SEM Insider Trading
SEM | Market Equity
Comprehensive Trading Performance Summary
The investment history of corporate insiders at SEM provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Market Equity sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2004-04-27 19:49 | 2004-04-26 | TALALAI JAMES J | Officer - SVP and CIO | OPT+S | $19.00 | 3,300 | $62,700 | 14,324 | 0.0% |
| 2004-04-27 19:46 | 2004-04-26 | RICE PATRICIA A | Officer - EVP and COO | OPT+S | $18.66 | 28,000 | $522,354 | 1,000 | 0.0% |
| 2004-04-27 19:42 | 2004-04-26 | FRITSCH S FRANK | Officer - SVP, Human Resources | OPT+S | $18.66 | 10,000 | $186,575 | 87,546 | 0.0% |
| 2004-04-24 01:05 | 2004-04-21 | RICE PATRICIA A | Officer - EVP and COO | OPT+S | $17.50 | 120,000 | $2,100,000 | 1,000 | 0.0% |
| 2004-04-24 01:02 | 2004-04-21 | TARVIN MICHAEL E | Officer - SVP, General Counsel and Sec | OPT+S | $17.50 | 72,594 | $1,270,569 | 3,524 | 0.0% |
| 2004-03-19 22:21 | 2004-03-18 | CRESSEY BRYAN C | Director | SELL | $16.01 | 28,400 | $454,636 | 213,292 | -11.8% |
| 2004-03-17 05:04 | 2004-03-11 | CRESSEY BRYAN C | Director | SELL | $16.05 | 1,000,000 | $16,047,500 | 20,778 | -98.0% |
| 2004-03-16 00:01 | 2004-03-11 | CRESSEY BRYAN C | Director | SELL | $16.05 | 1,000,000 | $16,047,500 | 533,957 | -65.2% |
| 2004-03-03 04:07 | 2004-03-02 | FRITSCH S FRANK | Officer - SVP, Human Resources | OPT+S | $16.50 | 5,088 | $83,952 | 87,546 | 0.0% |
| 2004-02-27 00:09 | 2004-02-26 | RICE PATRICIA A | Officer - EVP and COO | OPT+S | $15.75 | 8,480 | $133,524 | 1,000 | 0.0% |
| 2004-02-23 23:08 | 2004-02-20 | MIERSCH EDWARD R | Officer - President, NovaCare Rehab Div | OPT+S | $15.71 | 3,000 | $47,116 | 4,838 | 0.0% |
| 2004-02-21 00:32 | 2004-02-19 | MIERSCH EDWARD R | Officer - President, NovaCare Rehab Div | OPT+S | $16.25 | 21,600 | $351,089 | 4,838 | 0.0% |
| 2004-02-19 02:40 | 2004-02-18 | MIERSCH EDWARD R | Officer - President, NovaCare Rehab Div | OPT+S | $15.89 | 15,400 | $244,778 | 4,838 | 0.0% |
| 2004-02-14 02:25 | 2004-02-13 | MIERSCH EDWARD R | Officer - President, NovaCare Rehab Div | OPT+S | $15.74 | 10,777 | $169,680 | 4,838 | 0.0% |
| 2004-02-14 01:21 | 2004-02-12 | MIERSCH EDWARD R | Officer - President, NovaCare Rehab Div | OPT+S | $15.88 | 48,000 | $762,024 | 4,838 | 0.0% |
| 2004-02-12 21:38 | 2004-02-11 | MIERSCH EDWARD R | Officer - President, NovaCare Rehab Div | OPT+S | $15.58 | 27,000 | $420,741 | 4,838 | 0.0% |
| 2004-02-12 01:09 | 2004-02-09 | MIERSCH EDWARD R | Officer - President, NovaCare Rehab Div | OPT+S | $16.61 | 25,100 | $416,803 | 4,838 | 0.0% |
| 2004-02-11 23:40 | 2004-02-09 | ORTENZIO ROCCO A | Director, Officer, 10% owner - Executive Chairman | OPT+S | $15.85 | 520,000 | $8,242,000 | 4,581,272 | 0.0% |
| 2004-02-11 23:36 | 2004-02-09 | ORTENZIO ROBERT A | Director, Officer - CEO and President | OPT+S | $15.85 | 200,000 | $3,170,000 | 1,800,000 | 0.0% |
| 2004-02-11 23:31 | 2004-02-09 | FRITSCH S FRANK | Officer - SVP, Human Resources | OPT+S | $16.65 | 30,000 | $499,569 | 87,546 | 0.0% |
| 2004-02-06 00:54 | 2004-02-04 | ORTENZIO ROCCO A | Director, Officer, 10% owner - Executive Chairman | OPT+S | $16.66 | 102,800 | $1,712,741 | 4,581,272 | 0.0% |
| 2004-02-06 00:50 | 2004-02-03 | ORTENZIO ROCCO A | Director, Officer, 10% owner - Executive Chairman | OPT+S | $16.85 | 197,200 | $3,322,781 | 4,581,272 | 0.0% |
| 2004-02-06 00:47 | 2004-02-03 | ORTENZIO ROBERT A | Director, Officer - CEO and President | OPT+S | $16.84 | 200,000 | $3,368,180 | 1,800,000 | 0.0% |
| 2004-02-06 00:43 | 2004-02-05 | FRITSCH S FRANK | Officer - SVP, Human Resources | OPT+S | $16.50 | 7,040 | $116,160 | 87,546 | 0.0% |
| 2004-02-05 01:23 | 2004-02-03 | FRITSCH S FRANK | Officer - SVP, Human Resources | SELL | $16.86 | 20,000 | $337,160 | 0 | -100.0% |
| 2003-11-19 20:46 | 2003-11-14 | CRESSEY BRYAN C | Director | SELL | $35.16 | 21,089 | $741,458 | 0 | -100.0% |
| 2003-11-17 17:37 | 2003-11-13 | CRESSEY BRYAN C | Director | SELL | $34.15 | 250,200 | $8,545,056 | 21,089 | -92.2% |
| 2003-11-14 21:57 | 2003-11-12 | CRESSEY BRYAN C | Director | SELL | $33.39 | 100,000 | $3,339,190 | 271,289 | -26.9% |
| 2003-11-12 19:12 | 2003-11-10 | CRESSEY BRYAN C | Director | SELL | $33.08 | 224,200 | $7,416,962 | 15,339 | -93.6% |
| 2003-11-12 19:12 | 2003-11-07 | CRESSEY BRYAN C | Director | SELL | $33.13 | 264,400 | $8,758,409 | 17,559 | -93.8% |
| 2003-11-07 23:28 | 2003-11-05 | CRESSEY BRYAN C | Director | SELL | $33.41 | 11,400 | $380,908 | 20,176 | -36.1% |
| 2003-11-06 00:03 | 2003-09-24 | CRESSEY BRYAN C | Director | SELL | $34.07 | 6,800 | $231,654 | 371,289 | -1.8% |
| 2003-09-26 04:37 | 2003-09-24 | CRESSEY BRYAN C | Director | SELL | $30.05 | 8,600 | $258,389 | 378,089 | -2.2% |
| 2003-09-25 18:02 | 2003-09-23 | CRESSEY BRYAN C | Director | SELL | $30.01 | 55,000 | $1,650,644 | 386,689 | -12.5% |
| 2003-09-24 00:23 | 2003-09-22 | CRESSEY BRYAN C | Director | SELL | $30.00 | 1,500 | $45,000 | 441,689 | -0.3% |
| 2003-09-23 18:58 | 2003-09-19 | CRESSEY BRYAN C | Director | SELL | $30.28 | 80,000 | $2,422,576 | 443,189 | -15.3% |
| 2003-09-22 18:49 | 2003-09-18 | CRESSEY BRYAN C | Director | SELL | $30.37 | 72,800 | $2,210,776 | 523,189 | -12.2% |
| 2003-09-18 23:24 | 2003-09-17 | CRESSEY BRYAN C | Director | SELL | $30.48 | 75,900 | $2,313,136 | 595,989 | -11.3% |
| 2003-09-18 23:23 | 2003-09-16 | CRESSEY BRYAN C | Director | SELL | $30.25 | 95,700 | $2,894,485 | 671,889 | -12.5% |
| 2003-09-16 23:33 | 2003-09-15 | CRESSEY BRYAN C | Director | SELL | $30.46 | 10,500 | $319,874 | 767,589 | -1.3% |
| 2003-09-16 23:30 | 2003-09-12 | CRESSEY BRYAN C | Director | SELL | $30.33 | 100,000 | $3,032,830 | 778,089 | -11.4% |
| 2003-09-11 00:00 | 2003-09-09 | WCAS HEALTHCARE PARTNERS L P | 10% owner | SELL | $30.00 | 427,511 | $12,825,330 | 0 | -100.0% |
| 2003-09-05 23:28 | 2003-09-04 | RATHER JONATHAN M | 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
| 2003-09-05 23:26 | 2003-09-04 | WELSH PATRICK J | 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
| 2003-09-05 23:25 | 2003-09-04 | MINICUCCI ROBERT A | 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
| 2003-09-05 23:23 | 2003-09-04 | MCINERNEY THOMAS E | 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
| 2003-09-05 23:22 | 2003-09-04 | QUAELLY PAUL B | 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
| 2003-09-05 23:22 | 2003-09-04 | DENICOLA ANTHONY J | 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
| 2003-09-05 23:21 | 2003-09-04 | CARSON RUSSELL L | Director, 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
| 2003-09-05 23:20 | 2003-09-04 | ANDERSON BRUCE K | 10% owner | SELL | $29.05 | 500,000 | $14,525,000 | 3,710,749 | -11.9% |
How to Interpret $SEM Trades
Not every insider transaction in SEM is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $SEM shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for SEM
Insider activity data for SEM is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $SEM, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.