Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL HEALTH SERVICES INCUHS · Entity 3529 | Director | March 07, 2023 | March 08, 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.
UNIVERSAL HEALTH SERVICES INC
Report date March 07, 2023 · Filed March 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 2,230 |
Reported balance
After 2023-03-07 transaction · row 1
1 source rowRow 1 · 2023-03-07 · Sale · Disposed 793 · Balance 2,230 F1: All shares were sold at the same price of $122.31. |
Filing footnotes · ownership attribution and instrument terms
F1: All shares were sold at the same price of $122.31.
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 |
|---|---|---|---|---|---|---|
| March 07, 2023 Filed Mar 8, 2023 21:21 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 793 | $122.31 | $96,991.83 |
DisclosureSEC source: 0001127602-23-009453 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,230 F1 · kind: All shares were sold at the same price of $122.31. Read SEC document |
| March 03, 2023 Filed Mar 6, 2023 21:04 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,568 | $128.29 | $201,158.72 |
DisclosureSEC source: 0001127602-23-009052 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,023 F1 · kind: All shares were sold at the same price of $128.29. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 10,000 | $0.00 Strike: $119.64 | $0.00 |
DisclosureSEC source: 0001127602-23-008375 · form4.xml · derivative · entry 3 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 10,000 shares Expires 2023-04-12 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: Option vested ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 8,958 | $133.57 | $1,196,520.06 |
DisclosureSEC source: 0001127602-23-008375 · form4.xml · nonDerivative · entry 2 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,591 Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 21:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 10,000 | $133.57 | $1,335,700.00 |
DisclosureSEC source: 0001127602-23-008375 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,549 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 |
| May 18, 2022 Filed May 19, 2022 16:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantClass B Common Stock | 1,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015043 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,549 F1 · kind: These restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and all units shall vest on May 16, 2023. Read SEC document |
| March 11, 2022 Filed Mar 14, 2022 13:43 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,307 | $153.00 | $199,971.00 |
DisclosureSEC source: 0001127602-22-009045 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869 F1 · kind: All shares were sold at the same price of $153.00. Read SEC document |
| March 01, 2022 Filed Mar 1, 2022 21:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 985 | $143.84 | $141,682.40 |
DisclosureSEC source: 0001127602-22-007308 · form4.xml · nonDerivative · entry 3 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,176 F1 · kind: All shares were sold at the same price of $143.84. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 10,000 | $0.00 Strike: $124.56 | $0.00 |
DisclosureSEC source: 0001127602-22-007308 · form4.xml · derivative · entry 4 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 10,000 shares Expires 2022-03-28 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: Option vested ratably on each of 3/29/2018, 3/29/2019, 3/29/2020 and 3/29/2021. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 8,602 | $144.82 | $1,245,741.64 |
DisclosureSEC source: 0001127602-22-007308 · form4.xml · nonDerivative · entry 2 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,161 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 21:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 10,000 | $144.82 | $1,448,200.00 |
DisclosureSEC source: 0001127602-22-007308 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,763 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 |
| July 28, 2021 Filed Jul 28, 2021 18:55 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 314 | $160.00 | $50,240.00 |
DisclosureSEC source: 0001127602-21-022539 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,763 F1 · kind: All shares were sold at the same price of $160.00. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 20:22 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $138.80 Strike: $138.80 | $1,388,000.00 |
DisclosureSEC source: 0001127602-21-011531 · form4.xml · derivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2026-03-16 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's 2020 Omnibus Stock and Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/17/2022, 3/17/2023, 3/17/2024 and 3/17/2025. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 19:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 15,000 | $0.00 Strike: $118.62 | $0.00 |
DisclosureSEC source: 0001127602-21-010033 · form4.xml · derivative · entry 3 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 15,000 shares Expires 2021-03-22 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: Option vested ratably on each of 3/23/2017, 3/23/2018, 3/23/2019 and 3/23/2020. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 19:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 13,222 | $134.58 | $1,779,416.76 |
DisclosureSEC source: 0001127602-21-010033 · form4.xml · nonDerivative · entry 2 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,077 Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 19:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 15,000 | $134.58 | $2,018,700.00 |
DisclosureSEC source: 0001127602-21-010033 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,299 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 |
| March 18, 2020 Filed Mar 20, 2020 18:32 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $67.69 Strike: $67.69 | $676,900.00 |
DisclosureSEC source: 0001127602-20-011617 · form4.xml · derivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2025-03-17 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/18/2021, 3/18/2022, 3/18/2023 and 3/18/2024. Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 14:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,000 | $115.14 | $115,140.00 |
DisclosureSEC source: 0001127602-20-010357 · form4.xml · nonDerivative · entry 5 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,299 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 14:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,000 | $112.50 | $112,500.00 |
DisclosureSEC source: 0001127602-20-010357 · form4.xml · nonDerivative · entry 4 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,299 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 14:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,900 | $109.33 | $207,725.10 |
DisclosureSEC source: 0001127602-20-010357 · form4.xml · nonDerivative · entry 3 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,299 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.01 to $109.68, inclusive. The reporting person undertakes to provide Universal Health Services, Inc. (the "Company"), any stockholder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 14:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 15,000 | $0.00 Strike: $117.29 | $0.00 |
DisclosureSEC source: 0001127602-20-010357 · form4.xml · derivative · entry 6 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 15,000 shares Expires 2020-03-17 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: Option vested ratably on each of 3/18/2016, 3/18/2017, 3/18/2018 and 3/18/2019. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 14:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 14,716 | $119.56 | $1,759,444.96 |
DisclosureSEC source: 0001127602-20-010357 · form4.xml · nonDerivative · entry 2 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,199 Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 14:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 15,000 | $119.56 | $1,793,400.00 |
DisclosureSEC source: 0001127602-20-010357 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,915 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 |
| July 30, 2019 Filed Jul 31, 2019 20:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 798 | $152.00 | $121,296.00 |
DisclosureSEC source: 0001127602-19-025536 · form4.xml · nonDerivative · entry 2 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,915 Read SEC document |
| July 30, 2019 Filed Jul 31, 2019 20:34 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,000 | $151.00 | $151,000.00 |
DisclosureSEC source: 0001127602-19-025536 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,713 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 20:43 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $134.02 Strike: $134.02 | $1,340,200.00 |
DisclosureSEC source: 0001127602-19-012688 · form4.xml · derivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2024-03-19 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/20/2020, 3/20/2021, 3/20/2022, and 3/20/2023. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:41 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 11,250 | $0.00 Strike: $78.17 | $0.00 |
DisclosureSEC source: 0001127602-19-009391 · form4.xml · derivative · entry 3 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 11,250 shares Expires 2019-03-25 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_date: Option vested ratably on each of 3/26/2016, 3/26/2017 and 3/26/2018. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:41 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 6,335 | $138.83 | $879,488.05 |
DisclosureSEC source: 0001127602-19-009391 · form4.xml · nonDerivative · entry 2 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,713 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:41 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 11,250 | $138.83 | $1,561,837.50 |
DisclosureSEC source: 0001127602-19-009391 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,048 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 |
| April 13, 2018 Filed Apr 16, 2018 20:33 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $119.64 Strike: $119.64 | $1,196,400.00 |
DisclosureSEC source: 0001127602-18-014651 · form4.xml · derivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2023-04-12 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 3,750 | $0.00 Strike: $53.38 | $0.00 |
DisclosureSEC source: 0001127602-17-033418 · form4.xml · derivative · entry 3 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 3,750 shares Expires 2018-01-15 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 option vested on 1/16/2017. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 1,956 | $102.33 | $200,157.48 |
DisclosureSEC source: 0001127602-17-033418 · form4.xml · nonDerivative · entry 2 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,798 Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:53 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 3,750 | $102.33 | $383,737.50 |
DisclosureSEC source: 0001127602-17-033418 · form4.xml · nonDerivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,754 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 |
| March 29, 2017 Filed Mar 30, 2017 21:01 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $124.56 Strike: $124.56 | $1,245,600.00 |
DisclosureSEC source: 0001127602-17-013306 · form4.xml · derivative · entry 1 Gibbs Lawrence S. · CIK 0001521342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2022-03-28 F1 · derivative.exercise_date: Option vests ratably on each of 3/29/2018, 3/29/2019, 3/29/2020 and 3/29/2021. 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.