Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMMUNITY HEALTH SYSTEMS INCCYH · Entity 5628 | Director | March 01, 2026 | March 03, 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.
COMMUNITY HEALTH SYSTEMS INC
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 412,876 |
Ending reported balance
After 2026-03-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 9,756 · Balance 372,037 F1: The security converts to common stock on a one-to-one basis. Row 2 · 2026-03-01 · Exercise / conversion · Acquired 20,906 · Balance 392,943 F1: The security converts to common stock on a one-to-one basis. Row 3 · 2026-03-01 · Exercise / conversion · Acquired 19,933 · Balance 412,876 F1: The security converts to common stock on a one-to-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-03-01 · Exercise / conversion · Disposed 9,756 · Balance 0 F2: These restricted stock units vest in 1/3 increments on the first, second and third anniversary of the date of the grant. Upon vesting, these restricted stock units will be settled in shares of the Issuer's common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 20,906 |
Reported balance
After 2026-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-01 · Exercise / conversion · Disposed 20,906 · Balance 20,906 F2: These restricted stock units vest in 1/3 increments on the first, second and third anniversary of the date of the grant. Upon vesting, these restricted stock units will be settled in shares of the Issuer's common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 39,868 |
Reported balance
After 2026-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-01 · Exercise / conversion · Disposed 19,933 · Balance 39,868 F2: These restricted stock units vest in 1/3 increments on the first, second and third anniversary of the date of the grant. Upon vesting, these restricted stock units will be settled in shares of the Issuer's common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 52,023 |
Reported balance
After 2026-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-01 · Grant · Acquired 52,023 · Balance 52,023 F2: These restricted stock units vest in 1/3 increments on the first, second and third anniversary of the date of the grant. Upon vesting, these restricted stock units will be settled in shares of the Issuer's common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 53,779 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 53,779 F3: These restricted stock units vested in 1/3 increments on the first, second and third anniversary of the date of grant. Based on the Reporting Person's prior deferral elections pursuant to the terms of the award agreement, these restricted stock units will be settled in shares of the Issuer's common stock on a one-for-one basis upon the Reporting Person's cessation as a director or upon a date or dates previously specified by the Reporting Person. |
| Common StockSEC Table I · non-derivative | IndirectBy E5 Investors LLC | 4,990 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,990 |
| Stock Units (SU)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,085.472 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 13,085.472 F4: These stock units were accrued under the Issuer's Directors' Fees Deferral Plan in lieu of a portion of the Reporting Person's director cash compensation and are settled in shares of the Issuer's common stock on a one-for-one basis on the last business day of the calendar quarter following Reporting Person's cessation as a director or upon a date or dates previously specified by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: The security converts to common stock on a one-to-one basis.
F2: These restricted stock units vest in 1/3 increments on the first, second and third anniversary of the date of the grant. Upon vesting, these restricted stock units will be settled in shares of the Issuer's common stock on a one-for-one basis.
F3: These restricted stock units vested in 1/3 increments on the first, second and third anniversary of the date of grant. Based on the Reporting Person's prior deferral elections pursuant to the terms of the award agreement, these restricted stock units will be settled in shares of the Issuer's common stock on a one-for-one basis upon the Reporting Person's cessation as a director or upon a date or dates previously specified by the Reporting Person.
F4: These stock units were accrued under the Issuer's Directors' Fees Deferral Plan in lieu of a portion of the Reporting Person's director cash compensation and are settled in shares of the Issuer's common stock on a one-for-one basis on the last business day of the calendar quarter following Reporting Person's cessation as a director or upon a date or dates previously specified by the Reporting Person.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SELECT MEDICAL HOLDINGS CORP
Report date June 30, 2026 · Filed July 01, 2026
Section 16 reporting ended · disclosed 2026-07-01. 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 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Disposition to issuer · Disposed 161,674 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation, and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026). At the effective time of the merger, each of the Reporting Person's shares of common stock issued and outstanding immediately prior to the effective time of the merger was converted into the right to receive $16.50 per share in cash without interest ("Merger Consideration"). F2: Includes unvested shares of Company common stock subject to forfeiture conditions (the "Company Restricted Shares"). Pursuant the Merger Agreement, each Company Restricted Share held by the Reporting Person that was outstanding immediately prior to the effective time vested in full as of immediately prior to the effective time of the merger and was automatically converted into the right to receive the Merger Consideration, less any applicable tax withholdings. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), entered into on March 2, 2026, by and among the Issuer, Stallion Intermediate Corporation, and Stallion MergerSub Corporation (filed as Exhibit 2.1 to the Form 8-K filed with the Securities and Exchange Commission on March 3, 2026). At the effective time of the merger, each of the Reporting Person's shares of common stock issued and outstanding immediately prior to the effective time of the merger was converted into the right to receive $16.50 per share in cash without interest ("Merger Consideration").
F2: Includes unvested shares of Company common stock subject to forfeiture conditions (the "Company Restricted Shares"). Pursuant the Merger Agreement, each Company Restricted Share held by the Reporting Person that was outstanding immediately prior to the effective time vested in full as of immediately prior to the effective time of the merger and was automatically converted into the right to receive the Merger Consideration, less any applicable tax withholdings.
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 |
|---|---|---|---|---|---|---|
| August 02, 2017 Filed Aug 4, 2017 20:50 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,139 | $15.80 | $17,996.20 |
DisclosureSEC source: 0001179110-17-011141 · edgar.xml · nonDerivative · entry 2 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,864 F2 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 20:50 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011141 · edgar.xml · nonDerivative · entry 1 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,725 F1 · shares: Grant of restricted stock which, subject to certain exceptions, will vest in full on August 2, 2018, the first anniversary of the grant date. Read SEC document |
| May 03, 2017 Filed May 4, 2017 22:09 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,319 | $13.65 | $18,004.35 |
DisclosureSEC source: 0001179110-17-006593 · edgar.xml · nonDerivative · entry 1 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,725 F1 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:12 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | GrantRestricted Stock Units · Derivative | 18,498 | $9.19 Strike: $0.00 | $169,996.62 |
DisclosureSEC source: 0001209191-17-016532 · doc4.xml · derivative · entry 8 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,498 Underlying: Common Stock · 18,498 shares Expires 2027-02-28 F1 · price: The security converts to common stock on a one-to-one basis. F2 · derivative.exercise_date: The Restricted Stock Units vest in 1/3 increments on the first, second and third anniversary date of the date of grant. Upon vesting, the Reporting Person will be issued that number of shares of the Common Stock of the Company. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:12 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionRestricted Stock Units · Derivative | 4,495 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016532 · doc4.xml · derivative · entry 7 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,989 Underlying: Common Stock · 4,495 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. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:12 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionRestricted Stock Units · Derivative | 1,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016532 · doc4.xml · derivative · entry 6 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,429 Underlying: Common Stock · 1,430 shares Expires 2025-02-28 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. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:12 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionRestricted Stock Units · Derivative | 1,474 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016532 · doc4.xml · derivative · entry 5 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,474 shares Expires 2024-02-29 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 |
| March 01, 2017 Filed Mar 2, 2017 21:12 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionCommon Stock | 4,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016532 · doc4.xml · nonDerivative · entry 3 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,197 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: The security converts to common stock on a one-to-one basis. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:12 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionCommon Stock | 1,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016532 · doc4.xml · nonDerivative · entry 2 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,702 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: The security converts to common stock on a one-to-one basis. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 21:12 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | Exercise / conversionCommon Stock | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-016532 · doc4.xml · nonDerivative · entry 1 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,272 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: The security converts to common stock on a one-to-one basis. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 21:47 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,401 | $12.85 | $18,002.85 |
DisclosureSEC source: 0001179110-17-002670 · edgar.xml · nonDerivative · entry 1 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,406 F1 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 21:13 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | GrantStock Units (SU) · Derivative | 5,366.726 | $5.59 Strike: $0.00 | $30,000.00 |
DisclosureSEC source: 0001209191-17-000190 · doc4.xml · derivative · entry 3 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,967.943 Underlying: Common Stock · 5,366.726 shares Expires not disclosed F1 · derivative.exercise_date: The Stock Units were accrued under the Company's Directors' Fees Deferral Plan in lieu of a portion of the Reporting Person's Director Fees and are settled 100% in the Company's common stock upon cessation as a director or upon a date specified by the director. F1 · derivative.expiration_date: The Stock Units were accrued under the Company's Directors' Fees Deferral Plan in lieu of a portion of the Reporting Person's Director Fees and are settled 100% in the Company's common stock upon cessation as a director or upon a date specified by the director. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 20:53 UTC | SELECT MEDICAL HOLDINGS CORP SEM · Entity 33845 | GrantCommon Stock | 1,475 | $12.20 | $17,995.00 |
DisclosureSEC source: 0001179110-16-031159 · edgar.xml · nonDerivative · entry 1 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,005 F1 · shares: This grant of restricted stock was issued to the reporting person pursuant to the Select Medical Holdings Corporation 2016 Equity Incentive Plan in lieu of a quarterly retainer of $18,000. Read SEC document |
| September 30, 2016 Filed Sep 30, 2016 22:13 UTC | COMMUNITY HEALTH SYSTEMS INC CYH · Entity 5628 | GrantStock Units (SU) · Derivative | 2,599.653 | $11.54 Strike: $0.00 | $30,000.00 |
DisclosureSEC source: 0001209191-16-143404 · doc4.xml · derivative · entry 3 Ely James S. III · CIK 0001463791 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,601.217 Underlying: Common Stock · 2,599.653 shares Expires not disclosed F1 · derivative.exercise_date: The Stock Units were accrued under the Company's Directors' Fees Deferral Plan in lieu of a portion of the Reporting Person's Director Fees and are settled 100% in the Company's common stock upon cessation as a director or upon a date specified by the director. F1 · derivative.expiration_date: The Stock Units were accrued under the Company's Directors' Fees Deferral Plan in lieu of a portion of the Reporting Person's Director Fees and are settled 100% in the Company's common stock upon cessation as a director or upon a date specified by the director. 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.