SCHEDULE 13G/A: Estate of Rocco A. Ortenzio Amends Stake in Select Medical Holdings to 3.2%

The Estate of Rocco A. Ortenzio has filed an Amendment No. 15 to Schedule 13G, disclosing a beneficial ownership of 3.2% in Select Medical Holdings Corporation as of December 31, 2024.

Summary

• The filing is an Amendment No. 15 to Schedule 13G, indicating a change or update to a previously reported beneficial ownership.
• The reporting person is the Estate of Rocco A. Ortenzio.
• The issuer is Select Medical Holdings Corporation, with Common Stock, $.001 par value, as the class of securities.
• As of December 31, 2024, the Estate beneficially owns an aggregate of 4,085,550 shares of Common Stock.
• This ownership represents 3.2% of the total 128,962,850 shares of Common Stock outstanding as of December 31, 2024.
• The Estate holds sole voting power and sole dispositive power over 4,075,550 shares.
• Shared voting power and shared dispositive power are held over 10,000 shares, which are owned by the reporting person's spouse, with beneficial ownership disclaimed for these shares.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing (Schedule 13G/A) disclosing beneficial ownership. It contains no operational, financial, or strategic information that would indicate positive or negative sentiment. It is purely informational and compliance-driven.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of beneficial ownership by a significant shareholder, common in the healthcare services industry for transparency regarding major stakes. It does not provide specific operational or strategic insights into Select Medical Holdings Corporation's business or its position within the broader healthcare sector.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant, albeit non-controlling, ownership stake held by the Estate of a former key figure, which may be of interest for long-term investor tracking.

Key Dates

Keywords

Select Medical Holdings Corporation, SEC filing, Schedule 13G, beneficial ownership, stock ownership, institutional ownership, SMH, Rocco A. Ortenzio Estate