Form 4: HCA Healthcare SVP Jennifer Berres Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


Jennifer Berres, SVP & Chief Human Resources Officer of HCA Healthcare, reports the acquisition and disposal of company stock, including sales at weighted average prices of $322.955 and $322.3061.

Summary

  • Jennifer Berres, SVP & Chief Human Resources Officer at HCA Healthcare, filed a Form 4 detailing changes in beneficial ownership.
  • On February 13, 2025, Berres acquired 1,588 shares of common stock and disposed of 407 shares to cover tax obligations at a price of $321.92.
  • On February 14, 2025, Berres sold 4,155 shares at a weighted average price of $322.955 and 5,378 shares at a weighted average price of $322.3061.
  • Following these transactions, Berres directly owns 20,790 shares of HCA Healthcare common stock.
  • The transactions included the vesting of performance share units based on the company's achievement of cumulative earnings per share goals for fiscal years 2022-2024.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing, so the sentiment is neither positive nor negative.

Industry Context

This filing is a routine disclosure of stock transactions by a company insider, as required by the SEC. It provides transparency into the trading activities of key personnel and their holdings in the company.

Comparison to Industry Standards

  • Form 4 filings are standard practice for publicly traded companies and their insiders.
  • The transactions are typical for executives who receive stock-based compensation and periodically sell shares for diversification or tax purposes.
  • Similar filings are made by executives at comparable healthcare companies like Universal Health Services and Tenet Healthcare.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the change in ownership by a key executive.
  • The transactions are unlikely to significantly affect employees, customers, suppliers, or creditors.

Key Dates

DateDescription
January 28, 2022Reporting person was granted 3,060 performance share units.
2022-2024Fiscal years for cumulative earnings per share goal related to performance share units.
February 13, 2025Acquisition of 1,588 common stock shares and disposal of 407 shares.
February 14, 2025Sale of 4,155 and 5,378 common stock shares.
February 18, 2025Date of signature for the Form 4 filing.

Keywords

HCA Healthcare, Jennifer Berres, stock transactions, Form 4, beneficial ownership, performance share units, insider trading

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