Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Director | May 06, 2026 | May 08, 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 May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,859 |
Ending reported balance
After 2026-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-06 · Grant · Acquired 6,331 · Balance 66,283 F1: Shares will vest over a 3-year period in equal yearly installments beginning May 6, 2027. Row 2 · 2026-05-06 · Grant · Acquired 9,576 · Balance 75,859 F2: Reflects Mr. Waud's election to receive his annual cash retainer as a director for 2026 in shares of common stock. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnotes | 653,015 |
Reported balance
Holding disclosure · report date 2026-05-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 653,015 F3: The shares are owned of record as follows: (i) 225,519 shares by the Halcyon Trust, (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 155,930 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), (iv) 155,930 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"), (v) 43,643 shares by the Cornelius Byron Waud 2002 Trust (the "2002 CBW Family Trust"), and (vi) 34,500 shares by the Corinna Reeve Waud 2002 Trust ("2002 CRW Family Trust"). F4: Mr. Waud may be deemed to beneficially own the shares of common stock described above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries, and (D) his being appointed, in June 2023, as the co-trustee of the 2002 CBW Family Trust and the 2002 CRW Family Trust of which Mr. Waud's parents are beneficiaries. F5: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest over a 3-year period in equal yearly installments beginning May 6, 2027.
F2: Reflects Mr. Waud's election to receive his annual cash retainer as a director for 2026 in shares of common stock.
F3: The shares are owned of record as follows: (i) 225,519 shares by the Halcyon Trust, (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 155,930 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), (iv) 155,930 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"), (v) 43,643 shares by the Cornelius Byron Waud 2002 Trust (the "2002 CBW Family Trust"), and (vi) 34,500 shares by the Corinna Reeve Waud 2002 Trust ("2002 CRW Family Trust").
F4: Mr. Waud may be deemed to beneficially own the shares of common stock described above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries, and (D) his being appointed, in June 2023, as the co-trustee of the 2002 CBW Family Trust and the 2002 CRW Family Trust of which Mr. Waud's parents are beneficiaries.
F5: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein.
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 06, 2026 Filed May 8, 2026 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 9,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214925 · ownership.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,859 F2 · shares: Reflects Mr. Waud's election to receive his annual cash retainer as a director for 2026 in shares of common stock. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 6,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214925 · ownership.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,283 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 6, 2027. Read SEC document |
| May 29, 2025 Filed May 30, 2025 21:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 10,637 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079848 · ownership.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,952 F2 · shares: Reflects Mr. Waud's election to receive his annual cash retainer as a director for 2025 in shares of common stock. Read SEC document |
| May 29, 2025 Filed May 30, 2025 21:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 7,032 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079848 · ownership.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,315 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 29, 2026. Read SEC document |
| May 23, 2024 Filed May 28, 2024 23:00 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 3,651 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-065502 · ownership.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,283 F2 · shares: Reflects Mr. Waud's election to receive his annual cash retainer as a director for 2024 in shares of common stock. Read SEC document |
| May 23, 2024 Filed May 28, 2024 23:00 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-065502 · ownership.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,632 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 23, 2025. Read SEC document |
| November 10, 2023 Filed Nov 13, 2023 22:46 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 68,028 | $73.02 | $4,967,404.56 |
DisclosureSEC source: 0000950170-23-063176 · ownership.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnotes Disclosed balance after: 653,015 F1 · shares: Represents shares purchased by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.90 to $73.50, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are owned of record as follows: (i) 225,519 shares by the Halcyon Trust, (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 155,930 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), (iv) 155,930 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"), (v) 43,643 shares by the Cornelius Byron Waud 2002 Trust (the "2002 CBW Family Trust"), and (vi) 34,500 shares by the Corinna Reeve Waud 2002 Trust ("2002 CRW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries, and (D) his being appointed, in June 2023, as the co-trustee of the 2002 CBW Family Trust and the 2002 CRW Family Trust of which Mr. Waud's parents are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 3,371 | $71.78 | $241,970.38 |
DisclosureSEC source: 0000899243-23-013383 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,218 F2 · shares: Reflects Mr. Waud's election to receive his annual cash retainer as a director for 2023 in shares of common stock. Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 2,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013383 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,847 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 18, 2024. Read SEC document |
| May 19, 2022 Filed May 20, 2022 21:09 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,303 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-019065 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,618 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 19, 2023. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 21:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 27,515 | $66.47 | $1,828,922.05 |
DisclosureSEC source: 0000899243-21-024164 · doc4.xml · nonDerivative · entry 3 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 506,844 F6 · shares: Represents shares sold by the 2012 CRMW Family Trust. F7 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $66.27 to $66.97, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · ownership.nature: The shares are owned of record as follows: (i) 157,491 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust"), (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 155,930 shares by the 2012 RBW Jr Family Trust, and (iv) 155,930 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described in Footnote (2) above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, and (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 21:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 27,515 | $66.47 | $1,828,922.05 |
DisclosureSEC source: 0000899243-21-024164 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 534,359 F1 · shares: Represents shares sold by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"). F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $66.27 to $66.89, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · ownership.nature: The shares are owned of record as follows: (i) 157,491 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust"), (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 155,930 shares by the 2012 RBW Jr Family Trust, and (iv) 155,930 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described in Footnote (2) above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, and (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| May 06, 2021 Filed May 7, 2021 21:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-018708 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,315 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 6, 2022. Read SEC document |
| March 12, 2021 Filed Mar 15, 2021 22:27 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 109,443 | $59.12 | $6,470,357.71 |
DisclosureSEC source: 0000899243-21-011682 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 561,874 F1 · shares: Represents shares sold by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $58.82 to $59.50, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · ownership.nature: Following both of the transactions reported in this Form 4, the shares are owned of record as follows: (i) 157,491 shares by the Halcyon Trust, (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (iv) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described in Footnote (3) above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, and (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2020 Filed Jun 12, 2020 23:50 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 88,978 | $25.88 | $2,303,044.27 |
DisclosureSEC source: 0000899243-20-016428 · doc4.xml · nonDerivative · entry 3 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 671,317 F6 · shares: Represents shares sold by the Halcyon Trust. F7 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $25.32 to $26.55, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · ownership.nature: Following both of the transactions reported in this Form 4, the shares are owned of record as follows: (i) 266,934 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust"), (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (iv) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described in Footnote (3) above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, and (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 12, 2020 Filed Jun 12, 2020 23:50 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 33,333 | $25.84 | $861,378.05 |
DisclosureSEC source: 0000899243-20-016428 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 760,295 F1 · shares: Represents shares sold by Melissa W. Waud, Mr. Waud's wife. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $25.32 to $26.51, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · ownership.nature: Following both of the transactions reported in this Form 4, the shares are owned of record as follows: (i) 266,934 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust"), (ii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iii) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (iv) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described in Footnote (3) above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being the sole manager of WCP LLC, and (C) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| May 07, 2020 Filed May 13, 2020 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 6,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-012994 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,765 F1 · shares: The shares will vest over a 3-year period in equal annual installments beginning May 7, 2021. Read SEC document |
| May 02, 2019 Filed May 6, 2019 22:50 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 4,943 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012308 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,156 F1 · shares: The shares will vest in three equal annual installments beginning May 2, 2020. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 22:36 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 41,865 | $45.00 | $1,883,925.00 |
DisclosureSEC source: 0000899243-18-028069 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 793,628 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on March 15, 2018. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $45.00 to $45.05, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: The shares are owned of record as follows: (i) 355,912 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust"), (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iv) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (v) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described in Footnote (3) above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| July 26, 2018 Filed Jul 31, 2018 01:52 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 8,135 | $45.00 | $366,075.00 |
DisclosureSEC source: 0000899243-18-020783 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 835,493 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on March 15, 2018. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $45.00 to $45.02, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: The shares are owned of record as follows: (i) 397,777 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust"), (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iv) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (v) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock described in Footnote (3) above by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| May 03, 2018 Filed May 4, 2018 21:31 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 4,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-011557 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,213 F1 · shares: The shares will vest in three equal annual installments beginning May 3, 2019. Read SEC document |
| March 15, 2018 Filed Mar 15, 2018 21:27 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 7,698 | $42.03 | $323,546.94 |
DisclosureSEC source: 0000899243-18-007595 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 843,628 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $42.00 to $42.13, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: The shares are owned of record as follows: (i) 405,912 shares by the Halcyon Trust, (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iv) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (v) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 5,400 | $42.04 | $227,016.00 |
DisclosureSEC source: 0000899243-18-007418 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 851,326 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F3 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $42.00 to $42.27, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F4 · balance_after: The shares are owned of record as follows: (i) 413,610 shares by the Halcyon Trust, (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iv) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (v) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F5 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F6 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 22:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 36,902 | $42.02 | $1,550,622.04 |
DisclosureSEC source: 0000899243-18-007418 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 856,726 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $42.00 to $42.07, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F5 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F6 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 01:32 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 50,000 | $40.07 | $2,003,500.00 |
DisclosureSEC source: 0000899243-18-006556 · doc4.xml · nonDerivative · entry 5 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 893,628 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F6 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $40.00 to $40.29, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F7 · balance_after: The shares are owned of record as follows: (i) 455,912 shares by the Halcyon Trust, (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), (iv) 183,445 shares by the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (v) 183,445 shares by the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 01:32 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 1,080 | $39.92 | $43,113.60 |
DisclosureSEC source: 0000899243-18-006556 · doc4.xml · nonDerivative · entry 4 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 943,628 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F5 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $39.91 to $39.96, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 01:32 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 61,029 | $39.49 | $2,410,035.21 |
DisclosureSEC source: 0000899243-18-006556 · doc4.xml · nonDerivative · entry 3 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 944,708 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F4 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $38.91 to $39.90, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 01:32 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 70,141 | $38.19 | $2,678,684.79 |
DisclosureSEC source: 0000899243-18-006556 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 1,005,737 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F3 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $37.90 to $38.84, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 01:32 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 17,750 | $37.69 | $668,997.50 |
DisclosureSEC source: 0000899243-18-006556 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 1,075,878 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on December 14, 2017. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $36.90 to $37.88, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 22:32 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GiftCommon Stock, par value $0.01 per share | 795,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-029059 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 1,093,628 F5 · shares: Represents a pro rata distribution of shares by Crystal Cove LP to its limited partners for no consideration : (i) 3,978 shares to Mr. Waud, (ii) 424,799 to the Reeve B. Waud 2011 Family Trust (the "2011 Family Trust"), (iii) 183,445 shares to the Reeve B. Waud Jr. 2012 Family Trust (the "2012 RBW Jr Family Trust"), and (iv) 183,445 shares to the Cecily R.M. Waud 2012 Family Trust (the "2012 CRMW Family Trust"). The limited partners acquired their indirect interest in the shares held by Crystal Cove LP as a result of gifts from Mr. Waud and certain affiliated family trusts. Mr. Waud may be deemed to retain an indirect beneficial ownership in all of the shares distributed by Crystal Cove LP (other than shares distributed to him personally) by virtue of the relationships described in Footnote (7). F6 · balance_after: The shares are owned of record as follows: (i) 231,113 shares by the Halcyon Trust, (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by WCP LLC, (iv) 424,799 shares by the 2011 Family Trust, (v) 183,445 shares by the 2012 RBW Jr Family Trust, and (vi) 183,445 shares by the 2012 CRMW Family Trust. F7 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust and of the 2011 Family Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC, and (D) his being the investment advisor of the 2012 RBW Jr Family Trust and the 2012 CRMW Family Trust of which Mr. Waud's grandchildren are beneficiaries. F8 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 22:32 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 100,000 | $31.80 | $3,179,700.00 |
DisclosureSEC source: 0000899243-17-029059 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 1,097,606 F1 · shares: Represents shares sold under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $31.57 to $32.16, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: The reported shares were owned of record as follows: (i) 231,113 shares by the Halcyon Trust, (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), and (iv) 795,667 by Crystal Cove LP. F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (B) his being married to Ms. Waud, (C) his being the sole manager of WCP LLC and (D) his being the general partner of Crystal Cove LP. F8 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| August 22, 2017 Filed Aug 22, 2017 22:40 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 984,075 | $50.69 | $49,882,761.75 |
DisclosureSEC source: 0000899243-17-020885 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 1,197,606 F1 · shares: Represents shares sold in an underwritten offering as follows: (i) 193,745 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 354,195 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 54,057 shares by WCP FIF II (Acadia), L.P. ("WCP FIF II") (iv) 31,097 shares by Waud Capital Partners III, L.P. ("WCP III"), (v) 175,851 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (vi) 77,176 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III") (vii) 55,363 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II") (viii) 28,412 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III") and (ix) 14,179 shares by Waud Family Partners, L.P. ("WFP LP"). F2 · balance_after: The shares are owned of record as follows: (i) 331,113 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust"), (ii) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (iii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC") and (iv) 795,667 shares by Crystal Cove LP. F3 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 22:14 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 1,190,000 | $51.65 | $61,463,500.00 |
DisclosureSEC source: 0000899243-17-019440 · doc4.xml · nonDerivative · entry 3 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 2,181,681 F4 · shares: Represents shares sold under Rule 144 as follows: (i) 234,287 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 428,316 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 65,368 shares by WCP FIF II (Acadia), L.P. ("WCP FIF II") (iv) 37,604 shares by Waud Capital Partners III, L.P. ("WCP III"), (v) 212,649 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (vi) 93,325 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III") (vii) 66,948 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II") (viii) 34,358 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III") and (ix) 17,145 shares by Waud Family Partners, L.P. ("WFP LP"). F5 · balance_after: The shares are owned of record as follows: (i) 193,745 shares by WCP II, (ii) 354,195 shares by WCP QP II, (iii) 54,057 by WCP FIF II, (iv) 31,097 shares by WCP III, (v) 175,851 shares by WCP QP III, (vi) 77,176 shares by WCP FIF III, (vii) 55,363 shares by Waud Affiliates II, (viii) 28,412 shares by Waud Affiliates III, (ix) 331,113 shares by the Halcyon Trust, (x) 14,179 shares by WFP LP, (xi) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xii) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC") and (xiii) 795,667 shares by Crystal Cove LP. F6 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F7 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F8 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 22:14 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 15,400 | $53.63 | $825,902.00 |
DisclosureSEC source: 0000899243-17-019440 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,371,681 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on March 17, 2017. F3 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $53.50 to $53.82, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F6 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F7 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F8 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| July 28, 2017 Filed Aug 1, 2017 22:14 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 34,600 | $53.13 | $1,838,298.00 |
DisclosureSEC source: 0000899243-17-019440 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,387,081 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on March 17, 2017. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $52.50 to $53.49, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F6 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F7 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F8 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 21:53 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 50,000 | $50.04 | $2,502,150.00 |
DisclosureSEC source: 0000899243-17-018000 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,421,681 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on March 17, 2017. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $50.00 to $50.17, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: The shares are owned of record as follows: (i) 428,032 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 782,511 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 119,425 by WCP FIF II (Acadia), L.P. ("WCP FIF II"), (iv) 122,311 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II"), (v) 62,770 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III"), (vi) 170,501 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III"), (vii) 388,500 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (viii) 68,701 shares by Waud Capital Partners III, L.P. ("WCP III"), (ix) 381,113 shares by the Halcyon Trust, (x) 31,324 shares by Waud Family Partners, L.P. ("WFP LP"), (xi) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xii) 37,493 shares by WCP LLC and (xiii) 795,667 shares by Crystal Cove LP. F4 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F5 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F6 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 22, 2017 Filed Jun 23, 2017 20:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 50,000 | $47.51 | $2,375,600.00 |
DisclosureSEC source: 0000899243-17-017080 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,471,681 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family Trust (the "Halcyon Trust") on March 17, 2017. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $47.50 to $47.57, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: The shares are owned of record as follows: (i) 428,032 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 782,511 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 119,425 by WCP FIF II (Acadia), L.P. ("WCP FIF II"), (iv) 122,311 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II"), (v) 62,770 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III"), (vi) 170,501 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III"), (vii) 388,500 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (viii) 68,701 shares by Waud Capital Partners III, L.P. ("WCP III"), (ix) 431,113 shares by the Halcyon Trust, (x) 31,324 shares by Waud Family Partners, L.P. ("WFP LP"), (xi) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xii) 37,493 shares by WCP LLC and (xiii) 795,667 shares by Crystal Cove LP. F4 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F5 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F6 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 20:14 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 724,694 | $45.53 | $32,995,317.82 |
DisclosureSEC source: 0000899243-17-016459 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 3,521,681 F1 · shares: Represents shares sold under Rule 144 as follows: (i) 142,678 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 260,837 shares by Waud Capital Partners QP II, L.P. ("Waud QP II"), (iii) 39,808 shares by WCP FIF II (Acadia), L.P. ("WCP FIF II") (iv) 22,901 shares by Waud Capital Partners III, L.P. ("WCP III"), (v) 129,500 shares by Waud Capital Partners QP III, L.P. ("Waud QP III"), (vi) 56,834 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III") (vii) 40,771 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II") (viii) 20,924 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III") and (ix) 10,441 shares by Waud Family Partners, L.P. ("WFP LP"). F2 · balance_after: The shares are owned of record as follows: (i) 428,032 shares by WCP II, (ii) 782,511 shares by WCP QP II, (iii) 119,425 by WCP FIF II, (iv) 68,701 shares by WCP III, (v) 388,500 shares by WCP QP III, (v) 170,501 shares by WCP FIF III, (vi) 122,311 shares by Waud Affiliates II, (vii) 62,770 shares by Waud Affiliates III, (viii) 481,113 shares by the Halcyon Trust, (ix) 31,324 shares by WFP LP, (x) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xi) 37,493 shares by Waud Capital Partners, L.L.C. ("WCP LLC") and (xii) 795,667 shares by Crystal Cove LP. F3 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 10:06 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock, par value $0.01 per share | 50,000 | $45.09 | $2,254,350.00 |
DisclosureSEC source: 0000899243-17-016149 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnotes Disclosed balance after: 4,246,375 F1 · shares: Represents shares sold pursuant to a Rule 10b-5 plan adopted by the Halcyon Exempt Family (the "Halcyon Trust") on March 17, 2017. F2 · price: The price reported in column 4 is a weighted average price. The shares were sold in multiple transactions under Rule 144 at prices ranging from $45.00 to $45.25, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. F3 · balance_after: The shares are owned of record as follows: (i) 570,710 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 1,043,348 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 159,233 by WCP FIF II (Acadia), L.P. ("WCP FIF II"), (iv) 163,082 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II"), (v) 83,694 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III"), (vi) 227,335 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III"), (vii) 518,000 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (viii) 91,602 shares by Waud Capital Partners III, L.P. ("WCP III"), (ix) 481,113 shares by the Halcyon Trust, (x) 41,765 shares by Waud Family Partners, L.P. ("WFP LP"), (xi) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xii) 37,493 shares by WCP LLC and (xiii) 795,667 shares by Crystal Cove LP. F4 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the Manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F5 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F6 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| May 25, 2017 Filed May 26, 2017 21:00 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock, par value $0.01 per share | 3,752 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-014565 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,110 F1 · shares: The shares are held of record by Mr. Reeve B. Waud for the benefit of Waud Capital Partners, L.L.C. ("WCP LLC"), of which Mr. Waud is the sole manager. The shares will vest in three equal annual installments beginning May 25, 2018. F2 · balance_after: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F3 · balance_after: Represents shares held of record for the benefit of WCP LLC. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:48 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 51,118 | $41.06 | $2,098,905.08 |
DisclosureSEC source: 0000899243-17-007997 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,555 F6 · shares: Represents shares sold by Mr. Waud under Rule 144. F5 · balance_after: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. F7 · balance_after: Represents shares held for the benefit of WCP LLC. Read SEC document |
| March 15, 2017 Filed Mar 17, 2017 20:48 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 2,973,773 | $41.06 | $122,103,119.38 |
DisclosureSEC source: 0000899243-17-007997 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 4,294,178 F1 · shares: Represents shares sold under Rule 144 as follows: (i) 570,710 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 1,043,349 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 159,233 shares by WCP FIF II (Acadia), L.P. ("WCP FIF II") (iv) 163,082 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II"), (v) 83,694 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III"), (vi) 227,336 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III"), (vii) 518,001 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (viii) 91,603 shares by Waud Capital Partners III, L.P. ("WCP III"), (ix) 75,000 shares by the Halcyon Exempt Family Trust (the "Halcyon Trust") and (x) 41,765 shares by Waud Family Partners, L.P. ("WFP LP"). F2 · balance_after: The shares are owned of record as follows: (i) 570,710 shares by WCP II, (ii) 1,043,348 shares by WCP QP II, (iii) 159,233 shares by WCP FIF II, (iv) 163,082 shares by Waud Affiliates II, (v) 83,694 shares by Waud Affiliates III, (vi) 227,335 shares by WCP FIF III, (vii) 518,000 shares by WCP QP III, (viii) 91,602 shares by WCP III, (ix) 531,113 shares by the Halcyon Trust, (x) 41,765 shares by WFP LP, (xi) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xii) 35,296 shares by Waud Capital Partners, L.L.C. ("WCP LLC") and (xiii) 795,667 shares by Crystal Cove LP. F3 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F4 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F5 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2016 Filed Dec 17, 2016 01:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 14,000 | $35.14 | $491,960.00 |
DisclosureSEC source: 0000899243-16-035846 · doc4.xml · nonDerivative · entry 3 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,267,951 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $34.69 to $35.61, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price. F6 · balance_after: The shares are owned of record as follows: (i) 1,141,420 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 2,086,697 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 606,113 shares by the Halcyon Trust, (iv) 83,530 shares by Waud Family Partners, L.P. ("WFP LP"), (v) 318,466 shares by WCP FIF II (Acadia), L.P. ("WCP FIF II"), (vi) 326,164 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II"), (vii) 167,388 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III"), (viii) 454,671 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III"), (ix) 1,036,001 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (x) 183,205 shares by Waud Capital Partners III, L.P. ("WCP III"), (xi) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xii) 35,296 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), and (xii) 795,667 shares by Crystal Cove LP. F5 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F7 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2016 Filed Dec 17, 2016 01:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 8,913 | $34.23 | $305,091.99 |
DisclosureSEC source: 0000899243-16-035846 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,281,951 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $34.01 to $34.44, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price. F5 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F7 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2016 Filed Dec 17, 2016 01:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 5,087 | $33.67 | $171,279.29 |
DisclosureSEC source: 0000899243-16-035846 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,290,864 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $33.01 to $34.00, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission (the "Commission"), upon request, full information regarding the number of shares sold at each separate price. F5 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F7 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F8 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F9 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 00:55 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 700 | $33.88 | $23,716.00 |
DisclosureSEC source: 0000899243-16-035571 · doc4.xml · nonDerivative · entry 5 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,295,951 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $33.68 to $34.36, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia F8 · balance_after: The shares are owned of record as follows: (i) 1,141,420 shares by Waud Capital Partners II, L.P. ("WCP II"), (ii) 2,086,697 shares by Waud Capital Partners QP II, L.P. ("WCP QP II"), (iii) 634,113 shares by the Halcyon Trust, (iv) 83,530 shares by Waud Family Partners, L.P. ("WFP LP"), (v) 318,466 shares by WCP FIF II (Acadia), L.P. ("WCP FIF II"), (vi) 326,164 shares by Waud Capital Affiliates II, L.L.C. ("Waud Affiliates II"), (vii) 167,388 shares by Waud Capital Affiliates III, L.L.C. ("Waud Affiliates III"), (viii) 454,671 shares by WCP FIF III (Acadia), L.P. ("WCP FIF III"), (ix) 1,036,001 shares by Waud Capital Partners QP III, L.P. ("WCP QP III"), (x) 183,205 shares by Waud Capital Partners III, L.P. ("WCP III"), (xi) 33,333 shares by Melissa W. Waud, Mr. Waud's wife, (xii) 35,296 shares by Waud Capital Partners, L.L.C. ("WCP LLC"), and (xii) 795,667 shares by Crystal Cove LP. F7 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F9 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F10 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F11 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 00:55 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 13,300 | $33.20 | $441,560.00 |
DisclosureSEC source: 0000899243-16-035571 · doc4.xml · nonDerivative · entry 4 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,296,651 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $32.68 to $33.67, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price. F7 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F9 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F10 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F11 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 00:55 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 5,159 | $35.51 | $183,196.09 |
DisclosureSEC source: 0000899243-16-035571 · doc4.xml · nonDerivative · entry 3 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,309,951 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $35.31 to $35.97, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price. F7 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F9 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F10 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F11 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 00:55 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 8,841 | $34.86 | $308,197.26 |
DisclosureSEC source: 0000899243-16-035571 · doc4.xml · nonDerivative · entry 2 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,315,110 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $34.31 to $35.305, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Commission, upon request, full information regarding the number of shares sold at each separate price. F7 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F9 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F10 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F11 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. Read SEC document |
| December 12, 2016 Filed Dec 15, 2016 00:55 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon stock, par value $0.01 per share | 14,000 | $35.79 | $501,060.00 |
DisclosureSEC source: 0000899243-16-035571 · doc4.xml · nonDerivative · entry 1 WAUD REEVE B · CIK 0001421620 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 7,323,951 F1 · shares: Represents shares sold in multiple transactions under Rule 144 by the Halcyon Exempt Family Trust (the "Halcyon Trust"). F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions under Rule 144 at prices ranging from $35.69 to $36.01, inclusive. The reporting person further undertakes to provide to Acadia Healthcare Company, Inc., any security holder of Acadia Healthcare Company, Inc., or the staff of the Securities and Exchange Commission (the "Commission"), upon request, full information regarding the number of shares sold at each separate price. F7 · ownership.nature: Mr. Waud is the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries. F9 · ownership.nature: Waud Capital Partners Management II, L.P. ("WCPM II") is the general partner of WCP II, WCP QP II and WCP FIF II and the manager of Waud Affiliates II. Waud Capital Partners II, L.L.C. ("WCP II LLC") is the general partner of WCPM II. Waud Capital Partners Management III, L.P. ("WCPM III") is the general partner of WCP FIF III, WCP QP III and WCP III and the manager of Waud Affiliates III. Waud Capital Partners III, L.L.C. ("WCP III LLC") is the general partner of WCPM III. F10 · ownership.nature: Mr. Waud may be deemed to beneficially own the shares of common stock reported herein by virtue of (A) his making decisions for the Limited Partner Committee of each of WCPM II and WCPM III, (B) his being the manager of WCP II LLC and WCP III LLC, (C) his being the general partner of WFP LP, (D) his being the investment advisor of the Halcyon Trust of which Mr. Waud's children are beneficiaries, (E) his being married to Ms. Waud, (F) his being the sole manager of WCP LLC and (G) his being the general partner of Crystal Cove LP. F11 · ownership.nature: Mr. Waud expressly disclaims beneficial ownership of the reported shares except to the extent of his pecuniary interest therein. 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.