Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Texas Roadhouse, Inc.TXRH · Entity 3432 | Director | May 11, 2026 | May 14, 2026 |
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.
Texas Roadhouse, Inc.
Report date May 11, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,361 |
Reported balance
After 2026-05-11 transaction · row 1
1 source rowRow 1 · 2026-05-11 · Sale · Disposed 2,640 · Balance 5,361 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,200 |
Reported balance
Holding disclosure · report date 2026-05-11 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 1,200 F1: Each restricted stock unit represents a conditional right to receive one share of the Company's common stock. F2: The restricted stock units vest on January 8, 2027. Delivery of the shares to the reporting person will occur on January 8, 2027, subject to the reporting person's continued service with the Company. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a conditional right to receive one share of the Company's common stock.
F2: The restricted stock units vest on January 8, 2027. Delivery of the shares to the reporting person will occur on January 8, 2027, subject to the reporting person's continued service with the Company.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Talkspace, Inc.
Report date August 17, 2026 · Filed August 17, 2026
Section 16 reporting ended · disclosed 2026-08-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-08-17 · Disposition to issuer · Disposed 203,160 · Balance 0 F1: In connection with the terms of that certain Agreement and Plan of Merger, dated as of March 9, 2026 (the "Merger Agreement"), by and among Talkspace, Inc., a Delaware Corporation (the "Issuer"), Universal Health Services, Inc., a Delaware corporation ("Parent"), and UHS Merger Subsidiary, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as an indirect wholly owned subsidiary of Parent at the effective time of the Merger (the "Effective Time"). F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each issued and outstanding share of Issuer common stock, par value $0.0001 per share ("Common Stock") (other than shares of Common Stock canceled pursuant to the Merger Agreement) was converted into the right to receive $5.25 in cash (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-08-17 · Disposition to issuer · Disposed 48,222 · Balance 0 F1: In connection with the terms of that certain Agreement and Plan of Merger, dated as of March 9, 2026 (the "Merger Agreement"), by and among Talkspace, Inc., a Delaware Corporation (the "Issuer"), Universal Health Services, Inc., a Delaware corporation ("Parent"), and UHS Merger Subsidiary, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as an indirect wholly owned subsidiary of Parent at the effective time of the Merger (the "Effective Time"). F3: Pursuant to the terms of the Merger Agreement, at the Effective Time, each Issuer restricted stock unit that was or became vested in accordance with its terms at the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Vested RSU immediately prior to the Effective Time and (ii) the Merger Consideration. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $8.52 | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-17 · Disposition to issuer · Disposed 63,402 · Balance 0 F1: In connection with the terms of that certain Agreement and Plan of Merger, dated as of March 9, 2026 (the "Merger Agreement"), by and among Talkspace, Inc., a Delaware Corporation (the "Issuer"), Universal Health Services, Inc., a Delaware corporation ("Parent"), and UHS Merger Subsidiary, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as an indirect wholly owned subsidiary of Parent at the effective time of the Merger (the "Effective Time"). F4: Pursuant to the terms of the Merger Agreement, at the Effective Time, each Issuer stock option that was or became vested in accordance with its terms at the Effective Time reported in this row had an exercise price equal to or greater than the Merger Consideration and was canceled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the terms of that certain Agreement and Plan of Merger, dated as of March 9, 2026 (the "Merger Agreement"), by and among Talkspace, Inc., a Delaware Corporation (the "Issuer"), Universal Health Services, Inc., a Delaware corporation ("Parent"), and UHS Merger Subsidiary, Inc., a Delaware corporation and an indirect wholly owned subsidiary of Parent ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving the Merger as an indirect wholly owned subsidiary of Parent at the effective time of the Merger (the "Effective Time").
F2: Pursuant to the terms of the Merger Agreement, at the Effective Time, each issued and outstanding share of Issuer common stock, par value $0.0001 per share ("Common Stock") (other than shares of Common Stock canceled pursuant to the Merger Agreement) was converted into the right to receive $5.25 in cash (the "Merger Consideration").
F3: Pursuant to the terms of the Merger Agreement, at the Effective Time, each Issuer restricted stock unit that was or became vested in accordance with its terms at the Effective Time (each, a "Vested RSU") was canceled and converted into the right to receive a cash payment equal to the product of (i) the number of shares of Common Stock subject to such Vested RSU immediately prior to the Effective Time and (ii) the Merger Consideration.
F4: Pursuant to the terms of the Merger Agreement, at the Effective Time, each Issuer stock option that was or became vested in accordance with its terms at the Effective Time reported in this row had an exercise price equal to or greater than the Merger Consideration and was canceled for no consideration.
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 |
|---|---|---|---|---|---|---|
| January 08, 2019 Filed Jan 10, 2019 22:04 UTC | Texas Roadhouse, Inc. TXRH · Entity 3432 | Exercise / conversionRestricted Stock Units · Derivative | 1,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000668 · edgar.xml · derivative · entry 2 Warfield Curtis · CIK 0001748313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,537 shares Expires not disclosed 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_price: Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F3 · derivative.exercise_date: The restricted stock units vested on January 8, 2019. Delivery of the shares to the reporting person occurred on January 8, 2019. F3 · derivative.expiration_date: The restricted stock units vested on January 8, 2019. Delivery of the shares to the reporting person occurred on January 8, 2019. Read SEC document |
| January 08, 2019 Filed Jan 10, 2019 22:04 UTC | Texas Roadhouse, Inc. TXRH · Entity 3432 | Exercise / conversionCommon Stock | 1,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-000668 · edgar.xml · nonDerivative · entry 1 Warfield Curtis · CIK 0001748313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,663 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 · shares: Represents restricted stock units that are fully vested on the transaction date. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 16:04 UTC | Texas Roadhouse, Inc. TXRH · Entity 3432 | GrantRestricted Stock Units · Derivative | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010862 · edgar.xml · derivative · entry 4 Warfield Curtis · CIK 0001748313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54 Underlying: Common Stock · 54 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F2 · kind: Grant of restricted stock units pursuant to the Company's 2013 Long Term Incentive Plan. F6 · derivative.exercise_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service as an Audit Committee member with the Company. F6 · derivative.expiration_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service as an Audit Committee member with the Company. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 16:04 UTC | Texas Roadhouse, Inc. TXRH · Entity 3432 | GrantRestricted Stock Units · Derivative | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010862 · edgar.xml · derivative · entry 3 Warfield Curtis · CIK 0001748313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36 Underlying: Common Stock · 36 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F2 · kind: Grant of restricted stock units pursuant to the Company's 2013 Long Term Incentive Plan. F5 · derivative.exercise_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service as a Compensation Committee member with the Company. F5 · derivative.expiration_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service as a Compensation Committee member with the Company. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 16:04 UTC | Texas Roadhouse, Inc. TXRH · Entity 3432 | GrantRestricted Stock Units · Derivative | 36 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010862 · edgar.xml · derivative · entry 2 Warfield Curtis · CIK 0001748313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36 Underlying: Common Stock · 36 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F2 · kind: Grant of restricted stock units pursuant to the Company's 2013 Long Term Incentive Plan. F4 · derivative.exercise_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service as a Nominating and Corporate Governance Committee member with the Company. F4 · derivative.expiration_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service as a Nominating and Corporate Governance Committee member with the Company. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 16:04 UTC | Texas Roadhouse, Inc. TXRH · Entity 3432 | GrantRestricted Stock Units · Derivative | 1,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010862 · edgar.xml · derivative · entry 1 Warfield Curtis · CIK 0001748313 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,537 Underlying: Common Stock · 1,537 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a conditional right to receive one share of the Company's Common Stock. F2 · kind: Grant of restricted stock units pursuant to the Company's 2013 Long Term Incentive Plan. F3 · derivative.exercise_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service with the Company. F3 · derivative.expiration_date: The restricted stock units vest on January 8, 2019. Delivery of the shares to the reporting person will occur on January 8, 2019, subject to the reporting person's continued service with the Company. 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.