Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Blackstone Inc.BX · Entity 2861 | Director | September 18, 2022 | September 20, 2022 |
| HCA Healthcare, Inc.HCA · Entity 2929 | Director | May 03, 2017 | May 05, 2017 |
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.
Blackstone Inc.
Report date September 18, 2022 · Filed September 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,672 |
Reported balance
After 2022-09-18 transaction · row 1
1 source rowRow 1 · 2022-09-18 · Grant · Acquired 2,290 · Balance 36,672 F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on September 18, 2023 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 33,636 |
Reported balance
Holding disclosure · report date 2022-09-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 33,636 F2: These shares are held by a trust for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on September 18, 2023 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc.
F2: These shares are held by a trust for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee.
HCA Healthcare, Inc.
Report date May 03, 2017 · Filed May 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,953 |
Reported balance
After 2017-05-03 transaction · row 1
1 source rowRow 1 · 2017-05-03 · Grant · Acquired 2,112 · Balance 30,953 F1: Represents common stock underlying 2,112 restricted share units which shall vest on the sooner of the date of the Issuer's 2018 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock underlying 2,112 restricted share units which shall vest on the sooner of the date of the Issuer's 2018 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer.
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 |
|---|---|---|---|---|---|---|
| September 18, 2022 Filed Sep 20, 2022 18:00 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon Stock | 2,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050775 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,672 F1 · kind: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on September 18, 2023 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc. Read SEC document |
| September 18, 2021 Filed Sep 20, 2021 19:23 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon Stock | 1,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-056955 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,382 F1 · kind: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on September 18, 2022 subject to the Reporting Person's continued service on the board of directors of Blackstone Inc. Read SEC document |
| October 06, 2020 Filed Oct 23, 2020 17:18 UTC | Blackstone Inc. BX · Entity 2861 | GiftClass A Common Stock | 33,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-055715 · doc4.xml · nonDerivative · entry 2 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 33,636 F1 · ownership.nature: These shares are held by a trust for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. Read SEC document |
| October 06, 2020 Filed Oct 23, 2020 17:18 UTC | Blackstone Inc. BX · Entity 2861 | GiftClass A Common Stock | 33,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-055715 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,829 Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 20:34 UTC | Blackstone Inc. BX · Entity 2861 | GrantClass A Common Stock | 3,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051386 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,465 F1 · kind: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares will be delivered, on September 18, 2021 subject to the Reporting Person's continued service on the board of directors of The Blackstone Group Inc. Read SEC document |
| September 18, 2019 Filed Sep 20, 2019 16:36 UTC | Blackstone Inc. BX · Entity 2861 | GrantClass A Common Stock | 3,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050325 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,468 F1 · kind: Granted under the Amended and Restated 2007 Equity Incentive Plan, these deferred restricted shares will vest, and the underlying shares of Class A common stock will be delivered, on September 18, 2020 subject to the Reporting Person's continued service on the board of directors of The Blackstone Group Inc. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 18:36 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 4,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051826 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,513 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on September 18, 2019 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 2,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-030321 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,953 F1 · kind: Represents common stock underlying 2,112 restricted share units which shall vest on the sooner of the date of the Issuer's 2018 annual shareholders' meeting or the first anniversary of the grant date. Vested shares will be delivered to the reporting person on the date the reporting person ceases to be a member of the Board of Directors of the Issuer. Read SEC document |
| September 18, 2016 Filed Sep 20, 2016 18:00 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 5,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142192 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,876 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on September 18, 2017 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. F2 · balance_after: Includes 70 Blackstone common units issued on October 1, 2015 as an anti-dilution adjustment in connection with the spin-off of PJT Partners Inc. by The Blackstone Group L.P. Read SEC document |
| September 18, 2016 Filed Sep 20, 2017 17:42 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 4,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053493 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,505 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on September 18, 2018 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| September 18, 2015 Filed Sep 22, 2015 18:00 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 4,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-071889 · doc4.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,951 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on September 18, 2016 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| September 18, 2014 Filed Sep 22, 2014 20:16 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 4,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-14-032494 · rrd416493.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,588 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on September 18, 2015 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| September 18, 2013 Filed Sep 20, 2013 17:09 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 6,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-13-050085 · rrd390975.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,045 F1 · kind: Granted under the 2007 Equity Incentive Plan, these deferred restricted units will vest, and the underlying common units will be delivered, on September 18, 2014 subject to the Reporting Person's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| September 18, 2012 Filed Sep 20, 2012 17:12 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 6,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-12-051613 · rrd356432.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,832 F1 · security: Granted under the 2007 Equity Incentive Plan, these deferred, restricted units will vest, and the underlying common units will be delivered, on 9/18/2013, subject to Mr. Light's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| September 18, 2011 Filed Sep 20, 2011 17:56 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon units representing limited partner interests | 7,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-050009 · rrd322310.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,194 F1 · security: Granted under the 2007 Equity Incentive Plan, these deferred, restricted units will vest, and the underlying common units will be delivered, on 09/18/2012, subject to Mr. Light's continued service on the board of directors of Blackstone Group Management L.L.C., the general partner of The Blackstone Group L.P. Read SEC document |
| September 18, 2008 Filed Sep 18, 2008 11:20 UTC | Blackstone Inc. BX · Entity 2861 | GrantCommon Units representing limited partner interests | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-053719 · rrd218339.xml · nonDerivative · entry 1 Light Jay O · CIK 0001445077 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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.