UNIVERSAL HEALTH SERVICES INC·4

Mar 23, 4:17 PM ET

FILTON STEVE 4

4 · UNIVERSAL HEALTH SERVICES INC · Filed Mar 23, 2026

Research Summary

AI-generated summary of this filing

Updated

UHS CFO Steve Filton Withholds Shares to Cover Taxes

What Happened

  • Steve Filton, Executive Vice President and Chief Financial Officer of Universal Health Services (UHS), surrendered shares to cover tax obligations tied to equity awards/exercises. On Mar 19, 2026 he withheld 731 shares at $189.58 each (≈ $138,583). On Mar 21, 2026 he withheld 616 shares at $185.82 each (≈ $114,465). Total shares surrendered: 1,347 for roughly $253,048.
  • This is a tax-withholding disposition (routine), not a market purchase signal. It represents shares surrendered to satisfy tax obligations rather than an open-market sale aimed at monetizing holdings.

Key Details

  • Transaction dates & prices:
    • 2026-03-19: 731 shares at $189.58 each — $138,583 (withheld)
    • 2026-03-21: 616 shares at $185.82 each — $114,465 (withheld)
  • Total shares surrendered: 1,347; total value ≈ $253,048.
  • Shares owned after transaction: Not specified in the provided filing data.
  • Transaction code/footnote: "F" = payment of exercise price or tax liability (shares withheld to cover taxes).
  • Filing date: 2026-03-23 (covers the above transactions). No timeliness flag was provided in the supplied data.

Context

  • These withholdings are commonly used to satisfy payroll taxes when options vest or restricted stock units (RSUs) settle. Such cashless/tax-withholding actions are routine and do not necessarily indicate the insider’s view on the company’s stock.
  • For retail investors, purchases by insiders can be a stronger signal than routine tax-related withholdings; this filing should be viewed as administrative rather than a directional trade.

Insider Transaction Report

Form 4
Period: 2026-03-19
FILTON STEVE
Executive Vice President & CFO
Transactions
  • Tax Payment

    Class B Common Stock

    2026-03-19$189.58/sh731$138,583138,481 total
  • Tax Payment

    Class B Common Stock

    2026-03-21$185.82/sh616$114,465137,865 total
Holdings
  • Class B Common Stock

    (indirect: By Trust)
    80,500
  • Class B Common Stock

    (indirect: By Trust)
    80,500
Signature
/s/ Charles F. Boyle, Attorney- in-Fact for Mr. Filton|2026-03-23

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT