Peterson Matthew Jay 4

What Happened

• Matthew Jay Peterson, Executive Vice President of Universal Health Services (UHS), had shares withheld to satisfy tax liability related to an employee stock purchase. The filing shows 608 shares surrendered on 2026-03-19 at $189.58 ($115,265) and 512 shares surrendered on 2026-03-21 at $185.82 ($95,140), totaling 1,120 shares and about $210,405 in value. These transactions are reported as disposals to cover tax/exercise obligations (transaction code F).

Key Details

• Transaction dates and prices:
  • 2026-03-19: 608 shares @ $189.58 = $115,265
  • 2026-03-21: 512 shares @ $185.82 = $95,140
• Total shares surrendered: 1,120; total value ≈ $210,405.
• Shares owned after transaction: Not disclosed in the filing.
• Footnote: F1 notes 591.2263 of the shares were purchased at a discounted rate under the Universal Health Services 2005 Employee Stock Purchase Plan (ESPP).
• Transaction code F indicates payment of exercise price or tax liability (shares withheld rather than an open-market sale).
• Filing: Report filed 2026-03-23; the filing does not indicate a late-filing flag.

Context

• This appears to be a routine tax-withholding/cashless settlement tied to an ESPP purchase rather than a discretionary open-market sale. Such withholdings are common when employees acquire shares at a discount and taxes are satisfied by surrendering a portion of the shares. These transactions are informational and do not, by themselves, indicate management’s market view.