Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NATIONAL HEALTHCARE CORPNHC · Entity 355 | Sr. VP - Patient Services | February 22, 2019 | February 25, 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.
NATIONAL HEALTHCARE CORP
Report date February 22, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Common Stock in my name and my spouse's nameSEC Table I · non-derivative | Direct | 113,784 |
Reported balance
After 2019-02-22 transaction · row 1
1 source rowRow 1 · 2019-02-22 · Grant · Acquired 1,254 · Balance 113,784 F1: Restricted shares subject to a three-year vesting schedule. The shares will vest 33 1/3% on 1/1/2020, 66 2/3% on 1/1/2021, and 100% on 1/1/2022. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $72.94 · Expires 2022-03-11 | Direct | 60,000 |
Reported balance
Holding disclosure · report date 2019-02-22 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 60,000 F2: On February 14, 2019, the Compensation Committee amended the option to grant a 30 day window to exercise up to 40% of this option, with any shares issued upon exercise to be held as restricted stock until 2/9/22, the original date exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares subject to a three-year vesting schedule. The shares will vest 33 1/3% on 1/1/2020, 66 2/3% on 1/1/2021, and 100% on 1/1/2022.
F2: On February 14, 2019, the Compensation Committee amended the option to grant a 30 day window to exercise up to 40% of this option, with any shares issued upon exercise to be held as restricted stock until 2/9/22, the original date exercisable.
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 22, 2019 Filed Feb 25, 2019 22:54 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | GrantShares of Common Stock in my name and my spouse's name | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-003296 · rdgdoc.xml · nonDerivative · entry 1 POWELL JULIA W · CIK 0001204579 · Sr. VP - Patient Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,784 F1 · shares: Restricted shares subject to a three-year vesting schedule. The shares will vest 33 1/3% on 1/1/2020, 66 2/3% on 1/1/2021, and 100% on 1/1/2022. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 19:49 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | GrantOption to Purchase Common Stock · Derivative | 60,000 | $0.00 Strike: $72.94 | $0.00 |
DisclosureSEC source: 0001047335-17-000073 · edgar.xml · derivative · entry 2 POWELL JULIA W · CIK 0001204579 · Sr.VP - Patient Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2022-03-11 F1 · shares: These stock options were granted pursuant to the Company's 2010 Omnibus Equity Incentive plan on March 14, 2017. The grant and exercise of these stock options are exempt from Section 16(b) pursuant to Rule 16b-3(d). Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 23:07 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | SaleShares of Common Stock in my name and my spouse's name | 350 | $74.47 | $26,065.17 |
DisclosureSEC source: 0001047335-17-000052 · edgar.xml · nonDerivative · entry 1 POWELL JULIA W · CIK 0001204579 · Sr.VP - Patient Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,530 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.2644 to $74.61, inclusive. The reporting person undertakes to provide to any security holder of NHC 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 ranges set forth in this footnote. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 15:23 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | SaleShares of Common Stock in my name and my spouse's name | 1,080 | $74.43 | $80,386.56 |
DisclosureSEC source: 0001047335-17-000047 · edgar.xml · nonDerivative · entry 1 POWELL JULIA W · CIK 0001204579 · Sr.VP - Patient Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,502 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.3143 to $74.48, inclusive. The reporting person undertakes to provide to any security holder of NHC 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 ranges set forth in this footnote. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 23:03 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | SaleShares of Common Stock in my name and my spouse's name | 622 | $74.45 | $46,306.22 |
DisclosureSEC source: 0001047335-17-000050 · edgar.xml · nonDerivative · entry 1 POWELL JULIA W · CIK 0001204579 · Sr.VP - Patient Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,880 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.36 to $74.49, inclusive. The reporting person undertakes to provide to any security holder of NHC 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 ranges set forth in this footnote. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 18:53 UTC | NATIONAL HEALTHCARE CORP NHC · Entity 355 | SaleShares of Common Stock in myu name and my spouse's name | 4,000 | $74.48 | $297,920.40 |
DisclosureSEC source: 0001047335-17-000045 · edgar.xml · nonDerivative · entry 1 POWELL JULIA W · CIK 0001204579 · Sr.VP - Patient Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,582 F1 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $74.383 to $74.57, inclusive. The reporting person undertakes to provide to any security holder of NHC 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 ranges set forth in this footnote. 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.