Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL HEALTH SERVICES INCUHS · Entity 3529 | Director | May 20, 2026 | May 21, 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.
UNIVERSAL HEALTH SERVICES INC
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 9,406 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,217 · Balance 9,406 F1: The restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and all units shall vest on the earlier of May 20, 2027 or the next annual meeting of stockholders which is at least 50 weeks after the 2026 annual meeting date of May 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and all units shall vest on the earlier of May 20, 2027 or the next annual meeting of stockholders which is at least 50 weeks after the 2026 annual meeting date of May 20, 2026.
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 |
|---|---|---|---|---|---|---|
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 2,500 | $0.00 Strike: $119.64 | $0.00 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · derivative · entry 9 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Class B Common Stock · 2,500 shares Expires 2023-04-12 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: Option vests ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 11,250 | $0.00 Strike: $118.62 | $0.00 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · derivative · entry 8 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Class B Common Stock · 11,250 shares Expires 2021-03-22 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: Option vests ratably on each of 3/23/2017, 3/23/2018, 3/23/2019 and 3/23/2020. Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 11,250 | $0.00 Strike: $117.29 | $0.00 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · derivative · entry 7 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 11,250 shares Expires 2020-03-17 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: Option vested ratably on each of 3/18/2016, 3/18/2017, 3/18/2018 and 3/18/2019. Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 6,455 | $147.96 | $955,081.80 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · nonDerivative · entry 6 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,237 F1 · kind: These shares were sold in multiple transactions at a price of $147.9553. Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 23,545 | $151.89 | $3,576,250.05 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · nonDerivative · entry 5 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,692 Read SEC document |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 5,000 | $151.89 | $759,450.00 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · nonDerivative · entry 4 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,237 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 |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 2,500 | $151.89 | $379,725.00 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · nonDerivative · entry 3 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,237 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 |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 11,250 | $151.89 | $1,708,762.50 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · nonDerivative · entry 2 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,049 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 |
| July 29, 2019 Filed Jul 30, 2019 16:52 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 11,250 | $151.89 | $1,708,762.50 |
DisclosureSEC source: 0001127602-19-025412 · form4.xml · nonDerivative · entry 1 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,487 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 20, 2019 Filed Mar 21, 2019 20:47 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $134.02 Strike: $134.02 | $1,340,200.00 |
DisclosureSEC source: 0001127602-19-012692 · form4.xml · derivative · entry 1 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2024-03-19 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/20/2020, 3/20/2021, 3/20/2022, and 3/20/2023. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 7,500 | $0.00 Strike: $78.17 | $0.00 |
DisclosureSEC source: 0001127602-19-009383 · form4.xml · derivative · entry 3 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 7,500 shares Expires 2019-03-25 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_date: Option vested ratably on 03/26/2017 and 03/26/2018. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 4,223 | $138.83 | $586,279.09 |
DisclosureSEC source: 0001127602-19-009383 · form4.xml · nonDerivative · entry 2 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,237 Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 18:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 7,500 | $138.83 | $1,041,225.00 |
DisclosureSEC source: 0001127602-19-009383 · form4.xml · nonDerivative · entry 1 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,460 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 |
| April 13, 2018 Filed Apr 16, 2018 20:38 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $119.64 Strike: $119.64 | $1,196,400.00 |
DisclosureSEC source: 0001127602-18-014661 · form4.xml · derivative · entry 1 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2023-04-12 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. Read SEC document |
| March 29, 2017 Filed Mar 30, 2017 21:07 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 10,000 | $124.56 Strike: $124.56 | $1,245,600.00 |
DisclosureSEC source: 0001127602-17-013310 · form4.xml · derivative · entry 1 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class B Common Stock · 10,000 shares Expires 2022-03-28 F1 · derivative.exercise_date: Option vests ratably on each of 3/29/2018, 3/29/2019, 3/29/2020 and 3/29/2021. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 19:23 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 3,750 | $0.00 Strike: $117.29 | $0.00 |
DisclosureSEC source: 0001127602-17-011202 · form4.xml · derivative · entry 3 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,250 Underlying: Class B Common Stock · 3,750 shares Expires 2020-03-17 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_date: Option vests ratably on each of 3/18/2016, 3/18/2017, 3/18/2018 and 3/18/2019. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 19:23 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 3,549 | $123.94 | $439,863.06 |
DisclosureSEC source: 0001127602-17-011202 · form4.xml · nonDerivative · entry 2 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,960 Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 19:23 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 3,750 | $123.94 | $464,775.00 |
DisclosureSEC source: 0001127602-17-011202 · form4.xml · nonDerivative · entry 1 McDonnell Eileen C. · CIK 0001573561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,509 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.