Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HCA Healthcare, Inc.HCA · Entity 2929 | CFO and EVP | 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 | 22,251 |
Ending reported balance
After 2024-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-02-16 · Grant · Acquired 21,980 · Balance 30,428 F1: On February 3, 2021, the reporting person was granted 10,990 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 8,177 · Balance 22,251 |
| Common StockSEC Table I · non-derivative | IndirectBy NLR LLC | 90,000 |
Reported balance
Holding disclosure · report date 2024-02-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 90,000 |
| Common StockSEC Table I · non-derivative | IndirectBy BNR LLC | 40,000 |
Reported balance
Holding disclosure · report date 2024-02-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 40,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 19,834 |
Reported balance
Holding disclosure · report date 2024-02-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19,834 |
| Common StockSEC Table I · non-derivative | IndirectBy TJR LLC | 10,000 |
Reported balance
Holding disclosure · report date 2024-02-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 10,000 |
Filing footnotes · ownership attribution and instrument terms
F1: On February 3, 2021, the reporting person was granted 10,990 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 19:33 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 8,177 | $308.55 | $2,523,013.35 |
DisclosureSEC source: 0001209191-24-003752 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,251 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 19:33 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 21,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-003752 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,428 F1 · kind: On February 3, 2021, the reporting person was granted 10,990 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 06, 2024 Filed Feb 6, 2024 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 6,000 | $310.63 | $1,863,780.00 |
DisclosureSEC source: 0001209191-24-002937 · doc4.xml · nonDerivative · entry 6 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,448 Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002937 · doc4.xml · nonDerivative · entry 5 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Indirect · By Family Trust Disclosed balance after: 19,834 Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 1,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002937 · doc4.xml · nonDerivative · entry 4 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,448 Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-002937 · doc4.xml · nonDerivative · entry 3 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,642 Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 19,100 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-24-002937 · doc4.xml · derivative · entry 10 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,100 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 02, 2024 Filed Feb 6, 2024 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 9,652 | $309.42 | $2,986,521.84 |
DisclosureSEC source: 0001209191-24-002937 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,817 Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 18:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 19,100 | $69.58 | $1,328,978.00 |
DisclosureSEC source: 0001209191-24-002937 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,469 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 18:49 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 20,634 | $0.00 Strike: $304.90 | $0.00 |
DisclosureSEC source: 0001209191-24-002730 · doc4.xml · derivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,634 Underlying: Common Stock · 20,634 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 14, 2023 Filed Aug 16, 2023 17:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 49,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046058 · doc4.xml · nonDerivative · entry 4 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Indirect · By NLR LLC Disclosed balance after: 90,000 Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 17:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 49,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046058 · doc4.xml · nonDerivative · entry 3 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 17:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 40,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046058 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Indirect · By NLR LLC Disclosed balance after: 40,500 Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 17:11 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 40,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046058 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,369 Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 16:43 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 49,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044609 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 49,500 Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 16:43 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 49,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-044609 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,869 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:09 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 9,563 | $262.84 | $2,513,538.92 |
DisclosureSEC source: 0001209191-23-012007 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,369 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 20:09 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 24,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012007 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,932 F1 · kind: On January 29, 2020, the reporting person was granted 12,150 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 03, 2023 Filed Feb 3, 2023 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 30,000 | $258.19 | $7,745,568.00 |
DisclosureSEC source: 0001209191-23-007165 · doc4.xml · nonDerivative · entry 4 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,632 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $257.67 to $258.54, 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 3, 2023 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 27,000 | $0.00 Strike: $69.58 | $0.00 |
DisclosureSEC source: 0001209191-23-007165 · doc4.xml · derivative · entry 9 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,100 Underlying: Common Stock · 27,000 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. F3 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on January 29, 2017. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 37,000 | $0.00 Strike: $68.96 | $0.00 |
DisclosureSEC source: 0001209191-23-007165 · doc4.xml · derivative · entry 8 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,000 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. F2 · derivative.exercise_date: The stock appreciation rights vested in four equal annual installments beginning on February 4, 2016. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 34,895 | $261.46 | $9,123,646.70 |
DisclosureSEC source: 0001209191-23-007165 · doc4.xml · nonDerivative · entry 3 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,632 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 27,000 | $69.58 | $1,878,660.00 |
DisclosureSEC source: 0001209191-23-007165 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,527 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 01, 2023 Filed Feb 3, 2023 18:22 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 37,000 | $68.96 | $2,551,520.00 |
DisclosureSEC source: 0001209191-23-007165 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,527 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 30, 2023 Filed Feb 1, 2023 20:05 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 23,680 | $0.00 Strike: $253.30 | $0.00 |
DisclosureSEC source: 0001209191-23-006041 · doc4.xml · derivative · entry 6 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,680 Underlying: Common Stock · 23,680 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 |
| November 02, 2022 Filed Feb 1, 2023 20:05 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006041 · doc4.xml · nonDerivative · entry 3 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,527 Read SEC document |
| May 10, 2022 Filed Feb 1, 2023 20:05 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 18,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006041 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 18,640 Read SEC document |
| May 10, 2022 Filed Feb 1, 2023 20:05 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 18,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006041 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Indirect · By 2020 GRAT Disclosed balance after: 0 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:20 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 8,821 | $244.10 | $2,153,206.10 |
DisclosureSEC source: 0001209191-22-012419 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,968 Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 19:20 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 23,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-012419 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,789 F1 · kind: On January 30, 2019, the reporting person was granted 11,990 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 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 24,950 | $0.00 Strike: $236.61 | $0.00 |
DisclosureSEC source: 0001209191-22-006084 · doc4.xml · derivative · entry 5 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,950 Underlying: Common Stock · 24,950 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 5, 2021 18:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 20,647 | $250.00 | $5,161,750.00 |
DisclosureSEC source: 0001209191-21-063264 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,009 Read SEC document |
| November 03, 2021 Filed Nov 5, 2021 18:25 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 9,353 | $250.00 | $2,338,250.00 |
DisclosureSEC source: 0001209191-21-063264 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,656 Read SEC document |
| November 03, 2021 Filed Feb 1, 2022 19:34 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-006084 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,809 Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 36,125 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-062528 · doc4.xml · derivative · entry 8 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,125 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 at the end of fiscal years 2014, 2015, 2016 and 2017 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 42,500 | $0.00 Strike: $47.97 | $0.00 |
DisclosureSEC source: 0001209191-21-062528 · doc4.xml · derivative · entry 7 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 42,500 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_date: The stock appreciation rights vested in four equal annual installments beginning on February 5, 2015. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 40,073 | $250.46 | $10,036,683.58 |
DisclosureSEC source: 0001209191-21-062528 · doc4.xml · nonDerivative · entry 3 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,009 Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 78,625 | $47.97 | $3,771,641.25 |
DisclosureSEC source: 0001209191-21-062528 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,082 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 28, 2021 Filed Nov 2, 2021 19:35 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062528 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,457 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:46 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Tax withholdingCommon Stock | 11,522 | $174.61 | $2,011,856.42 |
DisclosureSEC source: 0001209191-21-013007 · doc4.xml · nonDerivative · entry 2 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,306 Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 20:46 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantCommon Stock | 31,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013007 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,828 F1 · kind: On January 31, 2018, the reporting person was granted 19,290 performance share units. The performance share units were eligible to vest based on achievement of a cumulative earnings per share goal for fiscal years 2018-2020. The number of performance share units that were eligible to vest varied from zero (for actual performance less than 80% of target) to two times the units granted (for actual performance of 120% or more of target). Based upon the Company's achievement with respect to cumulative 2018-2020 earnings per share, the number of performance share units that vested equaled 162.88% of the units granted. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 20:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GrantStock Appreciation Right · Derivative | 36,610 | $0.00 Strike: $173.12 | $0.00 |
DisclosureSEC source: 0001209191-21-008352 · doc4.xml · derivative · entry 5 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,610 Underlying: Common Stock · 36,610 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 |
| November 06, 2020 Filed Feb 5, 2021 20:30 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008352 · doc4.xml · nonDerivative · entry 1 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,409 Read SEC document |
| November 05, 2020 Filed Nov 5, 2020 19:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon- Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $22.10 | $0.00 |
DisclosureSEC source: 0001209191-20-057213 · doc4.xml · derivative · entry 15 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-11-02 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. F6 · derivative.exercise_date: The option vested at the end of fiscal year 2011 based upon the achievement of certain annual EBITDA performance targets. Read SEC document |
| November 05, 2020 Filed Nov 5, 2020 19:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionNon- Qualified Stock Option (right to buy) · Derivative | 6,250 | $0.00 Strike: $21.35 | $0.00 |
DisclosureSEC source: 0001209191-20-057213 · doc4.xml · derivative · entry 14 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,250 shares Expires 2021-11-02 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 05, 2020 Filed Nov 5, 2020 19:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | SaleCommon Stock | 36,250 | $139.33 | $5,050,676.25 |
DisclosureSEC source: 0001209191-20-057213 · doc4.xml · nonDerivative · entry 6 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,659 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $139.00 to $139.93, 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 05, 2020 Filed Nov 5, 2020 19:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 5,000 | $22.10 | $110,500.00 |
DisclosureSEC source: 0001209191-20-057213 · doc4.xml · nonDerivative · entry 5 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,909 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 05, 2020 Filed Nov 5, 2020 19:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionCommon Stock | 6,250 | $21.35 | $133,437.50 |
DisclosureSEC source: 0001209191-20-057213 · doc4.xml · nonDerivative · entry 4 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,909 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 03, 2020 Filed Nov 5, 2020 19:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 8,075 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-20-057213 · doc4.xml · derivative · entry 13 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,075 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. F5 · 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 |
| November 03, 2020 Filed Nov 5, 2020 19:53 UTC | HCA Healthcare, Inc. HCA · Entity 2929 | Exercise / conversionStock Appreciation Right · Derivative | 8,500 | $0.00 Strike: $37.18 | $0.00 |
DisclosureSEC source: 0001209191-20-057213 · doc4.xml · derivative · entry 12 RUTHERFORD BILL B · CIK 0001216850 · CFO and EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 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 in four equal annual installments beginning on February 6, 2014. 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.