Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL HEALTH SERVICES INCUHS · Entity 3529 | Director | November 29, 2017 | November 29, 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.
UNIVERSAL HEALTH SERVICES INC
Report date November 29, 2017 · Filed November 29, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 1,794 |
Ending reported balance
After 2017-11-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-11-29 · Exercise / conversion · Acquired 3,750 · Balance 3,750 Row 2 · 2017-11-29 · Tax withholding · Disposed 1,956 · Balance 1,794 |
| Option To Purchase Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $53.38 · Expires 2018-01-15 | Direct | 0 |
Reported balance
After 2017-11-29 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-11-29 · Exercise / conversion · Disposed 3,750 · Balance 0 F1: Option vested on 1/16/2017. |
| Class B Common StockSEC Table I · non-derivative | IndirectTrust | 680 |
Reported balance
Holding disclosure · report date 2017-11-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 680 |
Filing footnotes · ownership attribution and instrument terms
F1: Option vested on 1/16/2017.
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 |
|---|---|---|---|---|---|---|
| November 29, 2017 Filed Nov 29, 2017 18:50 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 3,750 | $0.00 Strike: $53.38 | $0.00 |
DisclosureSEC source: 0001127602-17-033416 · form4.xml · derivative · entry 4 PANTALEONI ANTHONY · CIK 0001167366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 3,750 shares Expires 2018-01-15 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: Option vested on 1/16/2017. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:50 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 1,956 | $102.33 | $200,157.48 |
DisclosureSEC source: 0001127602-17-033416 · form4.xml · nonDerivative · entry 2 PANTALEONI ANTHONY · CIK 0001167366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,794 Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:50 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 3,750 | $102.33 | $383,737.50 |
DisclosureSEC source: 0001127602-17-033416 · form4.xml · nonDerivative · entry 1 PANTALEONI ANTHONY · CIK 0001167366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 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 |
| March 29, 2017 Filed Mar 30, 2017 21:11 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $124.56 Strike: $124.56 | $1,245,600.00 |
DisclosureSEC source: 0001127602-17-013312 · form4.xml · derivative · entry 1 PANTALEONI ANTHONY · CIK 0001167366 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2022-03-28 F1 · derivative.exercise_date: Option vests ratably on each of 3/29/2018, 3/29/2019, 3/29/2020 and 3/29/2021. 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.