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CON insider reports 100,000-share bona fide stock gift

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Concentra Group Holdings Parent, Inc. (CON)11/25/2025, the reporting person made a bona fide gift of 100,000 shares of common stock, shown with transaction code G and a price of $0 per share, which reflects the nature of a gift rather than a sale.

After this transaction, the director directly held 5,433,794 shares of common stock. The report also lists additional indirect beneficial ownership through several family trusts, including 1,023,455 shares held by The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio and 1,032,115 shares held by the Robert A. Ortenzio Descendants Trust, plus three 2014 trusts each holding 226,286 shares for individual beneficiaries.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED 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).
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 TX 75001

(City) (State) (Zip)
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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
11/25/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 11/25/2025 G(1) 100,000 D $0 5,433,794 D
Common Stock 1,023,455 I The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio
Common Stock 1,032,115 I By the Robert A. Ortenzio Descendants Trust
Common Stock 226,286 I By the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio
Common Stock 226,286 I By the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio
Common Stock 226,286 I By 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents a bona fide gift by the reporting person.
/s/ Timothy F. Ryan, Attorney-in-Fact 11/26/2025
** Signature of Reporting Person Date
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.

FAQ

What insider transaction did CON report in this Form 4?

The reporting person for Concentra Group Holdings Parent, Inc. (CON) reported a bona fide gift of 100,000 shares of common stock on 11/25/2025.

What was the price for the 100,000 CON shares transferred?

The 100,000 CON common shares were reported at a price of $0 per share, consistent with the transaction being a gift rather than a market sale.

How many CON shares does the insider directly own after the gift?

Following the reported gift, the insider directly beneficially owned 5,433,794 shares of Concentra Group Holdings Parent, Inc. common stock.

What indirect CON share holdings are reported through family trusts?

Indirect holdings include 1,023,455 shares via The Rocco A. Ortenzio Separate Descendants Trust FBO Robert Ortenzio and 1,032,115 shares via the Robert A. Ortenzio Descendants Trust, plus three 2014 trusts each with 226,286 shares.

What is the relationship of the reporting person to CON?

The reporting person is listed as a Director of Concentra Group Holdings Parent, Inc. (CON).

Was this CON insider transaction part of a Rule 10b5-1 trading plan?

The form includes a checkbox to indicate transactions under a Rule 10b5-1(c) plan, but the excerpt only shows that a bona fide gift of 100,000 shares was reported.
CONCENTRA GROUP HOLDINGS PAREN

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2.64B
114.36M
9.95%
85.13%
1.91%
Medical Care Facilities
Services-specialty Outpatient Facilities, Nec
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United States
ADDISON