| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | SEM | Common Stock | Sale | -$3.2M | -100K | -7.25% | $32.00 | 1.28M | Jun 29, 2023 | By the Robert A. Ortenzio Descendants Trust | F1, F2 |
| holding | SEM | Common Stock | 6.94M | Jun 29, 2023 | Direct | ||||||
| holding | SEM | Common Stock | 3.8M | Jun 29, 2023 | By the Rocco A. Ortenzio Separate Exempt Descendants Trust | F2 | |||||
| holding | SEM | Common Stock | 280K | Jun 29, 2023 | By the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio | F2 | |||||
| holding | SEM | Common Stock | 280K | Jun 29, 2023 | By the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio | F2 | |||||
| holding | SEM | Common Stock | 280K | Jun 29, 2023 | By the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio | F2 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | These shares were sold pursuant to a Rule 10b5-1 trading plan adopted by the Robert A. Ortenzio Descendants Trust on December 9, 2022. |
| F2 | The reporting person beneficially owns the reported securities indirectly, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |