Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | President | February 24, 2019 | March 05, 2019 |
| Surgery Partners, Inc.SGRY · Entity 4534 | Director | June 05, 2026 | June 09, 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.
Acadia Healthcare Company, Inc.
Report date February 24, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 97,226 |
Ending reported balance
After 2019-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-24 · Tax withholding · Disposed 228 · Balance 97,794 Row 2 · 2019-03-02 · Tax withholding · Disposed 568 · Balance 97,226 |
Surgery Partners, Inc.
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,594 |
Reported balance
After 2026-06-05 transaction · row 1
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 11,670 · Balance 86,594 F1: Shares will vest on June 5, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest on June 5, 2027.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LHC Group, Inc
Report date February 22, 2023 · Filed February 22, 2023
Section 16 reporting ended · disclosed 2023-02-22. 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 2023-02-22 transaction · row 1
1 source rowRow 1 · 2023-02-22 · Disposition to issuer · Disposed 14,200 · Balance 0 F1: Each share of issuer common stock was cancelled pursuant to the merger agreement between the issuer and UnitedHealth Group Incorporated in exchange for a cash payment equal to $170.00. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of issuer common stock was cancelled pursuant to the merger agreement between the issuer and UnitedHealth Group Incorporated in exchange for a cash payment equal to $170.00.
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 |
|---|---|---|---|---|---|---|
| June 05, 2026 Filed Jun 9, 2026 20:27 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 11,670 | $13.71 | $159,995.70 |
DisclosureSEC source: 0001638833-26-000057 · wk-form4_1781036857.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,594 F1 · shares: Shares will vest on June 5, 2027. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:25 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,861 | $23.32 | $159,998.52 |
DisclosureSEC source: 0001638833-25-000109 · wk-form4_1749759922.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,924 F1 · shares: Shares will vest on June 10, 2026. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:26 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,170 | $25.93 | $159,988.10 |
DisclosureSEC source: 0001638833-24-000124 · wk-form4_1718051170.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,063 F1 · shares: Shares will vest on June 6, 2025 Read SEC document |
| June 01, 2023 Filed Apr 5, 2024 20:50 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,192 | $38.16 | $159,966.72 |
DisclosureSEC source: 0001638833-24-000096 · wk-form4_1712350246.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,893 F1 · shares: Shares will vest on June 1, 2024. Read SEC document |
| February 22, 2023 Filed Feb 22, 2023 16:37 UTC | LHC Group, Inc LHCG · Entity 116591 | Disposition to issuerCommon Stock | 14,200 | $170.00 | $2,414,000.00 |
DisclosureSEC source: 0001303313-23-000045 · wf-form4_167710180980671.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Each share of issuer common stock was cancelled pursuant to the merger agreement between the issuer and UnitedHealth Group Incorporated in exchange for a cash payment equal to $170.00. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 21:22 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | PurchaseCommon Stock | 10,000 | $24.50 | $245,000.00 |
DisclosureSEC source: 0001638833-22-000138 · wf-form4_166915213099170.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,701 F1 · shares: Represents shares purchased from the underwriters in connection with the Issuer public offering on November 21, 2022. Read SEC document |
| May 20, 2022 Filed May 24, 2022 20:12 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,030 | $39.70 | $159,991.00 |
DisclosureSEC source: 0001638833-22-000108 · wf-form4_165342314100760.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,701 F1 · shares: Shares will vest on May 20, 2023. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 16:49 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-22-000028 · wf-form4_164634413508157.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,200 F1 · kind: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. Read SEC document |
| March 10, 2021 Filed Mar 15, 2021 16:09 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 3,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000055 · wf-form4_161582453746390.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,671 F1 · shares: Shares will vest on March 10, 2022. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 17:02 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-21-000026 · wf-form4_161480894855616.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,100 F1 · kind: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. Read SEC document |
| May 27, 2020 Filed May 29, 2020 15:05 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 9,669 | $14.48 | $140,007.12 |
DisclosureSEC source: 0001638833-20-000050 · wf-form4_159076470485232.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,341 F1 · shares: Shares will vest on May 27, 2021. Read SEC document |
| March 01, 2020 Filed Mar 2, 2020 17:32 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-20-000025 · wf-form4_158318832649022.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,300 Read SEC document |
| May 29, 2019 Filed May 31, 2019 20:47 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 15,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000048 · wf-form4_155933564271624.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,672 F1 · shares: Shares will vest on May 29, 2020. Read SEC document |
| March 02, 2019 Filed Mar 5, 2019 17:02 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 568 | $30.41 | $17,272.88 |
DisclosureSEC source: 0000899243-19-006113 · doc4.xml · nonDerivative · entry 2 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,226 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 16:30 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 1,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-19-000025 · wf-form4_155173500310151.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,200 F1 · kind: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. Read SEC document |
| February 24, 2019 Filed Mar 5, 2019 17:02 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 228 | $27.70 | $6,315.60 |
DisclosureSEC source: 0000899243-19-006113 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,794 Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:02 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 418 | $27.79 | $11,616.22 |
DisclosureSEC source: 0000899243-19-002899 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,022 Read SEC document |
| August 24, 2018 Filed Aug 28, 2018 20:54 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,865 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000535 · edgar.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,355 Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 20:18 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 9,459 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006744 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,440 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning March 2, 2019. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 16:50 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-18-000021 · wf-form4_152028663174808.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · kind: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 5,304 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006153 · doc4.xml · nonDerivative · entry 2 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,981 F2 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on March 29, 2017. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-006153 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,677 F1 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 24, 2015. Read SEC document |
| August 22, 2017 Filed Aug 22, 2017 18:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 206,252 | $50.69 | $10,454,913.88 |
DisclosureSEC source: 0000899243-17-020872 · doc4.xml · nonDerivative · entry 2 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F1 · ownership.nature: By the Elizabeth Grace Turner 2011 Vested Trust and the William Jesse Turner 2011 Vested Trust. Read SEC document |
| May 02, 2017 Filed May 4, 2017 21:00 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 7,490 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-17-000330 · edgar.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,490 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 17:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 786 | $43.59 | $34,261.74 |
DisclosureSEC source: 0000899243-17-009044 · doc4.xml · nonDerivative · entry 2 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,106 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 17:11 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 8,052 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-009044 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,892 F1 · shares: Shares will vest over a 4-year period in equal annual installments beginning March 29, 2018. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 4,710 | $42.77 | $201,446.70 |
DisclosureSEC source: 0000899243-17-007802 · doc4.xml · nonDerivative · entry 5 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,840 Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 4,070 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007802 · doc4.xml · nonDerivative · entry 4 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,550 F4 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 27, 2014. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 4,801 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007802 · doc4.xml · nonDerivative · entry 3 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,480 F3 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 26, 2015. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 5,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007802 · doc4.xml · nonDerivative · entry 2 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,679 F2 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 24, 2015. Read SEC document |
| March 14, 2017 Filed Mar 16, 2017 18:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,826 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-007802 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,150 F1 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on February 5, 2016. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:04 UTC | LHC Group, Inc LHCG · Entity 116591 | GrantCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001303313-17-000019 · wf-form4_148857867354862.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,300 F1 · kind: Restricted stock granted pursuant to the 2005 Non-Employee Director Compensation Plan, which vests on the first anniversary of the grant date. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 17:00 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 353 | $44.94 | $15,863.82 |
DisclosureSEC source: 0000899243-17-005580 · doc4.xml · nonDerivative · entry 2 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,324 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 17:00 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 258 | $43.24 | $11,155.92 |
DisclosureSEC source: 0000899243-17-005580 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,677 Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 18:02 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 461 | $38.80 | $17,886.80 |
DisclosureSEC source: 0000899243-17-002955 · doc4.xml · nonDerivative · entry 1 TURNER BRENT · CIK 0001243882 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,935 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.