Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Chief Compliance Officer | July 31, 2017 | August 02, 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.
Acadia Healthcare Company, Inc.
Report date July 31, 2017 · Filed August 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,950 |
Ending reported balance
After 2017-07-31 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2017-07-31 · Exercise / conversion · Acquired 1,350 · Balance 8,841 Row 2 · 2017-07-31 · Exercise / conversion · Acquired 1,000 · Balance 9,841 Row 3 · 2017-07-31 · Sale · Disposed 1,350 · Balance 8,491 Row 4 · 2017-07-31 · Sale · Disposed 1,000 · Balance 7,491 Row 5 · 2017-07-31 · Sale · Disposed 541 · Balance 6,950 |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $50.75 · Expires 2024-02-27 | Direct | 450 |
Reported balance
After 2017-07-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-07-31 · Exercise / conversion · Disposed 1,350 · Balance 450 |
| Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $29.39 · Expires 2023-03-29 | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-07-31 · Exercise / conversion · Disposed 1,000 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| July 31, 2017 Filed Aug 2, 2017 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock · Derivative | 1,000 | $0.00 Strike: $29.39 | $0.00 |
DisclosureSEC source: 0000899243-17-019588 · doc4.xml · derivative · entry 7 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 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. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock · Derivative | 1,350 | $0.00 Strike: $50.75 | $0.00 |
DisclosureSEC source: 0000899243-17-019588 · doc4.xml · derivative · entry 6 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450 Underlying: Common Stock · 1,350 shares Expires 2024-02-27 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 |
| July 31, 2017 Filed Aug 2, 2017 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 541 | $52.91 | $28,624.63 |
DisclosureSEC source: 0000899243-17-019588 · doc4.xml · nonDerivative · entry 5 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,950 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 1,000 | $52.84 | $52,836.50 |
DisclosureSEC source: 0000899243-17-019588 · doc4.xml · nonDerivative · entry 4 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,491 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 1,350 | $52.84 | $71,330.22 |
DisclosureSEC source: 0000899243-17-019588 · doc4.xml · nonDerivative · entry 3 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,491 Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock | 1,000 | $29.39 | $29,390.00 |
DisclosureSEC source: 0000899243-17-019588 · doc4.xml · nonDerivative · entry 2 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,841 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 |
| July 31, 2017 Filed Aug 2, 2017 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock | 1,350 | $50.75 | $68,512.50 |
DisclosureSEC source: 0000899243-17-019588 · doc4.xml · nonDerivative · entry 1 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,841 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 31, 2017 21:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 209 | $43.59 | $9,110.31 |
DisclosureSEC source: 0000899243-17-009041 · doc4.xml · nonDerivative · entry 1 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,491 Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 22:04 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantEmployee Stock Option (right to buy) · Derivative | 1,900 | $0.00 Strike: $42.77 | $0.00 |
DisclosureSEC source: 0000899243-17-007807 · doc4.xml · derivative · entry 2 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 Underlying: Common Stock · 1,900 shares Expires 2027-03-14 F2 · derivative.exercise_date: The options will vest over a 4-year period in equal yearly installments beginning March 14, 2018. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 22:04 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007807 · doc4.xml · nonDerivative · entry 1 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,700 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning March 14, 2018. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 23:00 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 1,012 | $43.67 | $44,194.04 |
DisclosureSEC source: 0000899243-17-007019 · doc4.xml · nonDerivative · entry 1 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,800 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 195 | $44.94 | $8,763.30 |
DisclosureSEC source: 0000899243-17-005584 · doc4.xml · nonDerivative · entry 2 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,812 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 212 | $43.24 | $9,166.88 |
DisclosureSEC source: 0000899243-17-005584 · doc4.xml · nonDerivative · entry 1 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,007 Read SEC document |
| February 05, 2017 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 81 | $38.80 | $3,142.80 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · nonDerivative · entry 6 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,219 Read SEC document |
| August 23, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantStock Option · Derivative | 3,600 | $0.00 Strike: $52.02 | $0.00 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · derivative · entry 9 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 3,600 shares Expires 2026-08-23 F2 · derivative.exercise_date: The options vest over a 4-year period in equal annual installments beginning August 23, 2017. Read SEC document |
| August 23, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · nonDerivative · entry 5 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,300 F1 · shares: Shares will vest over a 4-year period in equal annual installments beginning August 23, 2017. Read SEC document |
| August 12, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 2,126 | $52.37 | $111,338.62 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · nonDerivative · entry 4 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,900 Read SEC document |
| August 02, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionStock Option · Derivative | 2,000 | $0.00 Strike: $29.39 | $0.00 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · derivative · entry 8 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 2,000 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. Read SEC document |
| August 02, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionStock Option · Derivative | 1,000 | $0.00 Strike: $9.40 | $0.00 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · derivative · entry 7 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2021-11-16 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 |
| August 02, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 3,000 | $51.67 | $155,010.00 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · nonDerivative · entry 3 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,026 Read SEC document |
| August 02, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock | 2,000 | $29.39 | $58,780.00 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · nonDerivative · entry 2 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,026 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 |
| August 02, 2016 Filed Feb 8, 2017 01:08 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Exercise / conversionCommon Stock | 1,000 | $9.40 | $9,400.00 |
DisclosureSEC source: 0000899243-17-002991 · doc4.xml · nonDerivative · entry 1 Schwieger Scott · CIK 0001697431 · Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,026 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.