OMI OWENS & MINOR INC/VA/ Insider Trading

10% owner purchases 1,537,852 shares across 3 trades (Aug 12–14) totaling $8,099,544.12; holdings rise to 13.10M shares.

Coliseum Capital Management, LLC, a 10% owner of Owens & Minor Inc., executed 3 separate purchases totaling 1,537,852 shares for $8,099,544.12 at a blended average price of $5.27 between August 12–14, 2025. The purchases increased holdings by 13.3% to 13,100,807 shares. This accumulation occurs against a backdrop of significant stock deterioration: the share price stands -67.0% below the 52-week high of $16.37 and has declined -30.5% over the past 30 days, while the company remains unprofitable with full-year net income of $-869,058,000.00. Notably, the insider's cross-ticker track record demonstrates a 100.00% win rate on 15 prior buys (avg 90d return +20.0%), and the one prior OMI purchase (April 2025) also showed positive 90d timing (+20.0%), suggesting a pattern of accumulation before recovery; however, context matters—the company's loss position and sharp recent price decline indicate this transaction warrants scrutiny of underlying fundamentals and the insider's conviction thesis.

Coliseum Capital purchases 410,000 shares at $7.50 avg amid -74.3% 52-week decline; OMI now unprofitable

Coliseum Capital Management, the 10% owner of Owens & Minor, executed 3 separate purchases totaling 410,000 shares for $3,073,750.00 over April 8–10, 2025, at prices ranging from $7.19 to $7.96 (blended average $7.50). The current price of $7.00 is -74.3% from the 52-week high of $27.22, and the stock has declined -26.6% over the past 30 days and -49.6% over 90 days. At the same ticker, the insider's 5 prior trades (all buys dating back to early March) have shown mixed near-term results: the earliest measurable trade (2025-03-03 buy) returned -0.3% at 30 days and the next (2025-03-04 buy) returned -11.9% at 30 days. Fundamentally, the company reported net income of -$12.8M in the latest quarter and was unprofitable over its most recent full fiscal year, though revenue of $2.7B grew 3.6% year-over-year. The 410,000-share purchase increases Coliseum's holding by 3.7%, bringing total shares to 11,562,955. This sustained pattern of accumulation during persistent price erosion and negative profitability raises questions about the insider's conviction, execution timing, and expected near-term catalysts.

Coliseum Capital (10% Owner) bought 528,356 shares at blended avg $8.12 across 3 separate purchases over 5 days; stock now $8.13, down 70.7% from 52-week high.

Coliseum Capital filed 3 separate purchases totaling 528,356 shares for $4,291,217.84 during April 3–7, 2025, at prices ranging from $7.84 to $8.53 and a blended average price of $8.12. The insider's holdings increased to 11,152,955 shares (+5.0% vs prior holdings of 10,624,599 shares). At the current price of $8.13, the position is near the execution prices but the stock has declined 70.7% from its 52-week high of $27.79, and 30-day and 90-day prices have fallen 18.7% and 41.3% respectively. OMI is unprofitable (net income $-12,770,000.00 over the most recent full fiscal year) with modest revenue growth of 3.6% year-over-year, making fundamental weakness a material context. Coliseum's cross-ticker track record shows prior buy activity (17 prior buys) with poor subsequent returns (avg 30d return -17.6%, avg 90d return -6.6%, 0% 90-day win rate), and at OMI specifically, the insider's 3 prior recent buys (Feb 28, Mar 3, Mar 4) all showed negative 30-day returns ranging from -0.3% to -11.9%. The timing pattern of recent purchases in a sustained downtrend amid unprofitability warrants careful observation of whether accumulation at depressed levels reflects contrarian positioning or signals continued deterioration.

Coliseum Capital bought 2.89M shares of OMI across 3 transactions (Feb–Mar 2025) for $27.4M at blended $9.47, raising stake to 10.62M (+37.4%).

Coliseum Capital, a 10% owner, executed 3 separate open-market purchases totaling 2,893,412 shares for $27,386,158.48, expanding its position by 37.4% from 7.73M to 10.62M shares. The purchases occurred over five trading days (Feb 28–Mar 4) at prices ranging from $9.19 to $9.75, averaging $9.47—occurring as the stock is -65.3% from its 52-week high and down 31.8% over the past 30 days. The company posted a net loss of $12.8M in its latest quarter and was unprofitable over its most recent full fiscal year, making this a material accumulation in a distressed context. However, Coliseum's own cross-ticker track record shows 18 prior buys with 0% 90-day win rate and an average 90-day return of -10.7%, providing no historical pattern of successful buy-point timing.