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ELV

Elevance Health, Inc.

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Tapewire entity
2934
SEC CIK
0001156039
Parsed reports
385

Last 12 months

Inside the activity.

4 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202612
Apr 202600
May 202601
Jun 202602
Jul 202630
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 02, 2023 Filed Oct 4, 2023 20:22 UTC
Kaye MarkEVP & CFO Designate
GrantEmployee Stock Option (Right to Buy) · Derivative 8,076 $0.00 Strike: $440.19 $0.00
Disclosure

SEC source: 0001156039-23-000104 · wk-form4_1696450904.xml · derivative · entry 3

Kaye Mark · CIK 0001748691 · EVP & CFO Designate

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,076

Underlying: Common Stock · 8,076 shares

Expires 2033-10-02

F3 · derivative.exercise_date: The option represents a right to purchase a total of 8,076 shares, and is exercisable in three annual installments of 2,692 shares each, beginning on 10/2/2024, which is the one-year anniversary of the option grant date.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 20:22 UTC
Kaye MarkEVP & CFO Designate
GrantCommon Stock 2,102 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000104 · wk-form4_1696450904.xml · nonDerivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & CFO Designate

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,276

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 700 shares on 10/2/2024 and 701 shares each on 10/2/2025 and 10/2/2026.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 20:22 UTC
Kaye MarkEVP & CFO Designate
GrantCommon Stock 18,174 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000104 · wk-form4_1696450904.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO Designate

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,174

F1 · shares: Represents restricted share units. Restrictions lapse as follows: 6,058 shares each on 10/2/2024, 10/2/2025 and 10/2/2026.

Read SEC document
July 21, 2023 Filed Jul 21, 2023 21:01 UTC SaleCommon Stock 310 $476.71 $147,780.10
Disclosure

SEC source: 0001156039-23-000090 · wk-form4_1689973249.xml · nonDerivative · entry 1

Dixon Robert L JR · CIK 0001524849 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,638

Read SEC document
May 10, 2023 Filed May 12, 2023 20:33 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000077 · wf-form4_168392356267941.xml · nonDerivative · entry 1

PERU RAMIRO G · CIK 0001192045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,862

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

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May 10, 2023 Filed May 12, 2023 20:30 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000076 · wf-form4_168392342399557.xml · nonDerivative · entry 1

HAY LEWIS III · CIK 0001182705 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,518

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:28 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000075 · wf-form4_168392331012792.xml · nonDerivative · entry 1

Dixon Robert L JR · CIK 0001524849 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,948

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:24 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000074 · wf-form4_168392305353316.xml · nonDerivative · entry 1

Neri Antonio F · CIK 0001648401 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,936

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:23 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000073 · wf-form4_168392296849310.xml · nonDerivative · entry 1

Schneider Ryan M. · CIK 0001420501 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,611

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:21 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000072 · wf-form4_168392290042931.xml · nonDerivative · entry 1

Jallal Bahija · CIK 0001730038 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,799

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:20 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000071 · wf-form4_168392281515177.xml · nonDerivative · entry 1

Tallett Elizabeth E · CIK 0001192460 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,903

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:18 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000070 · wf-form4_168392271567378.xml · nonDerivative · entry 1

STRABLE-SOETHOUT DEANNA D · CIK 0001278726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 657

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:17 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000069 · wf-form4_168392263699904.xml · nonDerivative · entry 1

CLARK R KERRY · CIK 0001180776 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,651

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
May 10, 2023 Filed May 12, 2023 20:13 UTC GrantCommon Stock 457 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000068 · wf-form4_168392236656136.xml · nonDerivative · entry 1

DeVore Susan D. · CIK 0001587697 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,313

F1 · shares: Deferred stock units accrued under the Elevance Health, Inc. ("Company") Board of Directors Compensation Program.

F2 · shares: The deferred stock units shall be payable in Company common stock upon the first to occur of (a) five years from the date of grant or (b) the date the Reporting Person ceases to be a member of the Company's board of directors, unless a later date is designated in the Reporting Person's election made under the Company's Board of Directors Deferred Compensation Plan.

Read SEC document
March 24, 2023 Filed Mar 27, 2023 20:20 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
SaleCommon Stock 3,625 $446.06 $1,616,967.50
Disclosure

SEC source: 0001156039-23-000037 · wf-form4_167994840129047.xml · nonDerivative · entry 6

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 51,435

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023.

F7 · price: This transaction was executed in multiple trades at prices ranging from $445.73 to $446.42. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2023 Filed Mar 27, 2023 20:20 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
SaleCommon Stock 5,573 $445.30 $2,481,656.90
Disclosure

SEC source: 0001156039-23-000037 · wf-form4_167994840129047.xml · nonDerivative · entry 5

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 55,060

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023.

F6 · price: This transaction was executed in multiple trades at prices ranging from $444.73 to $445.72. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2023 Filed Mar 27, 2023 20:20 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
SaleCommon Stock 3,000 $444.33 $1,332,990.00
Disclosure

SEC source: 0001156039-23-000037 · wf-form4_167994840129047.xml · nonDerivative · entry 4

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,633

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023.

F5 · price: This transaction was executed in multiple trades at prices ranging from $443.73 to $444.72. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2023 Filed Mar 27, 2023 20:20 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
SaleCommon Stock 1,800 $443.27 $797,886.00
Disclosure

SEC source: 0001156039-23-000037 · wf-form4_167994840129047.xml · nonDerivative · entry 3

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,633

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023.

F4 · price: This transaction was executed in multiple trades at prices ranging from $442.71 to $443.67. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2023 Filed Mar 27, 2023 20:20 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
SaleCommon Stock 500 $442.02 $221,010.00
Disclosure

SEC source: 0001156039-23-000037 · wf-form4_167994840129047.xml · nonDerivative · entry 2

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,433

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023.

F3 · price: This transaction was executed in multiple trades at prices ranging from $441.60 to $442.55. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2023 Filed Mar 27, 2023 20:20 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
SaleCommon Stock 600 $440.78 $264,468.00
Disclosure

SEC source: 0001156039-23-000037 · wf-form4_167994840129047.xml · nonDerivative · entry 1

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 65,933

F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 22, 2023.

F2 · price: This transaction was executed in multiple trades at prices ranging from $440.36 to $441.05. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 09, 2023 Filed Mar 13, 2023 20:32 UTC
Kendrick Charles Morgan JREVP & President, Commercial
SaleCommon Stock 2,314 $462.22 $1,069,577.08
Disclosure

SEC source: 0001156039-23-000033 · wf-form4_167873951013979.xml · nonDerivative · entry 1

Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,327

Read SEC document
March 02, 2023 Filed Mar 3, 2023 21:28 UTC
Penczek Ronald WCAO & Controller
Tax withholdingCommon Stock 380 $468.78 $178,136.40
Disclosure

SEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 4

Penczek Ronald W · CIK 0001659075 · CAO & Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,882

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

F4 · balance_after: Balance includes 3.60 shares acquired on March 25, 2022, 3.67 shares acquired on June 24, 2022, 3.80 shares acquired on September 23, 2022 and 3.46 shares acquired on December 21, 2022 through a dividend reinvestment plan.

Read SEC document
March 02, 2023 Filed Mar 3, 2023 21:24 UTC
Norwood Felicia FEVP & President, GBD
Tax withholdingCommon Stock 4,754 $468.78 $2,228,580.12
Disclosure

SEC source: 0001156039-23-000029 · wf-form4_167787862440989.xml · nonDerivative · entry 4

Norwood Felicia F · CIK 0001743548 · EVP & President, GBD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,443

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 02, 2023 Filed Mar 3, 2023 21:22 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
Tax withholdingCommon Stock 5,430 $468.78 $2,545,475.40
Disclosure

SEC source: 0001156039-23-000028 · wf-form4_167787850255478.xml · nonDerivative · entry 4

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,533

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 02, 2023 Filed Mar 3, 2023 21:19 UTC
Kendrick Charles Morgan JREVP & President, Commercial
Tax withholdingCommon Stock 1,084 $468.78 $508,157.52
Disclosure

SEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 4

Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,641

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 02, 2023 Filed Mar 3, 2023 21:17 UTC
Haytaian Peter DEVP & Pres Carelon & CarelonRx
Tax withholdingCommon Stock 5,469 $468.78 $2,563,757.82
Disclosure

SEC source: 0001156039-23-000026 · wf-form4_167787821928724.xml · nonDerivative · entry 4

Haytaian Peter D · CIK 0001608538 · EVP & Pres Carelon & CarelonRx

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,893

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 02, 2023 Filed Mar 3, 2023 21:15 UTC
Gallina John EEVP & Chief Financial Officer
Tax withholdingCommon Stock 4,650 $468.78 $2,179,827.00
Disclosure

SEC source: 0001156039-23-000025 · wf-form4_167787809281315.xml · nonDerivative · entry 4

Gallina John E · CIK 0001433032 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,725

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 02, 2023 Filed Mar 3, 2023 21:13 UTC
BOUDREAUX GAILDirector · President and CEO
Tax withholdingCommon Stock 17,614 $468.78 $8,257,090.92
Disclosure

SEC source: 0001156039-23-000024 · wf-form4_167787796641640.xml · nonDerivative · entry 4

BOUDREAUX GAIL · CIK 0001287920 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 135,863

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

F4 · balance_after: Balance includes 236.42 shares acquired on December 21, 2022 through a dividend reinvestment plan.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:28 UTC
Penczek Ronald WCAO & Controller
GrantEmployee Stock Option (Right to Buy) · Derivative 819 $0.00 Strike: $469.03 $0.00
Disclosure

SEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · derivative · entry 5

Penczek Ronald W · CIK 0001659075 · CAO & Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 819

Underlying: Common Stock · 819 shares

Expires 2033-03-01

F5 · derivative.exercise_date: The option represents a right to purchase a total of 819 shares, and is exercisable in three installments of 273 shares each, beginning on 3/1/2024 which is the one-year anniversary of the option grant date.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:28 UTC
Penczek Ronald WCAO & Controller
GrantCommon Stock 1,195 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 3

Penczek Ronald W · CIK 0001659075 · CAO & Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,262

F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2023.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:28 UTC
Penczek Ronald WCAO & Controller
GrantCommon Stock 214 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 2

Penczek Ronald W · CIK 0001659075 · CAO & Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,067

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 71 shares each on 3/1/2024 and 3/1/2025 and 72 shares on 3/1/2026.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:28 UTC
Penczek Ronald WCAO & Controller
Tax withholdingCommon Stock 64 $469.03 $30,017.92
Disclosure

SEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 1

Penczek Ronald W · CIK 0001659075 · CAO & Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,853

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:25 UTC
Todt Blair WilliamsEVP and Chief Legal Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 8,195 $0.00 Strike: $469.03 $0.00
Disclosure

SEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · derivative · entry 4

Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,195

Underlying: Common Stock · 8,195 shares

Expires 2033-03-01

F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,195 shares, and is exercisable in one installment of 2,731 and two installments of 2,732 each, beginning on 3/1/2024 which is the one-year anniversary of the option grant date.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:25 UTC
Todt Blair WilliamsEVP and Chief Legal Officer
GrantCommon Stock 2,584 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · nonDerivative · entry 3

Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,628

F3 · shares: Represents performance based restricted share units. Restrictions lapse on 12/1/2023.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:25 UTC
Todt Blair WilliamsEVP and Chief Legal Officer
GrantCommon Stock 2,133 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · nonDerivative · entry 2

Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,044

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 711 shares each on 3/1/2024, 3/1/2025 and 3/1/2026.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:25 UTC
Todt Blair WilliamsEVP and Chief Legal Officer
Tax withholdingCommon Stock 372 $469.03 $174,479.16
Disclosure

SEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · nonDerivative · entry 1

Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,911

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:24 UTC
Norwood Felicia FEVP & President, GBD
GrantEmployee Stock Option (Right to Buy) · Derivative 8,812 $0.00 Strike: $469.03 $0.00
Disclosure

SEC source: 0001156039-23-000029 · wf-form4_167787862440989.xml · derivative · entry 5

Norwood Felicia F · CIK 0001743548 · EVP & President, GBD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,812

Underlying: Common Stock · 8,812 shares

Expires 2033-03-01

F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,812 shares, and is exercisable in two installments of 2,937 shares each and one installment of 2,938 shares, beginning on 3/1/2024 which is the one-year anniversary of the option grant date.

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March 01, 2023 Filed Mar 3, 2023 21:24 UTC
Norwood Felicia FEVP & President, GBD
GrantCommon Stock 9,716 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000029 · wf-form4_167787862440989.xml · nonDerivative · entry 3

Norwood Felicia F · CIK 0001743548 · EVP & President, GBD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,197

F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2023.

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March 01, 2023 Filed Mar 3, 2023 21:24 UTC
Norwood Felicia FEVP & President, GBD
GrantCommon Stock 2,292 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000029 · wf-form4_167787862440989.xml · nonDerivative · entry 2

Norwood Felicia F · CIK 0001743548 · EVP & President, GBD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,481

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 764 shares each on 3/1/2024, 3/1/2025 and 3/1/2026.

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March 01, 2023 Filed Mar 3, 2023 21:24 UTC
Norwood Felicia FEVP & President, GBD
Tax withholdingCommon Stock 495 $469.03 $232,169.85
Disclosure

SEC source: 0001156039-23-000029 · wf-form4_167787862440989.xml · nonDerivative · entry 1

Norwood Felicia F · CIK 0001743548 · EVP & President, GBD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,189

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

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March 01, 2023 Filed Mar 3, 2023 21:22 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
GrantEmployee Stock Option (Right to Buy) · Derivative 8,195 $0.00 Strike: $469.03 $0.00
Disclosure

SEC source: 0001156039-23-000028 · wf-form4_167787850255478.xml · derivative · entry 5

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,195

Underlying: Common Stock · 8,195 shares

Expires 2033-03-01

F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,195 shares, and is exercisable in one installment of 2,731 and two installments of 2,732 shares each, beginning on 3/1/2024 which is the one-year anniversary of the option grant date.

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March 01, 2023 Filed Mar 3, 2023 21:22 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
GrantCommon Stock 9,716 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000028 · wf-form4_167787850255478.xml · nonDerivative · entry 3

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,963

F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2023.

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March 01, 2023 Filed Mar 3, 2023 21:22 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
GrantCommon Stock 2,133 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000028 · wf-form4_167787850255478.xml · nonDerivative · entry 2

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,247

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 711 shares each on 3/1/2024, 3/1/2025 and 3/1/2026.

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March 01, 2023 Filed Mar 3, 2023 21:22 UTC
MCCARTHY GLORIA MEVP & Chief Administrative Off
Tax withholdingCommon Stock 617 $469.03 $289,391.51
Disclosure

SEC source: 0001156039-23-000028 · wf-form4_167787850255478.xml · nonDerivative · entry 1

MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,114

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

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March 01, 2023 Filed Mar 3, 2023 21:19 UTC
Kendrick Charles Morgan JREVP & President, Commercial
GrantEmployee Stock Option (Right to Buy) · Derivative 7,786 $0.00 Strike: $469.03 $0.00
Disclosure

SEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · derivative · entry 5

Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,786

Underlying: Common Stock · 7,786 shares

Expires 2033-03-01

F4 · derivative.exercise_date: The option represents a right to purchase a total of 7,786 shares, and is exercisable in two installments of 2,595 shares each and one installment of 2,596 shares, beginning on 3/1/2024 which is the one-year anniversary of the option grant date.

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March 01, 2023 Filed Mar 3, 2023 21:19 UTC
Kendrick Charles Morgan JREVP & President, Commercial
GrantCommon Stock 2,542 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 3

Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,725

F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2023.

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March 01, 2023 Filed Mar 3, 2023 21:19 UTC
Kendrick Charles Morgan JREVP & President, Commercial
GrantCommon Stock 2,026 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 2

Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,183

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 675 shares each on 3/1/2024 and 3/1/2025 and 676 shares on 3/1/2026.

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March 01, 2023 Filed Mar 3, 2023 21:19 UTC
Kendrick Charles Morgan JREVP & President, Commercial
Tax withholdingCommon Stock 293 $469.03 $137,425.79
Disclosure

SEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 1

Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,157

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

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March 01, 2023 Filed Mar 3, 2023 21:17 UTC
Haytaian Peter DEVP & Pres Carelon & CarelonRx
GrantEmployee Stock Option (Right to Buy) · Derivative 8,812 $0.00 Strike: $469.03 $0.00
Disclosure

SEC source: 0001156039-23-000026 · wf-form4_167787821928724.xml · derivative · entry 5

Haytaian Peter D · CIK 0001608538 · EVP & Pres Carelon & CarelonRx

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,812

Underlying: Common Stock · 8,812 shares

Expires 2033-03-01

F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,812 shares, and is exercisable in two installments of 2,937 shares each and one installment of 2,938 shares, beginning on 3/1/2024 which is the one-year anniversary of the option grant date.

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March 01, 2023 Filed Mar 3, 2023 21:17 UTC
Haytaian Peter DEVP & Pres Carelon & CarelonRx
GrantCommon Stock 9,716 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000026 · wf-form4_167787821928724.xml · nonDerivative · entry 3

Haytaian Peter D · CIK 0001608538 · EVP & Pres Carelon & CarelonRx

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,362

F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2023.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.