SHC Insider Trading

Sotera Health Company (SHC) operates in the Healthcare sector, specifically the Medical - Diagnostics & Research industry, with a market capitalization near $5.19B, listed on NASDAQ, employing roughly 3,000 people, carrying a beta of 1.85 to the broader market. Sotera Health Company, headquartered in Broadview Heights, Ohio, delivers essential sterilization, laboratory testing, and advisory services to a global clientele spanning North America, Europe, and various international regions. Led by Alton E. Shader, public since 2020-11-20.

In the last 12 months, Sotera Health Company insiders made 0 buy transactions and 14 sale transactions.

DateNameTypeSharesPriceValue
Aug 19, 2026Petras Michael B. Jr.S-Sale850,000$18.50$15.7M
Aug 19, 2026Petras Michael B. Jr.S-Sale294,515$18.50$5.4M
Aug 11, 2026Rutz Michael PS-Sale150,000$18.84$2.8M
Aug 7, 2026Lyons Jonathan M.F-InKind11,316$17.98$203.5K
May 27, 2026Klee Ann R.A-Award14,970$0.00$0
May 27, 2026SHADER ALTONA-Award203,634$0.00$0
May 27, 2026SHADER ALTONA-Award375,939$0.00$0
May 27, 2026SHADER ALTONA-Award101,817$0.00$0
May 27, 2026SHADER ALTON0$0.00$0
May 27, 2026Kyle Richard GA-Award14,970$0.00$0

SHC Insider Activity by Quarter

Reported Form 4 and Form 5 lines under SHC's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Nov 20, 2020, and a quarter counts only when every filing for it was read. 1 line filed under another SEC company ID is not counted.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A0
Q3 20260N/A3$24.0M1
Q2 20260N/A2$482.9M13
Q1 20260N/A2$381.8M27
Q4 20250N/A7$746.4M0
Q3 20250N/A3$304.3M1
Q2 20250N/A0N/A10
Q1 20250N/A0N/A17
Q4 20240N/A0N/A4

Filings Under Another SEC Company ID

1 filing line on file was filed under an SEC company ID (CIK) other than SHC's (1822479). Such a filing can be a predecessor company's (one that reorganized, redomiciled or converted files under a new CIK), a former holder of the SHC ticker's, or another company's that SHC or its insiders report holding; the CIK alone does not say which. It is not counted in the figures above.

CIKLinesDatesSecurities
10574361Jun 30, 2005Units (right to acquire)

SHC Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 319 institutions reported holding 294,736,088 SHC shares, valued at $5.19B as reported, 104.9% of its market cap (market cap of Jun 26, 2026). That is +20 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 49 opened a position, 31 closed one, 165 added and 65 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
Sessa Capital IM, L.P.27,050,000$480.1M+4,000,000
Darsana Capital Partners LP27,000,000$479.3M+1,000,000
BlackRock, Inc.24,148,424$428.6M+3,298,845
Sculptor Capital LP24,000,000$426.0M+2,282,272
Sachem Head Capital Management LP15,560,000$276.2M+3,915,000
VANGUARD CAPITAL MANAGEMENT LLC12,170,699$216.0M+1,435,693
VANGUARD PORTFOLIO MANAGEMENT LLC11,946,341$212.0M+1,337,624
AQR CAPITAL MANAGEMENT LLC10,734,313$186.4M+4,013,550
T. Rowe Price Investment Management, Inc.10,518,373$186.7M+1,392,752
Jupiter Topco LLC8,402,106$149.1MNo comparable report

By Quarter

QuarterInstitutionsSharesValue
Q2 2026319294,736,088$5.19B
Q1 2026299276,140,903$3.94B
Q4 2025285266,586,225$4.70B
Q3 2025244264,233,967$4.16B
Q2 2025222271,656,964$3.02B
Q1 2025205269,550,386$3.14B
Q4 2024216264,221,264$3.61B
Q3 2024207264,758,242$4.42B
Q2 2024205264,228,293$3.14B

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding SHC

FundWeight of SHCShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.01%8,636,076$163.2MOct 7, 2026
VB Vanguard Morningstar Small-Cap ETF0.06%6,235,124$117.8MOct 7, 2026
VBK Vanguard Morningstar Small-Cap Growth ETF0.15%3,579,925$67.7MOct 7, 2026
VXF Vanguard Extended Market ETF0.06%3,083,662$58.3MOct 7, 2026
MDY State Street SPDR S&P MIDCAP 400 ETF Trust0.15%2,128,773$38.7MOct 8, 2026
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF0.15%1,527,393$27.7MOct 8, 2026
SCHA Schwab U.S. Small-Cap ETF0.13%1,508,266$27.2MOct 8, 2026
IWR iShares Russell Mid-Cap ETF0.04%1,161,545$20.8MOct 8, 2026
DFAC Dimensional - US Core Equity 2 ETF0.02%1,035,000$18.9MOct 8, 2026
MIGO MIG Core ETF2.27%988,508$18.0MOct 8, 2026
VHT Vanguard Health Care ETF0.07%849,623$16.1MOct 7, 2026
SCHM Schwab U.S. Mid-Cap ETF0.11%856,909$15.7MOct 7, 2026
IWD iShares Russell 1000 Value ETF0.01%621,182$11.1MOct 8, 2026
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF0.29%459,372$8.4MOct 8, 2026
IVOO Vanguard S&P Mid-Cap 400 ETF0.14%436,605$8.3MOct 7, 2026

From each fund's latest holdings file on record that shows SHC's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as SHC's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for SHC reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is SHC's share of that fund.

How to Read SHC Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 14 sales versus 0 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked SHC insider trading questions

How active are SHC insiders right now?
Over the trailing twelve months, Sotera Health Company (SHC) insiders made 0 buy transactions and 14 sale transactions. Net insider sentiment over the trailing twelve months tilts to the sell side (14 sales vs 0 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are SHC insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do SHC insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.