Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP & Chief Human Res. Officer | 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 | 11,993 |
Ending reported balance
After 2026-02-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-10 · Grant · Acquired 7,116 · Balance 22,528 F1: On January 30, 2023, the reporting person was granted 3,558 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 2,515 · Balance 20,013 Row 3 · 2026-02-11 · Sale · Disposed 4,010 · Balance 16,003 Row 4 · 2026-02-11 · Sale · Disposed 4,010 · Balance 11,993 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $525.97to $526.3101, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 30, 2023, the reporting person was granted 3,558 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.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $525.97to $526.3101, 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.
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 |
|---|---|---|---|---|---|---|
| February 11, 2026 Filed Feb 12, 2026 18:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 4,010 | $526.16 | $2,109,920.05 |
DisclosureSEC source: 0001193125-26-049184 · ownership.xml · nonDerivative · entry 4 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,993 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $525.97to $526.3101, 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 |
| February 11, 2026 Filed Feb 12, 2026 18:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 4,010 | $503.00 | $2,017,030.00 |
DisclosureSEC source: 0001193125-26-049184 · ownership.xml · nonDerivative · entry 3 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,003 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 18:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,515 | $502.05 | $1,262,655.75 |
DisclosureSEC source: 0001193125-26-049184 · ownership.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,013 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 18:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 7,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-049184 · ownership.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,528 F1 · kind: On January 30, 2023, the reporting person was granted 3,558 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. Read SEC document |
| January 29, 2026 Filed Feb 2, 2026 18:42 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 6,206 | $0.00 Strike: $482.53 | $0.00 |
DisclosureSEC source: 0001193125-26-033997 · ownership.xml · derivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,206 Underlying: Common Stock · 6,206 shares Expires 2036-01-29 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2027. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 19:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,378 | $322.31 | $1,733,362.21 |
DisclosureSEC source: 0000950170-25-022648 · ownership.xml · nonDerivative · entry 4 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,412 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $321.70 to $322.69, 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 |
| February 14, 2025 Filed Feb 18, 2025 19:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 4,155 | $322.96 | $1,341,878.03 |
DisclosureSEC source: 0000950170-25-022648 · ownership.xml · nonDerivative · entry 3 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,790 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $322.71 to $323.28, 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 |
| February 13, 2025 Filed Feb 18, 2025 19:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 407 | $321.92 | $131,021.44 |
DisclosureSEC source: 0000950170-25-022648 · ownership.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,945 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 19:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022648 · ownership.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,352 F1 · kind: On January 28, 2022, the reporting person was granted 3,060 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2022-2024. 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 2022-2024 earnings per share, the number of performance share units that vested equaled 51.9% of the units granted. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 18:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 4,340 | $0.00 Strike: $139.06 | $0.00 |
DisclosureSEC source: 0000950170-25-018161 · ownership.xml · derivative · entry 5 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,340 shares Expires 2029-01-30 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: The stock appreciation rights vested in four equal annual installments beginning on January 30, 2020. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 18:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 7,440 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0000950170-25-018161 · ownership.xml · derivative · entry 4 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,440 shares Expires 2028-01-31 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: The stock appreciation rights vested in four equal annual installments beginning on January 31, 2019. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 18:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,747 | $322.05 | $2,172,871.35 |
DisclosureSEC source: 0000950170-25-018161 · ownership.xml · nonDerivative · entry 3 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,764 Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 18:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 4,340 | $139.06 | $603,520.40 |
DisclosureSEC source: 0000950170-25-018161 · ownership.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,511 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 07, 2025 Filed Feb 11, 2025 18:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 7,440 | $101.16 | $752,630.40 |
DisclosureSEC source: 0000950170-25-018161 · ownership.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,171 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 28, 2025 Filed Jan 30, 2025 18:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 8,490 | $0.00 Strike: $328.70 | $0.00 |
DisclosureSEC source: 0000950170-25-011247 · ownership.xml · derivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,490 Underlying: Common Stock · 8,490 shares Expires 2035-01-28 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 28, 2026. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 3,240 | $308.55 | $999,702.00 |
DisclosureSEC source: 0001209191-24-003739 · doc4.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,731 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 9,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003739 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,971 F1 · kind: On February 3, 2021, the reporting person was granted 4,710 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2021-2023. 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 2021-2023 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 18:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 9,354 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002718 · doc4.xml · derivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,354 Underlying: Common Stock · 9,354 shares Expires 2034-01-31 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2025. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:59 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,441 | $262.84 | $641,592.44 |
DisclosureSEC source: 0001209191-23-011975 · doc4.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,551 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 19:59 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 7,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011975 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,992 F1 · kind: On January 29, 2020, the reporting person was granted 3,800 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2020-2022. 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 2020-2022 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 18:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 4,000 | $255.23 | $1,020,912.00 |
DisclosureSEC source: 0001209191-23-008144 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,392 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $255.2116 to $255.33, 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 30, 2023 Filed Feb 1, 2023 19:55 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 10,735 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006028 · doc4.xml · derivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,735 Underlying: Common Stock · 10,735 shares Expires 2033-01-30 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2024. Read SEC document |
| May 13, 2022 Filed May 17, 2022 17:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 2,358 | $218.87 | $516,086.50 |
DisclosureSEC source: 0001209191-22-029783 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,392 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $218.862 to $218.91, 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 |
| February 18, 2022 Filed Feb 23, 2022 19:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,827 | $244.10 | $690,070.70 |
DisclosureSEC source: 0001209191-22-012400 · doc4.xml · nonDerivative · entry 3 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 6,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012400 · doc4.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,577 F2 · kind: On October 30, 2019, the reporting person was granted 3,100 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2019-2021. 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 2019-2021 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 2,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012400 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,377 F1 · kind: On January 30, 2019, the reporting person was granted 1,260 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2019-2021. 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 2019-2021 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 10,400 | $0.00 Strike: $236.61 | $0.00 |
DisclosureSEC source: 0001209191-22-006064 · doc4.xml · derivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,400 Underlying: Common Stock · 10,400 shares Expires 2032-01-28 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 28, 2023. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 19:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,510 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-21-063720 · doc4.xml · derivative · entry 5 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,510 shares Expires 2027-02-01 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: The stock appreciation rights vested in four equal annual installments beginning on February 1, 2018. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 19:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,130 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-21-063720 · doc4.xml · derivative · entry 4 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,130 shares Expires 2026-01-29 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: The stock appreciation rights vested in four equal annual installments beginning on January 29, 2017. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 19:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,163 | $248.27 | $1,530,088.01 |
DisclosureSEC source: 0001209191-21-063720 · doc4.xml · nonDerivative · entry 3 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,857 Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 19:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,510 | $81.96 | $451,599.60 |
DisclosureSEC source: 0001209191-21-063720 · doc4.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,020 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 05, 2021 Filed Nov 9, 2021 19:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,130 | $69.58 | $356,945.40 |
DisclosureSEC source: 0001209191-21-063720 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,510 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, 2021 Filed Feb 22, 2021 20:37 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 6,692 | $176.05 | $1,178,126.60 |
DisclosureSEC source: 0001209191-21-012990 · doc4.xml · nonDerivative · entry 3 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,380 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $175.70 to $176.65, 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 |
| February 18, 2021 Filed Feb 22, 2021 20:37 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,301 | $174.61 | $227,167.61 |
DisclosureSEC source: 0001209191-21-012990 · doc4.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,072 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:37 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012990 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,373 F1 · kind: On January 31, 2018, the reporting person was granted 2,030 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 16, 2021 Filed Feb 18, 2021 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 6,000 | $0.00 Strike: $68.96 | $0.00 |
DisclosureSEC source: 0001209191-21-012153 · doc4.xml · derivative · entry 6 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2025-02-04 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. F3 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 4, 2016. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 3,825 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-012153 · doc4.xml · derivative · entry 5 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,825 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. F2 · 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 |
| February 16, 2021 Filed Feb 18, 2021 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 4,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-012153 · doc4.xml · derivative · entry 4 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 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. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 7,633 | $174.00 | $1,328,142.00 |
DisclosureSEC source: 0001209191-21-012153 · doc4.xml · nonDerivative · entry 3 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,067 Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 6,000 | $68.96 | $413,760.00 |
DisclosureSEC source: 0001209191-21-012153 · doc4.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,700 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 16, 2021 Filed Feb 18, 2021 19:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 8,325 | $47.97 | $399,350.25 |
DisclosureSEC source: 0001209191-21-012153 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,700 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 03, 2021 Filed Feb 5, 2021 20:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 15,690 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0001209191-21-008336 · doc4.xml · derivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,690 Underlying: Common Stock · 15,690 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 05, 2020 Filed Nov 9, 2020 21:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 3,472 | $139.19 | $483,257.96 |
DisclosureSEC source: 0001209191-20-057533 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.14 to $139.21, 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 |
| February 19, 2020 Filed Feb 21, 2020 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 602 | $150.08 | $90,348.16 |
DisclosureSEC source: 0001209191-20-011746 · doc4.xml · nonDerivative · entry 2 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,847 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 2,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011746 · doc4.xml · nonDerivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,449 F1 · kind: On February 1, 2017, the reporting person was granted 1,990 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 19:33 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 13,800 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0001209191-20-005873 · doc4.xml · derivative · entry 1 Berres Jennifer · CIK 0001793262 · SVP & Chief Human Res. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,800 Underlying: Common Stock · 13,800 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.