Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | Group President | July 31, 2024 | August 02, 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 July 31, 2024 · Filed August 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,008.4141 |
Ending reported balance
After 2024-07-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-07-31 · Exercise / conversion · Acquired 7,500 · Balance 30,927.4141 Row 2 · 2024-07-31 · Tax withholding · Disposed 3,919 · Balance 27,008.4141 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $77.13 · Expires 2026-07-29 | Direct | 7,440 |
Reported balance
After 2024-07-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-07-31 · Exercise / conversion · Disposed 7,500 · Balance 7,440 F1: The stock appreciation rights vested in four equal annual installments beginning on July 29, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock appreciation rights vested in four equal annual installments beginning on July 29, 2017.
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 |
|---|---|---|---|---|---|---|
| July 31, 2024 Filed Aug 2, 2024 17:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 7,500 | $0.00 Strike: $77.13 | $0.00 |
DisclosureSEC source: 0000950170-24-090123 · ownership.xml · derivative · entry 3 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,440 Underlying: Common Stock · 7,500 shares Expires 2026-07-29 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 July 29, 2017. Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 17:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 3,919 | $363.05 | $1,422,792.95 |
DisclosureSEC source: 0000950170-24-090123 · ownership.xml · nonDerivative · entry 2 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,008.4141 Read SEC document |
| July 31, 2024 Filed Aug 2, 2024 17:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 7,500 | $77.13 | $578,475.00 |
DisclosureSEC source: 0000950170-24-090123 · ownership.xml · nonDerivative · entry 1 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,927.4141 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 16, 2024 Filed Feb 21, 2024 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,002 | $308.55 | $617,717.10 |
DisclosureSEC source: 0001209191-24-003749 · doc4.xml · nonDerivative · entry 2 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,427.4141 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:32 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 6,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003749 · doc4.xml · nonDerivative · entry 1 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,429.4141 F1 · kind: On February 3, 2021, the reporting person was granted 3,140 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 |
| January 31, 2024 Filed Feb 2, 2024 18:46 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 11,005 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002727 · doc4.xml · derivative · entry 1 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,005 Underlying: Common Stock · 11,005 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 |
| February 17, 2023 Filed Feb 22, 2023 20:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,438 | $262.84 | $640,803.92 |
DisclosureSEC source: 0001209191-23-012003 · doc4.xml · nonDerivative · entry 2 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,149.4141 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 7,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012003 · doc4.xml · nonDerivative · entry 1 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,587.4141 F1 · kind: On January 29, 2020, the reporting person was granted 3,800 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 |
| January 30, 2023 Filed Feb 1, 2023 20:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 17,051 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006037 · doc4.xml · derivative · entry 3 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,051 Underlying: Common Stock · 17,051 shares Expires 2033-01-30 F2 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 30, 2024. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 20:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 100 | $254.60 | $25,460.00 |
DisclosureSEC source: 0001209191-23-006037 · doc4.xml · nonDerivative · entry 2 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,987.4141 Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 20:02 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 7,800 | $254.05 | $1,981,607.16 |
DisclosureSEC source: 0001209191-23-006037 · doc4.xml · nonDerivative · entry 1 McManus Timothy M · CIK 0001957740 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,087.4141 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $253.54 to $254.475, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.