Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | Group President | February 16, 2024 | February 21, 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 February 16, 2024 · Filed February 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,936 |
Ending reported balance
After 2024-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-16 · Grant · Acquired 5,500 · Balance 19,698 F1: On February 3, 2021, the reporting person was granted 2,750 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. Row 2 · 2024-02-16 · Tax withholding · Disposed 1,762 · Balance 17,936 |
Filing footnotes · ownership attribution and instrument terms
F1: On February 3, 2021, the reporting person was granted 2,750 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.
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 16, 2024 Filed Feb 21, 2024 19:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 1,762 | $308.55 | $543,665.10 |
DisclosureSEC source: 0001209191-24-003745 · doc4.xml · nonDerivative · entry 2 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,936 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 5,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003745 · doc4.xml · nonDerivative · entry 1 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,698 F1 · kind: On February 3, 2021, the reporting person was granted 2,750 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 18:40 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 11,005 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002723 · doc4.xml · derivative · entry 1 Hammett Richard A · CIK 0001957822 · 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 |
| January 29, 2024 Filed Jan 31, 2024 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002508 · doc4.xml · derivative · entry 3 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 600 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vested in two equal annual installments beginning January 29, 2023. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 164 | $286.73 | $47,023.72 |
DisclosureSEC source: 0001209191-24-002508 · doc4.xml · nonDerivative · entry 2 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,198 Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 17:54 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-002508 · doc4.xml · nonDerivative · entry 1 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,362 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 |
| May 12, 2023 Filed May 16, 2023 17:46 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029882 · doc4.xml · nonDerivative · entry 1 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,762 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 3,414 | $262.84 | $897,335.76 |
DisclosureSEC source: 0001209191-23-011998 · doc4.xml · nonDerivative · entry 3 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,862 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 7,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011998 · doc4.xml · nonDerivative · entry 2 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,276 F2 · kind: On May 1, 2020, the reporting person was granted 3,810 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 20:04 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 2,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011998 · doc4.xml · nonDerivative · entry 1 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,656 F1 · kind: On January 29, 2020, the reporting person was granted 1,030 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 Jan 31, 2023 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005805 · doc4.xml · derivative · entry 6 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 598 shares Expires 2029-01-30 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 |
| January 30, 2023 Filed Jan 31, 2023 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 146 | $253.30 | $36,981.80 |
DisclosureSEC source: 0001209191-23-005805 · doc4.xml · nonDerivative · entry 4 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,596 Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 598 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005805 · doc4.xml · nonDerivative · entry 3 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,742 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 30, 2023 Filed Feb 1, 2023 19:58 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 17,051 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006033 · doc4.xml · derivative · entry 1 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,051 Underlying: Common Stock · 17,051 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 |
| January 29, 2023 Filed Jan 31, 2023 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionRestricted Stock Units · Derivative | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-005805 · doc4.xml · derivative · entry 5 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Underlying: Common Stock · 600 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_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning January 29, 2022. Read SEC document |
| January 29, 2023 Filed Jan 31, 2023 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 165 | $254.77 | $42,037.05 |
DisclosureSEC source: 0001209191-23-005805 · doc4.xml · nonDerivative · entry 2 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,144 Read SEC document |
| January 29, 2023 Filed Jan 31, 2023 18:57 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-005805 · doc4.xml · nonDerivative · entry 1 Hammett Richard A · CIK 0001957822 · Group President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,309 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.