Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | EVP and CFO | May 07, 2026 | May 11, 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.
HCA Healthcare, Inc.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Gift · Disposed 3,336 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy MAM 2020 Trust | 46,576 |
Reported balance
After 2026-05-07 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-05-07 · Gift · Acquired 3,336 · Balance 46,576 |
| Common StockSEC Table I · non-derivative | IndirectBy LAM 2020 Trust | 26,500 |
Reported balance
Holding disclosure · report date 2026-05-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 26,500 |
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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 11, 2026 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-217167 · ownership.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By MAM 2020 Trust Disclosed balance after: 46,576 Read SEC document |
| May 07, 2026 Filed May 11, 2026 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 3,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-217167 · ownership.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 18:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,690 | $502.05 | $848,464.50 |
DisclosureSEC source: 0001193125-26-049208 · ownership.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,336 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 18:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 5,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-049208 · ownership.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,026 F1 · kind: On January 30, 2023, the reporting person was granted 2,513 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2023-2025. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2023-2025 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 18:49 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 11,945 | $0.00 Strike: $482.53 | $0.00 |
DisclosureSEC source: 0001193125-26-034007 · ownership.xml · derivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,945 Underlying: Common Stock · 11,945 shares Expires 2036-01-29 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2027. Read SEC document |
| November 05, 2025 Filed Nov 5, 2025 18:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-267406 · ownership.xml · nonDerivative · entry 3 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 18:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-267406 · ownership.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165 Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 18:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-267406 · ownership.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By MAM 2020 Trust Disclosed balance after: 43,240 Read SEC document |
| May 07, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 10 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 07, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 285 | $356.84 | $101,699.40 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 9 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By MAM 2020 Trust Disclosed balance after: 43,405 F2 · kind: Pursuant to a power of substitution, on May 7, 2025, the Reporting Person transferred 285 shares of common stock of the Issuer and cash to a trust account in exchange for assets of equal value. The transfer was made at a price per share equal to $356.84 (the average of the high and low prices of shares of common stock of the Issuer on May 7, 2025). The transfer did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. The Reporting Person believes that the transfer of shares to the trust constitutes a change in form of beneficial ownership of such shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| May 07, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 285 | $356.84 | $101,699.40 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 8 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By ML Trust Disclosed balance after: 0 F2 · kind: Pursuant to a power of substitution, on May 7, 2025, the Reporting Person transferred 285 shares of common stock of the Issuer and cash to a trust account in exchange for assets of equal value. The transfer was made at a price per share equal to $356.84 (the average of the high and low prices of shares of common stock of the Issuer on May 7, 2025). The transfer did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. The Reporting Person believes that the transfer of shares to the trust constitutes a change in form of beneficial ownership of such shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| May 07, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 7 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By MAM 2020 Trust Disclosed balance after: 43,120 Read SEC document |
| May 07, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 6 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By ML Trust Disclosed balance after: 285 Read SEC document |
| May 06, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 5 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144 Read SEC document |
| May 06, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 288 | $353.58 | $101,829.60 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 4 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288 F1 · kind: Pursuant to a power of substitution, on May 6, 2025, the Reporting Person transferred 288 shares of common stock of the Issuer from a trust account in exchange for assets of equal value. The transfer was made at a price per share equal to $353.575 (the average of the high and low prices of shares of common stock of the Issuer on May 6, 2025). The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the Reporting Person beneficially owns directly, but therefore did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. The Reporting Person believes that the transfer of shares from the trust constitutes a change in form of beneficial ownership of such shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| May 06, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 288 | $353.58 | $101,829.60 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 3 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By MAM 2020 Trust Disclosed balance after: 42,939 F1 · kind: Pursuant to a power of substitution, on May 6, 2025, the Reporting Person transferred 288 shares of common stock of the Issuer from a trust account in exchange for assets of equal value. The transfer was made at a price per share equal to $353.575 (the average of the high and low prices of shares of common stock of the Issuer on May 6, 2025). The transfer resulted in a decrease in the number of shares the Reporting Person beneficially owns indirectly through the trust and a corresponding increase in the number of shares the Reporting Person beneficially owns directly, but therefore did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. The Reporting Person believes that the transfer of shares from the trust constitutes a change in form of beneficial ownership of such shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| May 06, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 466 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By ML Trust Disclosed balance after: 466 Read SEC document |
| May 06, 2025 Filed May 8, 2025 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 466 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-067306 · ownership.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 172 | $321.92 | $55,370.24 |
DisclosureSEC source: 0000950170-25-022663 · ownership.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 466 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022663 · ownership.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 638 F1 · kind: On January 28, 2022, the reporting person was granted 1,230 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2022-2024. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2022-2024 earnings per share, the number of performance share units that vested equaled 51.9% of the units granted. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 18:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 15,639 | $0.00 Strike: $328.70 | $0.00 |
DisclosureSEC source: 0000950170-25-011257 · ownership.xml · derivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,639 Underlying: Common Stock · 15,639 shares Expires 2035-01-28 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 28, 2026. Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 17:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 2,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-095535 · ownership.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By MAM 2020 Trust Disclosed balance after: 43,227 Read SEC document |
| August 08, 2024 Filed Aug 12, 2024 17:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 2,237 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-095535 · ownership.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 01, 2024 Filed May 1, 2024 18:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 566 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-005443 · doc4.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,237 Read SEC document |
| April 29, 2024 Filed May 1, 2024 18:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 9,096 | $0.00 Strike: $311.42 | $0.00 |
DisclosureSEC source: 0001209191-24-005443 · doc4.xml · derivative · entry 4 Marks Mike A · CIK 0001961124 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,096 Underlying: Common Stock · 9,096 shares Expires 2034-04-29 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on April 29, 2025. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,022 | $308.55 | $315,338.10 |
DisclosureSEC source: 0001209191-24-003748 · doc4.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,803 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003748 · doc4.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,825 F1 · kind: On February 3, 2021, the reporting person was granted 1,890 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2021-2023. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2021-2023 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 18:44 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 5,503 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002725 · doc4.xml · derivative · entry 1 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,503 Underlying: Common Stock · 5,503 shares Expires 2034-01-31 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2025. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 16:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044830 · doc4.xml · nonDerivative · entry 3 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45 Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 16:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 8,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044830 · doc4.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: No plan indicated Ownership: Indirect · By MAM 2020 Trust Disclosed balance after: 40,990 Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 16:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 8,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044830 · doc4.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,847 | $262.84 | $485,465.48 |
DisclosureSEC source: 0001209191-23-012002 · doc4.xml · nonDerivative · entry 2 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,593 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 6,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012002 · doc4.xml · nonDerivative · entry 1 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,440 F1 · kind: On January 29, 2020, the reporting person was granted 3,040 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2020-2022. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2020-2022 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 20:00 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 7,578 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006035 · doc4.xml · derivative · entry 1 Marks Mike A · CIK 0001961124 · SVP-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,578 Underlying: Common Stock · 7,578 shares Expires 2033-01-30 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2024. 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.