SEC ownership of CareMax, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001813914.

Comparable stake leader

MORGAN STANLEY

Disclosed value leader

Ralph de la Torre

Comparable rows

1/18

Latest evidence

31 Dec 2024

Top shareholders Insider holders Latest transactions
Parsed ownership sources
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
MORGAN STANLEY
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
1 of 18
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
MORGAN STANLEY
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Dec 2024
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001813914
Issuer location
Miami, FL

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.

Comparable stake leader
MORGAN STANLEY
Disclosed value leader
Ralph de la Torre
Comparable rows
1/18
Latest evidence
31 Dec 2024
13D/G 3/4/5 Lead comparable stake: 0.1% 17 rows are not safely comparable across share classes. 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%.

1 of 18 rows have a safely comparable ownership percentage. 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.

Open SEC evidence Opens MORGAN STANLEY's linked filing trail.
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
13D/G
0.1%
$1,305
3,034 shares
 $0 31 Dec 2024
Ralph de la Torre
3/4/5
Director, 10%+ Owner
3/4/5
—
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
3/4/5
—
class O/S missing
$54,748,317
15,823,213 shares
 — 17 Nov 2023
Steven Hochberg
3/4/5
10%+ Owner
3/4/5
—
class O/S missing
$173,000
50,000 shares
 — 11 Feb 2022
Carlos A. de Solo
3/4/5
President and CEO, Director
3/4/5
—
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
3/4/5
—
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
3/4/5
—
class O/S missing
$1,132,634
327,351 shares
 — 08 Jun 2021
Kevin Wirges
3/4/5
EVP, Treasurer and CFO
3/4/5
—
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 08 Aug 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 Forms 3/4/5 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.
* marks a reported price that did not pass the local price check.
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