Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP-Payer Contracting & Align. | July 25, 2024 | July 29, 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 25, 2024 · Filed July 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,755 |
Reported balance
After 2024-07-25 transaction · row 1
1 source rowRow 1 · 2024-07-25 · Sale · Disposed 1,857 · Balance 17,755 |
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 02, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 5,000 | $100.93 | $504,664.00 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · nonDerivative · entry 4 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,735 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.9256 to $100.9341, 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 |
| January 31, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 18,300 | $0.00 Strike: $101.16 | $0.00 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · derivative · entry 8 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,300 Underlying: Common Stock · 18,300 shares Expires 2028-01-31 F5 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 31, 2019. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 1,500 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · derivative · entry 7 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,437 Underlying: Common Stock · 1,500 shares Expires 2023-02-06 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 at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 6,250 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · derivative · entry 6 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 shares Expires 2023-02-06 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 February 6, 2014. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 4,300 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · derivative · entry 5 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,300 shares Expires 2022-02-08 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 8, 2013. Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 5,871 | $101.16 | $593,910.36 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · nonDerivative · entry 3 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,735 Read SEC document |
| January 31, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 7,750 | $37.18 | $288,145.00 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · nonDerivative · entry 2 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,606 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, 2018 Filed Feb 2, 2018 20:12 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 4,300 | $22.95 | $98,685.00 |
DisclosureSEC source: 0001209191-18-007258 · doc4.xml · nonDerivative · entry 1 Torres Kathryn A. · CIK 0001680636 · SVP-Payer Contracting & Align. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,856 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, 2017 Filed May 19, 2017 20:29 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,729 | $82.21 | $142,148.01 |
DisclosureSEC source: 0001209191-17-033942 · doc4.xml · nonDerivative · entry 1 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.21 to $82.22, 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 |
| May 10, 2017 Filed May 12, 2017 22:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 4,300 | $0.00 Strike: $22.95 | $0.00 |
DisclosureSEC source: 0001209191-17-032131 · doc4.xml · derivative · entry 4 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,300 shares Expires 2022-02-08 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 at the end of fiscal years 2014 and 2015 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| May 10, 2017 Filed May 12, 2017 22:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,196 | $85.69 | $102,489.19 |
DisclosureSEC source: 0001209191-17-032131 · doc4.xml · nonDerivative · entry 3 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,285 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.69 to $85.695, 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 |
| May 10, 2017 Filed May 12, 2017 22:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 2,015 | $85.56 | $172,403.40 |
DisclosureSEC source: 0001209191-17-032131 · doc4.xml · nonDerivative · entry 2 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,481 Read SEC document |
| May 10, 2017 Filed May 12, 2017 22:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 4,300 | $22.95 | $98,685.00 |
DisclosureSEC source: 0001209191-17-032131 · doc4.xml · nonDerivative · entry 1 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,496 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 22, 2017 Filed Feb 25, 2017 00:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 1,000 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-17-014541 · doc4.xml · derivative · entry 5 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: Common Stock · 1,000 shares Expires 2024-02-05 F4 · balance_after: On February 5, 2014, the reporting person was granted 5,000 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 1,000 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 1,251 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-17-014541 · doc4.xml · derivative · entry 4 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,251 Underlying: Common Stock · 1,251 shares Expires 2023-02-06 F3 · balance_after: On February 6, 2013, the reporting person was granted 6,250 stock appreciation rights. The stock appreciation rights are eligible to vest in equal increments of up to 25% at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the stock appreciation rights subject to such criteria vested, resulting in the vesting of 1,251 stock appreciation rights. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 204 | $85.91 | $17,525.64 |
DisclosureSEC source: 0001209191-17-014541 · doc4.xml · nonDerivative · entry 3 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,196 Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 349 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014541 · doc4.xml · nonDerivative · entry 2 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 F2 · kind: On February 5, 2014, the reporting person was granted 1,750 restricted stock units. The restricted stock units are eligible to vest in equal increments of up to 25% at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the restricted stock units subject to such criteria vested, resulting in the vesting of 349 restricted stock units. Read SEC document |
| February 22, 2017 Filed Feb 25, 2017 00:08 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 411 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-014541 · doc4.xml · nonDerivative · entry 1 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051 F1 · kind: On February 6, 2013, the reporting person was granted 2,050 restricted stock units. The restricted stock units are eligible to vest in equal increments of up to 25% at the end of fiscal years 2013, 2014, 2015 and 2016 based upon the extent to which certain EBITDA performance targets have been met for the applicable fiscal year. Based upon the Company's achievement with respect to the EBITDA performance criteria for 2016, 80% of the restricted stock units subject to such criteria vested, resulting in the vesting of 411 restricted stock units. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008465 · doc4.xml · derivative · entry 6 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 514 shares Expires 2023-02-06 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_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 168 | $82.67 | $13,888.56 |
DisclosureSEC source: 0001209191-17-008465 · doc4.xml · nonDerivative · entry 4 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 00:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-008465 · doc4.xml · nonDerivative · entry 3 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808 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 |
| February 05, 2017 Filed Feb 8, 2017 00:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 437 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008465 · doc4.xml · derivative · entry 5 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 439 Underlying: Common Stock · 437 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in two equal annual installments beginning February 5, 2017. Read SEC document |
| February 05, 2017 Filed Feb 8, 2017 00:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 143 | $83.80 | $11,983.40 |
DisclosureSEC source: 0001209191-17-008465 · doc4.xml · nonDerivative · entry 2 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 294 Read SEC document |
| February 05, 2017 Filed Feb 8, 2017 00:19 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 437 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-008465 · doc4.xml · nonDerivative · entry 1 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 437 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 |
| February 01, 2017 Filed Feb 4, 2017 00:23 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 14,680 | $0.00 Strike: $81.96 | $0.00 |
DisclosureSEC source: 0001209191-17-007889 · doc4.xml · derivative · entry 1 Torres Kathryn A. · CIK 0001680636 · SVP- Employer&Payer Engagement 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,680 Underlying: Common Stock · 14,680 shares Expires 2027-02-01 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 1, 2018. 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.