SHC Sotera Health (SHC) Insider Trading, Ownership & Congress Trades
Healthcare Services · Services-misc health & allied services, nec · CIK 0001822479
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
225
13F, latest reported quarter
What the filings say about SHC
Insiders, 180 days
-$796.8M net sold
5 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$24.5M
2 notices
Sotera Health insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Sotera Health Co insiders sold a net $796.8M of stock across 32 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Dec 8, 2025.
- The trade is 74.0% of the 397,912 shares held after it.
- 1 other insider sold within 30 days.
- 225 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Chairman Petras Michael B. Jr. sold about $5.4M of SHC on Aug 17, 2026; 1 other insider sold within 30 days and 225 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Dec 8, 2025.
- The trade is 21.4% of the 3,969,393 shares held after it.
- 1 other insider sold within 30 days.
- 225 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Executive Chairman Petras Michael B. Jr. sold about $15.7M of SHC on Aug 17, 2026; 1 other insider sold within 30 days and 225 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 22, 2025.
- The trade is 44.9% of the 334,279 shares held after it.
- 1 other insider sold within 30 days.
- 225 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President of Sterigenics Rutz Michael P sold about $2.8M of SHC on Aug 7, 2026; 1 other insider sold within 30 days and 225 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- 2 other insiders sold within 30 days.
- 225 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Warburg Pincus (Cayman) XI, L.P. sold about $289.8M of SHC on May 13, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 225 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- 2 other insiders sold within 30 days.
- 225 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Warburg Pincus XI, L.P. sold about $289.8M of SHC on May 13, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 225 funds added in the latest 13F quarter.32 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$796.8M over 180 days
-$24.0M over 90 days · -$772.8M of it by a 10%+ holder
below 98% of Healthcare Services
Congress
no House purchase disclosed in the last 12 months
Funds
225 funds bought in last quarter
more than 82% of Healthcare Services
Revenue
+5.7% year over year
below 64% of Healthcare Services
Margin
6.7% net margin
more than 76% of Healthcare Services
Buybacks
no share repurchases reported
Short interest
7.3% of the float short (float per yahoo 2026-10-26) · 6.8 days to cover · settled 2026-09-30
more than 66% of Healthcare Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SHC
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+8.1%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SHC: institutional holders (13F)
13F holdings, latest reported quarter
27,050,000 sh
$480.1M
27,000,000 sh
$479.2M
24,148,424 sh
$428.6M
24,000,000 sh
$426.0M
15,560,000 sh
$276.2M
Congress trades in SHC
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SHC planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Michael B. Petras, Jr.
Filed 2026-08-17
$21.6M
Rutz Michael P
Filed 2026-08-07
$2.8M
SHC mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
NexPoint Event Driven Fund
$3.4M position · as of 2026-06-30
4.6%
Global Endurance Portfolio
$465.3K position · as of 2026-06-30
2.9%
MIG Core ETF
$15.5M position · as of 2026-05-31
2.0%
Janus Henderson Contrarian Fund
$103.9M position · as of 2026-06-30
1.9%
Brandes U.S. Small-Mid Cap Value ETF
$1.9M position · as of 2026-06-30
1.1%
T. Rowe Price Small-Cap Stock Fund, Inc.
$55.4M position · as of 2026-06-30
0.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Michael B. Petras, Jr
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$9.7M
$31.2M
$1.4M
-33%
+32%
2022
$16.7M
$5.9M
$2.0M
-67%
+30%
2021
$2.2M
-$2.4M
$658.9K
-6%
+32%
2020
$17.2M
$22.4M
$5.0M
+9%
+5%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $796.8M sold by insiders over 180 days, 225 funds added last quarter, $24.5M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
SHC financials
Revenue growth
+5.7%
XBRL, annual
Net margin
6.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.2B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SHC
| FY Dec 2025 | $1.2B |
| FY Dec 2024 | $1.1B |
| FY Dec 2023 | $1.0B |
| FY Dec 2022 | $1.0B |
| FY Dec 2021 | $931.5M |
| Jun 2026 | $321.4M |
| Mar 2026 | $280.0M |
| Dec 2025 | $303.4M |
| Sep 2025 | $311.3M |
| Jun 2025 | $294.3M |
| Mar 2025 | $254.5M |
| Dec 2024 | $290.2M |
| Sep 2024 | $285.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+13.4%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SHC
| FY Dec 2025 | +6.7% |
| FY Dec 2024 | +4.0% |
| FY Dec 2023 | +4.9% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +12.5% |
| Jun 2026 | +16.7% |
| Mar 2026 | +9.5% |
| Dec 2025 | +11.5% |
| Sep 2025 | +15.5% |
| Jun 2025 | +2.7% |
| Mar 2025 | -5.2% |
| Dec 2024 | +4.2% |
| Sep 2024 | +6.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$112.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SHC
| FY Dec 2025 | $149.2M |
| FY Dec 2024 | $45.1M |
| FY Dec 2023 | -$362.7M |
| FY Dec 2022 | $95.6M |
| FY Dec 2021 | $179.4M |
| Jun 2026 | $42.0M |
| Mar 2026 | -$16.7M |
| Dec 2025 | $52.4M |
| Sep 2025 | $35.0M |
| Jun 2025 | $26.2M |
| Mar 2025 | $35.6M |
| Dec 2024 | -$10.2M |
| Sep 2024 | $61.1M |
At each fiscal year end
Single quarter
Debt to equity
3.21x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Debt to equity SHC
| FY Dec 2025 | 3.53x |
| FY Dec 2024 | 5.49x |
| FY Dec 2023 | 5.02x |
| FY Dec 2022 | 5.55x |
| FY Dec 2021 | 2.97x |
| Jun 2026 | 3.21x |
| Mar 2026 | 3.44x |
| Dec 2025 | 3.53x |
| Sep 2025 | 3.89x |
| Jun 2025 | 4.34x |
| Mar 2025 | 5.36x |
| Dec 2024 | 5.49x |
| Sep 2024 | 4.73x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.14x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Cash flow to debt SHC
| FY Dec 2025 | 0.13x |
| FY Dec 2024 | 0.10x |
| FY Dec 2023 | -0.07x |
| FY Dec 2022 | 0.14x |
| FY Dec 2021 | 0.16x |
| Jun 2026 | 0.14x |
| Mar 2026 | 0.12x |
| Dec 2025 | 0.13x |
| Sep 2025 | 0.11x |
| Jun 2025 | 0.12x |
| Mar 2025 | 0.12x |
| Dec 2024 | 0.10x |
| Sep 2024 | 0.13x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+27.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity SHC
| FY Dec 2025 | +15.4% |
| FY Dec 2024 | +10.5% |
| FY Dec 2023 | +12.9% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +22.4% |
| Jun 2026 | +27.8% |
| Mar 2026 | +22.7% |
| Dec 2025 | +15.4% |
| Sep 2025 | +10.9% |
| Jun 2025 | +5.1% |
| Mar 2025 | +5.9% |
| Dec 2024 | +10.5% |
| Sep 2024 | +16.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+5.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SHC
| FY Dec 2025 | +2.5% |
| FY Dec 2024 | +1.4% |
| FY Dec 2023 | +1.6% |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +4.2% |
| Jun 2026 | +5.0% |
| Mar 2026 | +3.7% |
| Dec 2025 | +2.5% |
| Sep 2025 | +1.7% |
| Jun 2025 | +0.8% |
| Mar 2025 | +0.8% |
| Dec 2024 | +1.4% |
| Sep 2024 | +2.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+7.7%
operating income after a 38.1% effective tax rate, over long-term 2026-06-30 plus current 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on invested capital SHC
| FY Dec 2025 | +6.7% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | +7.9% |
| Jun 2026 | +7.7% |
| Mar 2026 | +7.3% |
| Dec 2025 | +6.7% |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | +7.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+9.8%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed SHC
| FY Dec 2025 | +10.1% |
| FY Dec 2024 | +10.3% |
| FY Dec 2023 | +10.6% |
| FY Dec 2022 | +10.0% |
| FY Dec 2021 | +9.8% |
| Jun 2026 | +9.8% |
| Mar 2026 | +10.1% |
| Dec 2025 | +10.1% |
| Sep 2025 | +10.1% |
| Jun 2025 | +10.2% |
| Mar 2025 | +10.3% |
| Dec 2024 | +10.3% |
| Sep 2024 | +10.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
31.75x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing SHC
| FY Dec 2025 | 65.33x |
| FY Dec 2024 | 85.50x |
| FY Dec 2023 | 93.61x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 57.44x |
| Jun 2026 | 31.14x |
| Mar 2026 | 34.98x |
| Dec 2025 | 65.33x |
| Sep 2025 | 78.65x |
| Jun 2025 | 123.56x |
| Mar 2025 | 129.56x |
| Dec 2024 | 85.50x |
| Sep 2024 | 66.80x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$6.9B
market value at close 2026-10-23 on 2026-07-30 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
Enterprise value SHC
| FY Dec 2025 | $6.8B |
| FY Dec 2024 | $5.8B |
| FY Dec 2023 | $6.7B |
| FY Dec 2022 | $3.9B |
| FY Dec 2021 | $8.3B |
| Jun 2026 | $6.8B |
| Mar 2026 | $5.9B |
| Dec 2025 | $6.8B |
| Sep 2025 | $6.3B |
| Jun 2025 | $5.0B |
| Mar 2025 | $5.2B |
| Dec 2024 | $5.8B |
| Sep 2024 | $6.6B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+2.2%
TTM free cash flow over market value at close 2026-10-23
FCF yield SHC
| FY Dec 2025 | +3.0% |
| FY Dec 2024 | +1.2% |
| FY Dec 2023 | -7.6% |
| FY Dec 2022 | +4.1% |
| FY Dec 2021 | +2.7% |
| Jun 2026 | +2.2% |
| Mar 2026 | +2.4% |
| Dec 2025 | +3.0% |
| Sep 2025 | +1.9% |
| Jun 2025 | +3.6% |
| Mar 2025 | +3.2% |
| Dec 2024 | +1.2% |
| Sep 2024 | +2.2% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.06x
P/E over trailing EPS growth of 533%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing SHC
| FY Dec 2025 | 0.95x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.06x |
| Mar 2026 | 0.10x |
| Dec 2025 | 0.95x |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $1.2B | $1.1B | $1.0B | $1.0B |
| Gross profit | $645.5M | $602.3M | $577.2M | $557.0M |
| Operating income | n/a | $297.6M | $276.7M | $248.3M |
| Net income | $77.9M | $44.4M | $51.4M | -$233.6M |
| EPS (diluted) | 0.27 | 0.16 | 0.18 | -0.83 |
| Operating cash flow | $287.2M | $224.2M | -$147.7M | $278.0M |
| Cash | $344.6M | $277.2M | $296.4M | $395.2M |
| Long-term debt | $2.1B | $2.2B | $2.2B | $1.7B |
| Buybacks | n/a | n/a | n/a | $0 |
SEC XBRL, fiscal years, as known on 2026-10-27
SHC Stock Sonar score 6/7 axes
Find similar shapesCompareSHC ranks highest on institutional and government (82nd percentile) and profitability (64th), and lowest on insider conviction (1st), among Healthcare Services peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SHC filings, in plain words
Are Sotera Health insiders buying or selling SHC?
In the 180 days to 2026-10-27, Sotera Health insiders were net sellers, a net $796.8M across purchases and sales reported on Form 4, by 5 sellers.
Are there planned insider sales of SHC?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $24.5M of stock; the latest, by Michael B. Petras, Jr., was filed 2026-08-17.
Read the full summary
In the 180 days to 2026-10-27, Sotera Health insiders were net sellers of SHC, a net $796.8M across purchases and sales reported on Form 4 by 5 sellers. Most of that figure, $772.8M, came from a holder of 10% or more rather than an officer or director. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $24.5M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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