Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP-Provider Relations | February 18, 2021 | February 22, 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 February 18, 2021 · Filed February 22, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,121.8654 |
Ending reported balance
After 2021-02-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-02-18 · Grant · Acquired 6,091 · Balance 11,688.8654 F1: On January 31, 2018, the reporting person was granted 3,740 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. Row 2 · 2021-02-18 · Tax withholding · Disposed 1,567 · Balance 10,121.8654 |
Filing footnotes · ownership attribution and instrument terms
F1: On January 31, 2018, the reporting person was granted 3,740 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.
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 |
|---|---|---|---|---|---|---|
| February 18, 2021 Filed Feb 22, 2021 20:41 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,567 | $174.61 | $273,613.87 |
DisclosureSEC source: 0001209191-21-012998 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,121.8654 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:41 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 6,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012998 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,688.8654 F1 · kind: On January 31, 2018, the reporting person was granted 3,740 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 03, 2021 Filed Feb 5, 2021 20:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 6,280 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0001209191-21-008347 · doc4.xml · derivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,280 Underlying: Common Stock · 6,280 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 02, 2020 Filed Nov 4, 2020 18:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,030 | $127.75 | $642,564.39 |
DisclosureSEC source: 0001209191-20-056993 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,597.8654 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $127.575 to $127.88, 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 |
| February 19, 2020 Filed Feb 21, 2020 19:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,171 | $150.08 | $175,743.68 |
DisclosureSEC source: 0001209191-20-011762 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,627.8654 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 4,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011762 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,798.8654 F1 · kind: On February 1, 2017, the reporting person was granted 3,970 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 |
| January 29, 2020 Filed Jan 31, 2020 19:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 8,280 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0001209191-20-005898 · doc4.xml · derivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,280 Underlying: Common Stock · 8,280 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 |
| October 30, 2019 Filed Nov 1, 2019 17:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 3,482 | $133.87 | $466,141.61 |
DisclosureSEC source: 0001209191-19-054744 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,120.8654 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014290 · doc4.xml · derivative · entry 3 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 677 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 1,353 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 20:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 149 | $143.26 | $21,345.74 |
DisclosureSEC source: 0001209191-19-014290 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,602.8654 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 677 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-014290 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,751.8654 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 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,163 | $142.01 | $165,157.63 |
DisclosureSEC source: 0001209191-19-013238 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,074.8654 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 4,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013238 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,237.8654 F1 · kind: On January 29, 2016, the reporting person was granted 3,800 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 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 18:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 8,000 | $0.00 Strike: $139.06 | $0.00 |
DisclosureSEC source: 0001209191-19-006579 · doc4.xml · derivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 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 |
| July 26, 2018 Filed Feb 1, 2019 18:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,913 | $122.29 | $233,941.54 |
DisclosureSEC source: 0001209191-19-006579 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,592.8654 Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013644 · doc4.xml · derivative · entry 7 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677 Underlying: Common Stock · 676 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. F3 · 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 1,353 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 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 165 | $100.84 | $16,638.60 |
DisclosureSEC source: 0001209191-18-013644 · doc4.xml · nonDerivative · entry 5 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,505.8654 Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 676 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-013644 · doc4.xml · nonDerivative · entry 4 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,670.8654 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 1,050 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-18-013644 · doc4.xml · derivative · entry 6 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 Underlying: Common Stock · 1,050 shares Expires 2024-02-05 F4 · balance_after: On February 5, 2014, the reporting person was granted 7,000 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 1,050 stock appreciation rights. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,668 | $100.54 | $268,240.72 |
DisclosureSEC source: 0001209191-18-013644 · doc4.xml · nonDerivative · entry 3 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,994.8654 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013644 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,662.8654 F2 · kind: On February 5, 2014, the reporting person was granted 2,000 restricted stock units. The restricted stock units 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 restricted stock units subject to such criteria vested, resulting in the vesting of 300 restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 8,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013644 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,362.8654 F1 · kind: On February 4, 2015, the reporting person was granted 4,400 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 06, 2018 Filed Feb 7, 2018 20:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 3,698 | $96.91 | $358,363.94 |
DisclosureSEC source: 0001209191-18-008290 · doc4.xml · nonDerivative · entry 3 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562.8654 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.9064 to $96.92, 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 |
| February 05, 2018 Filed Feb 7, 2018 20:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-008290 · doc4.xml · derivative · entry 4 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 20:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 149 | $95.89 | $14,287.61 |
DisclosureSEC source: 0001209191-18-008290 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,260.8654 Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 20:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-008290 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,409.8654 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 |
| January 31, 2018 Filed Feb 2, 2018 19:50 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 13,730 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-18-007234 · doc4.xml · derivative · entry 6 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,730 Underlying: Common Stock · 13,730 shares Expires 2028-01-31 F3 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2019. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:50 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,125 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-18-007234 · doc4.xml · derivative · entry 5 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,125 Underlying: Common Stock · 5,125 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. F2 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2017. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:50 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,500 | $0.00 Strike: $68.96 | $0.00 |
DisclosureSEC source: 0001209191-18-007234 · doc4.xml · derivative · entry 4 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 5,500 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. F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 4, 2016. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:50 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 8,135 | $101.16 | $822,936.60 |
DisclosureSEC source: 0001209191-18-007234 · doc4.xml · nonDerivative · entry 3 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,909.8654 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:50 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,125 | $69.58 | $356,597.50 |
DisclosureSEC source: 0001209191-18-007234 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,044.8654 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 19:50 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,500 | $68.96 | $379,280.00 |
DisclosureSEC source: 0001209191-18-007234 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,919.8654 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 17, 2017 Filed May 19, 2017 20:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,915 | $82.74 | $489,394.09 |
DisclosureSEC source: 0001209191-17-033940 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419.8654 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.7377 to $82.74, 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 |
| May 11, 2017 Filed May 15, 2017 22:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 4,900 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-032479 · doc4.xml · derivative · entry 7 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,900 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. F4 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| May 11, 2017 Filed May 15, 2017 22:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,250 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-032479 · doc4.xml · derivative · entry 6 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: Common Stock · 5,250 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 vest in four equal annual installments beginning on February 5, 2015. Read SEC document |
| May 11, 2017 Filed May 15, 2017 22:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 8,075 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-032479 · doc4.xml · derivative · entry 5 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,075 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 |
| May 11, 2017 Filed May 15, 2017 22:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 2,125 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-032479 · doc4.xml · derivative · entry 4 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,125 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 |
| May 11, 2017 Filed May 15, 2017 22:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 14,435 | $85.29 | $1,231,161.15 |
DisclosureSEC source: 0001209191-17-032479 · doc4.xml · nonDerivative · entry 3 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,334.8654 Read SEC document |
| May 11, 2017 Filed May 15, 2017 22:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 10,150 | $47.97 | $486,895.50 |
DisclosureSEC source: 0001209191-17-032479 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,769.8654 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 11, 2017 Filed May 15, 2017 22:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 10,200 | $37.18 | $379,236.00 |
DisclosureSEC source: 0001209191-17-032479 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,619.8654 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 22, 2017 Filed Feb 25, 2017 00:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 1,400 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-014528 · doc4.xml · derivative · entry 5 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 shares Expires 2024-02-05 F4 · balance_after: On February 5, 2014, the reporting person was granted 7,000 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 1,400 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 1,700 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-014528 · doc4.xml · derivative · entry 4 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 shares Expires 2023-02-06 F3 · balance_after: On February 6, 2013, the reporting person was granted 8,500 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 1,700 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 358 | $85.91 | $30,755.78 |
DisclosureSEC source: 0001209191-17-014528 · doc4.xml · nonDerivative · entry 3 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419.8654 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014528 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,777.8654 F2 · kind: On February 5, 2014, the reporting person was granted 2,000 restricted stock units. The restricted stock units 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 restricted stock units subject to such criteria vested, resulting in the vesting of 400 restricted stock units. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014528 · doc4.xml · nonDerivative · entry 1 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,377.8654 F1 · kind: On February 6, 2013, the reporting person was granted 2,250 restricted stock units. The restricted stock units 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 restricted stock units subject to such criteria vested, resulting in the vesting of 451 restricted stock units. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008462 · doc4.xml · derivative · entry 6 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 564 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_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: On February 6, 2013, the reporting person was granted 2,250 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 185 | $82.67 | $15,293.95 |
DisclosureSEC source: 0001209191-17-008462 · doc4.xml · nonDerivative · entry 4 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,926.8654 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-008462 · doc4.xml · nonDerivative · entry 3 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,111.8654 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 05, 2017 Filed Feb 8, 2017 00:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008462 · doc4.xml · derivative · entry 5 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 5, 2014, the reporting person was granted 2,000 restricted stock units, vesting in four equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 05, 2017 Filed Feb 8, 2017 00:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 164 | $83.80 | $13,743.20 |
DisclosureSEC source: 0001209191-17-008462 · doc4.xml · nonDerivative · entry 2 Morgan Sandra L. · CIK 0001632836 · SVP-Provider Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,547.8654 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.