Estate of Rocco A. Ortenzio

Activist

First SEC filing: March 4, 2025 · Latest: March 4, 2025

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Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 66 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

66 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D
Sept. 30, 2024	SEM	G	220,000	—	—	250,000 Direct	-46.81%	Disposed
Sept. 30, 2024	SEM	G	220,000	—	—	3,778,767 Indirect	+6.18%	Acquired
May 9, 2024	SEM	G	200,000	—	—	470,000 Direct	-29.85%	Disposed
May 9, 2024	SEM	G	200,000	—	—	3,558,767 Indirect	+5.95%	Acquired
April 30, 2024	SEM	A	100,000	—	—	670,000 Direct	+17.54%	Acquired
Aug. 1, 2023	SEM	A	150,000	—	—	570,000 Direct	+35.71%	Acquired
March 7, 2023	SEM	G	621,313	—	—	0 Indirect	-100.00%	Disposed
March 7, 2023	SEM	G	564,643	—	—	0 Indirect	-100.00%	Disposed
March 7, 2023	SEM	G	346,369	—	—	0 Indirect	-100.00%	Disposed
Sept. 22, 2022	SEM	G	591,125	—	—	1,642,373 Direct	+56.23%	Acquired
Sept. 22, 2022	SEM	G	1,222,373	—	—	420,000 Direct	-74.43%	Disposed
Sept. 22, 2022	SEM	G	1,222,373	—	—	3,358,767 Indirect	+57.22%	Acquired
Sept. 22, 2022	SEM	G	1,630,230	—	—	0 Indirect	-100.00%	Disposed
Sept. 22, 2022	SEM	G	346,368	—	—	621,313 Indirect	+125.98%	Acquired
Sept. 22, 2022	SEM	G	346,368	—	—	564,643 Indirect	+158.68%	Acquired
Sept. 22, 2022	SEM	G	346,369	—	—	346,369 Indirect	—	Acquired
Aug. 15, 2022	SEM	J	1,445,195	—	—	0 Indirect	-100.00%	Disposed
Aug. 1, 2022	SEM	A	150,000	—	—	1,051,248 Direct	+16.64%	Acquired
Dec. 8, 2021	SEM	J	218,275	—	—	0 Indirect	-100.00%	Disposed
Nov. 9, 2021	SEM	G	588,064	—	—	901,248 Direct	-39.49%	Disposed
Aug. 26, 2021	SEM	G	369,770	—	—	901,248 Direct	-29.09%	Disposed
Aug. 3, 2021	SEM	A	120,000	—	—	901,248 Direct	+15.36%	Acquired
July 31, 2021	SEM	F	65,895	$39.45	$2,599,558	781,248 Direct	-7.78%	Disposed
June 17, 2021	SEM	J	56,668	—	—	0 Indirect	-100.00%	Disposed
June 7, 2021	SEM	J	56,668	—	—	0 Indirect	-100.00%	Disposed
Feb. 8, 2021	SEM	G	3,804,805	—	—	0 Indirect	-100.00%	Disposed
Feb. 8, 2021	SEM	G	1,445,195	—	—	3,804,805 Indirect	-27.53%	Disposed
Aug. 25, 2020	SEM	G	2,000,000	—	—	847,143 Direct	-70.25%	Disposed
July 28, 2020	SEM	A	150,000	—	—	747,143 Direct	+25.12%	Acquired
March 19, 2020	SEM	G	100,000	—	—	697,143 Direct	-12.54%	Disposed
Jan. 6, 2020	SEM	G	400,000	—	—	797,143 Direct	-33.41%	Disposed
July 30, 2019	SEM	A	150,000	—	—	1,197,143 Direct	+14.32%	Acquired
March 18, 2019	SEM	P	20,566	$14.25	$293,066	5,318,374 Indirect	+0.39%	Acquired
March 15, 2019	SEM	P	243,675	$14.16	$3,450,438	5,297,808 Indirect	+4.82%	Acquired
March 14, 2019	SEM	P	41,948	$14.24	$597,340	5,054,133 Indirect	+0.84%	Acquired
July 31, 2018	SEM	A	150,000	—	—	1,047,143 Direct	+16.72%	Acquired
Aug. 2, 2017	SEM	A	150,000	—	—	897,143 Direct	+20.08%	Acquired
Aug. 3, 2016	SEM	A	150,000	—	—	747,143 Direct	+25.12%	Acquired
Aug. 5, 2015	SEM	A	150,000	—	—	597,143 Direct	+33.55%	Acquired
May 20, 2015	SEM	S 10b5-1	165,200	$16.16	$2,669,632	2,750,000 Indirect	-5.67%	Disposed
April 11, 2015	SEM	G	1,998,072	—	—	3,283,338 Indirect	+155.46%	Acquired
April 11, 2015	SEM	G	1,998,072	—	—	447,143 Direct	-81.71%	Disposed
April 11, 2015	SEM	J	1,998,072	—	—	2,445,215 Direct	+446.85%	Acquired
April 11, 2015	SEM	J	1,998,072	—	—	3,001,928 Indirect	-39.96%	Disposed
Aug. 6, 2014	SEM	A	200,000	—	—	447,143 Direct	+80.92%	Acquired
July 30, 2014	SEM	S 10b5-1	93,800	$16.02	$1,502,676	2,915,200 Indirect	-3.12%	Disposed
July 29, 2014	SEM	S 10b5-1	75,000	$16.01	$1,200,750	3,009,000 Indirect	-2.43%	Disposed
June 6, 2014	SEM	S 10b5-1	80,366	$15.39	$1,236,833	3,084,000 Indirect	-2.54%	Disposed
June 5, 2014	SEM	S 10b5-1	153,813	$15.12	$2,325,653	3,164,366 Indirect	-4.64%	Disposed
June 4, 2014	SEM	S 10b5-1	161,383	$14.87	$2,399,765	3,318,179 Indirect	-4.64%	Disposed
June 3, 2014	SEM	S 10b5-1	190,138	$14.96	$2,844,464	3,479,562 Indirect	-5.18%	Disposed
June 2, 2014	SEM	S 10b5-1	80,300	$15.00	$1,204,500	3,669,700 Indirect	-2.14%	Disposed
Jan. 10, 2014	SEM	J	3,752	—	—	16,182 Indirect	+30.19%	Acquired
Jan. 10, 2014	SEM	J	267	—	—	247,143 Direct	+0.11%	Acquired
Nov. 5, 2013	SEM	J	8,673	—	—	30,601 Indirect	+39.55%	Acquired
Nov. 5, 2013	SEM	J	620	—	—	246,876 Direct	+0.25%	Acquired
Nov. 5, 2013	SEM	J	827	—	—	246,256 Direct	+0.34%	Acquired
Oct. 30, 2013	SEM	A	50,000	—	—	245,429 Direct	+25.58%	Acquired
Aug. 21, 2013	SEM	J	200	—	—	195,429 Direct	+0.10%	Acquired
Aug. 21, 2013	SEM	J	3,037	—	—	12,430 Indirect	+32.33%	Acquired
May 28, 2013	SEM	J	8,672	—	—	21,928 Indirect	+65.42%	Acquired
May 28, 2013	SEM	J	620	—	—	195,229 Direct	+0.32%	Acquired
May 28, 2013	SEM	J	827	—	—	194,609 Direct	+0.43%	Acquired
Feb. 20, 2013	SEM	J	1,264	—	—	193,782 Direct	+0.66%	Acquired
Feb. 20, 2013	SEM	J	948	—	—	192,518 Direct	+0.49%	Acquired
Feb. 20, 2013	SEM	J	13,256	—	—	13,256 Indirect	—	Acquired
Feb. 20, 2013	SEM	J	2,142	—	—	9,393 Indirect	+29.54%	Acquired
Feb. 20, 2013	SEM	J	167	—	—	191,570 Direct	+0.09%	Acquired
Jan. 24, 2013	SEM	J	2,368	—	—	7,251 Indirect	+48.49%	Acquired
Jan. 24, 2013	SEM	J	167	—	—	191,403 Direct	+0.09%	Acquired
Dec. 18, 2012	SEM	J	167	—	—	191,236 Direct	+0.09%	Acquired
Oct. 30, 2012	SEM	A	50,000	—	—	191,069 Direct	+35.44%	Acquired
Aug. 9, 2012	SEM	J	167	—	—	141,069 Direct	+0.12%	Acquired
Dec. 15, 2011	SEM	A	50,000	—	—	140,902 Direct	+55.00%	Acquired
Dec. 28, 2009	SEM	G	200,000	—	—	6,285,266 Indirect	-3.08%	Disposed
Sept. 30, 2009	SEM	C	2,674,285	—	—	6,485,266 Indirect	+70.17%	Acquired
Sept. 30, 2009	SEM	P	10,000	$10.00	$100,000	10,000 Indirect	—	Acquired
Sept. 30, 2009	SEM	C	921,501	—	—	0 Indirect	-100.00%	Disposed

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
Sept. 30, 2009	SEM	Participating Preferred Stock	Common Stock (2,674,285)	—	—	921,501	Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 4 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date	Ticker	Security	Shares	Ownership
Sept. 24, 2009	SEM	Common Stock	3,810,981	Indirect
Sept. 24, 2009	SEM	Common Stock	3,750,000	Indirect
Sept. 24, 2009	SEM	Common Stock	90,902	Direct
Sept. 24, 2009	SEM	Participating Preferred Stock→ Common Stock	—	Indirect