Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | Director · CEO | February 10, 2026 | February 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HCA Healthcare, Inc.
Report date February 10, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,842 |
Ending reported balance
After 2026-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-10 · Grant · Acquired 54,934 · Balance 86,165 F1: On January 30, 2023, the reporting person was granted 27,467 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2023-2025. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2023-2025 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Row 2 · 2026-02-10 · Tax withholding · Disposed 21,323 · Balance 64,842 |
| Common StockSEC Table I · non-derivative | IndirectBy HD Trust | 16,024 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,024 |
| Common StockSEC Table I · non-derivative | IndirectBy 2023 GST Trust | 16,731 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 16,731 |
| Common StockSEC Table I · non-derivative | IndirectBy 2023 Trust | 93,088 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 93,088 |
| Common StockSEC Table I · non-derivative | IndirectBy 2024 GRAT | 178,289 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 178,289 |
| Common StockSEC Table I · non-derivative | IndirectBy 2025 GRAT | 200,000 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 200,000 |
| Common StockSEC Table I · non-derivative | IndirectBy LP | 813,320 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 813,320 |
Filing footnotes · ownership attribution and instrument terms
F1: On January 30, 2023, the reporting person was granted 27,467 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2023-2025. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2023-2025 earnings per share, the number of performance share units that vested equaled 200% of the units granted.
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 |
|---|---|---|---|---|---|---|
| November 02, 2021 Filed Nov 2, 2021 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 3,159 | $252.44 | $797,465.23 |
DisclosureSEC source: 0001209191-21-062527 · doc4.xml · nonDerivative · entry 5 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,664 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $252.24 to $252.76, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 range set forth in this footnote. Read SEC document |
| November 02, 2021 Filed Nov 2, 2021 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 38,260 | $251.84 | $9,635,230.06 |
DisclosureSEC source: 0001209191-21-062527 · doc4.xml · nonDerivative · entry 4 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,823 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $251.24 to $252.23, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 range set forth in this footnote. Read SEC document |
| November 02, 2021 Filed Nov 2, 2021 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 8,581 | $250.96 | $2,153,528.09 |
DisclosureSEC source: 0001209191-21-062527 · doc4.xml · nonDerivative · entry 3 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,083 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $250.24 to $251.23, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 range set forth in this footnote. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 70,125 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-062527 · doc4.xml · derivative · entry 8 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 70,125 shares Expires 2024-02-05 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. F5 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 82,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-062527 · doc4.xml · derivative · entry 7 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 82,500 shares Expires 2024-02-05 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: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 77,790 | $250.46 | $19,483,283.40 |
DisclosureSEC source: 0001209191-21-062527 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,664 Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 152,625 | $47.97 | $7,321,421.25 |
DisclosureSEC source: 0001209191-21-062527 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,454 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 |
| February 18, 2021 Filed Feb 22, 2021 20:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantRestricted Stock Units · Derivative | 6,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012996 · doc4.xml · derivative · entry 4 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,011 Underlying: Common Stock · 6,011 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of HCA Healthcare, Inc. common stock. F3 · derivative.exercise_date: The restricted stock units vest on the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest on the first anniversary of the grant date. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 18,282 | $174.61 | $3,192,220.02 |
DisclosureSEC source: 0001209191-21-012996 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,829 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 48,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012996 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,111 F1 · kind: On January 31, 2018, the reporting person was granted 29,860 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2018-2020. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2018-2020 earnings per share, the number of performance share units that vested equaled 162.88% of the units granted. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 20:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 130,720 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0001209191-21-008345 · doc4.xml · derivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,720 Underlying: Common Stock · 130,720 shares Expires 2031-02-03 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 3, 2022. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 90,250 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 18 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,250 shares Expires 2023-02-06 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. F10 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 95,000 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 17 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 95,000 shares Expires 2023-02-06 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. F9 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 6, 2014. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 125,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 16 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,000 shares Expires 2022-02-08 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. F8 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2012, 2013, 2014 and 2015 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 125,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 15 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,000 shares Expires 2022-02-08 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. F7 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 8, 2013. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $22.10 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 14 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2021-11-02 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. F6 · derivative.exercise_date: The option vested at the end of fiscal year 2011 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,625 | $0.00 Strike: $21.35 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 13 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,625 shares Expires 2021-11-02 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 |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 46,875 | $0.00 Strike: $17.33 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 12 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,875 shares Expires 2021-11-02 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. F5 · derivative.exercise_date: The option vested in three equal installments at the end of fiscal years 2012, 2013 and 2014 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 46,875 | $0.00 Strike: $17.33 | $0.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · derivative · entry 11 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,875 shares Expires 2021-11-02 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: The option vested in three equal annual installments beginning on November 2, 2013. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 44,099 | $135.02 | $5,954,233.75 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 9 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,476 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $134.44 to $135.43, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 range set forth in this footnote. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 72,776 | $135.90 | $9,890,440.34 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 8 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,575 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.44 to $136.43, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 range set forth in this footnote. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,000 | $136.63 | $683,164.50 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 7 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,351 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $136.50 to $136.82, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 range set forth in this footnote. Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 227,540 | $136.09 | $30,965,918.60 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 6 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,351 Read SEC document |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 185,250 | $37.18 | $6,887,595.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 5 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 617,891 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 |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 250,000 | $22.95 | $5,737,500.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 4 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432,641 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 |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 12,500 | $22.10 | $276,250.00 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 3 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,641 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 |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 15,625 | $21.35 | $333,593.75 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,141 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 |
| November 03, 2020 Filed Nov 5, 2020 19:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 93,750 | $17.33 | $1,624,687.50 |
DisclosureSEC source: 0001209191-20-057212 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,516 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 |
| February 19, 2020 Filed Feb 21, 2020 19:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 13,088 | $150.08 | $1,964,247.04 |
DisclosureSEC source: 0001209191-20-011759 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,705 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 35,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011759 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,793 F1 · kind: On February 1, 2017, the reporting person was granted 30,370 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2017-2019. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2017-2019 earnings per share, the number of performance share units that vested equaled 117.86% of the units granted. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 19:37 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 172,490 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0001209191-20-005882 · doc4.xml · derivative · entry 3 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,490 Underlying: Common Stock · 172,490 shares Expires 2030-01-29 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2021. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 3,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014285 · doc4.xml · derivative · entry 5 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,535 shares Expires 2026-02-25 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 25, 2016, the reporting person was granted 7,069 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,308 | $143.26 | $187,384.08 |
DisclosureSEC source: 0001209191-19-014285 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,208 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 3,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-014285 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,516 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 9,278 | $142.01 | $1,317,568.78 |
DisclosureSEC source: 0001209191-19-013234 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,981 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 26,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013234 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,259 F1 · kind: On January 29, 2016, the reporting person was granted 21,480 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2016-2018. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2016-2018 earnings per share, the number of performance share units that vested equaled 122.25% of the units granted. Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 17:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 146,620 | $0.00 Strike: $139.06 | $0.00 |
DisclosureSEC source: 0001209191-19-006554 · doc4.xml · derivative · entry 3 HAZEN SAMUEL N · CIK 0001216838 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,620 Underlying: Common Stock · 146,620 shares Expires 2029-01-30 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2020. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 3,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013634 · doc4.xml · derivative · entry 9 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,535 Underlying: Common Stock · 3,534 shares Expires 2026-02-25 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. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On February 25, 2016, the reporting person was granted 7,069 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 2,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013634 · doc4.xml · derivative · entry 8 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,392 shares Expires 2025-02-25 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. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On February 25, 2015, the reporting person was granted 4,783 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,194 | $100.84 | $221,242.96 |
DisclosureSEC source: 0001209191-18-013634 · doc4.xml · nonDerivative · entry 4 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,237 Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-013634 · doc4.xml · nonDerivative · entry 3 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,431 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 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 12,375 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-18-013634 · doc4.xml · derivative · entry 7 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,375 Underlying: Common Stock · 12,375 shares Expires 2024-02-05 F3 · balance_after: On February 5, 2014, the reporting person was granted 82,500 stock appreciation rights. The stock appreciation rights were eligible to vest in equal increments of up to 25% at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2017, 60% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 12,375 stock appreciation rights. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 18,495 | $100.54 | $1,859,487.30 |
DisclosureSEC source: 0001209191-18-013634 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,505 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 47,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013634 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,000 F1 · kind: On February 4, 2015, the reporting person was granted 23,500 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2015-2017. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2015-2017 earnings per share, the number of performance share units that vested equaled two times the units granted. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 109,780 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · derivative · entry 13 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,780 Underlying: Common Stock · 109,780 shares Expires 2028-01-31 F5 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2019. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 253,352 | $0.00 Strike: $22.64 | $0.00 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · derivative · entry 12 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 253,352 shares Expires 2019-10-06 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_price: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F4 · derivative.exercise_date: Two thirds of the option was vested upon grant on October 6, 2009, and one third of the option vested on November 17, 2009 F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 84,450 | $0.00 Strike: $17.65 | $0.00 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · derivative · entry 11 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,450 shares Expires 2019-10-06 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_price: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 84,464 | $0.00 Strike: $13.21 | $0.00 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · derivative · entry 10 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 84,464 shares Expires 2019-10-06 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_price: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 56,000 | $100.47 | $5,626,185.60 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · nonDerivative · entry 5 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,600 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.24 to $100.67, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., 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 range set forth in this footnote. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 188,219 | $101.16 | $19,040,234.04 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · nonDerivative · entry 4 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,600 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.