X0508 4/A 2024-09-25 2024-09-26 0000944809 OPKO HEALTH, INC. OPK 0000898860 FROST PHILLIP MD ET AL OPKO HEALTH, INC. 4400 BISCAYNE BLVD. MIAMI FL 33137 true true true false CEO & Chairman 0001380896 Frost Gamma Investments Trust OPKO HEALTH, INC. 4400 BISCAYNE BLVD. MIAMI FL 33137 false false true false false 3.75% Convertible Notes due 2029 1.15 2024-09-25 4 P false 1155000 1571050 A 2028-09-15 2029-01-15 Common Stock 1004347 33463000 I See Footnote The 3.75% Convertible Senior Notes due 2029 (the "Convertible Notes") were issued on January 9, 2024 under, and are governed by, an indenture, dated as of January 9, 2024 (the "Indenture"), by and between the OPKO Health, Inc., a Delaware corporation (the "Company") and U.S. Bank Trust Company, National Association, as trustee. Prior to September 15, 2028, holders of the Convertible Notes will have the right to convert such notes only in certain circumstances and during specified periods and thereafter, will be convertible at the option of the holder at any time prior to the close of business on the business day immediately preceding January 15, 2029, which is the maturity date, at a conversion price of $1.15, subject to adjustment as set forth in the Indenture. Interest accrues on the unpaid principal amount at a rate equal to 3.75% per annum and is payable semiannually in arrears on January 15 and July 15 of each year. The securities are held by Frost Gamma Investments Trust, of which Phillip Frost M.D., is the trustee. Frost Gamma L.P. is the sole and exclusive beneficiary of Frost Gamma Investments Trust. Dr. Frost is one of two limited partners of Frost Gamma L.P. The general partner of Frost Gamma L.P. is Frost Gamma, Inc., and the sole shareholder of Frost Gamma, Inc. is Frost-Nevada Corporation. Dr. Frost is also the sole shareholder of Frost-Nevada Corporation. The reporting person disclaims beneficial ownership of these securities, except to the extent of any pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Phillip Frost, M.D., Individually and as Trustee 2024-09-27 EX-99

JOINT FILER INFORMATION

 

Name: Frost Gamma Investments Trust

 

Address:

4400 Biscayne Blvd.

Miami, FL 33137

 

Designated Filer: Phillip Frost, M.D.

 

Issuer Name and Ticker Symbol: OPKO Health, Inc. (OPK)

 

Date of Earliest Transaction: September 25, 2024

Relationship to Issuer: 10% Owner

 

 

FROST GAMMA INVESTMENTS TRUST

 

By: /s/ Phillip Frost, M.D., as Trustee

Phillip Frost, M.D., Trustee