Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HCA Healthcare, Inc.
Report date December 31, 2021 · Filed February 14, 2022
Section 16 reporting ended · disclosed 2022-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,862 |
Reported balance
After 2018-05-07 transaction · row 1
1 source rowRow 1 · 2018-05-07 · Gift · Disposed 5,200 · Balance 44,862 |
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 |
|---|---|---|---|---|---|---|
| May 07, 2018 Filed Feb 14, 2022 18:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 5,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009466 · doc5.xml · nonDerivative · entry 1 WATERMAN ROBERT A · CIK 0001216856 · Former SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,862 Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,801 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013652 · doc4.xml · derivative · entry 7 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Underlying: Common Stock · 1,801 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 3,603 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 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013652 · doc4.xml · derivative · entry 6 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,487 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 2,974 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 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 725 | $100.84 | $73,109.00 |
DisclosureSEC source: 0001209191-18-013652 · doc4.xml · nonDerivative · entry 4 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,856 Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 3,288 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-013652 · doc4.xml · nonDerivative · entry 3 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,581 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 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 5,250 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-18-013652 · doc4.xml · derivative · entry 5 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 5,250 shares Expires 2024-02-05 F3 · balance_after: On February 5, 2014, the reporting person was granted 35,000 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 5,250 stock appreciation rights. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,459 | $100.54 | $548,847.86 |
DisclosureSEC source: 0001209191-18-013652 · doc4.xml · nonDerivative · entry 2 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,293 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 17,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013652 · doc4.xml · nonDerivative · entry 1 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,752 F1 · kind: On February 4, 2015, the reporting person was granted 8,800 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 |
| January 31, 2018 Filed Feb 2, 2018 20:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 32,020 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-18-007259 · doc4.xml · derivative · entry 1 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,020 Underlying: Common Stock · 32,020 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 |
| May 05, 2017 Filed May 5, 2017 21:00 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 6,165 | $83.30 | $513,561.76 |
DisclosureSEC source: 0001209191-17-030380 · doc4.xml · nonDerivative · entry 4 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,152 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.18 to $83.36, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 range set forth in this footnote. Read SEC document |
| May 04, 2017 Filed May 5, 2017 21:00 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030380 · doc4.xml · nonDerivative · entry 3 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,317 Read SEC document |
| May 04, 2017 Filed May 5, 2017 21:00 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 139,835 | $83.19 | $11,632,566.01 |
DisclosureSEC source: 0001209191-17-030380 · doc4.xml · nonDerivative · entry 2 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,417 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.97 to $83.70, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 range set forth in this footnote. Read SEC document |
| May 03, 2017 Filed May 5, 2017 21:00 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 100,000 | $83.01 | $8,300,910.00 |
DisclosureSEC source: 0001209191-17-030380 · doc4.xml · nonDerivative · entry 1 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,252 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.00 to $83.08, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 range set forth in this footnote. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015517 · doc4.xml · derivative · entry 3 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,487 Underlying: Common Stock · 1,487 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 25, 2015, the reporting person was granted 2,974 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 711 | $87.07 | $61,906.77 |
DisclosureSEC source: 0001209191-17-015517 · doc4.xml · nonDerivative · entry 2 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,252 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 1,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015517 · doc4.xml · nonDerivative · entry 1 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 492,963 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 22, 2017 Filed Feb 25, 2017 00:09 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 7,000 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-014543 · doc4.xml · derivative · entry 2 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2024-02-05 F2 · balance_after: On February 5, 2014, the reporting person was granted 35,000 stock appreciation rights. The stock appreciation rights are 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 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 7,000 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:09 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 9,000 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-014543 · doc4.xml · derivative · entry 1 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 9,000 shares Expires 2023-02-06 F1 · balance_after: On February 6, 2013, the reporting person was granted 45,000 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2013, 2014, 2015 and 2016 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 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 9,000 stock appreciation rights. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 25,680 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-17-007881 · doc4.xml · derivative · entry 1 WATERMAN ROBERT A · CIK 0001216856 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,680 Underlying: Common Stock · 25,680 shares Expires 2027-02-01 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 1, 2018. 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.