Filer Snapshot

Robert A. Ortenzio

CIK 0000918697. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

5

Latest filing

04 Mar 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for SEM. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

SEM

02 Mar 2026 · 11% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 04 Mar 2026 for CIK 0000918697.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$310.86M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$310.86M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

CON SEM

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

SEM CON
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
4718 Old Gettysburg Rd, Post Office Box 2034, Mechanicsburg, PA, 30309
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
PA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Robert A. Ortenzio

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 2 recent 13D/G stake rows found; top row is SEM at 11% ownership.
  • Forms 3/4/5 show insider context for CON worth $174.49M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 2 rows

Officer, director, and 10% owner holdings or transactions.

Open

13D/G large-stake context

SEM

02 Mar 2026 · Common Stock, par value $0.001

11%
Issuer page 13D/G history

CON

25 Nov 2025 · Common Stock, par value $0.01 per share

6.4%
Issuer page 13D/G history

Forms 3/4/5 insider context

CON

01 Jun 2026

$174.49M
Issuer page Owner page

SEM

29 Jul 2025 · EXECUTIVE CHAIRMAN

$136.37M
Issuer page Owner page

Latest update

What changed recently for Robert A. Ortenzio

Ownership report updated

Latest ownership report period: 01 Jun 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

02 Jun 2026

Page type

Ownership filings

Latest period

01 Jun 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 02 Jun 2026.

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SEC filing record

CIK 0000918697 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
5
First seen
04 Mar 2025
Latest filing
04 Mar 2026
Entity
Individual

Observed form types

SCHEDULE 13D SCHEDULE 13D/A

CIK-linked evidence first

Robert A. Ortenzio SEC filings Robert A. Ortenzio 13D/G history Robert A. Ortenzio owner filings Open SEC filing index

Latest Filings

Showing the latest 5 of 5 SEC filings for Robert A. Ortenzio.

SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
04 Mar 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
23 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
26 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D

SCHEDULE 13D filing

Filing date
24 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
04 Mar 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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