As of March 23, 2026, the three largest insider holders of SEM are John A. Saich (Executive Vice President, 736.41K shares), Michael E Tarvin (Executive Vice President, 508.12K shares), Thomas P Mullin (Co President, 391.71K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| John A. Saich | Executive Vice President | 736,412 | 0 | 04 Aug, 2025 |
| Michael E Tarvin | Executive Vice President | 508,120 | 0 | 04 Aug, 2025 |
| Thomas P Mullin | Co President | 391,709 | 0 | 04 Aug, 2025 |
| Brian R. Rusignuolo | Chief Information Officer | 361,370 | 0 | 04 Aug, 2025 |
| William H. Frist | 305,172 | 0 | 13 Feb, 2026 | |
| Michael F Malatesta | Chief Financial Officer | 238,057 | 0 | 04 Nov, 2025 |
| John F. Duggan | Executive Vice President | 194,710 | 0 | 04 Nov, 2025 |
| James S. Iii Ely | 161,674 | 0 | 31 Jul, 2025 | |
| Thomas Scully | 103,424 | 0 | 31 Jul, 2025 | |
| Daniel Thomas | 80,035 | 0 | 31 Jul, 2025 | |
| Parvinderjit S. Khanuja | 79,124 | 0 | 31 Jul, 2025 | |
| Katherine R Davisson | 60,035 | 0 | 31 Jul, 2025 | |
| Christopher Weigl | Chief Accounting Officer | 54,254 | 0 | 30 Oct, 2025 |
| Marilyn B Tavenner | 36,035 | 0 | 31 Jul, 2025 | |
| Robert G. Jr Breighner | Vice President, Compliance | 36,026 | 0 | 05 May, 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 | John F. Duggan | Common Stock | D | 4,865 | $13.83 | 194,710 | D | F |
| 01 Nov, 2025 | Michael F Malatesta | Common Stock | D | 7,357 | $13.83 | 238,057 | D | F |
| 28 Oct, 2025 | William H. Frist | Common Stock | A | 1,266 | $14.22 | 304,063 | D | A |
| 28 Oct, 2025 | John F. Duggan | Common Stock | A | 50,000 | $0.00 | 199,575 | D | A |
| 28 Oct, 2025 | Christopher Weigl | Common Stock | A | 20,000 | $0.00 | 54,254 | D | A |
| 01 Aug, 2025 | John A. Saich | Common Stock | D | 21,745 | $12.57 | 736,412 | D | F |
| 01 Aug, 2025 | Michael E Tarvin | Common Stock | D | 19,640 | $12.57 | 508,120 | D | F |
| 01 Aug, 2025 | Thomas P Mullin | Common Stock | D | 22,045 | $12.57 | 391,709 | D | F |
| 01 Aug, 2025 | Brian R. Rusignuolo | Common Stock | D | 14,680 | $12.57 | 361,370 | D | F |
| 29 Jul, 2025 | Parvinderjit S. Khanuja | Common Stock | A | 14,035 | $0.00 | 79,124 | D | A |
| 29 Jul, 2025 | James S. Iii Ely | Common Stock | A | 14,035 | $0.00 | 161,674 | D | A |
| 29 Jul, 2025 | Daniel Thomas | Common Stock | A | 14,035 | $0.00 | 80,035 | D | A |
| 29 Jul, 2025 | Thomas Scully | Common Stock | A | 14,035 | $0.00 | 103,424 | D | A |
| 29 Jul, 2025 | Thomas P Mullin | Common Stock | A | 100,000 | $0.00 | 413,754 | D | A |
| 29 Jul, 2025 | Marilyn B Tavenner | Common Stock | A | 14,035 | $0.00 | 36,035 | D | A |
| 29 Jul, 2025 | Michael E Tarvin | Common Stock | A | 100,000 | $0.00 | 527,760 | D | A |
| 29 Jul, 2025 | John A. Saich | Common Stock | A | 100,000 | $0.00 | 758,157 | D | A |
| 29 Jul, 2025 | William H. Frist | Common Stock | A | 1,263 | $14.25 | 288,762 | D | A |
| 29 Jul, 2025 | Michael F Malatesta | Common Stock | A | 75,000 | $0.00 | 245,414 | D | A |