Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | EVP and COO | 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 | 23,062 |
Ending reported balance
After 2026-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-10 · Grant · Acquired 15,696 · Balance 28,950 F1: On January 30, 2023, the reporting person was granted 7,848 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 5,888 · Balance 23,062 |
| Common StockSEC Table I · non-derivative | IndirectBy JMF Trust (Spouse and Robert Nagel, Co-Trustees) | 67,595 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 67,595 |
| Common StockSEC Table I · non-derivative | IndirectBy LCF Trust (Reporting Person, Trustee) | 72,308 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 72,308 |
| Common StockSEC Table I · non-derivative | IndirectBy JMF Family Trust (Spouse, Trustee) | 19,985 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19,985 |
| Common StockSEC Table I · non-derivative | IndirectBy 2025 GRAT | 11,566 |
Reported balance
Holding disclosure · report date 2026-02-10 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 11,566 |
Filing footnotes · ownership attribution and instrument terms
F1: On January 30, 2023, the reporting person was granted 7,848 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 |
|---|---|---|---|---|---|---|
| February 10, 2026 Filed Feb 12, 2026 18:43 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,888 | $502.05 | $2,956,070.40 |
DisclosureSEC source: 0001193125-26-049197 · ownership.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,062 Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 18:43 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 15,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-049197 · ownership.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,950 F1 · kind: On January 30, 2023, the reporting person was granted 7,848 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 |
| February 05, 2026 Filed Feb 9, 2026 18:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 29,330 | $0.00 Strike: $139.06 | $0.00 |
DisclosureSEC source: 0001193125-26-043139 · ownership.xml · derivative · entry 7 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,330 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. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 30, 2020. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 18:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 16,076 | $513.76 | $8,259,205.76 |
DisclosureSEC source: 0001193125-26-043139 · ownership.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,254 Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 18:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 29,330 | $139.06 | $4,078,629.80 |
DisclosureSEC source: 0001193125-26-043139 · ownership.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,330 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 29, 2026 Filed Feb 2, 2026 18:44 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 11,945 | $0.00 Strike: $482.53 | $0.00 |
DisclosureSEC source: 0001193125-26-034000 · ownership.xml · derivative · entry 5 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,945 Underlying: Common Stock · 11,945 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 |
| May 13, 2025 Filed May 15, 2025 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 15,925 | $367.20 | $5,847,580.38 |
DisclosureSEC source: 0000950170-25-072914 · ownership.xml · nonDerivative · entry 7 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By LCF Trust (Reporting Person, Trustee) Disclosed balance after: 72,308 F2 · kind: Pursuant to a power of substitution, on May 13, 2025, the Reporting Person's spouse transferred 15,925 shares of common stock of the Issuer to a trust account in exchange for assets of equal value. The transfer was made at a price per share equal to $367.195 (the average of the high and low prices of shares of common stock of the Issuer on May 13, 2025). The transfer did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. The Reporting Person believes that the transfer of shares to the trust constitutes a change in form of beneficial ownership of such shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| May 13, 2025 Filed May 15, 2025 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 15,925 | $367.20 | $5,847,580.38 |
DisclosureSEC source: 0000950170-25-072914 · ownership.xml · nonDerivative · entry 6 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F2 · kind: Pursuant to a power of substitution, on May 13, 2025, the Reporting Person's spouse transferred 15,925 shares of common stock of the Issuer to a trust account in exchange for assets of equal value. The transfer was made at a price per share equal to $367.195 (the average of the high and low prices of shares of common stock of the Issuer on May 13, 2025). The transfer did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. The Reporting Person believes that the transfer of shares to the trust constitutes a change in form of beneficial ownership of such shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| May 13, 2025 Filed May 15, 2025 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 2,075 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-072914 · ownership.xml · nonDerivative · entry 5 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By LCF Trust (Reporting Person, Trustee) Disclosed balance after: 56,383 Read SEC document |
| May 13, 2025 Filed May 15, 2025 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 2,075 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-072914 · ownership.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 15,925 Read SEC document |
| May 13, 2025 Filed May 15, 2025 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-072914 · ownership.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By JMF Trust (Spouse and Robert Nagel, Co-Trustees) Disclosed balance after: 67,595 Read SEC document |
| May 13, 2025 Filed May 15, 2025 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-072914 · ownership.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,566 Read SEC document |
| May 13, 2025 Filed May 15, 2025 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 15,698 | $369.32 | $5,797,660.71 |
DisclosureSEC source: 0000950170-25-072914 · ownership.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,646 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $368.80 to $370.56, 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 19:33 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 684 | $321.92 | $220,193.28 |
DisclosureSEC source: 0000950170-25-022661 · ownership.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,344 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 19:33 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022661 · ownership.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,028 F1 · kind: On January 28, 2022, the reporting person was granted 5,300 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 |
| January 28, 2025 Filed Jan 30, 2025 18:42 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 16,756 | $0.00 Strike: $328.70 | $0.00 |
DisclosureSEC source: 0000950170-25-011252 · ownership.xml · derivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,756 Underlying: Common Stock · 16,756 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 |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 36,600 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · derivative · entry 11 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,600 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. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 31, 2019. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 20,902 | $345.51 | $7,221,850.02 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 10 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,278 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 36,600 | $101.16 | $3,702,456.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 9 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,180 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 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 8 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 18,000 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 7 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,580 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 6 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By JMF Trust (Spouse and Robert Nagel, Co-Trustees) Disclosed balance after: 66,515 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,955 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 5 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,580 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 9,502 | $352.74 | $3,351,735.48 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By JMF Trust (Spouse and Robert Nagel, Co-Trustees) Disclosed balance after: 64,560 F1 · kind: Pursuant to a power of substitution, on November 14, 2024, the Reporting Person transferred 9,502 shares of common stock of the Issuer to a trust in exchange for assets of equal value. The transfer was made at a price per share equal to $352.74 (the average of the high and low prices of shares of common stock of the Issuer on November 14, 2024). The transfer did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock | 9,502 | $352.74 | $3,351,735.48 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,535 F1 · kind: Pursuant to a power of substitution, on November 14, 2024, the Reporting Person transferred 9,502 shares of common stock of the Issuer to a trust in exchange for assets of equal value. The transfer was made at a price per share equal to $352.74 (the average of the high and low prices of shares of common stock of the Issuer on November 14, 2024). The transfer did not change the total number of shares of common stock of the Issuer of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 27,510 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-24-005661 · doc4.xml · derivative · entry 9 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,510 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 |
| May 15, 2024 Filed May 17, 2024 17:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 11,955 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-24-005661 · doc4.xml · derivative · entry 8 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,955 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 |
| May 15, 2024 Filed May 17, 2024 17:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 21,258 | $326.96 | $6,950,515.68 |
DisclosureSEC source: 0001209191-24-005661 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,037 Read SEC document |
| May 15, 2024 Filed May 17, 2024 17:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 27,510 | $81.96 | $2,254,719.60 |
DisclosureSEC source: 0001209191-24-005661 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,295 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 |
| May 15, 2024 Filed May 17, 2024 17:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 11,955 | $69.58 | $831,828.90 |
DisclosureSEC source: 0001209191-24-005661 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,785 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 |
| May 15, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By LCF Trust (Reporting Person, Trustee) Disclosed balance after: 54,308 Read SEC document |
| May 15, 2024 Filed Nov 18, 2024 17:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-128118 · ownership.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,950 | $308.55 | $1,835,872.50 |
DisclosureSEC source: 0001209191-24-003744 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,830 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 16,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003744 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,780 F1 · kind: On February 3, 2021, the reporting person was granted 8,160 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 18:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 20,634 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002722 · doc4.xml · derivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,634 Underlying: Common Stock · 20,634 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 |
| August 01, 2023 Filed Aug 3, 2023 17:24 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044506 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 5,350 Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 17:24 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044506 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,460 Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 17:24 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044506 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Indirect · By JMF Trust (Spouse and Robert Nagel, Co-Trustees) Disclosed balance after: 55,058 Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 17:24 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 6,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044506 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,810 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 7,768 | $262.84 | $2,041,741.12 |
DisclosureSEC source: 0001209191-23-011996 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,910 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 19,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011996 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,678 F1 · kind: On January 29, 2020, the reporting person was granted 9,870 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 01, 2023 Filed Feb 1, 2023 19:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 16,424 | $251.98 | $4,138,480.10 |
DisclosureSEC source: 0001209191-23-006032 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,938 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $251.10 to $252.08, 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 19:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 23,680 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006032 · doc4.xml · derivative · entry 10 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,680 Underlying: Common Stock · 23,680 shares Expires 2033-01-30 F4 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2024. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 19:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 11,955 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-23-006032 · doc4.xml · derivative · entry 9 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,955 Underlying: Common Stock · 11,955 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. F3 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 29, 2017. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 19:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 24,000 | $0.00 Strike: $68.96 | $0.00 |
DisclosureSEC source: 0001209191-23-006032 · doc4.xml · derivative · entry 8 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,000 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. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 4, 2016. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 19:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 19,531 | $253.30 | $4,947,202.30 |
DisclosureSEC source: 0001209191-23-006032 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,362 Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 19:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 11,955 | $69.58 | $831,828.90 |
DisclosureSEC source: 0001209191-23-006032 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,893 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 30, 2023 Filed Feb 1, 2023 19:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 24,000 | $68.96 | $1,655,040.00 |
DisclosureSEC source: 0001209191-23-006032 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,938 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, 2022 Filed Feb 23, 2022 19:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,082 | $244.10 | $1,484,616.20 |
DisclosureSEC source: 0001209191-22-012405 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,938 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 17,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012405 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,020 F1 · kind: On January 30, 2019, the reporting person was granted 8,510 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.