Holder evidence
18
SEC ownership of CareMax, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001813914.
Largest current holder
MORGAN STANLEY
13D/G signal
MORGAN STANLEY
Latest evidence
31 Dec 2024
- Ownership evidence mix
- 13D/G and 3/4/5
- Largest current holder
- MORGAN STANLEY
- Latest large-stake holder
- MORGAN STANLEY
- Latest evidence date
- 31 Dec 2024
- CIK
- 0001813914
- Location
- Miami, FL
Ownership snapshot
2 facts
Issuer identity
2 facts
Ownership snapshot
Top shareholders of CareMax, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Largest current holder
MORGAN STANLEY
13D/G signal
MORGAN STANLEY
Evidence rows
18
Latest as of
31 Dec 2024
13D/G
3/4/5
Lead comparable stake: 0.1%
13D/G row: MORGAN STANLEY
Showing 1-8 of 18 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 0.1%.
Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 1
MORGAN STANLEY
0.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 18 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13D/G
|
0.1%
|
$1,305
3,034 shares
|
$0 | 31 Dec 2024 |
| Ralph de la Torre |
3/4/5
Director, 10%+ Owner
|
—
class O/S missing
|
$60,138,779
17,381,150 shares
|
— | 17 Nov 2023 |
| James E. Flynn |
3/4/5
Director, Director by Deputization, 10%+ Owner
|
—
class O/S missing
|
$54,748,317
15,823,213 shares
|
— | 17 Nov 2023 |
| Steven Hochberg |
3/4/5
10%+ Owner
|
—
class O/S missing
|
$173,000
50,000 shares
|
— | 11 Feb 2022 |
| Carlos A. de Solo |
3/4/5
President and CEO, Director
|
—
mixed-class rows
|
$23,106,984
7,000,069 shares
mixed-class rows
|
— | 08 Jun 2023 |
| Alberto de Solo |
3/4/5
EVP and COO
|
—
mixed-class rows
|
$10,437,564
3,158,387 shares
mixed-class rows
|
— | 08 Jun 2023 |
| William C. Lamoreaux |
3/4/5
Executive Vice President
|
—
class O/S missing
|
$1,132,634
327,351 shares
|
— | 08 Jun 2021 |
| Kevin Wirges |
3/4/5
EVP, Treasurer and CFO
|
—
mixed-class rows
|
$802,993
331,829 shares
mixed-class rows
|
— | 08 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 01 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 22 reporting-owner rows connected to CareMax, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
22
Largest current holder
Ralph de la Torre
Net 12M change
$0
Latest report
24 Sep 2024
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Ralph de la Torre | Director, 10%+ Owner | $60,138,779 | Mixed | 17 Nov 2023 | ||
| James E. Flynn | Director, Director by Deputization, 10%+ Owner | $54,748,317 | Mixed | 17 Nov 2023 | ||
| Carlos A. de Solo | President and CEO, Director | $23,106,984 | Mixed | 08 Jun 2023 | ||
| Alberto de Solo | EVP and COO | $10,437,564 | Mixed | 08 Jun 2023 | ||
| William C. Lamoreaux | Executive Vice President | $1,132,634 | Mixed | 08 Jun 2021 | ||
| Kevin Wirges | EVP, Treasurer and CFO | $802,993 | Mixed | 08 Jun 2023 | ||
| Steven Hochberg | 10%+ Owner | $173,000 | Mixed | 11 Feb 2022 | ||
| Richard A. Barasch | Director | $173,000 | Mixed | 08 Jun 2021 | ||
| Jose Ramon Rodriguez | Director | $168,675 | Mixed | 08 Jun 2023 | ||
| David Shulkin | Director | $134,075 | Mixed | 08 Jun 2023 | ||
| Bryan Cho | Director | $134,075 | Mixed | 08 Jun 2023 | ||
| Beatriz Maria Assapimonwait | Director | $116,775 | Mixed | 08 Jun 2023 | ||
| Vincent Omachonu | Director | $116,775 | Mixed | 08 Jun 2023 | ||
| Jennifer Levin Carter | Director | $64,304 | Mixed | 01 Apr 2022 | ||
| Randy Simpson | Director | $64,304 | Mixed | 01 Apr 2022 | ||
| Kevin Berg | Director | $41,946 | Mixed | 17 Nov 2023 | ||
| Ryan OQuinn | Director | $41,946 | Mixed | 17 Nov 2023 | ||
| DFHTA Sponsor LLC | 10%+ Owner | Mixed | 11 Feb 2022 | |||
| Related CM Advisor, LLC | Director | Mixed | 13 Jul 2021 | |||
| IMC Holdings, LP | 10%+ Owner | Mixed | 08 Jun 2021 |
Recent insider transactions for CareMax, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* indicates a reported price that failed the local validity check.