SEC Form 4 · accession 0001179110-16-027091
SELECT MEDICAL HOLDINGS CORP · SEM
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Robert A Ortenzio
Officer — Exec. Chairman and Co-Founder · Director
Period of report
Jun 29, 2016
Accepted (ET)
Jun 30, 2016 · 3:02 pm EDT
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001320414
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1,F2 | Jun 29, 2016 | G | 95,657 | $0.00 | D | 0 | I | By the Robert A. Ortenzio April 2014 GRAT |
| Common StockF2 | Jun 29, 2016 | G | 31,886 | $0.00 | A | 31,886 | I | By the Robert A. Ortenzio 2014 Trust for Bryan A. Ortenzio. |
| Common StockF2 | Jun 29, 2016 | G | 31,886 | $0.00 | A | 31,886 | I | By the Robert A. Ortenzio 2014 Trust for Kevin M. Ortenzio. |
| Common StockF2 | Jun 29, 2016 | G | 31,885 | $0.00 | A | 31,885 | I | By the Robert A. Ortenzio 2014 Trust for Madeline G. Ortenzio. |
| Common StockF3 | holding | — | — | — | 7,297,836 | D | ||
| Common StockF2 | holding | — | — | — | 2,750,000 | I | By the Rocco A. Ortenzio Descendants Trust | |
| Common StockF2 | holding | — | — | — | 1,300,000 | I | By the Robert A. Ortenzio Descedants Trust | |
| Common StockF2 | holding | — | — | — | 324,660 | I | By the Robert A. Ortenzio May 2015 GRAT |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Upon termination of the Robert A. Ortenzio April 2014 GRAT, 95,567 shares were transferred to trusts for the benefit of Mr. Ortenzio's children.
- F2The reporting person beneficially owns the reported securities indirectly, but disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
- F31,084,343 shares previously owned by the Robert A. Ortenzio April 2014 GRAT and 475,340 shares previously owned by the Robert A. Ortenzio May 2015 GRAT were contributed to Robert A. Ortenzio.