Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP & Chief Ethics Officer | November 14, 2024 | November 18, 2024 |
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 November 14, 2024 · Filed November 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,454 |
Reported balance
After 2024-11-14 transaction · row 1
1 source rowRow 1 · 2024-11-14 · Sale · Disposed 1,474 · Balance 9,454 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 14, 2024 Filed Nov 18, 2024 17:50 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,474 | $357.99 | $527,677.26 |
DisclosureSEC source: 0000950170-24-128122 · ownership.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,454 Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 18:17 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 4,710 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0000950170-24-126550 · ownership.xml · derivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,570 Underlying: Common Stock · 4,710 shares Expires 2031-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 3, 2022. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 18:17 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 3,236 | $357.99 | $1,158,455.64 |
DisclosureSEC source: 0000950170-24-126550 · ownership.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,928 Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 18:17 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 4,710 | $173.12 | $815,395.20 |
DisclosureSEC source: 0000950170-24-126550 · ownership.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,164 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 |
| July 31, 2024 Filed Jul 31, 2024 17:44 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 2,987 | $363.51 | $1,085,804.37 |
DisclosureSEC source: 0000950170-24-088748 · ownership.xml · nonDerivative · entry 4 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,454 Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 17:44 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 8,280 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0000950170-24-088748 · ownership.xml · derivative · entry 5 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,280 shares Expires 2030-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 29, 2021. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 17:44 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,864 | $359.92 | $670,890.88 |
DisclosureSEC source: 0000950170-24-088748 · ownership.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,441 Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 17:44 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,293 | $358.73 | $1,898,757.89 |
DisclosureSEC source: 0000950170-24-088748 · ownership.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,305 Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 17:44 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 8,280 | $145.24 | $1,202,587.20 |
DisclosureSEC source: 0000950170-24-088748 · ownership.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,598 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 |
| May 17, 2024 Filed May 20, 2024 17:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 1,685 | $0.00 Strike: $133.53 | $0.00 |
DisclosureSEC source: 0001209191-24-005677 · doc4.xml · derivative · entry 6 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,045 Underlying: Common Stock · 1,685 shares Expires 2028-10-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on October 31, 2019. Read SEC document |
| May 17, 2024 Filed May 20, 2024 17:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 3,040 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-24-005677 · doc4.xml · derivative · entry 5 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,040 shares Expires 2028-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 31, 2019. Read SEC document |
| May 17, 2024 Filed May 20, 2024 17:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,861 | $322.86 | $923,702.46 |
DisclosureSEC source: 0001209191-24-005677 · doc4.xml · nonDerivative · entry 4 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,318 Read SEC document |
| May 17, 2024 Filed May 20, 2024 17:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 1,685 | $133.53 | $224,998.05 |
DisclosureSEC source: 0001209191-24-005677 · doc4.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,179 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 |
| May 17, 2024 Filed May 20, 2024 17:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 3,040 | $101.16 | $307,526.40 |
DisclosureSEC source: 0001209191-24-005677 · doc4.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,494 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 |
| May 16, 2024 Filed May 20, 2024 17:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 3,204 | $326.30 | $1,045,465.20 |
DisclosureSEC source: 0001209191-24-005677 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,454 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,023 | $308.55 | $315,646.65 |
DisclosureSEC source: 0001209191-24-003756 · doc4.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,658 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003756 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,681 F1 · kind: On February 3, 2021, the reporting person was granted 1,890 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2021-2023. 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 2021-2023 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 17:58 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003460 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,901 Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 19:03 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 4,262 | $306.21 | $1,305,074.27 |
DisclosureSEC source: 0001209191-24-003242 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,250 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $306.16 to $306.34, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 2,000 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-24-002970 · doc4.xml · derivative · entry 7 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,040 Underlying: Common Stock · 2,000 shares Expires 2028-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 31, 2019. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 4,040 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-24-002970 · doc4.xml · derivative · entry 6 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,040 shares Expires 2027-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 1, 2018. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 2,510 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-24-002970 · doc4.xml · derivative · entry 5 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,510 shares Expires 2026-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 29, 2017. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 4,288 | $310.62 | $1,331,938.56 |
DisclosureSEC source: 0001209191-24-002970 · doc4.xml · nonDerivative · entry 4 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,512 Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 2,000 | $101.16 | $202,320.00 |
DisclosureSEC source: 0001209191-24-002970 · doc4.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 4,040 | $81.96 | $331,118.40 |
DisclosureSEC source: 0001209191-24-002970 · doc4.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 19:45 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 2,510 | $69.58 | $174,645.80 |
DisclosureSEC source: 0001209191-24-002970 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,760 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 |
| January 31, 2024 Filed Feb 2, 2024 18:52 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 3,302 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002733 · doc4.xml · derivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,302 Underlying: Common Stock · 3,302 shares Expires 2034-01-31 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2025. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 16:39 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 2,916 | $270.00 | $787,320.00 |
DisclosureSEC source: 0001209191-23-044831 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,250 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,356 | $262.84 | $356,411.04 |
DisclosureSEC source: 0001209191-23-012010 · doc4.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,166 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 4,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012010 · doc4.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,522 F2 · kind: On January 29, 2020, the reporting person was granted 2,280 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2020-2022. 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 2020-2022 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:10 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,734 | $263.61 | $457,096.79 |
DisclosureSEC source: 0001209191-23-012010 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,962 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $263.5481 to $263.615, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 01, 2023 Filed Feb 1, 2023 20:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 586 | $255.07 | $149,471.02 |
DisclosureSEC source: 0001209191-23-006044 · doc4.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,696 Read SEC document |
| January 31, 2023 Filed Feb 1, 2023 20:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 1,250 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-23-006044 · doc4.xml · derivative · entry 5 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,510 Underlying: Common Stock · 1,250 shares Expires 2026-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 29, 2017. Read SEC document |
| January 31, 2023 Filed Feb 1, 2023 20:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 1,250 | $69.58 | $86,975.00 |
DisclosureSEC source: 0001209191-23-006044 · doc4.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,282 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 |
| January 31, 2023 Filed Feb 1, 2023 20:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006044 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,032 Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 20:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 3,789 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006044 · doc4.xml · derivative · entry 4 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,789 Underlying: Common Stock · 3,789 shares Expires 2033-01-30 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2024. Read SEC document |
| May 03, 2022 Filed May 5, 2022 17:05 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 500 | $215.38 | $107,690.00 |
DisclosureSEC source: 0001209191-22-027398 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,373 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,224 | $244.10 | $298,778.40 |
DisclosureSEC source: 0001209191-22-012423 · doc4.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,873 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 4,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012423 · doc4.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,097 F1 · kind: On January 30, 2019, the reporting person was granted 2,320 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2019-2021. 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 2019-2021 earnings per share, the number of performance share units that vested equaled 200% of the units granted. Read SEC document |
| February 09, 2022 Filed Feb 23, 2022 19:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012423 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,457 Read SEC document |
| January 28, 2022 Filed Feb 1, 2022 19:38 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 4,160 | $0.00 Strike: $236.61 | $0.00 |
DisclosureSEC source: 0001209191-22-006089 · doc4.xml · derivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,160 Underlying: Common Stock · 4,160 shares Expires 2032-01-28 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 28, 2023. Read SEC document |
| November 04, 2021 Filed Nov 4, 2021 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 3,815 | $250.48 | $955,597.99 |
DisclosureSEC source: 0001209191-21-062999 · doc4.xml · nonDerivative · entry 4 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,877 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $250.141 to $250.84, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 5,000 | $0.00 Strike: $68.96 | $0.00 |
DisclosureSEC source: 0001209191-21-062999 · doc4.xml · derivative · entry 7 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-02-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 4, 2016. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 700 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-062999 · doc4.xml · derivative · entry 6 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 700 shares Expires 2024-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock appreciation rights vested at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 2,625 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-062999 · doc4.xml · derivative · entry 5 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,625 shares Expires 2024-02-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 4,510 | $248.44 | $1,120,464.40 |
DisclosureSEC source: 0001209191-21-062999 · doc4.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,692 Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,000 | $68.96 | $344,800.00 |
DisclosureSEC source: 0001209191-21-062999 · doc4.xml · nonDerivative · entry 2 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,202 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2021 Filed Nov 4, 2021 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 3,325 | $47.97 | $159,500.25 |
DisclosureSEC source: 0001209191-21-062999 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,202 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 |
| July 22, 2021 Filed Jul 26, 2021 18:15 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 886 | $246.90 | $218,751.81 |
DisclosureSEC source: 0001209191-21-048222 · doc4.xml · nonDerivative · entry 1 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,877 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $246.8683 to $246.94, inclusive. The reporting person undertakes to provide to HCA Healthcare, Inc., any security holder of HCA Healthcare, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:47 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,575 | $174.61 | $449,620.75 |
DisclosureSEC source: 0001209191-21-013011 · doc4.xml · nonDerivative · entry 3 Whalen Kathleen M · CIK 0001763910 · SVP & Chief Ethics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,763 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.