Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Chief Operating Officer | May 02, 2019 | May 06, 2019 |
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.
Acadia Healthcare Company, Inc.
Report date May 02, 2019 · Filed May 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,816 |
Reported balance
After 2019-05-02 transaction · row 1
1 source rowRow 1 · 2019-05-02 · Grant · Acquired 12,222 · Balance 87,816 F1: Shares will vest over a 4-year period in equal yearly installments beginning May 2, 2020. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 11,135 |
Reported balance
Holding disclosure · report date 2019-05-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,135 F2: Mr. Fincher expressly disclaims beneficial ownership of the reported securities, except to the extent of his pecuniary interest therein. F3: By the Ras W. Fincher II Trust u/a/d 09/13/2011, the Morgan M. Fincher Trust u/a/d 09/13/2011 and the Cody C. Fincher Trust u/a/d 09/13/2011. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest over a 4-year period in equal yearly installments beginning May 2, 2020.
F2: Mr. Fincher expressly disclaims beneficial ownership of the reported securities, except to the extent of his pecuniary interest therein.
F3: By the Ras W. Fincher II Trust u/a/d 09/13/2011, the Morgan M. Fincher Trust u/a/d 09/13/2011 and the Cody C. Fincher Trust u/a/d 09/13/2011.
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 02, 2019 Filed May 6, 2019 17:31 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 12,222 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012236 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,816 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning May 2, 2020. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 17:02 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 519 | $29.42 | $15,268.98 |
DisclosureSEC source: 0000899243-19-009601 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,594 Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 17:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 600 | $30.41 | $18,246.00 |
DisclosureSEC source: 0000899243-19-006112 · doc4.xml · nonDerivative · entry 2 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,113 Read SEC document |
| February 24, 2019 Filed Mar 5, 2019 17:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 249 | $27.70 | $6,897.30 |
DisclosureSEC source: 0000899243-19-006112 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,713 Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:02 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 453 | $27.79 | $12,588.87 |
DisclosureSEC source: 0000899243-19-002898 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,962 Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 20:23 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 10,247 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006750 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,415 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning March 2, 2019. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:04 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 5,746 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006151 · doc4.xml · nonDerivative · entry 2 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,168 F2 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on March 29, 2017. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:04 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006151 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,422 F1 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 24, 2015. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 453 | $34.61 | $15,678.33 |
DisclosureSEC source: 0000899243-18-003120 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,618 Read SEC document |
| August 22, 2017 Filed Aug 22, 2017 18:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 30,000 | $50.69 | $1,520,700.00 |
DisclosureSEC source: 0000899243-17-020876 · doc4.xml · nonDerivative · entry 2 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 11,135 F1 · balance_after: Mr. Fincher expressly disclaims beneficial ownership of the reported securities, except to the extent of his pecuniary interest therein. F2 · ownership.nature: By the Ras W. Fincher II Trust u/a/d 09/13/2011, the Morgan M. Fincher Trust u/a/d 09/13/2011 and the Cody C. Fincher Trust u/a/d 09/13/2011. Read SEC document |
| August 22, 2017 Filed Aug 22, 2017 18:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 50,000 | $50.69 | $2,534,500.00 |
DisclosureSEC source: 0000899243-17-020876 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,071 Read SEC document |
| May 02, 2017 Filed May 3, 2017 17:13 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionStock Option · Derivative | 13,350 | $0.00 Strike: $29.39 | $0.00 |
DisclosureSEC source: 0000899243-17-011670 · doc4.xml · derivative · entry 6 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,350 shares Expires 2023-03-29 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. F5 · derivative.exercise_date: Options vested on March 29, 2016 and March 29, 2017. Read SEC document |
| May 02, 2017 Filed May 3, 2017 17:13 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionStock Option · Derivative | 7,591 | $0.00 Strike: $15.96 | $0.00 |
DisclosureSEC source: 0000899243-17-011670 · doc4.xml · derivative · entry 5 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,591 shares Expires 2022-03-19 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 02, 2017 Filed May 3, 2017 17:13 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 41,483 | $44.94 | $1,864,246.02 |
DisclosureSEC source: 0000899243-17-011670 · doc4.xml · nonDerivative · entry 3 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,071 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.67 to $45.45, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, 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 02, 2017 Filed May 3, 2017 17:13 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock | 13,350 | $29.39 | $392,356.50 |
DisclosureSEC source: 0000899243-17-011670 · doc4.xml · nonDerivative · entry 2 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,554 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 02, 2017 Filed May 3, 2017 17:13 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock | 7,591 | $15.96 | $121,152.36 |
DisclosureSEC source: 0000899243-17-011670 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,204 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 01, 2017 Filed May 3, 2017 17:13 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 45,000 | $43.96 | $1,978,200.00 |
DisclosureSEC source: 0000899243-17-011670 · doc4.xml · nonDerivative · entry 4 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 41,135 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.89 to $44.03, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, 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. F3 · balance_after: Mr. Fincher expressly disclaims beneficial ownership of the reported securities, except to the extent of his pecuniary interest therein. F4 · ownership.nature: By the Ras W. Fincher II Trust u/a/d 09/13/2011, the Morgan M. Fincher Trust u/a/d 09/13/2011 and the Cody C. Fincher Trust u/a/d 09/13/2011. Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 17:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 778 | $43.59 | $33,913.02 |
DisclosureSEC source: 0000899243-17-009042 · doc4.xml · nonDerivative · entry 2 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,613 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 17:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 8,723 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-009042 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,391 F1 · shares: Shares will vest over a 4-year period in equal annual installments beginning March 29, 2018. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 6,259 | $42.77 | $267,697.43 |
DisclosureSEC source: 0000899243-17-007803 · doc4.xml · nonDerivative · entry 5 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,668 Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 4,276 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007803 · doc4.xml · nonDerivative · entry 4 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,927 F4 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 27, 2014. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 9,524 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007803 · doc4.xml · nonDerivative · entry 3 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,651 F3 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 26, 2015. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 6,032 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007803 · doc4.xml · nonDerivative · entry 2 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,127 F2 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 24, 2015. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 3,061 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007803 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,095 F1 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 5, 2016. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 17:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 362 | $44.94 | $16,268.28 |
DisclosureSEC source: 0000899243-17-005582 · doc4.xml · nonDerivative · entry 2 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,034 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 281 | $43.24 | $12,150.44 |
DisclosureSEC source: 0000899243-17-005582 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,396 Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 499 | $38.80 | $19,361.20 |
DisclosureSEC source: 0000899243-17-002959 · doc4.xml · nonDerivative · entry 1 Fincher Ronald Morgan · CIK 0001448040 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,677 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.