Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY HEALTH SYSTEMS INCCYH · Entity 5628 | Division President | March 01, 2017 | March 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.
COMMUNITY HEALTH SYSTEMS INC
Report date March 01, 2017 · Filed March 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,156 |
Ending reported balance
After 2017-03-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2017-03-01 · Grant · Acquired 20,000 · Balance 89,841 F1: The time-vesting restrictions on this award of restricted stock will lapse in 1/3 increments on the first, second and third anniversary of the date of grant. Row 2 · 2017-03-01 · Exercise / conversion · Acquired 35,000 · Balance 124,841 Row 3 · 2017-03-01 · Tax withholding · Disposed 14,685 · Balance 110,156 |
| Performance Based RestrictedSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-02-28 | Direct | 0 |
Reported balance
After 2017-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-03-01 · Exercise / conversion · Disposed 35,000 · Balance 0 F2: The performance objectives governing these shares of Performance Based Restricted Stock have been met, and, accordingly, these shares will now be reported in Table 1 as directly owned shares of Restricted Stock. The time-vesting restrictions lapse in 1/3 increments on the first, second and third anniversary of the date of grant. |
| Performance Based RestrictedSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-02-28 | Direct | 20,000 |
Reported balance
After 2017-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-03-01 · Grant · Acquired 20,000 · Balance 20,000 F3: The vesting of 80% of these performance-based restricted shares is subject to the attainment of a pre-determined level of Cumulative Same-Store Adjusted EBITDA Growth between January 1, 2017 and December 31, 2019 (the "Performance Period"). The vesting of the remaining 20% of these performance-based restricted shares is subject to the attainment of a pre-determined level of Cumulative Adjusted EPS for the Performance Period. The target number (100%) of the total performance-based restricted shares is reported in the table set forth above. Between 0% and 200% of the target number of performance-based restricted shares subject to the attainment of the Cumulative Same-Store Adjusted EBITDA Growth and Cumulative Adjusted EPS criteria, as applicable, will ultimately vest on the third anniversary of the date of grant, with the vesting percentage to be determined based upon achievement with respect to the applicable criteria during the Performance Period. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.70 · Expires 2018-02-26 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2017-03-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 20,000 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.32 · Expires 2020-02-23 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2017-03-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 10,000 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.38 · Expires 2021-02-22 | Direct | 10,000 |
Reported balance
Holding disclosure · report date 2017-03-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 10,000 |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.49 · Expires 2022-02-15 | Direct | 2,667 |
Reported balance
Holding disclosure · report date 2017-03-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 2,667 |
Filing footnotes · ownership attribution and instrument terms
F1: The time-vesting restrictions on this award of restricted stock will lapse in 1/3 increments on the first, second and third anniversary of the date of grant.
F2: The performance objectives governing these shares of Performance Based Restricted Stock have been met, and, accordingly, these shares will now be reported in Table 1 as directly owned shares of Restricted Stock. The time-vesting restrictions lapse in 1/3 increments on the first, second and third anniversary of the date of grant.
F3: The vesting of 80% of these performance-based restricted shares is subject to the attainment of a pre-determined level of Cumulative Same-Store Adjusted EBITDA Growth between January 1, 2017 and December 31, 2019 (the "Performance Period"). The vesting of the remaining 20% of these performance-based restricted shares is subject to the attainment of a pre-determined level of Cumulative Adjusted EPS for the Performance Period. The target number (100%) of the total performance-based restricted shares is reported in the table set forth above. Between 0% and 200% of the target number of performance-based restricted shares subject to the attainment of the Cumulative Same-Store Adjusted EBITDA Growth and Cumulative Adjusted EPS criteria, as applicable, will ultimately vest on the third anniversary of the date of grant, with the vesting percentage to be determined based upon achievement with respect to the applicable criteria during the Performance Period.
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 |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 2, 2017 21:19 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | GrantPerformance Based Restricted · Derivative | 20,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016558 · doc4.xml · derivative · entry 5 PORTACCI MICHAEL T · CIK 0001217259 · Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2027-02-28 F3 · derivative.exercise_date: The vesting of 80% of these performance-based restricted shares is subject to the attainment of a pre-determined level of Cumulative Same-Store Adjusted EBITDA Growth between January 1, 2017 and December 31, 2019 (the "Performance Period"). The vesting of the remaining 20% of these performance-based restricted shares is subject to the attainment of a pre-determined level of Cumulative Adjusted EPS for the Performance Period. The target number (100%) of the total performance-based restricted shares is reported in the table set forth above. Between 0% and 200% of the target number of performance-based restricted shares subject to the attainment of the Cumulative Same-Store Adjusted EBITDA Growth and Cumulative Adjusted EPS criteria, as applicable, will ultimately vest on the third anniversary of the date of grant, with the vesting percentage to be determined based upon achievement with respect to the applicable criteria during the Performance Period. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:19 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionPerformance Based Restricted · Derivative | 35,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016558 · doc4.xml · derivative · entry 4 PORTACCI MICHAEL T · CIK 0001217259 · Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2026-02-28 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 · kind: The performance objectives governing these shares of Performance Based Restricted Stock have been met, and, accordingly, these shares will now be reported in Table 1 as directly owned shares of Restricted Stock. The time-vesting restrictions lapse in 1/3 increments on the first, second and third anniversary of the date of grant. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:19 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Tax withholdingCommon Stock | 14,685 | $9.19 | $134,955.15 |
DisclosureSEC source: 0001209191-17-016558 · doc4.xml · nonDerivative · entry 3 PORTACCI MICHAEL T · CIK 0001217259 · Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,156 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:19 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016558 · doc4.xml · nonDerivative · entry 2 PORTACCI MICHAEL T · CIK 0001217259 · Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,841 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 01, 2017 Filed Mar 2, 2017 21:19 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016558 · doc4.xml · nonDerivative · entry 1 PORTACCI MICHAEL T · CIK 0001217259 · Division President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,841 F1 · shares: The time-vesting restrictions on this award of restricted stock will lapse in 1/3 increments on the first, second and third anniversary of the date of grant. 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.