Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP and CIO | April 12, 2023 | April 14, 2023 |
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.
HCA Healthcare, Inc.
Report date April 12, 2023 · Filed April 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,643 |
Ending reported balance
After 2023-04-14 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2023-04-12 · Exercise / conversion · Acquired 6,340 · Balance 30,983 F1: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 10, 2022. Row 2 · 2023-04-12 · Tax withholding · Disposed 3,653 · Balance 27,330 F1: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 10, 2022. Row 3 · 2023-04-14 · Sale · Disposed 2,687 · Balance 24,643 F1: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 10, 2022. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $81.96 · Expires 2027-02-01 | Direct | 0 |
Reported balance
After 2023-04-12 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-04-12 · Exercise / conversion · Disposed 6,340 · Balance 0 F1: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 10, 2022. F2: The stock appreciation rights vested in four equal annual installments beginning on February 1, 2018. |
| Common StockSEC Table I · non-derivative | Indirectby 2021 Trust | 3,000 |
Reported balance
Holding disclosure · report date 2023-04-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,000 |
| Common StockSEC Table I · non-derivative | IndirectBy PMP 2020 Trust | 60,000 |
Reported balance
Holding disclosure · report date 2023-04-12 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 60,000 |
| Common StockSEC Table I · non-derivative | Indirectby RJP 2020 Trust | 63,999 |
Reported balance
Holding disclosure · report date 2023-04-12 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 63,999 |
Filing footnotes · ownership attribution and instrument terms
F1: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 10, 2022.
F2: The stock appreciation rights vested in four equal annual installments beginning on February 1, 2018.
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 |
|---|---|---|---|---|---|---|
| November 05, 2020 Filed Nov 9, 2020 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 6,975 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-20-057536 · doc4.xml · derivative · entry 5 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,525 Underlying: Common Stock · 6,975 shares Expires 2024-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,052 | $137.56 | $832,513.12 |
DisclosureSEC source: 0001209191-20-057536 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,948 Read SEC document |
| November 05, 2020 Filed Nov 9, 2020 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 10,000 | $47.97 | $479,700.00 |
DisclosureSEC source: 0001209191-20-057536 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,771 | $133.50 | $236,428.50 |
DisclosureSEC source: 0001209191-20-057214 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| October 27, 2020 Filed Oct 29, 2020 20:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 850 | $133.50 | $113,475.00 |
DisclosureSEC source: 0001209191-20-056264 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771 Read SEC document |
| August 11, 2020 Filed Aug 13, 2020 18:55 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 227 | $134.97 | $30,638.19 |
DisclosureSEC source: 0001209191-20-046667 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,621 Read SEC document |
| August 07, 2020 Filed Aug 10, 2020 19:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 2,594 | $132.97 | $344,924.18 |
DisclosureSEC source: 0001209191-20-046014 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,848 Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 19:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 254 | $132.97 | $33,774.38 |
DisclosureSEC source: 0001209191-20-046014 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,442 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,167 | $150.00 | $775,050.00 |
DisclosureSEC source: 0001209191-20-011765 · doc4.xml · nonDerivative · entry 3 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,696 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,094 | $150.08 | $314,267.52 |
DisclosureSEC source: 0001209191-20-011765 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,863 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 7,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011765 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,957 F1 · kind: On February 1, 2017, the reporting person was granted 6,610 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2017-2019. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2017-2019 earnings per share, the number of performance share units that vested equaled 117.86% of the units granted. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 18:42 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 10,175 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-20-010369 · doc4.xml · derivative · entry 4 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,025 Underlying: Common Stock · 10,175 shares Expires 2024-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercise of stock appreciation rights reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 18:42 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,008 | $150.88 | $755,607.04 |
DisclosureSEC source: 0001209191-20-010369 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,167 F1 · kind: The exercise of stock appreciation rights reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 18:42 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 10,175 | $47.97 | $488,094.75 |
DisclosureSEC source: 0001209191-20-010369 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercise of stock appreciation rights reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 19:43 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 16,560 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0001209191-20-005889 · doc4.xml · derivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,560 Underlying: Common Stock · 16,560 shares Expires 2030-01-29 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2021. Read SEC document |
| December 24, 2019 Filed Dec 26, 2019 17:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 4,164 | $148.56 | $618,603.84 |
DisclosureSEC source: 0001209191-19-061976 · doc4.xml · nonDerivative · entry 5 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 17:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 10,175 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-19-061976 · doc4.xml · derivative · entry 6 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 Underlying: Common Stock · 10,175 shares Expires 2024-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 17:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,011 | $147.53 | $886,802.83 |
DisclosureSEC source: 0001209191-19-061976 · doc4.xml · nonDerivative · entry 4 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,164 F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 17:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 10,175 | $47.97 | $488,094.75 |
DisclosureSEC source: 0001209191-19-061976 · doc4.xml · nonDerivative · entry 3 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| August 01, 2019 Filed Dec 26, 2019 17:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 6,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061976 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 127,999 Read SEC document |
| August 01, 2019 Filed Dec 26, 2019 17:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 6,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061976 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014292 · doc4.xml · derivative · entry 4 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,099 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 25, 2016, the reporting person was granted 2,198 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 407 | $143.26 | $58,306.82 |
DisclosureSEC source: 0001209191-19-014292 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,406 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 1,099 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-014292 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,813 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,012 | $142.01 | $285,724.12 |
DisclosureSEC source: 0001209191-19-013240 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,714 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 7,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013240 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,726 F1 · kind: On January 29, 2016, the reporting person was granted 6,320 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2016-2018. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2016-2018 earnings per share, the number of performance share units that vested equaled 122.25% of the units granted. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 18:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 16,000 | $0.00 Strike: $139.06 | $0.00 |
DisclosureSEC source: 0001209191-19-006586 · doc4.xml · derivative · entry 3 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 16,000 shares Expires 2029-01-30 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2020. Read SEC document |
| August 03, 2018 Filed Feb 1, 2019 18:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 41,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006586 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 121,593 Read SEC document |
| August 03, 2018 Filed Feb 1, 2019 18:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 41,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006586 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 18:49 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 35,625 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-18-044604 · doc4.xml · derivative · entry 5 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,625 shares Expires 2023-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 18:49 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 37,500 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-18-044604 · doc4.xml · derivative · entry 4 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2023-02-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 6, 2014. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 18:49 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 42,059 | $124.15 | $5,221,624.85 |
DisclosureSEC source: 0001209191-18-044604 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,263 Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 18:49 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 73,125 | $37.18 | $2,718,787.50 |
DisclosureSEC source: 0001209191-18-044604 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,322 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · derivative · entry 9 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099 Underlying: Common Stock · 1,099 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On February 25, 2016, the reporting person was granted 2,198 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · derivative · entry 8 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 841 shares Expires 2025-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On February 25, 2015, the reporting person was granted 1,682 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 719 | $100.84 | $72,503.96 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · nonDerivative · entry 6 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,197 Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 1,940 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · nonDerivative · entry 5 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,916 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 4,125 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · derivative · entry 7 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,125 Underlying: Common Stock · 4,125 shares Expires 2024-02-05 F3 · balance_after: On February 5, 2014, the reporting person was granted 27,500 stock appreciation rights. The stock appreciation rights were eligible to vest in equal increments of up to 25% at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2017, 60% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 4,125 stock appreciation rights. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,824 | $100.54 | $585,544.96 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · nonDerivative · entry 4 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,976 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 14,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · nonDerivative · entry 3 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,800 F1 · kind: On February 4, 2015, the reporting person was granted 7,400 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2015-2017. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2015-2017 earnings per share, the number of performance share units that vested equaled two times the units granted. Read SEC document |
| February 15, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 54,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 80,330 Read SEC document |
| February 15, 2018 Filed Feb 26, 2018 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 54,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013646 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 17,500 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · derivative · entry 9 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,500 shares Expires 2022-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 8, 2013. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 17,500 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · derivative · entry 8 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,500 shares Expires 2022-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2012, 2013, 2014 and 2015 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 37,500 | $0.00 Strike: $22.87 | $0.00 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · derivative · entry 7 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2022-08-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2012, 2013, 2014 and 2015 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 37,500 | $0.00 Strike: $22.87 | $0.00 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · derivative · entry 6 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2022-08-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on August 7, 2013. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 56,813 | $102.24 | $5,808,561.12 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · nonDerivative · entry 3 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,082 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 35,000 | $22.95 | $803,250.00 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · nonDerivative · entry 2 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 75,000 | $22.87 | $1,715,250.00 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · nonDerivative · entry 1 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 27,450 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-18-007236 · doc4.xml · derivative · entry 5 Paslick P. Martin · CIK 0001551011 · SVP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,450 Underlying: Common Stock · 27,450 shares Expires 2028-01-31 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2019. 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.