Kathleen M Whalen

CIK 1763910 · View on SEC EDGAR ↗

Insider

First SEC filing: Jan. 10, 2019 · Latest: Jan. 10, 2019

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 58 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

58 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Nov. 14, 2024 HCA S 1,474 $357.99 $527,677 9,454 Direct -13.49% Disposed 16.1% (price as of 2026-08-21)
July 31, 2024 HCA S 2,987 $363.51 $1,085,804 9,454 Direct -24.01% Disposed 14.4% (price as of 2026-08-21)
July 29, 2024 HCA S 1,864 $359.92 $670,891 12,441 Direct -13.03% Disposed 15.5% (price as of 2026-08-21)
May 16, 2024 HCA S 3,204 $326.30 $1,045,465 9,454 Direct -25.31% Disposed 27.4% (price as of 2026-08-21)
Feb. 9, 2024 HCA S 4,262 $306.21 $1,305,067 10,250 Direct -29.37% Disposed 35.8% (price as of 2026-08-21)
Aug. 3, 2023 HCA S 2,916 $270.00 $787,320 10,250 Direct -22.15% Disposed 54.0% (price as of 2026-08-21)
Feb. 17, 2023 HCA S 1,734 $263.61 $457,100 9,962 Direct -14.83% Disposed 57.7% (price as of 2026-08-21)
May 3, 2022 HCA S 500 $215.38 $107,690 11,373 Direct -4.21% Disposed 93.0% (price as of 2026-08-21)
Nov. 4, 2021 HCA S 3,815 $250.48 $955,581 8,877 Direct -30.06% Disposed 66.0% (price as of 2026-08-21)
July 22, 2021 HCA S 886 $246.90 $218,753 8,877 Direct -9.08% Disposed 68.4% (price as of 2026-08-21)
Feb. 4, 2021 HCA S 280 $177.11 $49,591 3,684 Direct -7.06% Disposed 134.8% (price as of 2026-08-21)
Oct. 29, 2020 HCA S 1,268 $124.41 $157,752 3,964 Direct -24.24% Disposed 234.2% (price as of 2026-08-21)
Feb. 7, 2020 HCA S 1,956 $146.46 $286,476 3,964 Direct -33.04% Disposed 183.9% (price as of 2026-08-21)
Nov. 4, 2019 HCA S 2,540 $135.21 $343,433 5,920 Direct -30.02% Disposed 207.5% (price as of 2026-08-21)
Aug. 13, 2019 HCA S 977 $127.56 $124,626 8,460 Direct -10.35% Disposed 225.9% (price as of 2026-08-21)
Feb. 6, 2019 HCA S 200 $139.48 $27,896 6,231 Direct -3.11% Disposed 198.1% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Nov. 11, 2024 HCA Stock Appreciation Right Common Stock (4,710) $173.12 Feb. 3, 2031 4,710 Disposed
July 29, 2024 HCA Stock Appreciation Right Common Stock (8,280) $145.24 Jan. 29, 2030 8,280 Disposed
May 17, 2024 HCA Stock Appreciation Right Common Stock (1,685) $133.53 Oct. 31, 2028 1,685 Disposed
May 17, 2024 HCA Stock Appreciation Right Common Stock (3,040) $101.16 Jan. 31, 2028 3,040 Disposed
Feb. 5, 2024 HCA Stock Appreciation Right Common Stock (2,000) $101.16 Jan. 31, 2028 2,000 Disposed
Feb. 5, 2024 HCA Stock Appreciation Right Common Stock (4,040) $81.96 Feb. 1, 2027 4,040 Disposed
Feb. 5, 2024 HCA Stock Appreciation Right Common Stock (2,510) $69.58 Jan. 29, 2026 2,510 Disposed
Jan. 31, 2024 HCA Stock Appreciation Right Common Stock (3,302) $304.90 Jan. 31, 2034 3,302 Acquired
Jan. 31, 2023 HCA Stock Appreciation Right Common Stock (1,250) $69.58 Jan. 29, 2026 1,250 Disposed
Jan. 30, 2023 HCA Stock Appreciation Right Common Stock (3,789) $253.30 Jan. 30, 2033 3,789 Acquired
Jan. 28, 2022 HCA Stock Appreciation Right Common Stock (4,160) $236.61 Jan. 28, 2032 4,160 Acquired
Nov. 2, 2021 HCA Stock Appreciation Right Common Stock (5,000) $68.96 Feb. 4, 2025 5,000 Disposed
Nov. 2, 2021 HCA Stock Appreciation Right Common Stock (700) $47.97 Feb. 5, 2024 700 Disposed
Nov. 2, 2021 HCA Stock Appreciation Right Common Stock (2,625) $47.97 Feb. 5, 2024 2,625 Disposed
Feb. 4, 2021 HCA Stock Appreciation Right Common Stock (1,400) $47.97 Feb. 5, 2024 1,400 Disposed
Feb. 3, 2021 HCA Stock Appreciation Right Common Stock (6,280) $173.12 Feb. 3, 2031 6,280 Acquired
Jan. 29, 2020 HCA Stock Appreciation Right Common Stock (8,280) $145.24 Jan. 29, 2030 8,280 Acquired
Aug. 13, 2019 HCA Stock Appreciation Right Common Stock (2,250) $45.30 Nov. 6, 2023 2,250 Disposed
Aug. 13, 2019 HCA Stock Appreciation Right Common Stock (1,750) $45.30 Nov. 6, 2023 1,750 Disposed
Jan. 30, 2019 HCA Stock Appreciation Right Common Stock (8,000) $139.06 Jan. 30, 2029 8,000 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 10 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Jan. 10, 2019 HCA Common Stock 6,871 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (1,750) 1,750 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (2,250) 2,250 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (2,625) 2,625 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (2,100) 2,100 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (5,000) 5,000 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (3,760) 3,760 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (4,040) 4,040 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (5,040) 5,040 Direct
Jan. 10, 2019 HCA Stock Appreciation Right→ Common Stock (13,730) 13,730 Direct