Form 4: SEACOR Marine CEO Gellert Reports Stock Disposition

SEACOR Marine Holdings Inc. President and CEO John M. Gellert reported the disposition of 65,932 shares of common stock at $7.63 per share.

Summary

• John M. Gellert, President and CEO of SEACOR Marine Holdings Inc., reported a transaction involving the disposition of common stock.
• The transaction occurred on March 4, 2026, and involved 65,932 shares.
• The shares were disposed of at a price of $7.63 per share.
• Following this transaction, Gellert directly beneficially owns 1,047,653 shares of common stock.
• Gellert also indirectly beneficially owns shares through JMG Assets, LLC (109,109 shares), JMG GST LLC (95,158 shares), Michael E. Gellert 2011 Family Trust (26,557 shares), and MCG Assets, LLC (17,180 shares).
• The transaction code 'F' indicates a payment of tax liability by delivering or withholding securities incident to the vesting of a restricted stock award or the exercise of a stock option.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event. The transaction code 'F' indicates a routine, non-discretionary disposition of shares for tax purposes, which does not typically signal a change in management's confidence or the company's fundamental outlook.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider transactions, particularly dispositions, are routinely monitored by investors for insights into management's perception of future company performance. An 'F' transaction, as reported here, typically signifies a non-discretionary sale for tax withholding purposes related to equity compensation, and is generally not indicative of a change in management's sentiment regarding the company's prospects.

Related Party Transactions

• John M. Gellert indirectly owns shares through JMG Assets, LLC, where he is the manager.
• John M. Gellert indirectly owns shares through JMG GST LLC, where he is the manager.
• John M. Gellert is a co-investment director and beneficiary of the Michael E. Gellert 2011 Family Trust, disclaiming beneficial ownership except to the extent of his pecuniary interest.
• John M. Gellert serves as a manager of MCG Assets, LLC, with power to direct voting and disposition of shares, disclaiming beneficial ownership except to the extent of his pecuniary interest.

Key Dates

Recommendation

This Form 4 reports a routine disposition of shares, likely for tax withholding purposes related to equity compensation. It does not provide new fundamental information about the company's operations, financial health, or strategic direction that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate as this transaction alone is not a strong indicator for buying or selling.

Keywords

SEACOR Marine, SMHI, John M. Gellert, insider transaction, Form 4, stock disposition, CEO, beneficial ownership