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 |
|---|---|---|---|---|---|---|
| May 08, 2019 Filed May 10, 2019 19:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 34,427 | $125.09 | $4,306,473.43 |
DisclosureSEC source: 0001209191-19-029116 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,625 Read SEC document |
| May 08, 2019 Filed May 10, 2019 19:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 60,000 | $37.18 | $2,230,800.00 |
DisclosureSEC source: 0001209191-19-029116 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014281 · 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 · 1,821 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 25, 2016, the reporting person was granted 3,641 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 674 | $143.26 | $96,557.24 |
DisclosureSEC source: 0001209191-19-014281 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,052 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 20:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 1,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-014281 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 4,258 | $142.01 | $604,678.58 |
DisclosureSEC source: 0001209191-19-013228 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,905 Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 19:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 10,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013228 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,163 F1 · kind: On January 29, 2016, the reporting person was granted 8,850 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2016-2018. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2016-2018 earnings per share, the number of performance share units that vested equaled 122.25% of the units granted. Read SEC document |
| February 14, 2019 Filed Feb 25, 2019 19:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 4,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013228 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,344 Read SEC document |
| February 13, 2019 Filed Feb 13, 2019 20:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 21,304 | $140.89 | $3,001,435.34 |
DisclosureSEC source: 0001209191-19-009921 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,852 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $140.76 to $141.32, 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 12, 2019 Filed Feb 13, 2019 20:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 11,640 | $139.68 | $1,625,874.04 |
DisclosureSEC source: 0001209191-19-009921 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,156 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.51 to $139.88, 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, 2019 Filed Feb 13, 2019 20:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 40,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-19-009921 · doc4.xml · derivative · entry 9 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,000 shares Expires 2022-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2012, 2013, 2014 and 2015 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 20:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 18,696 | $138.66 | $2,592,387.36 |
DisclosureSEC source: 0001209191-19-009921 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,796 Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 20:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 40,000 | $22.95 | $918,000.00 |
DisclosureSEC source: 0001209191-19-009921 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,492 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 11, 2019 Filed Nov 4, 2019 18:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 19,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-055029 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By JMF Family Trust (Spouse, Trustee) Disclosed balance after: 19,985 Read SEC document |
| February 11, 2019 Filed Nov 4, 2019 18:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 19,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-055029 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By 2016 GRAT (Spouse, Trustee) Disclosed balance after: 0 Read SEC document |
| January 30, 2019 Filed Feb 1, 2019 17:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 29,330 | $0.00 Strike: $139.06 | $0.00 |
DisclosureSEC source: 0001209191-19-006545 · doc4.xml · derivative · entry 9 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,330 Underlying: Common Stock · 29,330 shares Expires 2029-01-30 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2020. Read SEC document |
| November 20, 2018 Filed Feb 1, 2019 17:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006545 · 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: 10,000 Read SEC document |
| November 20, 2018 Filed Feb 1, 2019 17:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006545 · 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 20, 2018 Filed Feb 1, 2019 17:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006545 · doc4.xml · nonDerivative · entry 4 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: 10,000 Read SEC document |
| November 20, 2018 Filed Feb 1, 2019 17:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006545 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,492 Read SEC document |
| November 19, 2018 Filed Feb 1, 2019 17:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006545 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 10,000 Read SEC document |
| November 19, 2018 Filed Feb 1, 2019 17:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-006545 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,492 Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 18:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 100,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-18-044603 · doc4.xml · derivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2022-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 8, 2013. Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 18:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 50,562 | $124.15 | $6,277,272.30 |
DisclosureSEC source: 0001209191-18-044603 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,492 Read SEC document |
| July 27, 2018 Filed Jul 31, 2018 18:48 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 100,000 | $22.95 | $2,295,000.00 |
DisclosureSEC source: 0001209191-18-044603 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013637 · doc4.xml · derivative · entry 8 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,821 Underlying: Common Stock · 1,820 shares Expires 2026-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: On February 25, 2016, the reporting person was granted 3,641 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013637 · 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 · 1,661 shares Expires 2025-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: On February 25, 2015, the reporting person was granted 3,321 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,289 | $100.84 | $129,982.76 |
DisclosureSEC source: 0001209191-18-013637 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,054 Read SEC document |
| February 25, 2018 Filed Feb 26, 2018 19:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 3,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-013637 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,343 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 5,625 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-18-013637 · doc4.xml · derivative · entry 6 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Underlying: Common Stock · 5,625 shares Expires 2024-02-05 F3 · balance_after: On February 5, 2014, the reporting person was granted 37,500 stock appreciation rights. The stock appreciation rights were eligible to vest in equal increments of up to 25% at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2017, 60% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 5,625 stock appreciation rights. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 7,556 | $100.54 | $759,680.24 |
DisclosureSEC source: 0001209191-18-013637 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,862 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 19:26 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 19,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013637 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,418 F1 · kind: On February 4, 2015, the reporting person was granted 9,600 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2015-2017. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2015-2017 earnings per share, the number of performance share units that vested equaled two times the units granted. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 36,600 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-18-007224 · doc4.xml · derivative · entry 5 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,600 Underlying: Common Stock · 36,600 shares Expires 2028-01-31 F2 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2019. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 60,000 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-18-007224 · doc4.xml · derivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 60,000 shares Expires 2022-02-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2012, 2013, 2014 and 2015 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 30,407 | $101.16 | $3,075,972.12 |
DisclosureSEC source: 0001209191-18-007224 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,239 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 19:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 60,000 | $22.95 | $1,377,000.00 |
DisclosureSEC source: 0001209191-18-007224 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,646 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 1,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-015501 · doc4.xml · derivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,661 Underlying: Common Stock · 1,660 shares Expires 2025-02-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 25, 2015, the reporting person was granted 3,321 restricted stock units, vesting in two equal annual installments beginning on the second anniversary of the grant date. Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 884 | $87.07 | $76,969.88 |
DisclosureSEC source: 0001209191-17-015501 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,646 Read SEC document |
| February 25, 2017 Filed Mar 1, 2017 00:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 1,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015501 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,530 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:59 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 7,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-014524 · doc4.xml · derivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2024-02-05 F2 · balance_after: On February 5, 2014, the reporting person was granted 37,500 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 7,500 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 23:59 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 12,500 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-014524 · doc4.xml · derivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2023-02-06 F1 · balance_after: On February 6, 2013, the reporting person was granted 62,500 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 12,500 stock appreciation rights. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 00:17 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 27,510 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-17-007877 · doc4.xml · derivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,510 Underlying: Common Stock · 27,510 shares Expires 2027-02-01 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 1, 2018. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $22.10 | $0.00 |
DisclosureSEC source: 0001209191-16-151500 · doc4.xml · derivative · entry 9 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2021-11-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option vested at the end of fiscal year 2011 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $21.35 | $0.00 |
DisclosureSEC source: 0001209191-16-151500 · 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 · 12,500 shares Expires 2021-11-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $17.33 | $0.00 |
DisclosureSEC source: 0001209191-16-151500 · 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 · 37,500 shares Expires 2021-11-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option vested in three equal annual installments beginning on November 2, 2013. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $17.33 | $0.00 |
DisclosureSEC source: 0001209191-16-151500 · doc4.xml · derivative · entry 6 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2021-11-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option vested in equal increments at the end of fiscal years 2012, 2013 and 2014 upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 97,500 | $74.90 | $7,302,750.00 |
DisclosureSEC source: 0001209191-16-151500 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,870 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.705 to $75.10, inclusive. The reporting person undertakes to provide to HCA Holdings, Inc., any security holder of HCA Holdings, 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 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 10,000 | $22.10 | $221,000.00 |
DisclosureSEC source: 0001209191-16-151500 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,370 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 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 12,500 | $21.35 | $266,875.00 |
DisclosureSEC source: 0001209191-16-151500 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,370 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 17, 2016 Filed Nov 21, 2016 23:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 75,000 | $17.33 | $1,299,750.00 |
DisclosureSEC source: 0001209191-16-151500 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,870 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.