Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Director · Chief Executive Officer | January 20, 2026 | January 21, 2026 |
| UNIVERSAL HEALTH SERVICES INCUHS · Entity 3529 | Executive Vice President | April 13, 2018 | April 16, 2018 |
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.
Acadia Healthcare Company, Inc.
Report date January 20, 2026 · Filed January 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.68 · Expires 2036-01-20 | Direct | 1,125,000 |
Reported balance
After 2026-01-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-20 · Grant · Acquired 1,125,000 · Balance 1,125,000 F1: The shares underlying this Option will vest as follows: (i) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $25.00 (the "First Vesting Date"); (ii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $35.00 (the "Second Vesting Date"); (iii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $45.00 (the "Third Vesting Date"); (iv) 125,000 shares will vest upon the later of (x) the First Vesting Date and (y) January 20, 2027; (v) 125,000 shares will vest upon the later of (x) the Second Vesting Date and (y) January 20, 2027; and (vi) 125,000 shares will vest upon the later of (x) the Third Vesting Date and (y) January 20, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares underlying this Option will vest as follows: (i) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $25.00 (the "First Vesting Date"); (ii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $35.00 (the "Second Vesting Date"); (iii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $45.00 (the "Third Vesting Date"); (iv) 125,000 shares will vest upon the later of (x) the First Vesting Date and (y) January 20, 2027; (v) 125,000 shares will vest upon the later of (x) the Second Vesting Date and (y) January 20, 2027; and (vi) 125,000 shares will vest upon the later of (x) the Third Vesting Date and (y) January 20, 2027.
UNIVERSAL HEALTH SERVICES INC
Report date April 13, 2018 · Filed April 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option To Purchase Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $119.64 · Expires 2023-04-12 | Direct | 70,000 |
Reported balance
After 2018-04-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-04-13 · Grant · Acquired 70,000 · Balance 70,000 F1: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2: Option vests ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan.
F2: Option vests ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 20, 2026 Filed Jan 21, 2026 16:34 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantStock Option (Right to Buy) · Derivative | 1,125,000 | $0.00 Strike: $11.68 | $0.00 |
DisclosureSEC source: 0001193125-26-018061 · ownership.xml · derivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,125,000 Underlying: Common Stock · 1,125,000 shares Expires 2036-01-20 F1 · derivative.exercise_date: The shares underlying this Option will vest as follows: (i) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $25.00 (the "First Vesting Date"); (ii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $35.00 (the "Second Vesting Date"); (iii) 250,000 shares will vest upon achievement of a 30-day share price VWAP equal to at least $45.00 (the "Third Vesting Date"); (iv) 125,000 shares will vest upon the later of (x) the First Vesting Date and (y) January 20, 2027; (v) 125,000 shares will vest upon the later of (x) the Second Vesting Date and (y) January 20, 2027; and (vi) 125,000 shares will vest upon the later of (x) the Third Vesting Date and (y) January 20, 2027. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 21:14 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 35,000 | $77.67 | $2,718,450.00 |
DisclosureSEC source: 0000950170-23-070551 · ownership.xml · nonDerivative · entry 2 OSTEEN DEBRA K · CIK 0001181035 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 675,833 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.0203 to $78.47, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 21:14 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 8,000 | $76.23 | $609,840.00 |
DisclosureSEC source: 0000950170-23-070551 · ownership.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710,833 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.2013 to $76.2501, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 17:33 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | SaleCommon Stock | 15,000 | $74.21 | $1,113,150.00 |
DisclosureSEC source: 0000950170-23-063149 · ownership.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 718,833 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.1201 to $74.36, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 18, 2023 Filed May 19, 2023 17:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013384 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733,833 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 18, 2024. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 17:28 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 241,773 | $80.87 | $19,552,182.51 |
DisclosureSEC source: 0000899243-23-006023 · doc4.xml · nonDerivative · entry 2 OSTEEN DEBRA K · CIK 0001181035 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731,604 Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 17:28 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 614,418 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-006023 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973,377 F1 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on March 24, 2020. Read SEC document |
| May 19, 2022 Filed May 20, 2022 17:21 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,303 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-019079 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,959 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 19, 2023. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 19:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 118,075 | $56.92 | $6,720,829.00 |
DisclosureSEC source: 0000899243-22-008408 · doc4.xml · nonDerivative · entry 3 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,656 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 19:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 169,050 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-008408 · doc4.xml · nonDerivative · entry 2 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474,731 F2 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on April 23, 2021. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 19:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 131,016 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-008408 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,681 F1 · shares: Shares received upon vesting of performance vesting restricted stock units awarded on May 2, 2019. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 18:50 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Tax withholdingCommon Stock | 27,403 | $52.31 | $1,433,450.93 |
DisclosureSEC source: 0000899243-22-004208 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,665 Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 17:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 84,890 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-009548 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,068 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning March 24, 2021. Read SEC document |
| September 05, 2019 Filed Sep 9, 2019 06:07 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | PurchaseCommon Stock | 20,000 | $26.53 | $530,660.00 |
DisclosureSEC source: 0000899243-19-023075 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,178 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $26.522 to $26.533, inclusive. The reporting person undertakes to provide to Acadia Healthcare Company, Inc. (Acadia), any security holder of Acadia, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 31, 2019 Filed Jun 4, 2019 17:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | Disposition to issuerCommon Stock | 168,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-015482 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,178 F1 · shares: To offset the value of compensation forfeited or forgone and compensate for other economic consequences of revoking her separation agreement with her former employer and joining the Company, the Company agreed to make a one-time equity grant of restricted stock to the Reporting Person. The value of the one-time award was to be reduced by the amount received by the Reporting Person in respect of stock options issued by her former employer. Pending determination of the amount that the Reporting Person would receive from her former employer, the Company issued a restricted stock award of 240,942 shares to the Reporting Person on February 1, 2019. F2 · shares: (continued from footnote 1) Following further discussions about the number of shares to be retained by the Reporting Person and final resolution of the amount received by the Reporting Person in respect of stock options issued by the Reporting Person's former employer, it was determined that the Reporting Person's February 1, 2019 award be reduced by 168,478 shares. The remaining 72,464 shares awarded to the Reporting Person on February 1, 2019 shall continue to be outstanding and will vest 50% on December 17, 2019 and 50% on December 17, 2020. Read SEC document |
| May 02, 2019 Filed May 6, 2019 17:31 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 24,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012234 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,656 F1 · shares: Shares will vest over a 4-year period in equal yearly installments beginning May 2, 2020. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 17:03 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 240,942 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-002643 · doc4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,942 F1 · shares: Shares will vest over a 2-year period in equal annual installments beginning December 17, 2019. Read SEC document |
| April 13, 2018 Filed Apr 16, 2018 20:27 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 70,000 | $119.64 Strike: $119.64 | $8,374,800.00 |
DisclosureSEC source: 0001127602-18-014642 · form4.xml · derivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Class B Common Stock · 70,000 shares Expires 2023-04-12 F1 · kind: Option granted to purchase shares of Class B Common Stock under the Company's Third Amended and Restated 2005 Stock Incentive Plan. F2 · derivative.exercise_date: Option vests ratably on each of 4/13/2019, 4/13/2020, 4/13/2021, and 4/13/2022. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:59 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionOption To Purchase Class B Common Stock · Derivative | 17,500 | $0.00 Strike: $53.38 | $0.00 |
DisclosureSEC source: 0001127602-17-033422 · form4.xml · derivative · entry 3 OSTEEN DEBRA K · CIK 0001181035 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 17,500 shares Expires 2018-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options vested on 01/16/2017. Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:59 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Tax withholdingClass B Common Stock | 11,787 | $102.33 | $1,206,163.71 |
DisclosureSEC source: 0001127602-17-033422 · form4.xml · nonDerivative · entry 2 OSTEEN DEBRA K · CIK 0001181035 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,174 Read SEC document |
| November 29, 2017 Filed Nov 29, 2017 18:59 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | Exercise / conversionClass B Common Stock | 17,500 | $102.33 | $1,790,775.00 |
DisclosureSEC source: 0001127602-17-033422 · form4.xml · nonDerivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,961 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 29, 2017 Filed Mar 30, 2017 20:50 UTC | UNIVERSAL HEALTH SERVICES INC UHS · Entity 3529 | GrantOption To Purchase Class B Common Stock · Derivative | 70,000 | $124.56 Strike: $124.56 | $8,719,200.00 |
DisclosureSEC source: 0001127602-17-013299 · form4.xml · derivative · entry 1 OSTEEN DEBRA K · CIK 0001181035 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Class B Common Stock · 70,000 shares Expires 2022-03-28 F1 · derivative.exercise_date: Option vests ratably on each of 3/29/2018, 3/29/2019, 3/29/2020 and 3/29/2021. 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.