SEM SELECT MEDICAL HOLDINGS CORP

NEUTRAL Impact: 3/10 DEFA14A
Horizon immediate Filed Mar 4, 2026 Processed 3mo ago SEC 0001104659-26-023210
Proxy solicitation materials
Final — all horizons settled through T+60d ⚠ clustered
SEM ▲ +1.60% at T+60d
NEUTRAL call ✓ call won +1.60% · α vs SPY -8.49% · entry $16.25 → $16.51
Last close $16.66 (close Jun 12) · +2.52% from $16.25 entry
Entry anchored
Mar 3, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α +0.57%
$16.25
settled 3mo ago
T+5d
-0.31%
call -0.31% · α +1.03%
$16.20
settled 3mo ago
T+20d
+0.25%
call +0.25% · α +4.66%
$16.29
settled 3mo ago
T+60d
+1.60%
call +1.60% · α -8.49%
$16.51
settled 17d ago

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Executive Summary

Select Medical Holdings Corp (SEM) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, scheduled for April 23, 2026. The meeting will vote on several proposals, including the election of Class II Directors, an advisory vote on executive compensation, ratification of the auditor, and a significant proposal to amend the company's charter to phase out its classified board structure. The board recommends voting FOR all proposals except Proposal 6, which it recommends voting AGAINST.

Actionable Insight

This is a routine annual proxy filing. The key item for investors to note is the proposed amendment to phase out the classified board structure (Proposal 4), which, if approved, would be a significant governance change. Shareholders should review the proxy materials and vote on the proposals. The outcome is expected to be in line with the board's recommendations.

Key Facts

  • The filing is a definitive proxy statement (DEFA14A) for the 2026 Annual Meeting.
  • The meeting is scheduled for Thursday, April 23, 2026, and will be held virtually.
  • Proposals include the election of Class II Directors, an advisory vote on executive compensation, ratification of PricewaterhouseCoopers LLP as auditor, and an amendment to phase out the classified board structure.
  • The board recommends voting FOR Proposals 1, 2, 3, 4, and 5, and AGAINST Proposal 6.
  • Proposal 4, to amend the certificate of incorporation to phase out the classified board, is a notable governance change.

Financial Impact

No direct financial impact. This is a routine governance filing.

Risk Factors

  • A significant number of shareholder votes against the board's recommendations could signal governance concerns, but this is unlikely based on the routine nature of the proposals.

Market Snapshot

Exchange
NYSE

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-023210
Document: 0001104659-26-023210-index-headers.html0001104659-26-023210
Document: 0001104659-26-023210-index.html0001104659-26-023210
Document: 0001104659-26-023210.txt0001104659-26-023210
4 reports for SEM
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+60▲ +1.54%Mar 3, 2026
Filters
Rows
Reports for SEM — sortable, filterable
Type Now
Apr 30, 2026
6w ago
8-K
BEARISH ★ 6/10
$16.38 $16.51▼ −0.81%▲ +4.45%$16.66 (−1.73%)
Apr 15, 2026
8w ago
PREM14A
BULLISH ★ 8/10
$16.38 $16.45▲ +0.43%▼ −5.62%$16.66 (+1.71%)
Mar 4, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$16.25 $16.29▲ +0.25%▲ +4.66%$16.66 (+2.52%)
Mar 3, 2026
14w ago
DEFA14A
BULLISH ★ 9/10
$16.26 $16.29▲ +0.18%▲ +4.59%$16.66 (+2.46%)
Showing 4 of 4

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