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 04, 2019 Filed Mar 4, 2019 18:35 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 70,000 | $0.00 Strike: $78.17 | $0.00 |
DisclosureSEC source: 0001127602-19-009379 · form4.xml · derivative · entry 3 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 2019-03-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option vests ratably on each of 3/26/2015, 3/26/2016, 3/26/2017 and 3/26/2018. Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 18:35 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 52,096 | $140.80 | $7,335,116.80 |
DisclosureSEC source: 0001127602-19-009379 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,238 Read SEC document |
| March 04, 2019 Filed Mar 4, 2019 18:35 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 70,000 | $140.80 | $9,856,000.00 |
DisclosureSEC source: 0001127602-19-009379 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 347,334 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:21 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 70,000 | $119.64 Strike: $119.64 | $8,374,800.00 |
DisclosureSEC source: 0001127602-18-014632 · 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 2023-04-12 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vest ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 16:38 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 70,000 | $0.00 Strike: $53.38 | $0.00 |
DisclosureSEC source: 0001127602-17-034294 · form4.xml · derivative · entry 3 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 2018-01-15 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 1/16/2014, 1/16/2015, 1/16/2016 and 1/16/2017. Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 16:38 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 50,158 | $110.34 | $5,534,433.72 |
DisclosureSEC source: 0001127602-17-034294 · form4.xml · nonDerivative · entry 2 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,334 Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 16:38 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 70,000 | $110.34 | $7,723,800.00 |
DisclosureSEC source: 0001127602-17-034294 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,492 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 29, 2017 Filed Mar 30, 2017 20:48 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 70,000 | $124.56 Strike: $124.56 | $8,719,200.00 |
DisclosureSEC source: 0001127602-17-013294 · 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 2022-03-28 F1 · derivative.exercise_date: Option vests ratably on each of 3/29/2018, 3/29/2019, 3/29/2020 and 3/29/2021. Read SEC document |
| March 08, 2017 Filed Mar 9, 2017 18:05 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 10,000 | $123.80 | $1,237,950.00 |
DisclosureSEC source: 0001127602-17-011009 · form4.xml · nonDerivative · entry 1 FILTON STEVE · CIK 0001181033 · Senior Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,492 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $123.45 to $124.31, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.