (iv) 125,000 shares will vest upon the later of (x) the First Vesting Date and (y) January 20, 2027; (v) 125,000 shares will vest upon the later of (x) the Second Vesting Date and (y) January 20, 2027; and (vi) 125,000 shares will vest upon the later of (x) the Third Vesting Date and (y) January 20, 2027.
Signature
/s/ Brian Farley as Attorney in Fact for Debra K. Osteen|2026-01-21

Documents

1 file
  • 4
    ownership.xmlPrimary

    4