Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL HEALTH SERVICES INCUHS · Entity 3529 | Executive Vice President & CFO | March 26, 2026 | March 30, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNIVERSAL HEALTH SERVICES INC
Report date March 26, 2026 · Filed March 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 144,715 |
Reported balance
After 2026-03-26 transaction · row 1
1 source rowRow 1 · 2026-03-26 · Grant · Acquired 6,850 · Balance 144,715 F1: These restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and units will vest ratably on 3/26/2027, 3/26/2028, 3/26/2029 and 3/26/2030. |
| Class B Common StockSEC Table I · non-derivative | IndirectThe Betsy H. Filton 2020 Irrevocable Trust | 80,500 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 80,500 |
| Class B Common StockSEC Table I · non-derivative | IndirectThe Steve G. Filton 2020 Irrevocable Trust | 80,500 |
Reported balance
Holding disclosure · report date 2026-03-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 80,500 |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and units will vest ratably on 3/26/2027, 3/26/2028, 3/26/2029 and 3/26/2030.
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 |
|---|---|---|---|---|---|---|
| March 26, 2026 Filed Mar 30, 2026 21:57 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantClass B Common Stock | 6,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000352915-26-000039 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,715 F1 · kind: These restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and units will vest ratably on 3/26/2027, 3/26/2028, 3/26/2029 and 3/26/2030. Read SEC document |
| March 21, 2026 Filed Mar 23, 2026 20:17 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 616 | $185.82 | $114,465.12 |
DisclosureSEC source: 0000352915-26-000025 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,865 Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 20:17 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 731 | $189.58 | $138,582.98 |
DisclosureSEC source: 0000352915-26-000025 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,481 Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 44,037 | $0.00 Strike: $152.68 | $0.00 |
DisclosureSEC source: 0000352915-26-000009 · form4.xml · derivative · entry 9 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 44,037 shares Expires 2026-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option vested ratably on each of 3/17/2022, 3/17/2023, 3/17/2024 and 3/17/2025. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 39,200 | $0.00 Strike: $138.80 | $0.00 |
DisclosureSEC source: 0000352915-26-000009 · form4.xml · derivative · entry 8 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 39,200 shares Expires 2026-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option vested ratably on each of 3/17/2022, 3/17/2023, 3/17/2024 and 3/17/2025. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 6,818 | $190.49 | $1,298,760.82 |
DisclosureSEC source: 0000352915-26-000009 · form4.xml · nonDerivative · entry 5 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,212 Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantClass B Common Stock | 16,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000352915-26-000009 · form4.xml · nonDerivative · entry 4 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,030 F1 · kind: Represents shares of Class B Common Stock issued upon the vesting of the performance-based restricted stock units ("RSUs") awarded to the Reporting Person on March 15, 2023, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the RSUs, such shares were not previously reportable under Section 16. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 71,752 | $192.28 | $13,796,474.56 |
DisclosureSEC source: 0000352915-26-000009 · form4.xml · nonDerivative · entry 3 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,986 Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 44,037 | $152.68 | $6,723,569.16 |
DisclosureSEC source: 0000352915-26-000009 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,738 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 39,200 | $138.80 | $5,440,960.00 |
DisclosureSEC source: 0000352915-26-000009 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,701 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 21, 2025 Filed Mar 21, 2025 20:09 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 616 | $178.70 | $110,079.20 |
DisclosureSEC source: 0001127602-25-010206 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,501 Read SEC document |
| March 19, 2025 Filed Mar 20, 2025 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantClass B Common Stock | 6,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010149 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,117 F1 · kind: These restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and units will vest ratably on 3/19/2026, 3/19/2027, 3/19/2028 and 3/19/2029. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 5,366 | $166.61 | $894,029.26 |
DisclosureSEC source: 0001127602-25-009477 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,238 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantClass B Common Stock | 12,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009477 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,604 F1 · kind: Represents shares of Class B Common Stock issued upon the vesting of the performance-based restricted stock units ("RSUs") awarded to the Reporting Person on March 23, 2022, which vested based on the Issuer's satisfaction of certain performance criteria. In light of the performance-based vesting criteria of the RSUs, such shares were not previously reportable under Section 16. Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 20:43 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 35,000 | $0.00 Strike: $67.69 | $0.00 |
DisclosureSEC source: 0001127602-24-023915 · form4.xml · derivative · entry 7 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 35,000 shares Expires 2025-03-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vested ratably on each of 3/18/2021, 3/18/2022, 3/18/2023 and 3/18/2024. Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 20:43 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 41,454 | $0.00 Strike: $74.46 | $0.00 |
DisclosureSEC source: 0001127602-24-023915 · form4.xml · derivative · entry 6 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 41,454 shares Expires 2025-03-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vested ratably on each of 3/18/2021, 3/18/2022, 3/18/2023 and 3/18/2024. Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 20:43 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 46,048 | $231.36 | $10,653,665.28 |
DisclosureSEC source: 0001127602-24-023915 · form4.xml · nonDerivative · entry 3 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,983 Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 20:43 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 35,000 | $67.69 | $2,369,150.00 |
DisclosureSEC source: 0001127602-24-023915 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,031 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 20:43 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 41,454 | $74.46 | $3,086,664.84 |
DisclosureSEC source: 0001127602-24-023915 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,031 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 20:08 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantClass B Common Stock | 5,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-011073 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,577 F1 · kind: These restricted stock units were granted pursuant to the Universal Health Services, Inc. Amended and Restated 2020 Omnibus Stock and Incentive Plan and units will vest ratably on 3/21/2025, 3/21/2026, 3/21/2027 and 3/21/2028. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 20:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 35,000 | $176.82 | $6,188,630.00 |
DisclosureSEC source: 0001127602-24-009365 · form4.xml · nonDerivative · entry 5 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,785 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $176.54 to $177.465, inclusive. The reporting person undertakes to provide Universal Health Services, Inc. (the "Company"), any stockholder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 70,000 | $0.00 Strike: $134.02 | $0.00 |
DisclosureSEC source: 0001127602-24-009365 · form4.xml · derivative · entry 6 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 70,000 shares Expires 2024-03-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option vested ratably on each of 3/20/2020, 3/20/2021, 3/20/2022, and 3/20/2023. Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 60,015 | $178.27 | $10,698,874.05 |
DisclosureSEC source: 0001127602-24-009365 · form4.xml · nonDerivative · entry 4 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,785 Read SEC document |
| March 07, 2024 Filed Mar 11, 2024 20:06 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 70,000 | $134.02 | $9,381,400.00 |
DisclosureSEC source: 0001127602-24-009365 · form4.xml · nonDerivative · entry 3 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2023 Filed May 12, 2023 20:22 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 25,000 | $139.08 | $3,477,000.00 |
DisclosureSEC source: 0001127602-23-015443 · form4.xml · nonDerivative · entry 4 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,800 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $138.90 to $139.82, inclusive. The reporting person undertakes to provide Universal Health Services, Inc. (the "Company"), any stockholder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1. Read SEC document |
| May 10, 2023 Filed May 12, 2023 20:22 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GiftClass B Common Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015443 · form4.xml · nonDerivative · entry 3 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,800 Read SEC document |
| April 12, 2023 Filed Apr 13, 2023 20:20 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 70,000 | $0.00 Strike: $119.64 | $0.00 |
DisclosureSEC source: 0001127602-23-012881 · form4.xml · derivative · entry 5 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 70,000 shares Expires 2023-04-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vested ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. Read SEC document |
| April 12, 2023 Filed Apr 13, 2023 20:20 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 65,665 | $134.08 | $8,804,363.20 |
DisclosureSEC source: 0001127602-23-012881 · form4.xml · nonDerivative · entry 4 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,000 Read SEC document |
| April 12, 2023 Filed Apr 13, 2023 20:20 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 70,000 | $134.08 | $9,385,600.00 |
DisclosureSEC source: 0001127602-23-012881 · form4.xml · nonDerivative · entry 3 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,665 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 20:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 30,345 | $117.65 Strike: $117.65 | $3,570,089.25 |
DisclosureSEC source: 0001127602-23-010682 · form4.xml · derivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,345 Underlying: Class B Common Stock · 30,345 shares Expires 2028-03-14 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Amended and Restated 2020 Omnibus Stock and Incentive Plan. F2 · derivative.exercise_date: Options vest ratably on each of 3/15/2024, 3/15/2025, 3/15/2026 and 3/15/2027. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:03 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 26,471 | $143.81 Strike: $143.81 | $3,806,794.51 |
DisclosureSEC source: 0001127602-22-010375 · form4.xml · derivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,471 Underlying: Class B Common Stock · 26,471 shares Expires 2027-03-22 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Amended and Restated 2020 Omnibus Stock and Incentive Plan. F2 · derivative.exercise_date: Options vest ratably on each of 3/23/2023, 3/23/2024, 3/23/2025, and 3/23/2026. Read SEC document |
| March 07, 2022 Filed Mar 7, 2022 17:51 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 70,000 | $0.00 Strike: $124.56 | $0.00 |
DisclosureSEC source: 0001127602-22-008352 · form4.xml · derivative · entry 5 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 70,000 shares Expires 2022-03-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vested ratably on each of 3/29/2018, 3/29/2019, 3/29/2020 and 3/29/2021. Read SEC document |
| March 07, 2022 Filed Mar 7, 2022 17:51 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 63,298 | $149.46 | $9,460,519.08 |
DisclosureSEC source: 0001127602-22-008352 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,665 Read SEC document |
| March 07, 2022 Filed Mar 7, 2022 17:51 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 70,000 | $149.46 | $10,462,200.00 |
DisclosureSEC source: 0001127602-22-008352 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,963 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 20:11 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 44,037 | $152.68 Strike: $152.68 | $6,723,569.16 |
DisclosureSEC source: 0001127602-21-011518 · form4.xml · derivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,037 Underlying: Class B Common Stock · 44,037 shares Expires 2026-03-16 F3 · derivative.exercise_price: Options were granted at 110% of the market price on the date of the grant. F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's 2020 Omnibus Stock and Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/17/2022, 3/17/2023, 3/17/2024 and 3/17/2025. Read SEC document |
| March 17, 2021 Filed Mar 19, 2021 20:11 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 39,200 | $138.80 Strike: $138.80 | $5,440,960.00 |
DisclosureSEC source: 0001127602-21-011518 · form4.xml · derivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,200 Underlying: Class B Common Stock · 39,200 shares Expires 2026-03-16 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's 2020 Omnibus Stock and Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/17/2022, 3/17/2023, 3/17/2024 and 3/17/2025. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 19:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 20,000 | $0.00 Strike: $118.62 | $0.00 |
DisclosureSEC source: 0001127602-21-010037 · form4.xml · derivative · entry 5 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 20,000 shares Expires 2021-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vested ratably on each of 3/23/2017, 3/23/2018, 3/23/2019 and 3/23/2020. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 19:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 18,891 | $131.36 | $2,481,521.76 |
DisclosureSEC source: 0001127602-21-010037 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,963 Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 19:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 20,000 | $131.36 | $2,627,200.00 |
DisclosureSEC source: 0001127602-21-010037 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,854 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 17:15 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GiftClass B Common Stock | 80,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031233 · form4.xml · nonDerivative · entry 4 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · The Steve G. Filton 2020 Irrevocable Trust Disclosed balance after: 80,500 F2 · kind: On December 10, 2020 80,500 Class B shares were transferred from Steve G. Filton to The Steve G. Filton 2020 Irrevocable Trust. Mr. Filton's spouse (Betsy H. Filton) is the Trustee and beneficiary of the Trust. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 17:15 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GiftClass B Common Stock | 80,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031233 · form4.xml · nonDerivative · entry 3 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,854 F2 · kind: On December 10, 2020 80,500 Class B shares were transferred from Steve G. Filton to The Steve G. Filton 2020 Irrevocable Trust. Mr. Filton's spouse (Betsy H. Filton) is the Trustee and beneficiary of the Trust. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 17:15 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GiftClass B Common Stock | 80,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031233 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · The Betsy H. Filton 2020 Irrevocable Trust Disclosed balance after: 80,500 F1 · kind: On December 10, 2020 80,500 Class B shares were transferred from Steve G. Filton to The Betsy H. Filton 2020 Irrevocable Trust. Mr. Filton is the Trustee and beneficiary of the Trust. Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 17:15 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GiftClass B Common Stock | 80,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-031233 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,354 F1 · kind: On December 10, 2020 80,500 Class B shares were transferred from Steve G. Filton to The Betsy H. Filton 2020 Irrevocable Trust. Mr. Filton is the Trustee and beneficiary of the Trust. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:18 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 50,000 | $0.00 Strike: $118.62 | $0.00 |
DisclosureSEC source: 0001127602-20-030986 · form4.xml · derivative · entry 3 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class B Common Stock · 50,000 shares Expires 2021-03-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests ratably on each of 3/23/2017, 3/23/2018, 3/23/2019 and 3/23/2020. Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:18 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 47,384 | $130.49 | $6,183,138.16 |
DisclosureSEC source: 0001127602-20-030986 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,854 Read SEC document |
| December 07, 2020 Filed Dec 9, 2020 21:18 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 50,000 | $130.49 | $6,524,500.00 |
DisclosureSEC source: 0001127602-20-030986 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,238 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 18:18 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 41,454 | $74.46 Strike: $74.46 | $3,086,664.84 |
DisclosureSEC source: 0001127602-20-011605 · form4.xml · derivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,454 Underlying: Class B Common Stock · 41,454 shares Expires 2025-03-17 F3 · derivative.exercise_price: Options were granted at 110% of the market price on the date of the grant. F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/18/2021, 3/18/2022, 3/18/2023 and 3/18/2024. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 18:18 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 35,000 | $67.69 Strike: $67.69 | $2,369,150.00 |
DisclosureSEC source: 0001127602-20-011605 · form4.xml · derivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Class B Common Stock · 35,000 shares Expires 2025-03-17 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/18/2021, 3/18/2022, 3/18/2023 and 3/18/2024. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 14:46 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 30,000 | $141.40 | $4,242,000.00 |
DisclosureSEC source: 0001127602-19-032936 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,238 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $141.21 to $141.92, inclusive. The reporting person undertakes to provide Universal Health Services, Inc. (the "Company"), any stockholder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in Footnote 1. Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 20:39 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 70,000 | $134.02 Strike: $134.02 | $9,381,400.00 |
DisclosureSEC source: 0001127602-19-012682 · form4.xml · derivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Class B Common Stock · 70,000 shares Expires 2024-03-19 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 3/20/2020, 3/20/2021, 3/20/2022, and 3/20/2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.