{
  "schemaVersion": 3,
  "entityId": "pe-tracker-04T041",
  "canonicalName": "S. MARYS REGIONAL MEDICAL CENTER",
  "status": "confirmed_pe",
  "statusLabel": "CMS-corroborated PE ownership record",
  "summary": "S. MARYS REGIONAL MEDICAL CENTER is listed in the April 3, 2026 PE hospital tracker and matches current CMS enrollment and owner records for RUSSELLVILLE HOLDINGS LLC. The dossier distinguishes the enrolled legal owner from the broader sponsor and portfolio-company chain.",
  "lastReviewed": "2026-06-22",
  "review": {
    "reviewer": "Automated CMS/PESP reconciliation with editorial publication gate",
    "evidence_grade": "government-corroborated",
    "confidence": "high",
    "source_count": 4,
    "ownership_source_count": 2,
    "identity_match_method": "CCN exact match",
    "publication_decision": "Meets the Phase 3 publication standard for its displayed status"
  },
  "identifiers": {
    "ccn": "004041",
    "npi": "1376595132",
    "historicalCcns": [],
    "aliases": [
      {
        "alias": "RUSSELLVILLE HOLDINGS LLC",
        "alias_type": "cms_legal_name",
        "source_id": "source-cms-hospital-enrollments"
      },
      {
        "alias": "ST MARY'S REGIONAL MEDICAL CENTER",
        "alias_type": "cms_dba",
        "source_id": "source-cms-hospital-enrollments"
      }
    ]
  },
  "ownershipHistory": [
    {
      "relationship_id": "rel-lifepointhealth-pe-tracker-04T041",
      "from_entity_id": "LifePoint Health",
      "to_entity_id": "pe-tracker-04T041",
      "relationship_type": "owns",
      "effective_date": "",
      "end_date": "",
      "announcement_date": "",
      "status": "confirmed",
      "confidence": "high",
      "source_ids": "source-cms-hospital-all-owners|source-pesp-hospital-tracker",
      "plain_english_summary": "The tracker identifies LifePoint Health in the PE ownership chain, and CMS supplies current enrolled-owner records for the facility.",
      "review_notes": "CMS corroborates the current enrolled ownership chain; the sponsor attribution comes from the research tracker."
    }
  ],
  "acquisitionEvents": [],
  "financialAndUtilizationSeries": [],
  "cmsOwnerRecords": [
    {
      "organization": "DSB ACQUISITION LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "05/02/2016",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CASEY WILLIS",
      "role": "CONTRACTED MANAGING EMPLOYEE",
      "association_date": "04/15/2024",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "ST MARYS HOLDING LLC",
      "role": "5% OR GREATER DIRECT OWNERSHIP INTEREST",
      "association_date": "12/30/2008",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "LIFEPOINT HEALTH INC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "11/16/2018",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "MARCUS POPPELL",
      "role": "CORPORATE OFFICER",
      "association_date": "11/16/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "WILLIAM ZIESMER",
      "role": "CORPORATE OFFICER",
      "association_date": "02/12/2024",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CHARLOTTE LAWRENCE",
      "role": "CORPORATE OFFICER",
      "association_date": "01/21/2022",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CAPELLA HOLDINGS LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "12/31/2016",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CAPELLA HEALTHCARE LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "12/31/2016",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JOHN GROOMS",
      "role": "CORPORATE OFFICER",
      "association_date": "11/16/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CHRISTOPHER MONTE",
      "role": "CORPORATE OFFICER",
      "association_date": "11/16/2018",
      "percentage_ownership": "0",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "JENNIFER ALDERFER",
      "role": "CORPORATE OFFICER",
      "association_date": "10/30/2023",
      "percentage_ownership": "",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "LIMA HOLDCO LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "12/23/2021",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": true,
      "management_services_company": false,
      "medical_staffing_company": false
    },
    {
      "organization": "CAPELLA HEALTH HOLDINGS LLC",
      "role": "5% OR GREATER INDIRECT OWNERSHIP INTEREST",
      "association_date": "08/31/2015",
      "percentage_ownership": "100",
      "investment_firm": false,
      "private_equity_company": false,
      "holding_company": false,
      "management_services_company": false,
      "medical_staffing_company": false
    }
  ],
  "directConnections": [
    "Reported parent system or portfolio company: LifePoint Health.",
    "Reported investment sponsor: Apollo Global Management."
  ],
  "actions": [],
  "contradictions": [],
  "limitations": [
    "No compatible HCRIS cost-report rows were matched to the resolved CCN."
  ],
  "unavailableFields": [
    "Precise acquisition date",
    "Official facility URL",
    "Current CMS overall rating"
  ],
  "sources": [
    {
      "source_id": "source-hifld-hospitals",
      "title": "Hospitals RAPT",
      "publisher": "Homeland Infrastructure Foundation-Level Data",
      "publication_date": "current public layer",
      "retrieved_at": "2026-06-22",
      "url": "https://hifld-geoplatform.hub.arcgis.com/datasets/geoplatform::hospitals/about",
      "reliability_tier": "government",
      "research_note": "Used for facility location and basic identity context; it does not establish private-equity ownership.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-pesp-hospital-tracker",
      "title": "Private Equity Hospital Tracker",
      "publisher": "Private Equity Stakeholder Project",
      "publication_date": "2026-04-03 snapshot",
      "retrieved_at": "2026-06-22",
      "url": "https://pestakeholder.org/private-equity-hospital-tracker/",
      "reliability_tier": "research",
      "research_note": "Discovery and ownership-chain baseline. A red public status also requires independent corroboration in this dossier.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-cms-hospital-enrollments",
      "title": "Hospital Enrollments",
      "publisher": "Centers for Medicare & Medicaid Services",
      "publication_date": "2026-05-01",
      "retrieved_at": "2026-06-22",
      "url": "https://data.cms.gov/provider-characteristics/hospitals-and-other-facilities/hospital-enrollments",
      "reliability_tier": "government",
      "research_note": "Used to corroborate current enrollment identity, legal name, DBA, CCN, NPI, and location.",
      "source_type": "public_record"
    },
    {
      "source_id": "source-cms-hospital-all-owners",
      "title": "Hospital All Owners",
      "publisher": "Centers for Medicare & Medicaid Services",
      "publication_date": "2026-05-01",
      "retrieved_at": "2026-06-22",
      "url": "https://data.cms.gov/provider-characteristics/hospitals-and-other-facilities/hospital-all-owners",
      "reliability_tier": "government",
      "research_note": "Used to corroborate direct or indirect ownership, control, holding-company, investment-firm, and security-interest records.",
      "source_type": "public_record"
    }
  ],
  "ownershipChain": {
    "model": "Sponsor, operator, CMS legal-owner/control records, and facility are shown as separate evidence layers.",
    "confidence": "high",
    "nodes": [
      {
        "id": "facility:pe-tracker-04T041",
        "label": "S. MARYS REGIONAL MEDICAL CENTER",
        "kind": "hospital",
        "evidence": "public facility record"
      },
      {
        "id": "organization:apollo-global-management",
        "label": "Apollo Global Management",
        "kind": "pe_sponsor",
        "evidence": "research tracker or primary portfolio source"
      },
      {
        "id": "cms-owner:dsb-acquisition-llc:0",
        "label": "DSB ACQUISITION LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:casey-willis:1",
        "label": "CASEY WILLIS",
        "kind": "cms_owner_or_controller",
        "evidence": "CONTRACTED MANAGING EMPLOYEE"
      },
      {
        "id": "cms-owner:st-marys-holding-llc:2",
        "label": "ST MARYS HOLDING LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER DIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:lifepoint-health-inc:3",
        "label": "LIFEPOINT HEALTH INC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:marcus-poppell:4",
        "label": "MARCUS POPPELL",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:william-ziesmer:5",
        "label": "WILLIAM ZIESMER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:charlotte-lawrence:6",
        "label": "CHARLOTTE LAWRENCE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:capella-holdings-llc:7",
        "label": "CAPELLA HOLDINGS LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:capella-healthcare-llc:8",
        "label": "CAPELLA HEALTHCARE LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:john-grooms:9",
        "label": "JOHN GROOMS",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:christopher-monte:10",
        "label": "CHRISTOPHER MONTE",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:jennifer-alderfer:11",
        "label": "JENNIFER ALDERFER",
        "kind": "cms_owner_or_controller",
        "evidence": "CORPORATE OFFICER"
      },
      {
        "id": "cms-owner:lima-holdco-llc:12",
        "label": "LIMA HOLDCO LLC",
        "kind": "cms_holding_company",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      },
      {
        "id": "cms-owner:capella-health-holdings-llc:13",
        "label": "CAPELLA HEALTH HOLDINGS LLC",
        "kind": "cms_owner_or_controller",
        "evidence": "5% OR GREATER INDIRECT OWNERSHIP INTEREST"
      }
    ],
    "edges": [
      {
        "id": "organization:apollo-global-management->facility:pe-tracker-04T041",
        "from": "organization:apollo-global-management",
        "to": "facility:pe-tracker-04T041",
        "relationship": "reported ownership or operating chain",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners",
          "source-pesp-hospital-tracker"
        ],
        "note": "The platform attribution comes from the research tracker and is displayed separately from CMS legal-owner rows."
      },
      {
        "id": "cms-owner:dsb-acquisition-llc:0->facility:pe-tracker-04T041",
        "from": "cms-owner:dsb-acquisition-llc:0",
        "to": "facility:pe-tracker-04T041",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 05/02/2016"
      },
      {
        "id": "cms-owner:casey-willis:1->facility:pe-tracker-04T041",
        "from": "cms-owner:casey-willis:1",
        "to": "facility:pe-tracker-04T041",
        "relationship": "is associated with",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CONTRACTED MANAGING EMPLOYEE · 0% reported ownership · associated 04/15/2024"
      },
      {
        "id": "cms-owner:st-marys-holding-llc:2->facility:pe-tracker-04T041",
        "from": "cms-owner:st-marys-holding-llc:2",
        "to": "facility:pe-tracker-04T041",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER DIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 12/30/2008"
      },
      {
        "id": "cms-owner:lifepoint-health-inc:3->facility:pe-tracker-04T041",
        "from": "cms-owner:lifepoint-health-inc:3",
        "to": "facility:pe-tracker-04T041",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 11/16/2018"
      },
      {
        "id": "cms-owner:marcus-poppell:4->facility:pe-tracker-04T041",
        "from": "cms-owner:marcus-poppell:4",
        "to": "facility:pe-tracker-04T041",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 11/16/2018"
      },
      {
        "id": "cms-owner:william-ziesmer:5->facility:pe-tracker-04T041",
        "from": "cms-owner:william-ziesmer:5",
        "to": "facility:pe-tracker-04T041",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 02/12/2024"
      },
      {
        "id": "cms-owner:charlotte-lawrence:6->facility:pe-tracker-04T041",
        "from": "cms-owner:charlotte-lawrence:6",
        "to": "facility:pe-tracker-04T041",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 01/21/2022"
      },
      {
        "id": "cms-owner:capella-holdings-llc:7->facility:pe-tracker-04T041",
        "from": "cms-owner:capella-holdings-llc:7",
        "to": "facility:pe-tracker-04T041",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 12/31/2016"
      },
      {
        "id": "cms-owner:capella-healthcare-llc:8->facility:pe-tracker-04T041",
        "from": "cms-owner:capella-healthcare-llc:8",
        "to": "facility:pe-tracker-04T041",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 12/31/2016"
      },
      {
        "id": "cms-owner:john-grooms:9->facility:pe-tracker-04T041",
        "from": "cms-owner:john-grooms:9",
        "to": "facility:pe-tracker-04T041",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 11/16/2018"
      },
      {
        "id": "cms-owner:christopher-monte:10->facility:pe-tracker-04T041",
        "from": "cms-owner:christopher-monte:10",
        "to": "facility:pe-tracker-04T041",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · 0% reported ownership · associated 11/16/2018"
      },
      {
        "id": "cms-owner:jennifer-alderfer:11->facility:pe-tracker-04T041",
        "from": "cms-owner:jennifer-alderfer:11",
        "to": "facility:pe-tracker-04T041",
        "relationship": "governs",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "CORPORATE OFFICER · associated 10/30/2023"
      },
      {
        "id": "cms-owner:lima-holdco-llc:12->facility:pe-tracker-04T041",
        "from": "cms-owner:lima-holdco-llc:12",
        "to": "facility:pe-tracker-04T041",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 12/23/2021"
      },
      {
        "id": "cms-owner:capella-health-holdings-llc:13->facility:pe-tracker-04T041",
        "from": "cms-owner:capella-health-holdings-llc:13",
        "to": "facility:pe-tracker-04T041",
        "relationship": "owns an interest in",
        "confidence": "high",
        "sourceIds": [
          "source-cms-hospital-all-owners"
        ],
        "note": "5% OR GREATER INDIRECT OWNERSHIP INTEREST · 100% reported ownership · associated 08/31/2015"
      }
    ],
    "caveats": [
      "CMS owner rows establish enrolled legal ownership or control roles; they do not always name the ultimate financial sponsor.",
      "Sponsor and portfolio-company labels come from the cited tracker or primary portfolio evidence."
    ]
  },
  "descriptiveTrends": []
}