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 |
|---|---|---|---|---|---|---|
| January 28, 2022 Filed Feb 1, 2022 19:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 18,020 | $0.00 Strike: $236.61 | $0.00 |
DisclosureSEC source: 0001209191-22-006071 · doc4.xml · derivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,020 Underlying: Common Stock · 18,020 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 11, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 294 | $242.79 | $71,379.26 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 11 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $242.75 to $242.82, 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 11, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 7,000 | $242.20 | $1,695,394.40 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 10 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.74 to $242.68, 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 11, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 9,000 | $241.17 | $2,170,525.50 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 9 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,294 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $240.73 to $241.72, 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 09, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 31,875 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · derivative · entry 14 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,875 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 |
| November 09, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 1,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · derivative · entry 13 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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 |
| November 09, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 17,081 | $246.14 | $4,204,317.34 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 8 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,294 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 33,375 | $47.97 | $1,600,998.75 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 7 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,375 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 13, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 6 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By LCF Trust (Reporting Person, Trustee) Disclosed balance after: 48,958 Read SEC document |
| May 13, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 5 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| May 12, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 4,919 Read SEC document |
| May 12, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 12, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By JMF Trust (Spouse and Robert Nagel, Co-Trustees) Disclosed balance after: 48,958 Read SEC document |
| May 12, 2021 Filed Nov 12, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-064277 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,919 Read SEC document |
| April 20, 2021 Filed Apr 20, 2021 20:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,504 | $194.90 | $1,072,729.60 |
DisclosureSEC source: 0001209191-21-027689 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,838 F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 20:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 12,000 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-027689 · doc4.xml · derivative · entry 7 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 12,000 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 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 20:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,496 | $196.93 | $1,279,257.28 |
DisclosureSEC source: 0001209191-21-027689 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,342 F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 20:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 12,000 | $47.97 | $575,640.00 |
DisclosureSEC source: 0001209191-21-027689 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,838 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 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 10, 2021 Filed Mar 10, 2021 19:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,432 | $186.18 | $1,011,329.76 |
DisclosureSEC source: 0001209191-21-019636 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,838 F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 19:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 12,000 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-019636 · doc4.xml · derivative · entry 7 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 12,000 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 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 19:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,568 | $189.21 | $1,242,731.28 |
DisclosureSEC source: 0001209191-21-019636 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,270 F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 19:13 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 12,000 | $47.97 | $575,640.00 |
DisclosureSEC source: 0001209191-21-019636 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,838 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 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 6,384 | $174.61 | $1,114,710.24 |
DisclosureSEC source: 0001209191-21-012994 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,838 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 16,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012994 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,222 F1 · kind: On January 31, 2018, the reporting person was granted 9,960 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 08, 2021 Filed Feb 10, 2021 19:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 6,171 | $176.44 | $1,088,811.24 |
DisclosureSEC source: 0001209191-21-009447 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale of shares reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 12,000 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · derivative · entry 11 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,500 Underlying: Common Stock · 12,000 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 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,829 | $179.30 | $1,045,139.70 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 8 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,171 F1 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 04, 2021 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 12,000 | $47.97 | $575,640.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 7 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 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 · kind: The exercise of stock appreciation rights and sale of shares reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 27,190 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · derivative · entry 10 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,190 Underlying: Common Stock · 27,190 shares Expires 2031-02-03 F2 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 3, 2022. Read SEC document |
| November 10, 2020 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 34,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 6 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By LCF Trust (Reporting Person, Trustee) Disclosed balance after: 44,039 Read SEC document |
| November 10, 2020 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 34,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 5 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| November 04, 2020 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 34,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 34,039 Read SEC document |
| November 04, 2020 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 34,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 04, 2020 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 34,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By JMF Trust (Spouse and Robert Nagel, Co-Trustees) Disclosed balance after: 44,039 Read SEC document |
| November 04, 2020 Filed Feb 5, 2021 20:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 34,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008343 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,039 Read SEC document |
| May 06, 2020 Filed May 8, 2020 19:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 2,700 | $101.52 | $274,095.90 |
DisclosureSEC source: 0001209191-20-028105 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,203 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.32 to $101.82, 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 |
| May 06, 2020 Filed May 8, 2020 19:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 6,309 | $100.80 | $635,940.89 |
DisclosureSEC source: 0001209191-20-028105 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,903 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.29 to $101.08, 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 |
| May 06, 2020 Filed May 8, 2020 19:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 15,211 | $99.71 | $1,516,617.32 |
DisclosureSEC source: 0001209191-20-028105 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,212 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.22 to $100.19, 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 |
| May 01, 2020 Filed May 5, 2020 20:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 59,375 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-20-027340 · doc4.xml · derivative · entry 8 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 59,375 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. F2 · 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 |
| May 01, 2020 Filed May 5, 2020 20:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 2,500 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-20-027340 · doc4.xml · derivative · entry 7 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 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. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 6, 2014. Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 37,655 | $104.86 | $3,948,503.30 |
DisclosureSEC source: 0001209191-20-027340 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,423 Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 61,875 | $37.18 | $2,300,512.50 |
DisclosureSEC source: 0001209191-20-027340 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,078 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 19:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 3,616 | $150.08 | $542,689.28 |
DisclosureSEC source: 0001209191-20-011757 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,203 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 19:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 11,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011757 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,819 F1 · kind: On February 1, 2017, the reporting person was granted 9,910 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 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 35,880 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0001209191-20-005879 · doc4.xml · derivative · entry 6 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,880 Underlying: Common Stock · 35,880 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 |
| October 31, 2019 Filed Nov 4, 2019 18:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 19,477 | $132.35 | $2,577,706.94 |
DisclosureSEC source: 0001209191-19-055029 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,015 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.03 to $132.905, 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 |
| May 10, 2019 Filed May 10, 2019 19:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029116 · doc4.xml · nonDerivative · entry 5 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,344 Read SEC document |
| May 10, 2019 Filed May 10, 2019 19:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,458 | $122.92 | $179,212.55 |
DisclosureSEC source: 0001209191-19-029116 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,344 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $122.82 to $123.06, 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 |
| May 10, 2019 Filed May 10, 2019 19:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 42,823 | $122.26 | $5,235,480.03 |
DisclosureSEC source: 0001209191-19-029116 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,802 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $121.79 to $122.73, 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 |
| May 08, 2019 Filed May 10, 2019 19:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 60,000 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-19-029116 · doc4.xml · derivative · entry 10 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 60,000 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. F3 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 6, 2014. 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.