Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Executive Vice Chairman | December 31, 2017 | February 07, 2018 |
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 December 31, 2017 · Filed February 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,129 |
Ending reported balance
After 2017-05-22 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2016-05-21 · Tax withholding · Disposed 126 · Balance 10,215 Row 2 · 2016-05-22 · Tax withholding · Disposed 215 · Balance 10,000 Row 3 · 2016-05-23 · Tax withholding · Disposed 277 · Balance 9,723 Row 4 · 2017-05-19 · Tax withholding · Disposed 258 · Balance 9,465 Row 5 · 2017-05-21 · Tax withholding · Disposed 122 · Balance 9,343 Row 6 · 2017-05-22 · Tax withholding · Disposed 214 · Balance 9,129 |
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 22, 2017 Filed Feb 7, 2018 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 214 | $43.56 | $9,321.84 |
DisclosureSEC source: 0000899243-18-003119 · doc5.xml · nonDerivative · entry 6 SHEAR BRUCE A · CIK 0001243433 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,129 Read SEC document |
| May 21, 2017 Filed Feb 7, 2018 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 122 | $43.56 | $5,314.32 |
DisclosureSEC source: 0000899243-18-003119 · doc5.xml · nonDerivative · entry 5 SHEAR BRUCE A · CIK 0001243433 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,343 Read SEC document |
| May 19, 2017 Filed Feb 7, 2018 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 258 | $42.53 | $10,972.74 |
DisclosureSEC source: 0000899243-18-003119 · doc5.xml · nonDerivative · entry 4 SHEAR BRUCE A · CIK 0001243433 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,465 Read SEC document |
| May 23, 2016 Filed Feb 7, 2018 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 277 | $57.03 | $15,797.31 |
DisclosureSEC source: 0000899243-18-003119 · doc5.xml · nonDerivative · entry 3 SHEAR BRUCE A · CIK 0001243433 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,723 Read SEC document |
| May 22, 2016 Filed Feb 7, 2018 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 215 | $57.03 | $12,261.45 |
DisclosureSEC source: 0000899243-18-003119 · doc5.xml · nonDerivative · entry 2 SHEAR BRUCE A · CIK 0001243433 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| May 21, 2016 Filed Feb 7, 2018 18:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 126 | $57.03 | $7,185.78 |
DisclosureSEC source: 0000899243-18-003119 · doc5.xml · nonDerivative · entry 1 SHEAR BRUCE A · CIK 0001243433 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,215 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.