Concentra director disposes of 800,000 shares
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Form Type
4
Rhea-AI Filing Summary
Concentra Group Holdings Parent, Inc. director Robert A. Ortenzio disposed of 250,000 directly held shares to the issuer on November 6, 2026. Five trusts of which he was trustee disposed of another 550,000 shares under the Stock Repurchase Agreement, which covered 800,000 shares at $41.80 per share. His direct holdings after the transaction were 4,417,783 shares.
Insider Trade Summary
Disposition: 800,000 shares
Disposition
6 txns
Insider
ORTENZIO ROBERT A
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Disposition | Common Stock F1, F2 | 250,000 | $41.80 | $10.45M |
| Disposition | Common Stock F1, F2, F3 | 305,000 | $41.80 | $12.75M |
| Disposition | Common Stock F1, F2, F4 | 150,000 | $41.80 | $6.27M |
| Disposition | Common Stock F1, F2, F5 | 35,000 | $41.80 | $1.46M |
| Disposition | Common Stock F1, F2, F6 | 35,000 | $41.80 | $1.46M |
| Disposition | Common Stock F1, F2, F7 | 25,000 | $41.80 | $1.04M |
Holdings After Transaction:
Common Stock — 4,417,783 shares (Direct);
Common Stock — 198,455 shares (Indirect, The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio);
Common Stock — 732,115 shares (Indirect, By the Robert A. Ortenzio Descendants Trust);
Common Stock — 161,286 shares (Indirect, By the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio);
Common Stock — 161,286 shares (Indirect, By the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio);
Common Stock — 181,286 shares (Indirect, By the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio)
Holdings Before and After:
Common Stock, 4,667,783 to 4,417,783 shares (Direct);
Common Stock, 503,455 to 198,455 shares (Indirect, The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio);
Common Stock, 882,115 to 732,115 shares (Indirect, By the Robert A. Ortenzio Descendants Trust);
Common Stock, 196,286 to 161,286 shares (Indirect, By the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio);
Common Stock, 196,286 to 161,286 shares (Indirect, By the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio);
Common Stock, 206,286 to 181,286 shares (Indirect, By the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio)
Footnotes (7)
- F1. The shares were sold to the Issuer pursuant to a Stock Repurchase Agreement, dated November 6, 2026, between the Reporting Person (and certain trusts of which the Reporting Person is a trustee) and the Issuer (the "Stock Repurchase Agreement"). Under the Stock Repurchase Agreement, the Issuer agreed to purchase an aggregate of 800,000 shares of common stock at a price of $41.80 per share. The Reporting Person sold 250,000 shares held directly and 550,000 shares held indirectly through trusts of which the Reporting Person is the trustee.
- F2. The dispositions reported herein were approved in advance by the Audit Committee of the Issuer's Board of Directors, which consists solely of two or more Non-Employee Directors (as defined in Rule 16b-3), for purposes of exempting the transactions from Section 16(b) of the Securities Exchange Act of 1934, as amended, pursuant to Rule 16b-3(e) thereunder.
- F3. 305,000 shares were sold from The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio at $41.80 per share for aggregate proceeds of $12,749,000. The Reporting Person is the trustee of this trust and may be deemed to have voting and investment power over the shares held therein.
- F4. 150,000 shares were sold from The Robert A. Ortenzio Descendants Trust at $41.80 per share for aggregate proceeds of $6,270,000. The Reporting Person is the trustee of this trust and may be deemed to have voting and investment power over the shares held therein.
- F5. 35,000 shares were sold from the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio at $41.80 per share for aggregate proceeds of $1,463,000. The Reporting Person is the trustee of this trust and may be deemed to have voting and investment power over the shares held therein.
- F6. 35,000 shares were sold from the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio at $41.80 per share for aggregate proceeds of $1,463,000. The Reporting Person is the trustee of this trust and may be deemed to have voting and investment power over the shares held therein.
- F7. 25,000 shares were sold from the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio at $41.80 per share for aggregate proceeds of $1,045,000. The Reporting Person is the trustee of this trust and may be deemed to have voting and investment power over the shares held therein.
Key Figures
Shares under Stock Repurchase Agreement: 800,000 shares
Direct shares disposed: 250,000 shares
Trust-held shares disposed: 550,000 shares
+3 more
6 metrics
Shares under Stock Repurchase Agreement
800,000 shares
Aggregate amount the issuer agreed to purchase
Direct shares disposed
250,000 shares
Held directly by Robert A. Ortenzio
Trust-held shares disposed
550,000 shares
Held indirectly through trusts
Price per share
$41.80 per share
Stock Repurchase Agreement
Direct shares held after transaction
4,417,783 shares
After the November 6, 2026 disposition
Shares disposed from The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio
305,000 shares
Post-transaction position listed for the trust: 198,455 shares
Key Terms
Stock Repurchase Agreement, Rule 16b-3(e), voting and investment power
3 terms
Stock Repurchase Agreement financial
"pursuant to a Stock Repurchase Agreement"
Rule 16b-3(e) regulatory
"pursuant to Rule 16b-3(e) thereunder"
voting and investment power regulatory
"may be deemed to have voting and investment power over the shares"
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