Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL HEALTH SERVICES INCUHS · Entity 3529 | Executive Vice President, UHS | 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 | 31,984.2263 |
Reported balance
After 2026-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-26 · Grant · Acquired 5,627 · Balance 31,984.2263 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. F2: Includes 591.2263 shares purchased at a discounted rate pursuant to the Universal Health Services 2005 Employee Stock Purchase Plan. |
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.
F2: Includes 591.2263 shares purchased at a discounted rate pursuant to the Universal Health Services 2005 Employee Stock Purchase Plan.
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, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 11,573 | $174.90 | $2,024,117.70 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 8 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,385.9912 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 12,500 | $151.99 | $1,899,875.00 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 7 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,958.9912 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 04, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 818 | $171.90 | $140,614.20 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 6 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458.9912 F2 · kind: All shares were sold at the same price of $171.90. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 11,682 | $171.90 | $2,008,135.80 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 5 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,276.9912 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 12,500 | $151.99 | $1,899,875.00 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 4 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,958.9912 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 04, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,797 | $173.90 | $312,498.30 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 3 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458.9912 F1 · kind: All shares were sold at the same price of $173.90. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 23,203 | $173.90 | $4,035,001.70 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 2 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,255.9912 Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 21:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 25,000 | $151.99 | $3,799,750.00 |
DisclosureSEC source: 0001127602-24-008530 · form4.xml · nonDerivative · entry 1 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,458.9912 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 20:29 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 24,928 | $117.65 Strike: $117.65 | $2,932,779.20 |
DisclosureSEC source: 0001127602-23-010687 · form4.xml · derivative · entry 2 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,928 Underlying: Class B Common Stock · 24,928 shares Expires 2028-03-14 F2 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Amended and Restated 2020 Omnibus Stock and Incentive Plan. F3 · 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 20:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 21,745 | $143.81 Strike: $143.81 | $3,127,148.45 |
DisclosureSEC source: 0001127602-22-010407 · form4.xml · derivative · entry 2 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,745 Underlying: Class B Common Stock · 21,745 shares Expires 2027-03-22 F2 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Amended and Restated 2020 Omnibus Stock and Incentive Plan. F3 · 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 |
| April 29, 2021 Filed Apr 30, 2021 15:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 6,250 | $0.00 Strike: $67.69 | $0.00 |
DisclosureSEC source: 0001127602-21-014721 · form4.xml · derivative · entry 7 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Class B Common Stock · 6,250 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. F4 · 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 |
| April 29, 2021 Filed Apr 30, 2021 15:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 7,403 | $0.00 Strike: $74.46 | $0.00 |
DisclosureSEC source: 0001127602-21-014721 · form4.xml · derivative · entry 6 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,207 Underlying: Class B Common Stock · 7,403 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. F4 · 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 |
| April 29, 2021 Filed Apr 30, 2021 15:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 1,205 | $150.65 | $181,533.25 |
DisclosureSEC source: 0001127602-21-014721 · form4.xml · nonDerivative · entry 5 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173.1414 F2 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.44 to $150.85, 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 2. F3 · balance_after: 24.9894 Class B shares purchased on April 12, 2021 at a discounted rate of $120.0510 pursuant to the Universal Health Services 2005 Employee Stock Purchase Plan. Read SEC document |
| April 29, 2021 Filed Apr 30, 2021 15:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | SaleClass B Common Stock | 3,917 | $149.56 | $585,826.52 |
DisclosureSEC source: 0001127602-21-014721 · form4.xml · nonDerivative · entry 4 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378.1414 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.33 to $150.30, 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 |
| April 29, 2021 Filed Apr 30, 2021 15:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 8,531 | $150.39 | $1,282,977.09 |
DisclosureSEC source: 0001127602-21-014721 · form4.xml · nonDerivative · entry 3 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,295.1414 Read SEC document |
| April 29, 2021 Filed Apr 30, 2021 15:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 6,250 | $150.39 | $939,937.50 |
DisclosureSEC source: 0001127602-21-014721 · form4.xml · nonDerivative · entry 2 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,826.1414 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 29, 2021 Filed Apr 30, 2021 15:37 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 7,403 | $150.39 | $1,113,337.17 |
DisclosureSEC source: 0001127602-21-014721 · form4.xml · nonDerivative · entry 1 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,576.1414 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 20:17 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 37,859 | $152.68 Strike: $152.68 | $5,780,312.12 |
DisclosureSEC source: 0001127602-21-011525 · form4.xml · derivative · entry 3 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,859 Underlying: Class B Common Stock · 37,859 shares Expires 2026-03-16 F4 · derivative.exercise_price: Options were granted at 110% of the market price on the date of the grant. F2 · kind: Option granted to purchase shares of Class B Common Stock under the Company's 2020 Omnibus Stock and Incentive Plan. F3 · 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 20:17 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 33,700 | $138.80 Strike: $138.80 | $4,677,560.00 |
DisclosureSEC source: 0001127602-21-011525 · form4.xml · derivative · entry 2 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,700 Underlying: Class B Common Stock · 33,700 shares Expires 2026-03-16 F2 · kind: Option granted to purchase shares of Class B Common Stock under the Company's 2020 Omnibus Stock and Incentive Plan. F3 · 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 18, 2020 Filed Mar 20, 2020 18:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 29,610 | $74.46 Strike: $74.46 | $2,204,760.60 |
DisclosureSEC source: 0001127602-20-011609 · form4.xml · derivative · entry 3 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,610 Underlying: Class B Common Stock · 29,610 shares Expires 2025-03-17 F4 · derivative.exercise_price: Options were granted at 110% of the market price on the date of the grant. F2 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F3 · 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 18:24 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 25,000 | $67.69 Strike: $67.69 | $1,692,250.00 |
DisclosureSEC source: 0001127602-20-011609 · form4.xml · derivative · entry 2 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class B Common Stock · 25,000 shares Expires 2025-03-17 F2 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F3 · 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 |
| September 18, 2019 Filed Sep 20, 2019 13:39 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 50,000 | $151.99 Strike: $151.99 | $7,599,500.00 |
DisclosureSEC source: 0001127602-19-028838 · form4.xml · derivative · entry 1 Peterson Matthew Jay · CIK 0001788925 · Executive Vice President, UHS 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Class B Common Stock · 50,000 shares Expires 2024-09-17 F1 · derivative.exercise_date: Option vests ratably on each of 9/18/2021, 9/18,2022, and 9/18/2023. 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.