As of May 30, 2026, the three largest insider holders of SEM are Robert A Ortenzio (Executive Chairman, 7.08Mn shares), Rocco A Ortenzio (Chairman Emeritus Co Founder, 4.03Mn shares), Martin F Jackson (Executive Vice President, 1.38Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert A Ortenzio | Executive Chairman | 7,081,788 | 0 | 31 Jul, 2025 |
| Rocco A Ortenzio | Chairman Emeritus Co Founder | 250,000 | 3,778,767 | 02 Oct, 2024 |
| Bryan C Cressey | - | 75,035 | 0 | 02 Aug, 2023 |
| Scott A Romberger | Senior Vice President | 174,087 | 0 | 02 Nov, 2022 |
| Martin F Jackson | Executive Vice President | 1,383,421 | 0 | 04 Aug, 2025 |
| Michael E Tarvin | Executive Vice President | 508,120 | 0 | 04 Aug, 2025 |
| David S Chernow | Ceo | 892,830 | 0 | 04 Aug, 2025 |
| Russell L Carson | - | 1,096,000 | 0 | 01 May, 2024 |
| Marilyn B Tavenner | - | 36,035 | 0 | 31 Jul, 2025 |
| James S. Iii Ely | - | 161,674 | 0 | 31 Jul, 2025 |
| Robert G. Jr Breighner | Vice President, Compliance | 36,026 | 0 | 05 May, 2025 |
| William H. Frist | - | 305,172 | 0 | 13 Feb, 2026 |
| John A. Saich | Executive Vice President | 736,412 | 0 | 04 Aug, 2025 |
| Daniel Thomas | - | 80,035 | 0 | 31 Jul, 2025 |
| Thomas P Mullin | Co President | 391,709 | 0 | 04 Aug, 2025 |
| Katherine R Davisson | - | 60,035 | 0 | 31 Jul, 2025 |
| Parvinderjit S. Khanuja | - | 79,124 | 0 | 31 Jul, 2025 |
| Christopher Weigl | Chief Accounting Officer | 54,254 | 0 | 30 Oct, 2025 |
| Michael F Malatesta | Chief Financial Officer | 238,057 | 0 | 04 Nov, 2025 |
| Brian R. Rusignuolo | Chief Information Officer | 361,370 | 0 | 04 Aug, 2025 |
| John F. Duggan | Executive Vice President | 194,710 | 0 | 04 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 11 Feb, 2026 | William H. Frist | Common Stock | A | 1,109 | $16.23 | 305,172 | D | A |
| 01 Nov, 2025 | Michael F Malatesta | Common Stock | D | 7,357 | $13.83 | 238,057 | D | F |
| 01 Nov, 2025 | John F. Duggan | Common Stock | D | 4,865 | $13.83 | 194,710 | D | F |
| 28 Oct, 2025 | Christopher Weigl | Common Stock | A | 20,000 | $0.00 | 54,254 | D | A |
| 28 Oct, 2025 | John F. Duggan | Common Stock | A | 50,000 | $0.00 | 199,575 | D | A |
| 28 Oct, 2025 | William H. Frist | Common Stock | A | 1,266 | $14.22 | 304,063 | D | A |
| 28 Oct, 2025 | Christopher Weigl | Common Stock | A | 20,000 | $0.00 | 54,254 | D | A |
| 01 Aug, 2025 | Michael E Tarvin | Common Stock | D | 19,640 | $12.57 | 508,120 | D | F |
| 01 Aug, 2025 | John A. Saich | Common Stock | D | 21,745 | $12.57 | 736,412 | D | F |
| 01 Aug, 2025 | Martin F Jackson | Common Stock | D | 29,460 | $12.57 | 1,383,421 | D | F |
| 01 Aug, 2025 | John A. Saich | Common Stock | D | 21,745 | $12.57 | 736,412 | D | F |
| 01 Aug, 2025 | David S Chernow | Common Stock | D | 49,100 | $12.57 | 892,830 | D | F |
| 01 Aug, 2025 | Thomas P Mullin | Common Stock | D | 22,045 | $12.57 | 391,709 | D | F |
| 01 Aug, 2025 | Michael E Tarvin | Common Stock | D | 19,640 | $12.57 | 508,120 | D | F |
| 01 Aug, 2025 | Brian R. Rusignuolo | Common Stock | D | 14,680 | $12.57 | 361,370 | D | F |
| 29 Jul, 2025 | Daniel Thomas | Common Stock | A | 14,035 | $0.00 | 80,035 | D | A |
| 29 Jul, 2025 | Marilyn B Tavenner | Common Stock | A | 14,035 | $0.00 | 36,035 | D | A |
| 29 Jul, 2025 | Parvinderjit S. Khanuja | Common Stock | A | 14,035 | $0.00 | 79,124 | D | A |
| 29 Jul, 2025 | Michael E Tarvin | Common Stock | A | 100,000 | $0.00 | 527,760 | D | A |
| 29 Jul, 2025 | Katherine R Davisson | Common Stock | A | 14,035 | $0.00 | 60,035 | D | A |