ORTENZIO ROBERT A — Form SCHEDULE 13D/A
Filed July 1, 2026 · analyzed by the Ownership Agent
SCHEDULE 13D/A
— Neutral
significance 28/100
What the filing says
Robert A. Ortenzio and related trusts/entities have entered amended rollover agreements (dated June 30, 2026) with Stallion Group Parent LP and Stallion Intermediate Corporation, waiving cash merger consideration totaling approximately 12.1 million Select Medical shares in exchange for non-registered Class A Units in the acquiring entity. The rollover is structured as a tax-deferred contribution under IRC §351/§721 and is contingent on deal closing within 48 hours of contribution.
Why this rating
Rollover by insiders is routine LBO structuring; waives no disclosed $ amount; equity rollover preserves insider exposure post-acquisition. Administrative deal mechanics.
View original filing on SEC.gov ↗
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