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 |
|---|---|---|---|---|---|---|
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,518 | $0.00 Strike: $15.91 | $0.00 |
DisclosureSEC source: 0001209191-16-148937 · doc4.xml · derivative · entry 11 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,518 shares Expires 2019-08-27 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: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F6 · derivative.exercise_date: The option vested at the end of fiscal year 2009 based upon the achievement of certain annual EBITDA performance targets. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,518 | $0.00 Strike: $10.92 | $0.00 |
DisclosureSEC source: 0001209191-16-148937 · doc4.xml · derivative · entry 10 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,518 shares Expires 2019-08-27 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: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,036 | $0.00 Strike: $6.48 | $0.00 |
DisclosureSEC source: 0001209191-16-148937 · 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 · 11,036 shares Expires 2019-08-27 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: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F5 · derivative.exercise_date: The option vested in equal increments at the end of fiscal years 2010 and 2011 based upon the achievement of certain annual EBITDA performance targets. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,518 | $0.00 Strike: $6.48 | $0.00 |
DisclosureSEC source: 0001209191-16-148937 · 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 · 5,518 shares Expires 2019-08-27 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: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 16,556 | $0.00 Strike: $5.98 | $0.00 |
DisclosureSEC source: 0001209191-16-148937 · 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 · 16,556 shares Expires 2019-08-27 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: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F4 · derivative.exercise_date: The option was scheduled to vest in three equal annual installments beginning on August 27, 2012. A change in control of the Issuer occurred effective November 1, 2013, resulting in the accelerated vesting of the option as to the shares that remained unvested. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,038 | $0.00 Strike: $5.98 | $0.00 |
DisclosureSEC source: 0001209191-16-148937 · 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 · 11,038 shares Expires 2019-08-27 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: Exercise Price was adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. F2 · derivative.exercise_date: The option vested in equal increments (i) at the end of fiscal year 2012 upon the achievement of certain annual EBITDA performance targets and (ii) upon a change in control (as defined in the 2006 Stock Incentive Plan for Key Employees of HCA Holdings, Inc. and its Affiliates as Amended and Restated) of the Issuer which occurred effective November 1, 2013. F3 · derivative.underlying_shares: Shares have been adjusted to reflect a 4.505 to 1 stock split that occurred with respect to the Issuer's common stock effective March 9, 2011. Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 26,393 | $75.33 | $1,988,184.69 |
DisclosureSEC source: 0001209191-16-148937 · doc4.xml · nonDerivative · entry 5 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,982 Read SEC document |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,518 | $15.91 | $87,798.00 |
DisclosureSEC source: 0001209191-16-148937 · doc4.xml · nonDerivative · entry 4 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,375 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 |
| November 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,518 | $10.92 | $60,238.90 |
DisclosureSEC source: 0001209191-16-148937 · doc4.xml · nonDerivative · entry 3 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,857 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 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 16,554 | $6.48 | $107,223.57 |
DisclosureSEC source: 0001209191-16-148937 · doc4.xml · nonDerivative · entry 2 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,339 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 04, 2016 Filed Nov 9, 2016 00:06 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 27,594 | $5.98 | $165,070.07 |
DisclosureSEC source: 0001209191-16-148937 · doc4.xml · nonDerivative · entry 1 Foster Jon M · CIK 0001513235 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,785 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.