Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | 10% owner | February 06, 2026 | February 10, 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 06, 2026 · Filed February 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Frisco Holding II | 0 |
Reported balance
After 2026-02-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-06 · Other · Disposed 36,629,188 · Balance 0 F1: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Frisco Holding II | 36,557,141 |
Reported balance
After 2026-02-06 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-06 · Other · Acquired 36,557,141 · Balance 36,557,141 F1: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. F2: Frisco holds 36,557,141 Shares. Frisco is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to exercise voting and investment control over the Shares held by Frisco, but disclaims beneficial ownership of such Shares except to the extent of her pecuniary interest therein, which may be deemed to include indirect interests in Shares through ownership of Frisco partnership units to the extent of: 1,172 Shares by the Reporting Person; and 11,971,002 Shares by trusts for the benefit of the Reporting Person's children of which the Reporting Person or her spouse is trustee. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 41,052 |
Reported balance
Holding disclosure · report date 2026-02-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 41,052 F3: These Shares are held jointly with the Reporting Person's spouse. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy Hercules Holding II | 32,282,889 |
Reported balance
Holding disclosure · report date 2026-02-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 32,282,889 F4: Hercules Holding II ("Hercules") holds 32,282,889 Shares. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to exercise voting and investment control over the Shares held by Hercules, but disclaims beneficial ownership of such Shares except to the extent of her pecuniary interest therein, which may be deemed to include indirect interests in Shares through ownership of Hercules partnership units to the extent of: 404,512 Shares by the Reporting Person; 84,306 Shares by the Reporting Person's spouse; and 9,785,498 Shares by trusts for the benefit of the Reporting Person's children of which the Reporting Person or her spouse is trustee. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy spouse | 5,031 |
Reported balance
Holding disclosure · report date 2026-02-06 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,031 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectBy trusts | 147,261 |
Reported balance
Holding disclosure · report date 2026-02-06 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 147,261 F5: These Shares are held by trusts for the benefit of the Reporting Person's children of which the Reporting Person or her spouse is trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended.
F2: Frisco holds 36,557,141 Shares. Frisco is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to exercise voting and investment control over the Shares held by Frisco, but disclaims beneficial ownership of such Shares except to the extent of her pecuniary interest therein, which may be deemed to include indirect interests in Shares through ownership of Frisco partnership units to the extent of: 1,172 Shares by the Reporting Person; and 11,971,002 Shares by trusts for the benefit of the Reporting Person's children of which the Reporting Person or her spouse is trustee.
F3: These Shares are held jointly with the Reporting Person's spouse.
F4: Hercules Holding II ("Hercules") holds 32,282,889 Shares. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to exercise voting and investment control over the Shares held by Hercules, but disclaims beneficial ownership of such Shares except to the extent of her pecuniary interest therein, which may be deemed to include indirect interests in Shares through ownership of Hercules partnership units to the extent of: 404,512 Shares by the Reporting Person; 84,306 Shares by the Reporting Person's spouse; and 9,785,498 Shares by trusts for the benefit of the Reporting Person's children of which the Reporting Person or her spouse is trustee.
F5: These Shares are held by trusts for the benefit of the Reporting Person's children of which the Reporting Person or her spouse is trustee.
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 06, 2026 Filed Feb 10, 2026 20:05 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 36,557,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-004683 · form4.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Frisco Holding II Disclosed balance after: 36,557,141 F1 · kind: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. F1 · price: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. F1 · ownership.nature: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. F2 · ownership.nature: Frisco holds 36,557,141 Shares. Frisco is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to exercise voting and investment control over the Shares held by Frisco, but disclaims beneficial ownership of such Shares except to the extent of her pecuniary interest therein, which may be deemed to include indirect interests in Shares through ownership of Frisco partnership units to the extent of: 1,172 Shares by the Reporting Person; and 11,971,002 Shares by trusts for the benefit of the Reporting Person's children of which the Reporting Person or her spouse is trustee. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 20:05 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 36,629,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-26-004683 · form4.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Frisco Holding II Disclosed balance after: 0 F1 · kind: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. F1 · price: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. F1 · ownership.nature: On February 6, 2026, Frisco ("Frisco") disposed of 36,629,188 shares of Common Stock, par value $0.01 per share ("Shares"), of HCA Healthcare, Inc. (the "Issuer"), in exchange for 36,557,141 Shares newly issued by the Issuer to Frisco, in each case, in a transaction exempt from the registration requirements of the Securities Act of 1933 and from Section 16(b) of the Securities Exchange Act of 1934 pursuant to Rule 16b-3 thereunder. These transactions, together with the conversion of Frisco to an entity taxable as a partnership for U.S. federal income tax purposes, constituted a reorganization for purposes of Section 368(a) of the Internal Revenue Code of 1986, as amended. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 638,573.9641 | $361.55 | $230,876,416.72 |
DisclosureSEC source: 0000891836-24-000048 · primary_doc.xml · nonDerivative · entry 6 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held indirectly by Trusts Disclosed balance after: 9,668,536.3632 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F5 · ownership.nature: The Reporting Person is trustee of nine trusts for the benefit of her children, and the Reporting Person's spouse is trustee of three trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 147,261 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 9,521,275.363238 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F9 · ownership.nature: Pursuant to a power of substitution, on October 30, 2024, the Reporting Person transferred 138,000 jointly owned units of Hercules to The Patricia Frist Elcan 2011 Family Trust, 638,573.9641 jointly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee and 244,626.0359 directly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee. (continued in footnote 10) F10 · ownership.nature: (continued from footnote 9) Each of these transfers was made at a price per unit of Hercules equal to $361.55 (the average of the high and low prices of the shares of common stock of HCA Healthcare, Inc. on October 30, 2024), which price was paid by transfer of a diversified basket of marketable securities and $13,726.20 in cash (in the case of The Patricia Frist Elcan 2011 Family Trust) and a diversified basket of marketable securities, mutual fund shares and $18,766,307.56 in cash (in the case of the three trusts). In each case, these transfers did not change the total number of shares of common stock of HCA Healthcare, Inc. of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 244,626.0359 | $361.55 | $88,444,543.28 |
DisclosureSEC source: 0000891836-24-000048 · primary_doc.xml · nonDerivative · entry 5 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held indirectly by Trusts Disclosed balance after: 9,029,962.3991 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F5 · ownership.nature: The Reporting Person is trustee of nine trusts for the benefit of her children, and the Reporting Person's spouse is trustee of three trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 147,261 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 9,521,275.363238 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F9 · ownership.nature: Pursuant to a power of substitution, on October 30, 2024, the Reporting Person transferred 138,000 jointly owned units of Hercules to The Patricia Frist Elcan 2011 Family Trust, 638,573.9641 jointly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee and 244,626.0359 directly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee. (continued in footnote 10) F10 · ownership.nature: (continued from footnote 9) Each of these transfers was made at a price per unit of Hercules equal to $361.55 (the average of the high and low prices of the shares of common stock of HCA Healthcare, Inc. on October 30, 2024), which price was paid by transfer of a diversified basket of marketable securities and $13,726.20 in cash (in the case of The Patricia Frist Elcan 2011 Family Trust) and a diversified basket of marketable securities, mutual fund shares and $18,766,307.56 in cash (in the case of the three trusts). In each case, these transfers did not change the total number of shares of common stock of HCA Healthcare, Inc. of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 138,000 | $361.55 | $49,893,900.00 |
DisclosureSEC source: 0000891836-24-000048 · primary_doc.xml · nonDerivative · entry 4 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia Frist Elcan 2011 Family Trust Disclosed balance after: 264,216.917 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F4 · ownership.nature: The Reporting Person's spouse is the trustee of The Patricia Frist Elcan 2011 Family Trust, and the Reporting Person may therefore be deemed to be the beneficial owner of the 264,216.916981 units of Hercules held by such trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F9 · ownership.nature: Pursuant to a power of substitution, on October 30, 2024, the Reporting Person transferred 138,000 jointly owned units of Hercules to The Patricia Frist Elcan 2011 Family Trust, 638,573.9641 jointly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee and 244,626.0359 directly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee. (continued in footnote 10) F10 · ownership.nature: (continued from footnote 9) Each of these transfers was made at a price per unit of Hercules equal to $361.55 (the average of the high and low prices of the shares of common stock of HCA Healthcare, Inc. on October 30, 2024), which price was paid by transfer of a diversified basket of marketable securities and $13,726.20 in cash (in the case of The Patricia Frist Elcan 2011 Family Trust) and a diversified basket of marketable securities, mutual fund shares and $18,766,307.56 in cash (in the case of the three trusts). In each case, these transfers did not change the total number of shares of common stock of HCA Healthcare, Inc. of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 638,573.9641 | $361.55 | $230,876,416.72 |
DisclosureSEC source: 0000891836-24-000048 · primary_doc.xml · nonDerivative · entry 3 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held indirectly through Hercules Holding II Disclosed balance after: 0 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: The Reporting Person jointly owned with her spouse 776,573.9641 units of Hercules and therefore may have been deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. by virtue of her ownership in Hercules. F9 · ownership.nature: Pursuant to a power of substitution, on October 30, 2024, the Reporting Person transferred 138,000 jointly owned units of Hercules to The Patricia Frist Elcan 2011 Family Trust, 638,573.9641 jointly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee and 244,626.0359 directly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee. (continued in footnote 10) F10 · ownership.nature: (continued from footnote 9) Each of these transfers was made at a price per unit of Hercules equal to $361.55 (the average of the high and low prices of the shares of common stock of HCA Healthcare, Inc. on October 30, 2024), which price was paid by transfer of a diversified basket of marketable securities and $13,726.20 in cash (in the case of The Patricia Frist Elcan 2011 Family Trust) and a diversified basket of marketable securities, mutual fund shares and $18,766,307.56 in cash (in the case of the three trusts). In each case, these transfers did not change the total number of shares of common stock of HCA Healthcare, Inc. of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 138,000 | $361.55 | $49,893,900.00 |
DisclosureSEC source: 0000891836-24-000048 · primary_doc.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held indirectly through Hercules Holding II Disclosed balance after: 638,573.9641 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: The Reporting Person jointly owned with her spouse 776,573.9641 units of Hercules and therefore may have been deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. by virtue of her ownership in Hercules. F9 · ownership.nature: Pursuant to a power of substitution, on October 30, 2024, the Reporting Person transferred 138,000 jointly owned units of Hercules to The Patricia Frist Elcan 2011 Family Trust, 638,573.9641 jointly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee and 244,626.0359 directly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee. (continued in footnote 10) F10 · ownership.nature: (continued from footnote 9) Each of these transfers was made at a price per unit of Hercules equal to $361.55 (the average of the high and low prices of the shares of common stock of HCA Healthcare, Inc. on October 30, 2024), which price was paid by transfer of a diversified basket of marketable securities and $13,726.20 in cash (in the case of The Patricia Frist Elcan 2011 Family Trust) and a diversified basket of marketable securities, mutual fund shares and $18,766,307.56 in cash (in the case of the three trusts). In each case, these transfers did not change the total number of shares of common stock of HCA Healthcare, Inc. of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| October 30, 2024 Filed Nov 1, 2024 19:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | OtherCommon Stock, par value $0.01 per share | 244,626.0359 | $361.55 | $88,444,543.28 |
DisclosureSEC source: 0000891836-24-000048 · primary_doc.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · Held indirectly through Hercules Holding II Disclosed balance after: 404,512.0997 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person directly owns 404,512.099655 units of Hercules and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. by virtue of her ownership in Hercules. F9 · ownership.nature: Pursuant to a power of substitution, on October 30, 2024, the Reporting Person transferred 138,000 jointly owned units of Hercules to The Patricia Frist Elcan 2011 Family Trust, 638,573.9641 jointly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee and 244,626.0359 directly owned units of Hercules to three trusts for the benefit of her children of which the Reporting Person's spouse is trustee. (continued in footnote 10) F10 · ownership.nature: (continued from footnote 9) Each of these transfers was made at a price per unit of Hercules equal to $361.55 (the average of the high and low prices of the shares of common stock of HCA Healthcare, Inc. on October 30, 2024), which price was paid by transfer of a diversified basket of marketable securities and $13,726.20 in cash (in the case of The Patricia Frist Elcan 2011 Family Trust) and a diversified basket of marketable securities, mutual fund shares and $18,766,307.56 in cash (in the case of the three trusts). In each case, these transfers did not change the total number of shares of common stock of HCA Healthcare, Inc. of which the Reporting Person may be deemed to have beneficial ownership. Read SEC document |
| July 25, 2022 Filed Jul 27, 2022 20:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | PurchaseCommon Stock, par value $0.01 per share | 325 | $198.66 | $64,564.50 |
DisclosureSEC source: 0001209191-22-043317 · doc4.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Spouse Disclosed balance after: 89,337.0149 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person may be deemed to have indirect beneficial ownership in respect of 5,031 shares of common stock of HCA Healthcare, Inc. through an indirect pecuniary interest in such shares held by her spouse. In addition, the Reporting Person may be deemed to have indirect beneficial ownership in respect of 84,306.0149 units of Hercules, through an indirect pecuniary interest in such units held by her spouse, and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| November 12, 2021 Filed Feb 14, 2022 18:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 200,504.8341 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009467 · doc5.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 7,877,331.0891 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is trustee of three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 116,766 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 7,760,565.089138 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| November 12, 2021 Filed Feb 14, 2022 18:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 200,504.8341 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009467 · doc5.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia F. Elcan 2019 Annuity Trust II Disclosed balance after: 0 F1 · ownership.nature: The Reporting Person is trustee of the Patricia F. Elcan 2019 Annuity Trust II and the Reporting Person may therefore be deemed to be the beneficial owner of the units of Hercules Holding II ("Hercules") held by such trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. Read SEC document |
| August 12, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 1,940,778.2186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 10 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 7,676,826.2551 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F4 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is trustee of three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 116,766 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 7,560,060.255067 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| August 12, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 1,940,778.2186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 9 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia F. Elcan 2018 Annuity Trust II Disclosed balance after: 0 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F6 · ownership.nature: The Reporting Person is trustee of the Patricia F. Elcan 2018 Annuity Trust II and the Reporting Person may therefore be deemed to be the beneficial owner of the units of Hercules held by such trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| August 12, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 9,507.583 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 8 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II Disclosed balance after: 561,642.9696 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F5 · ownership.nature: The Reporting Person directly owns 561,642.969626 units of Hercules and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. by virtue of her ownership in Hercules. Read SEC document |
| May 12, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 881,664.6628 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 7 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 5,736,048.0365 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F4 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is trustee of three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 116,766 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 7,560,060.255067 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| May 12, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 881,664.6628 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 6 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II Disclosed balance after: 552,135.3867 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F5 · ownership.nature: The Reporting Person directly owns 561,642.969626 units of Hercules and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. by virtue of her ownership in Hercules. Read SEC document |
| February 19, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 1,307,260.8985 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 5 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 4,854,383.3737 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F4 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is trustee of three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 116,766 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 7,560,060.255067 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| February 19, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 439,142.8945 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 4 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Elcan Investment Partnership Disclosed balance after: 0 F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: The Reporting Person may be deemed to be the beneficial owner of the shares of common stock of HCA Healthcare, Inc. and the units of Hercules held by Elcan Investment Partnership, of which Mrs. Elcan, her spouse and a trust of which Mrs. Elcan and her spouse serve as co-trustees are the general partners. The Reporting Person therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| February 19, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 169,207.7998 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 3 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Elcan Children's Trust Disclosed balance after: 0 F1 · ownership.nature: The Reporting Person's spouse is trustee of (i) the Patricia F. Elcan GRAT III Trust II, (ii) the Patricia F. Elcan GRAT II Trust I and (iii) the Elcan Children's Trust, and the Reporting Person may therefore be deemed to be the beneficial owner of the shares of common stock of HCA Healthcare, Inc. and the units of Hercules Holding II ("Hercules") held by such trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. Read SEC document |
| February 19, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 237,863.9997 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Patricia F. Elcan GRAT II Trust I Disclosed balance after: 0 F1 · ownership.nature: The Reporting Person's spouse is trustee of (i) the Patricia F. Elcan GRAT III Trust II, (ii) the Patricia F. Elcan GRAT II Trust I and (iii) the Elcan Children's Trust, and the Reporting Person may therefore be deemed to be the beneficial owner of the shares of common stock of HCA Healthcare, Inc. and the units of Hercules Holding II ("Hercules") held by such trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. Read SEC document |
| February 19, 2020 Filed Feb 16, 2021 17:27 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 461,046.2045 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010853 · doc5.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Patricia F. Elcan GRAT III Trust II Disclosed balance after: 0 F1 · ownership.nature: The Reporting Person's spouse is trustee of (i) the Patricia F. Elcan GRAT III Trust II, (ii) the Patricia F. Elcan GRAT II Trust I and (iii) the Elcan Children's Trust, and the Reporting Person may therefore be deemed to be the beneficial owner of the shares of common stock of HCA Healthcare, Inc. and the units of Hercules Holding II ("Hercules") held by such trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F2 · ownership.nature: Hercules holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. Read SEC document |
| August 20, 2019 Filed Feb 14, 2020 16:42 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 315.235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-009697 · doc5.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Patricia Frist Elcan 2019 Annuity Trust II Disclosed balance after: 1,685,276.6369 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person received a gift of 315.234982 units of Hercules on August 20, 2019, which were subsequently transferred to the Patricia Frist Elcan 2019 Annuity Trust II, of which she serves as trustee. Following receipt of this gift, the Reporting Person may be deemed to be the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| August 06, 2019 Filed Aug 8, 2019 19:59 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | PurchaseCommon Stock, par value $0.01 per share | 250 | $124.10 | $31,023.80 |
DisclosureSEC source: 0000899243-19-021401 · doc4.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Spouse and Children Disclosed balance after: 997,017.289 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: The Reporting Person may be deemed to have indirect beneficial ownership in respect of 35,201 shares of common stock of HCA Healthcare, Inc. through an indirect pecuniary interest in such shares held by her spouse and children. In addition, the Reporting Person may be deemed to have indirect beneficial ownership in respect of 961,816.289 units of Hercules, through an indirect pecuniary interest in such units held by her spouse and children, and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| May 21, 2019 Filed Aug 8, 2019 19:59 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 20,840.6623 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-021401 · doc4.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II Disclosed balance after: 797,414.6264 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person jointly owns with her spouse 41,052 shares of common stock of HCA Healthcare, Inc. and 776,573.9641 units of Hercules and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. by virtue of her ownership in Hercules. The Reporting Person owns 20,840.662342 units of Hercules and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. by virtue of her ownership in Hercules. Read SEC document |
| November 19, 2018 Filed Feb 14, 2019 16:56 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 15,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010249 · doc5.xml · nonDerivative · entry 5 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 3,547,122.4752 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F4 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is trustee of nine grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 51,131 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 3,495,991.4752 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F5 · ownership.nature: On November 19, 2018 The Patricia Frist Elcan 2015 Annuity Trust I transferred an aggregate of 15,941 shares of common stock of HCA Healthcare, Inc. to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2015 Annuity Trust I and the Reporting Person's spouse is the trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the shares of common stock of HCA Healthcare, Inc. held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| November 19, 2018 Filed Feb 14, 2019 16:56 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 15,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010249 · doc5.xml · nonDerivative · entry 4 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Patricia Frist Elcan 2015 Annuity Trust I Disclosed balance after: 0 F5 · ownership.nature: On November 19, 2018 The Patricia Frist Elcan 2015 Annuity Trust I transferred an aggregate of 15,941 shares of common stock of HCA Healthcare, Inc. to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2015 Annuity Trust I and the Reporting Person's spouse is the trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the shares of common stock of HCA Healthcare, Inc. held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| February 20, 2018 Filed Feb 14, 2019 16:56 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 29,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010249 · doc5.xml · nonDerivative · entry 3 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 3,531,181.4752 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: On February 20, 2018 The Patricia Frist Elcan 2016 Annuity Trust I transferred an aggregate of 29,575 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2016 Annuity Trust I and the Reporting Person's spouse is the trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F4 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is trustee of nine grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate 51,131 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 3,495,991.4752 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| February 20, 2018 Filed Feb 14, 2019 16:56 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 29,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010249 · doc5.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia Frist Elcan 2016 Annuity Trust I Disclosed balance after: 0 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: On February 20, 2018 The Patricia Frist Elcan 2016 Annuity Trust I transferred an aggregate of 29,575 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2016 Annuity Trust I and the Reporting Person's spouse is the trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| February 20, 2018 Filed Feb 14, 2019 16:56 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 22,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010249 · doc5.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia Frist Elcan 2018 Annuity Trust III Disclosed balance after: 3,767,639.2877 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person received a gift of 22,168 units of Hercules on February 20, 2018, which were subsequently transferred to The Patricia Frist Elcan 2018 Annuity Trust I, of which she serves as trustee, on such date, and thereafter to The Patricia Frist Elcan 2018 Annuity Trust III (along with 3,745,471.2877 other units of Hercules simultaneously transferred therewith), of which she serves as trustee. Following receipt of this gift, the Reporting Person may be deemed to be the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| November 20, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 13,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 8 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 3,501,606.4752 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is the trustee of nine grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate of 35,190 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 3,466,416.4752 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F7 · ownership.nature: On November 20, 2017, The Patricia Frist Elcan 2015 Annuity Trust III transferred an aggregate of 13,073 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2015 Annuity Trust III and the Reporting Person's spouse is trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| November 20, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 13,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 7 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia Frist Elcan 2015 Annuity Trust III Disclosed balance after: 0 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F7 · ownership.nature: On November 20, 2017, The Patricia Frist Elcan 2015 Annuity Trust III transferred an aggregate of 13,073 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2015 Annuity Trust III and the Reporting Person's spouse is trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| August 24, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 39,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 6 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 3,488,533.4752 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is the trustee of nine grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate of 35,190 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 3,466,416.4752 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F6 · ownership.nature: On August 24, 2017, The Patricia Frist Elcan 2014 Annuity Trust V transferred an aggregate of 39,303 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2014 Annuity Trust V and the Reporting Person's spouse is trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| August 24, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 39,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 5 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia Frist Elcan 2014 Annuity Trust V Disclosed balance after: 0 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F6 · ownership.nature: On August 24, 2017, The Patricia Frist Elcan 2014 Annuity Trust V transferred an aggregate of 39,303 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2014 Annuity Trust V and the Reporting Person's spouse is trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| May 22, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 38,979.5002 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 4 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 3,449,230.4752 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is the trustee of nine grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate of 35,190 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 3,466,416.4752 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. F5 · ownership.nature: On May 22, 2017, The Patricia Frist Elcan 2015 Annuity Trust I transferred an aggregate of 38,979.5002 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2015 Annuity Trust I and the Reporting Person's spouse is trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| May 22, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 38,979.5002 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 3 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by Patricia Frist Elcan 2015 Annuity Trust I Disclosed balance after: 15,941 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F4 · ownership.nature: The Reporting Person is trustee of the Patricia Frist Elcan 2015 Annuity Trust I and may be deemed to be the beneficial owner of the 15,941 shares of common stock of HCA Healthcare, Inc. held by such trust. F5 · ownership.nature: On May 22, 2017, The Patricia Frist Elcan 2015 Annuity Trust I transferred an aggregate of 38,979.5002 units of Hercules to three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2015 Annuity Trust I and the Reporting Person's spouse is trustee of the three grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these grantor retained annuity trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| May 22, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 9,366.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by Patricia Frist Elcan 2017 Annuity Trust IV Disclosed balance after: 778,055.67 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F3 · ownership.nature: The Reporting Person received a gift of 9,366.67 units of Hercules on May 22, 2017, which were subsequently transferred to The Patricia Frist Elcan 2017 Annuity Trust IV, of which she serves as trustee. Following receipt of this gift, the Reporting Person may be deemed the beneficial owner of the units of Hercules held by this trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| February 22, 2017 Filed Feb 14, 2018 17:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 2,348,330.3574 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010020 · doc5.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 3,410,250.975 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Healthcare, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Healthcare, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. F2 · ownership.nature: The Reporting Person is trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's spouse is the trustee of nine grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate of 35,190 shares of common stock of HCA Healthcare, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 3,466,416.4752 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Healthcare, Inc. Read SEC document |
| November 17, 2016 Filed Feb 14, 2017 22:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 8,922.5988 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010681 · doc5.xml · nonDerivative · entry 7 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 1,061,920.6176 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Holdings, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist, Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Holdings, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. On September 23, 2016, Hercules Holding II, LLC, a Delaware limited liability company, was converted into Hercules Holding II, a Delaware general partnership. F4 · ownership.nature: The Reporting Person is the trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's husband is the trustee of six grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate of 35,190 shares of common stock of HCA Holdings, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 1,026,730.6176 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. F6 · ownership.nature: On November 17, 2016, The Patricia Frist Elcan 2014 Annuity Trust VI transferred an aggregate of 8,922.5988 units of Hercules to three trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2014 Annuity Trust VI, and the Reporting Person's husband is trustee of the three trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. Read SEC document |
| November 17, 2016 Filed Feb 14, 2017 22:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 8,922.5988 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010681 · doc5.xml · nonDerivative · entry 6 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by The Patricia Frist Elcan 2014 Annuity Trust VI Disclosed balance after: 0 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Holdings, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist, Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Holdings, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. On September 23, 2016, Hercules Holding II, LLC, a Delaware limited liability company, was converted into Hercules Holding II, a Delaware general partnership. F6 · ownership.nature: On November 17, 2016, The Patricia Frist Elcan 2014 Annuity Trust VI transferred an aggregate of 8,922.5988 units of Hercules to three trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2014 Annuity Trust VI, and the Reporting Person's husband is trustee of the three trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. Read SEC document |
| May 24, 2016 Filed Feb 14, 2017 22:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 235,971.0894 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010681 · doc5.xml · nonDerivative · entry 5 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 1,052,998.0188 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Holdings, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist, Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Holdings, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. On September 23, 2016, Hercules Holding II, LLC, a Delaware limited liability company, was converted into Hercules Holding II, a Delaware general partnership. F4 · ownership.nature: The Reporting Person is the trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's husband is the trustee of six grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate of 35,190 shares of common stock of HCA Holdings, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 1,026,730.6176 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. F5 · ownership.nature: On May 24, 2016, The Patricia Frist Elcan 2014 Annuity Trust III transferred an aggregate of 235,971.0894 units of Hercules to three trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2014 Annuity Trust III, and the Reporting Person's husband is trustee of the three trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. Read SEC document |
| May 24, 2016 Filed Feb 14, 2017 22:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 235,971.0894 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010681 · doc5.xml · nonDerivative · entry 4 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by The Patricia Frist Elcan 2014 Annuity Trust III Disclosed balance after: 0 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Holdings, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist, Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Holdings, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. On September 23, 2016, Hercules Holding II, LLC, a Delaware limited liability company, was converted into Hercules Holding II, a Delaware general partnership. F5 · ownership.nature: On May 24, 2016, The Patricia Frist Elcan 2014 Annuity Trust III transferred an aggregate of 235,971.0894 units of Hercules to three trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2014 Annuity Trust III, and the Reporting Person's husband is trustee of the three trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. Read SEC document |
| February 17, 2016 Filed Feb 14, 2017 22:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 116,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010681 · doc5.xml · nonDerivative · entry 3 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly by GRATs Disclosed balance after: 817,026.9294 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Holdings, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist, Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Holdings, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. On September 23, 2016, Hercules Holding II, LLC, a Delaware limited liability company, was converted into Hercules Holding II, a Delaware general partnership. F3 · ownership.nature: On February 17, 2016, The Patricia Frist Elcan 2013 Annuity Trust V transferred an aggregate of 116,112 units of Hercules to three trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2013 Annuity Trust V, and the Reporting Person's husband is trustee of the three trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. F4 · ownership.nature: The Reporting Person is the trustee of three grantor retained annuity trusts for the benefit of her children, and the Reporting Person's husband is the trustee of six grantor retained annuity trusts for the benefit of the Reporting Person's children. The Reporting Person may, accordingly, be deemed to be the beneficial owner of the aggregate of 35,190 shares of common stock of HCA Holdings, Inc. held by such trusts. In addition, the Reporting Person may be deemed to be the beneficial owner of the 1,026,730.6176 units of Hercules held by such trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. Read SEC document |
| February 17, 2016 Filed Feb 14, 2017 22:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 116,112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010681 · doc5.xml · nonDerivative · entry 2 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by The Patricia Frist Elcan 2013 Annuity Trust V Disclosed balance after: 0 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Holdings, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist, Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Holdings, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. On September 23, 2016, Hercules Holding II, LLC, a Delaware limited liability company, was converted into Hercules Holding II, a Delaware general partnership. F3 · ownership.nature: On February 17, 2016, The Patricia Frist Elcan 2013 Annuity Trust V transferred an aggregate of 116,112 units of Hercules to three trusts for the benefit of the Reporting Person's children. The Reporting Person is trustee of The Patricia Frist Elcan 2013 Annuity Trust V, and the Reporting Person's husband is trustee of the three trusts for the benefit of the Reporting Person's children. The Reporting Person may therefore be deemed the beneficial owner of the units of Hercules held by these trusts and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. Read SEC document |
| February 17, 2016 Filed Feb 14, 2017 22:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock, par value $0.01 per share | 24,731 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010681 · doc5.xml · nonDerivative · entry 1 Elcan Patricia F · CIK 0001433376 · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Held indirectly through Hercules Holding II by The Patricia Frist Elcan 2016 Annuity Trust I Disclosed balance after: 29,575 F1 · ownership.nature: Hercules Holding II ("Hercules") holds 68,912,077 shares of the common stock of HCA Holdings, Inc. Hercules is held by a private investor group, including affiliates of HCA Inc. founder Dr. Thomas F. Frist, Jr. The Reporting Person may be deemed to be a member of a group exercising voting and investment control over the shares of common stock of HCA Holdings, Inc. held by Hercules. However, the Reporting Person disclaims membership in any such group and disclaims beneficial ownership of these securities, except to the extent of her pecuniary interest therein. On September 23, 2016, Hercules Holding II, LLC, a Delaware limited liability company, was converted into Hercules Holding II, a Delaware general partnership. F2 · ownership.nature: The Reporting Person received a gift of 24,731 units of Hercules on February 17, 2016, which were subsequently transferred to The Patricia Frist Elcan 2016 Annuity Trust I, of which she serves as trustee. Following receipt of this gift, the Reporting Person may be deemed the beneficial owner of the units of Hercules held by this trust and therefore may be deemed to own indirectly the same number of shares of common stock of HCA Holdings, Inc. 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.