Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP - Mktg. & Corp. Affairs | May 23, 2017 | May 25, 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.
HCA Healthcare, Inc.
Report date May 23, 2017 · Filed May 25, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,892 |
Reported balance
After 2017-05-23 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2017-05-23 · Exercise / conversion · Acquired 48,750 · Balance 107,892 |
| Common StockSEC Table I · non-derivative | Direct | 133,267 |
Reported balance
After 2017-05-23 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2017-05-23 · Exercise / conversion · Acquired 25,375 · Balance 133,267 |
| Common StockSEC Table I · non-derivative | Direct | 138,767 |
Reported balance
After 2017-05-23 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2017-05-23 · Exercise / conversion · Acquired 5,500 · Balance 138,767 |
| Common StockSEC Table I · non-derivative | Direct | 141,329 |
Reported balance
After 2017-05-23 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2017-05-23 · Exercise / conversion · Acquired 2,562 · Balance 141,329 |
| Common StockSEC Table I · non-derivative | Direct | 81,427 |
Reported balance
After 2017-05-23 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2017-05-23 · Tax withholding · Disposed 59,902 · Balance 81,427 |
| Common StockSEC Table I · non-derivative | Direct | 26,378 |
Reported balance
After 2017-05-23 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2017-05-23 · Sale · Disposed 54,689 · Balance 26,378 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.00 to $82.48, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $37.18 · Expires 2023-02-06 | Direct | 0 |
Reported balance
After 2017-05-23 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-05-23 · Exercise / conversion · Disposed 25,000 · Balance 0 F2: The stock appreciation rights vested in four equal annual installments beginning on February 6, 2014. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $37.18 · Expires 2023-02-06 | Direct | 0 |
Reported balance
After 2017-05-23 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-05-23 · Exercise / conversion · Disposed 23,750 · Balance 0 F3: The stock appreciation rights vested at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $47.97 · Expires 2024-02-05 | Direct | 4,375 |
Reported balance
After 2017-05-23 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-05-23 · Exercise / conversion · Disposed 13,125 · Balance 4,375 F4: The stock appreciation rights vest in four equal annual installments beginning on February 5, 2015. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $47.97 · Expires 2024-02-05 | Direct | 0 |
Reported balance
After 2017-05-23 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2017-05-23 · Exercise / conversion · Disposed 12,250 · Balance 0 F5: The stock appreciation rights vested at the end of fiscal years 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $68.96 · Expires 2025-02-04 | Direct | 5,500 |
Reported balance
After 2017-05-23 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2017-05-23 · Exercise / conversion · Disposed 5,500 · Balance 5,500 F6: The stock appreciation rights vest in four equal annual installments beginning on February 4, 2016. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $69.58 · Expires 2026-01-29 | Direct | 7,688 |
Reported balance
After 2017-05-23 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2017-05-23 · Exercise / conversion · Disposed 2,562 · Balance 7,688 F7: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT (Spouse, Trustee) | 29,397 |
Reported balance
Holding disclosure · report date 2017-05-23 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 29,397 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.00 to $82.48, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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.
F2: The stock appreciation rights vested in four equal annual installments beginning on February 6, 2014.
F3: The stock appreciation rights vested at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets.
F4: The stock appreciation rights vest in four equal annual installments beginning on February 5, 2015.
F5: The stock appreciation rights vested at the end of fiscal years 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets.
F6: The stock appreciation rights vest in four equal annual installments beginning on February 4, 2016.
F7: The stock appreciation rights vest in four equal annual installments beginning on January 29, 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 |
|---|---|---|---|---|---|---|
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 2,562 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · derivative · entry 13 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,688 Underlying: Common Stock · 2,562 shares Expires 2026-01-29 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. F7 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2017. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,500 | $0.00 Strike: $68.96 | $0.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · derivative · entry 12 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 5,500 shares Expires 2025-02-04 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. F6 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 4, 2016. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 12,250 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · derivative · entry 11 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,250 shares Expires 2024-02-05 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: The stock appreciation rights vested at the end of fiscal years 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 13,125 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · derivative · entry 10 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,375 Underlying: Common Stock · 13,125 shares Expires 2024-02-05 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. F4 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 5, 2015. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 23,750 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · derivative · entry 9 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,750 shares Expires 2023-02-06 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. F3 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 25,000 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · derivative · entry 8 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2023-02-06 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. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 6, 2014. Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 54,689 | $82.35 | $4,503,677.43 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · nonDerivative · entry 6 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,378 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.00 to $82.48, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 59,902 | $81.93 | $4,907,770.86 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · nonDerivative · entry 5 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,427 Read SEC document |
| May 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 2,562 | $69.58 | $178,263.96 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · nonDerivative · entry 4 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,329 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 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,500 | $68.96 | $379,280.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · nonDerivative · entry 3 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,767 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 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 25,375 | $47.97 | $1,217,238.75 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · nonDerivative · entry 2 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,267 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 23, 2017 Filed May 25, 2017 21:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 48,750 | $37.18 | $1,812,525.00 |
DisclosureSEC source: 0001209191-17-035514 · doc4.xml · nonDerivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,892 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 11, 2017 Filed May 15, 2017 22:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 8,302 | $85.02 | $705,836.04 |
DisclosureSEC source: 0001209191-17-032475 · doc4.xml · nonDerivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Mktg. & Corp. Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,589 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015499 · doc4.xml · derivative · entry 4 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 650 shares Expires 2025-02-25 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 25, 2015, the reporting person was granted 1,300 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 477 | $87.07 | $41,532.39 |
DisclosureSEC source: 0001209191-17-015499 · doc4.xml · nonDerivative · entry 2 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,891 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015499 · doc4.xml · nonDerivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,368 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 3,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-014521 · doc4.xml · derivative · entry 2 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 3,500 shares Expires 2024-02-05 F2 · balance_after: On February 5, 2014, the reporting person was granted 17,500 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 3,500 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 5,000 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-014521 · doc4.xml · derivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2023-02-06 F1 · balance_after: On February 6, 2013, the reporting person was granted 25,000 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 5,000 stock appreciation rights. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 00:33 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 15,342 | $85.83 | $1,316,817.67 |
DisclosureSEC source: 0001209191-17-014044 · doc4.xml · nonDerivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,718 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.80 to $85.891, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 |
| February 09, 2017 Filed Feb 13, 2017 23:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 12,595 | $83.57 | $1,052,516.29 |
DisclosureSEC source: 0001209191-17-010195 · doc4.xml · nonDerivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,060 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.50 to $83.62, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 |
| February 03, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 3,399 | $83.24 | $282,930.72 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · nonDerivative · entry 6 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,844 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.20 to $83.28, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 |
| February 03, 2017 Filed Feb 8, 2017 00:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 30,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-17-008456 · doc4.xml · derivative · entry 5 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2022-02-08 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. F2 · derivative.exercise_date: The stock appreciation right vested in four equal annual installments beginning on February 8, 2013. Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 00:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 13,784 | $82.79 | $1,141,184.25 |
DisclosureSEC source: 0001209191-17-008456 · doc4.xml · nonDerivative · entry 3 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,655 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.73 to $82.81, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 |
| February 03, 2017 Filed Feb 8, 2017 00:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 17,405 | $83.80 | $1,458,539.00 |
DisclosureSEC source: 0001209191-17-008456 · doc4.xml · nonDerivative · entry 2 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,439 Read SEC document |
| February 03, 2017 Filed Feb 8, 2017 00:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 30,000 | $22.95 | $688,500.00 |
DisclosureSEC source: 0001209191-17-008456 · doc4.xml · nonDerivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,844 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 |
| February 02, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 30,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · derivative · entry 11 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2022-02-08 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. F7 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2012, 2013, 2014 and 2015 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 16,216 | $82.29 | $1,334,414.64 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · nonDerivative · entry 5 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,243 Read SEC document |
| February 02, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 30,000 | $22.95 | $688,500.00 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · nonDerivative · entry 4 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,459 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 |
| February 01, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 11,010 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · derivative · entry 10 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,010 Underlying: Common Stock · 11,010 shares Expires 2027-02-01 F6 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 1, 2018. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,252 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · derivative · entry 9 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,252 shares Expires 2019-08-27 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. F3 · derivative.exercise_price: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F5 · derivative.exercise_date: The option vested at the end of fiscal year 2009 based upon the achievement of certain annual EBITDA performance targets. F4 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,252 | $0.00 Strike: $10.92 | $0.00 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · derivative · entry 8 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,252 shares Expires 2019-08-27 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. F3 · derivative.exercise_price: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F4 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 4,504 | $81.93 | $368,990.65 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · nonDerivative · entry 3 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,459 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.92 to $81.931, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, Inc., 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 |
| February 01, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 2,252 | $15.91 | $35,832.02 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · nonDerivative · entry 2 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,963 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 |
| February 01, 2017 Filed Feb 4, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 2,252 | $10.92 | $24,584.63 |
DisclosureSEC source: 0001209191-17-007893 · doc4.xml · nonDerivative · entry 1 Davis Jana Joustra · CIK 0001513409 · SVP - Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,711 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.