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Family trust of Concentra (NYSE: CON) director sells 130,000 shares at $30.50 avg

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Concentra Group Holdings Parent, Inc. director Robert A. Ortenzio reported an indirect open-market sale of 130,000 shares of common stock on July 1, 2026 at a weighted average price of $30.4969 per share. The sale was executed by The Rocco A. Ortenzio Separate Descendants Trust for the benefit of Robert Ortenzio, which held 633,455 shares after the transaction. Additional indirect holdings are shown in several family trusts, and a separate line reflects 5,533,794 shares held directly as of the same date.

Positive

  • None.

Negative

  • None.

Insights

Indirect trust sale of 130,000 shares; sizable ongoing holdings remain.

Director Robert A. Ortenzio reported an indirect open-market sale of 130,000 Concentra common shares at a weighted average of $30.4969. The transaction was carried out by The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio, not by him directly.

Following the sale, that trust still holds 633,455 shares of common stock. The filing also lists additional indirect positions in multiple family trusts and a separate direct holding of 5,533,794 shares, indicating a substantial remaining exposure to Concentra Group Holdings Parent, Inc..

The footnote explains that the reported price is a weighted average over trades between $29.45 and $30.85. The filing does not reference any Rule 10b5-1 trading plan, so the timing of this sale appears discretionary based on the information provided.

Insider ORTENZIO ROBERT A
Role null
Sold 130,000 shs ($3.96M)
Type Security Shares Price Value
Sale Common Stock 130,000 $30.4969 $3.96M
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 633,455 shares (Indirect, The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio); Common Stock — 5,533,794 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares sold 130,000 shares Open-market sale on July 1, 2026
Weighted average sale price $30.4969 per share Common stock sale by family trust
Post-sale shares in selling trust 633,455 shares Held by The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio
Directly held shares 5,533,794 shares Common stock directly owned as of July 1, 2026
Indirect trust holding 1,032,115 shares By the Robert A. Ortenzio Descendants Trust
Indirect trust holding 226,286 shares By the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio
open-market sale financial
"transaction_action": "open-market sale""
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
indirect financial
""ownership_type": "indirect""
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
Form 4 regulatory
"within the ranges set forth in this Form 4."
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
Common Stock financial
""security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a 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). See Instruction 10.
1. Name and Address of Reporting Person*
ORTENZIO ROBERT A

(Last)(First)(Middle)
C/O CONCENTRA GROUP HOLDINGS PARENT, INC
5080 SPECTRUM DRIVE, SUITE 1200W

(Street)
ADDISON TEXAS 75001

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Concentra Group Holdings Parent, Inc. [ CON ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock07/01/2026S130,000D$30.4969(1)633,455IThe Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio
Common Stock5,533,794D
Common Stock226,286IBy the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio
Common Stock226,286IBy the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio
Common Stock1,032,115IBy the Robert A. Ortenzio Descendants Trust
Common Stock226,286IBy the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.45 to $30.85, inclusive. The reporting person undertakes to provide to Concentra Group Holdings Parent, Inc., any security holder of Concentra Group Holdings Parent, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this Form 4.
Remarks:
/s/ Timothy F. Ryan, Attorney-in-Fact07/06/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Concentra (CON) director Robert A. Ortenzio report in this Form 4?

He reported an indirect open-market sale of 130,000 shares of Concentra common stock. The sale was executed on July 1, 2026 at a weighted average price of $30.4969 per share through a family trust associated with him.

At what price were the Concentra (CON) shares sold in the reported transaction?

The filing lists a weighted average sale price of $30.4969 per share. A footnote explains that individual trades occurred between $29.45 and $30.85, and detailed breakdowns are available upon request to the company or regulators.

Which entity actually sold the Concentra (CON) shares reported on this Form 4?

The seller was The Rocco A. Ortenzio Separate Descendants Trust for the benefit of Robert Ortenzio. The position is reported as indirectly owned by him, reflecting trust-held shares rather than a direct personal brokerage account.

How many Concentra (CON) shares did the reporting trust hold after the sale?

After selling 130,000 shares, The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio held 633,455 Concentra common shares. This remaining balance shows the trust still retains a large position following the reported disposition.

What other Concentra (CON) holdings does Robert A. Ortenzio report on this Form 4?

The filing shows several indirect holdings through family trusts plus a separate direct ownership line. The direct position lists 5,533,794 Concentra common shares, while additional trusts each report substantial share balances held for various family beneficiaries.

Does the Concentra (CON) Form 4 mention a Rule 10b5-1 trading plan?

The footnote only describes the weighted average sale price and trading range between $29.45 and $30.85. It does not state that the transactions were executed under a Rule 10b5-1 trading plan or other pre-arranged trading program.