Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
K2M GROUP HOLDINGS, INC.
Report date March 08, 2017 · Filed March 08, 2017
Jointly reported with WCAS Capital Partners IV, L.P., WELSH PATRICK J, ANDERSON BRUCE K, DENICOLA ANTHONY J, MINICUCCI ROBERT A, MACKESY D SCOTT, RATHER JONATHAN M, Scully Thomas
Section 16 reporting ended · disclosed 2017-03-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-03-08 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-03-08 · Other · Disposed 78,849 · Balance 0 F1: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F2: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below.
F2: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him.
SELECT MEDICAL HOLDINGS CORP
Report date June 30, 2026 · Filed July 01, 2026
Section 16 reporting ended · disclosed 2026-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Other · Disposed 610,035 · Balance 0 F1: This Form 4 reports securities disposed of under the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation ("Parent"), and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026). F2: Immediately prior to the effective time of the merger, the Reporting Person contributed 610,035 common shares (including 14,035 restricted shares which vested immediately prior to the effective time of the merger) to Parent in exchange for an equivalent amount of shares of common stock ("Parent Common Shares") of Parent, which Parent Common Shares were then exchanged for an equivalent amount of interests in Stallion Group Parent, LP. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports securities disposed of under the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation ("Parent"), and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026).
F2: Immediately prior to the effective time of the merger, the Reporting Person contributed 610,035 common shares (including 14,035 restricted shares which vested immediately prior to the effective time of the merger) to Parent in exchange for an equivalent amount of shares of common stock ("Parent Common Shares") of Parent, which Parent Common Shares were then exchanged for an equivalent amount of interests in Stallion Group Parent, LP.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 1, 2026 18:14 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | OtherCommon Stock | 610,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001212986-26-000001 · form4-07012026_060749.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: This Form 4 reports securities disposed of under the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation ("Parent"), and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026). F2 · shares: Immediately prior to the effective time of the merger, the Reporting Person contributed 610,035 common shares (including 14,035 restricted shares which vested immediately prior to the effective time of the merger) to Parent in exchange for an equivalent amount of shares of common stock ("Parent Common Shares") of Parent, which Parent Common Shares were then exchanged for an equivalent amount of interests in Stallion Group Parent, LP. Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:50 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 14,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020731 · form4-07312025_080726.xml · nonDerivative · entry 2 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 610,035 F1 · kind: Grant of restricted stock which, subject to certain exceptions, will vest in full on July 29, 2026, the first anniversary of the grant date. Read SEC document |
| April 29, 2025 Filed Jul 31, 2025 20:50 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GiftCommon Stock | 500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020731 · form4-07312025_080726.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 596,000 Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:27 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-24-000267 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,096,000 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on 04/30/2025. Read SEC document |
| August 01, 2023 Filed Aug 2, 2023 16:10 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-23-000453 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,086,000 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on 8/01/2024. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 00:41 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-22-000404 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,076,000 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on 8/01/2023. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 14:19 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-21-000604 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066,000 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on 8/03/2022. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 16:11 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | OtherCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-21-000581 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By trusts Disclosed balance after: 0 F1 · kind: Transfer of 50,000 shares each from two trusts for the benefit of the Reporting Person's children to the Reporting Person's children. F2 · ownership.nature: Shares held in each of two trusts for the benefit of the Reporting Person's children, of which the Reporting Person is Co-Trustee. The Reporting Person disclaims beneficial ownership of such shares. Read SEC document |
| July 28, 2020 Filed Jul 30, 2020 23:25 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-20-000526 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,060,000 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on 7/28/2021. Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 21:34 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-19-000586 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050,000 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on 7/30/2020. Read SEC document |
| December 05, 2018 Filed Dec 6, 2018 22:16 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GiftCommon Stock | 1,047,553 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000779 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,040,000 Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 16:37 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GiftCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000553 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087,553 Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 19:18 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000485 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,337,553 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on 7/31/2019. Read SEC document |
| August 02, 2017 Filed Aug 2, 2017 21:07 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000539 · edgar.xml · nonDerivative · entry 1 CARSON RUSSELL L · CIK 0001212986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,327,553 F1 · kind: Grant of shares of restricted stock to certain non-employee Directors of the Issuer, which will vest in full on August 2, 2018. Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 12:22 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | OtherCommon Stock | 78,849 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000225 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner MACKESY D SCOTT · CIK 0001212997 · 10% owner RATHER JONATHAN M · CIK 0001212994 · 10% owner Scully Thomas · CIK 0001414384 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F1 · price: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 784 shares to WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. WCAS CP IV Associates LLC will further distribute such 784 shares to its members, including the Reporting Owners listed below. F2 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS CP IV Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| March 08, 2017 Filed Mar 8, 2017 12:14 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | OtherCommon Stock | 5,384,858 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000221 · edgar.xml · nonDerivative · entry 1 Welsh, Carson, Anderson & Stowe XI, L.P. · CIK 0001437914 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner MACKESY D SCOTT · CIK 0001212997 · 10% owner RATHER JONATHAN M · CIK 0001212994 · 10% owner Scully Thomas · CIK 0001414384 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 10,023 shares to WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. WCAS XI Associates LLC will further distribute such 10,023 shares to its members, including the Reporting Owners listed below. F1 · price: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 10,023 shares to WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. WCAS XI Associates LLC will further distribute such 10,023 shares to its members, including the Reporting Owners listed below. F1 · ownership.direct: Distribution-in-kind of shares by the designated Reporting Person pro rata to its partners, including 10,023 shares to WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. WCAS XI Associates LLC will further distribute such 10,023 shares to its members, including the Reporting Owners listed below. F2 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of WCAS XI Associates LLC, the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F3 · ownership.direct: Each Reporting Owner listed below may also be deemed to have indirectly beneficially owned 386,851 shares of Common Stock held by WCAS XI Co-Investors LLC (including 368,704 shares received in the distribution from the designated Reporting Person), which on March 8, 2017 were distributed-in-kind by WCAS XI Co-Investors LLC pro rata to to its members, including the Reporting Owners listed below. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by WCAS XI Co-Investors LLC, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 21:17 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 3,926,068 | $20.23 | $79,424,355.64 |
DisclosureSEC source: 0000904454-17-000195 · edgar.xml · nonDerivative · entry 1 Welsh, Carson, Anderson & Stowe XI, L.P. · CIK 0001437914 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,384,858 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F2 · ownership.direct: Each Reporting Owner listed below may also be deemed to indirectly beneficially own 18,147 shares of Common Stock held by WCAS XI Co-Investors LLC. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by WCAS XI Co-Investors LLC, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F3 · ownership.direct: Paul B. Queally and Sean M. Traynor each also directly beneficially own 4,439 shares of Common Stock. Read SEC document |
| January 26, 2017 Filed Feb 14, 2017 21:05 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 57,488 | $20.23 | $1,162,982.24 |
DisclosureSEC source: 0000904454-17-000189 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,849 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 13:12 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 4,416,825 | $18.39 | $81,225,411.75 |
DisclosureSEC source: 0000904454-16-001584 · edgar.xml · nonDerivative · entry 1 Welsh, Carson, Anderson & Stowe XI, L.P. · CIK 0001437914 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,310,926 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F2 · ownership.direct: Each Reporting Owner listed below may also be deemed to indirectly beneficially own 31,377 shares of Common Stock held by WCAS XI Co-Investors LLC. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by WCAS XI Co-Investors LLC, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. F3 · ownership.direct: Paul B. Queally and Sean M. Traynor each also directly beneficially own 4,439 shares of Common Stock. Read SEC document |
| November 16, 2016 Filed Nov 18, 2016 13:27 UTC | K2M GROUP HOLDINGS, INC. KTWO · Entity 162444 | SaleCommon Stock | 64,674 | $18.39 | $1,189,354.86 |
DisclosureSEC source: 0000904454-16-001588 · edgar.xml · nonDerivative · entry 1 WCAS Capital Partners IV, L.P. · CIK 0001297673 · 10% owner WELSH PATRICK J · CIK 0001212985 · 10% owner CARSON RUSSELL L · CIK 0001212986 · 10% owner ANDERSON BRUCE K · CIK 0001212987 · 10% owner DENICOLA ANTHONY J · CIK 0001212992 · 10% owner Queally Paul B. · CIK 0001212993 · Director · 10% owner Solomon Christopher · CIK 0001608207 · 10% owner MINICUCCI ROBERT A · CIK 0001212991 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,337 F1 · ownership.direct: The securities reported as directly beneficially owned by the designated Reporting Person may be deemed to be indirectly beneficially owned by each of the Reporting Owners listed below, each of whom is a managing member of the sole general partner of the designated Reporting Person. Pursuant to Instruction 4(b)(iv) of Form 4, each such individual has elected to report as indirectly beneficially owned the entire number of securities owned by the designated Reporting Person, however each of them disclaims beneficial ownership of any securities, and any proceeds thereof, that exceed his pecuniary interest therein and/or that are not actually distributed to him. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.