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 |
|---|---|---|---|---|---|---|
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 253,352 | $22.64 | $5,736,269.31 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · nonDerivative · entry 3 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,819 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 |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 84,450 | $17.65 | $1,490,297.60 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,467 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 |
| January 31, 2018 Filed Feb 2, 2018 19:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 84,464 | $13.21 | $1,115,558.28 |
DisclosureSEC source: 0001209191-18-007226 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,017 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 25, 2017 Filed Mar 1, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 2,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015506 · doc4.xml · derivative · entry 7 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,392 Underlying: Common Stock · 2,391 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · 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, 2017 Filed Mar 1, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,116 | $87.07 | $97,170.12 |
DisclosureSEC source: 0001209191-17-015506 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,137 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 2,391 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015506 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,253 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 22, 2017 Filed Feb 25, 2017 00:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 16,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-014526 · doc4.xml · derivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Underlying: Common Stock · 16,500 shares Expires 2024-02-05 F2 · balance_after: On February 5, 2014, the reporting person was granted 82,500 stock appreciation rights. The stock appreciation rights are 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 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 16,500 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 19,000 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-014526 · doc4.xml · derivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 19,000 shares Expires 2023-02-06 F1 · balance_after: On February 6, 2013, the reporting person was granted 95,000 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2013, 2014, 2015 and 2016 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 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 19,000 stock appreciation rights. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 84,360 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-17-007874 · doc4.xml · derivative · entry 6 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,360 Underlying: Common Stock · 84,360 shares Expires 2027-02-01 F2 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 1, 2018. Read SEC document |
| November 10, 2016 Filed Feb 4, 2017 00:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007874 · doc4.xml · nonDerivative · entry 2 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC 92 Disclosed balance after: 75,000 F1 · kind: On August 17, 2016, the reporting person transferred 75,000 shares to a limited liability company wholly-owned by the reporting person. On November 10, 2016, the reporting person transferred 99% of the membership interests in the limited liability company to a trust, of which reporting person's spouse is trustee. Read SEC document |
| November 10, 2016 Filed Feb 4, 2017 00:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007874 · doc4.xml · nonDerivative · entry 1 HAZEN SAMUEL N · CIK 0001216838 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,862 F1 · kind: On August 17, 2016, the reporting person transferred 75,000 shares to a limited liability company wholly-owned by the reporting person. On November 10, 2016, the reporting person transferred 99% of the membership interests in the limited liability company to a trust, of which reporting person's spouse is trustee. 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.