Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | Pres-Clinical Operations & CMO | August 02, 2021 | August 04, 2021 |
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 August 02, 2021 · Filed August 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,085.1606 |
Last balance in matching sequence
After 2021-07-28 transaction · row 15
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
6 source rowsRow 1 · 2021-04-30 · Gift · Disposed 23,445 · Balance 2,085.1606 F1: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Row 6 · 2021-07-28 · Gift · Acquired 3,846 · Balance 5,931.1606 F1: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Row 8 · 2021-07-28 · Gift · Acquired 1,182 · Balance 7,113.1606 F1: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Row 10 · 2021-07-28 · Gift · Acquired 11,704 · Balance 18,817.1606 F1: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Row 14 · 2021-07-28 · Gift · Acquired 3,268 · Balance 22,085.1606 F1: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Row 15 · 2021-07-28 · Gift · Disposed 20,000 · Balance 2,085.1606 F1: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 23,445 |
Reported balance
After 2021-04-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-04-30 · Gift · Acquired 23,445 · Balance 23,445 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2021-04-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2021-04-30 · Gift · Disposed 23,445 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 3,268 |
Reported balance
After 2021-07-28 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2021-07-28 · Gift · Acquired 3,268 · Balance 3,268 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2021-07-28 transaction · row 13
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 13 · 2021-07-28 · Gift · Disposed 3,268 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy DJP 2020 Trust | 56,247 |
Reported balance
After 2021-04-30 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2021-04-30 · Gift · Acquired 23,445 · Balance 56,247 |
| Common StockSEC Table I · non-derivative | IndirectBy DJP 2020 Trust | 52,979 |
Reported balance
After 2021-07-28 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2021-07-28 · Gift · Disposed 3,268 · Balance 52,979 |
| Common StockSEC Table I · non-derivative | IndirectBy DJP 2020 Trust | 44,348 |
Reported balance
After 2021-08-02 transaction · row 20
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 20 · 2021-08-02 · Sale · Disposed 8,631 · Balance 44,348 |
| Common StockSEC Table I · non-derivative | IndirectBy 2012 GRAT | 0 |
Reported balance
After 2021-07-28 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2021-07-28 · Gift · Disposed 3,846 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy 2011 GRAT | 0 |
Reported balance
After 2021-07-28 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2021-07-28 · Gift · Disposed 1,182 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy JBP 2020 Trust | 46,098 |
Reported balance
After 2021-07-28 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2021-07-28 · Gift · Disposed 11,704 · Balance 46,098 |
| Common StockSEC Table I · non-derivative | IndirectBy JBP 2020 Trust | 34,829 |
Reported balance
After 2021-08-02 transaction · row 18
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 18 · 2021-08-02 · Sale · Disposed 11,269 · Balance 34,829 |
| Common StockSEC Table I · non-derivative | IndirectBy JBP 2020 Trust | 34,729 |
Reported balance
After 2021-08-02 transaction · row 19
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 19 · 2021-08-02 · Sale · Disposed 100 · Balance 34,729 |
| Common StockSEC Table I · non-derivative | IndirectBy 2021 Trust | 20,000 |
Reported balance
After 2021-07-28 transaction · row 16
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 16 · 2021-07-28 · Gift · Acquired 20,000 · Balance 20,000 |
| Common StockSEC Table I · non-derivative | IndirectBy 2021 Trust | 0 |
Reported balance
After 2021-08-02 transaction · row 17
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 17 · 2021-08-02 · Sale · Disposed 20,000 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan.
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 |
|---|---|---|---|---|---|---|
| August 02, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 8,631 | $250.00 | $2,157,750.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 20 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By DJP 2020 Trust Disclosed balance after: 44,348 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 100 | $250.07 | $25,006.50 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 19 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By JBP 2020 Trust Disclosed balance after: 34,729 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 11,269 | $250.00 | $2,817,250.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 18 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By JBP 2020 Trust Disclosed balance after: 34,829 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 20,000 | $250.00 | $5,000,000.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 17 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By 2021 Trust Disclosed balance after: 0 Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 16 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By 2021 Trust Disclosed balance after: 20,000 Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 15 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,085.1606 F1 · balance_after: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 14 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,085.1606 F1 · balance_after: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 13 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 12 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 3,268 Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 11 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By DJP 2020 Trust Disclosed balance after: 52,979 Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 11,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 10 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,817.1606 F1 · balance_after: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 11,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 9 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By JBP 2020 Trust Disclosed balance after: 46,098 Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 8 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,113.1606 F1 · balance_after: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 7 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By 2011 GRAT Disclosed balance after: 0 Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 6 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,931.1606 F1 · balance_after: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| July 28, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 5 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By 2012 GRAT Disclosed balance after: 0 Read SEC document |
| April 30, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 23,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 4 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By DJP 2020 Trust Disclosed balance after: 56,247 Read SEC document |
| April 30, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 23,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 3 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| April 30, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 23,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 2 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 23,445 Read SEC document |
| April 30, 2021 Filed Aug 4, 2021 21:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 23,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-049818 · doc4.xml · nonDerivative · entry 1 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,085.1606 F1 · balance_after: Includes 2,085.1606 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 38,390 | $199.91 | $7,674,594.81 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 16 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,513.9415 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $199.50 to $200.00, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, 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. F1 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 25,000 | $200.08 | $5,002,122.50 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 15 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By 2021 Trust Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.00 to $200.395, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, 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 |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 14 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By 2021 Trust Disclosed balance after: 25,000 Read SEC document |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 13 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,903.9415 F1 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 12 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,903.9415 F1 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 11 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 10 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 25,000 Read SEC document |
| April 27, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 9 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Indirect · By DJP 2020 Trust Disclosed balance after: 32,802 Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,520 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · derivative · entry 25 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,560 Underlying: Common Stock · 5,520 shares Expires 2030-01-29 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. F10 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2021. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 9,330 | $0.00 Strike: $139.06 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · derivative · entry 24 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,330 Underlying: Common Stock · 9,330 shares Expires 2029-01-30 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. F9 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2020. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 24,015 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · derivative · entry 23 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,005 Underlying: Common Stock · 24,015 shares Expires 2028-01-31 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. F8 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2019. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 25,680 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · derivative · entry 22 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,680 shares Expires 2027-02-01 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. F7 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 1, 2018. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 23,910 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · derivative · entry 21 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,910 shares Expires 2026-01-29 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. F6 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 29, 2017. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 24,000 | $0.00 Strike: $68.96 | $0.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · derivative · entry 20 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,000 shares Expires 2025-02-04 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 4, 2016. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 37,305 | $200.03 | $7,462,130.34 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 8 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,903.9415 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.00 to $200.50, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, 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. F1 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 74,065 | $202.50 | $14,998,162.50 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 7 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,208.9415 F1 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,520 | $145.24 | $801,724.80 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 6 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,273.9415 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 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 9,330 | $139.06 | $1,297,429.80 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 5 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,753.9415 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 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 24,015 | $101.16 | $2,429,357.40 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 4 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,423.9415 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 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 25,680 | $81.96 | $2,104,732.80 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 3 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,408.9415 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 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 23,910 | $69.58 | $1,663,657.80 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 2 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,728.9415 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 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 24,000 | $68.96 | $1,655,040.00 |
DisclosureSEC source: 0001209191-21-028737 · doc4.xml · nonDerivative · entry 1 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,818.9415 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 · balance_after: Includes 2,068.9415 shares acquired under the HCA Holdings, Inc. Employee Stock Purchase Plan. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,583 | $174.61 | $974,847.63 |
DisclosureSEC source: 0001209191-21-013004 · doc4.xml · nonDerivative · entry 2 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,677.7241 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 14,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013004 · doc4.xml · nonDerivative · entry 1 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,260.7241 F1 · kind: On January 31, 2018, the reporting person was granted 8,710 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2018-2020. 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 2018-2020 earnings per share, the number of performance share units that vested equaled 162.88% of the units granted. Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 20:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 31,875 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-008350 · doc4.xml · derivative · entry 9 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,875 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. F3 · 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 04, 2021 Filed Feb 5, 2021 20:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 37,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-008350 · doc4.xml · derivative · entry 8 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 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 |
| February 04, 2021 Filed Feb 5, 2021 20:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 37,721 | $179.30 | $6,763,375.30 |
DisclosureSEC source: 0001209191-21-008350 · doc4.xml · nonDerivative · entry 2 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,074.7241 Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 20:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 69,375 | $47.97 | $3,327,918.75 |
DisclosureSEC source: 0001209191-21-008350 · doc4.xml · nonDerivative · entry 1 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,795.7241 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 03, 2021 Filed Feb 5, 2021 20:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 18,830 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0001209191-21-008350 · doc4.xml · derivative · entry 7 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,830 Underlying: Common Stock · 18,830 shares Expires 2031-02-03 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 3, 2022. Read SEC document |
| November 16, 2020 Filed Nov 17, 2020 20:20 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 44,750 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-20-058918 · doc4.xml · derivative · entry 9 Perlin Jonathan B · CIK 0001373493 · Pres-Clinical Operations & CMO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,750 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 at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. 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.