Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP & Chief Nurse Executive | February 13, 2025 | February 18, 2025 |
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 13, 2025 · Filed February 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,113 |
Ending reported balance
After 2025-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-13 · Grant · Acquired 845 · Balance 11,340 F1: On January 28, 2022, the reporting person was granted 1,630 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2022-2024. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2022-2024 earnings per share, the number of performance share units that vested equaled 51.9% of the units granted. Row 2 · 2025-02-13 · Tax withholding · Disposed 227 · Balance 11,113 |
Filing footnotes · ownership attribution and instrument terms
F1: On January 28, 2022, the reporting person was granted 1,630 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2022-2024. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 90% of target) to two times the units granted (for actual performance of 110% or more of target). Based upon the Company's achievement with respect to cumulative 2022-2024 earnings per share, the number of performance share units that vested equaled 51.9% of the units granted.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 29, 2022 Filed Feb 1, 2022 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 96 | $236.61 | $22,714.56 |
DisclosureSEC source: 0001209191-22-006080 · doc4.xml · nonDerivative · entry 2 Mosier Sammie S · CIK 0001895946 · SVP & Chief Nurse Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,201 Read SEC document |
| January 29, 2022 Filed Feb 1, 2022 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-006080 · doc4.xml · nonDerivative · entry 1 Mosier Sammie S · CIK 0001895946 · SVP & Chief Nurse Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:31 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 5,550 | $0.00 Strike: $236.61 | $0.00 |
DisclosureSEC source: 0001209191-22-006080 · doc4.xml · derivative · entry 7 Mosier Sammie S · CIK 0001895946 · SVP & Chief Nurse Executive 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550 Underlying: Common Stock · 5,550 shares Expires 2032-01-28 F2 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 28, 2023. 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.