Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | SVP-Government Relations | May 09, 2024 | May 13, 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 May 09, 2024 · Filed May 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,185 |
Reported balance
After 2024-05-09 transaction · row 1
1 source rowRow 1 · 2024-05-09 · Sale · Disposed 1,650 · Balance 5,185 |
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 |
|---|---|---|---|---|---|---|
| May 09, 2024 Filed May 13, 2024 17:07 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,650 | $313.00 | $516,450.00 |
DisclosureSEC source: 0001209191-24-005626 · doc4.xml · nonDerivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,185 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,359 | $308.55 | $419,319.45 |
DisclosureSEC source: 0001209191-24-003742 · doc4.xml · nonDerivative · entry 2 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,835 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:28 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 3,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003742 · doc4.xml · nonDerivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,194 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 |
| January 31, 2024 Filed Feb 2, 2024 18:36 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 3,302 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002720 · doc4.xml · derivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 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 11, 2023 Filed Aug 15, 2023 17:20 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 1,500 | $270.00 | $405,000.00 |
DisclosureSEC source: 0001209191-23-045895 · doc4.xml · nonDerivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,414 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,652 | $262.84 | $434,211.68 |
DisclosureSEC source: 0001209191-23-011985 · doc4.xml · nonDerivative · entry 2 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,914 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:01 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 4,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011985 · doc4.xml · nonDerivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,566 F1 · 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 |
| January 30, 2023 Filed Feb 1, 2023 19:56 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 3,789 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006030 · doc4.xml · derivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 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 |
| February 18, 2022 Filed Feb 23, 2022 19:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,634 | $244.10 | $398,859.40 |
DisclosureSEC source: 0001209191-22-012402 · doc4.xml · nonDerivative · entry 2 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,006 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:14 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 4,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012402 · doc4.xml · nonDerivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,640 F1 · kind: On October 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 |
| January 28, 2022 Filed Feb 1, 2022 19:21 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 4,160 | $0.00 Strike: $236.61 | $0.00 |
DisclosureSEC source: 0001209191-22-006068 · doc4.xml · derivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 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 |
| February 03, 2021 Filed Feb 5, 2021 20:24 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 6,280 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0001209191-21-008339 · doc4.xml · derivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,280 Underlying: Common Stock · 6,280 shares Expires 2031-02-03 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on February 3, 2022. Read SEC document |
| January 29, 2020 Filed Jan 31, 2020 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 8,280 | $0.00 Strike: $145.24 | $0.00 |
DisclosureSEC source: 0001209191-20-005876 · doc4.xml · derivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,280 Underlying: Common Stock · 8,280 shares Expires 2030-01-29 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on January 29, 2021. Read SEC document |
| October 30, 2019 Filed Nov 1, 2019 17:16 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 8,000 | $0.00 Strike: $134.77 | $0.00 |
DisclosureSEC source: 0001209191-19-054743 · doc4.xml · derivative · entry 1 Cohen Jeffrey E. · CIK 0001790598 · SVP-Government Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2029-10-30 F1 · derivative.exercise_date: The stock appreciation rights vest in four equal annual installments beginning on October 30, 2020. 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.