Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COSTCO WHOLESALE CORP /NEWCOST · Entity 2803 | Director | October 22, 2025 | October 24, 2025 |
| HOME DEPOT, INC.HD · Entity 2816 | Director | May 20, 2021 | May 24, 2021 |
| Skillsoft Corp.SKIL · Entity 2275 | Director | June 30, 2026 | July 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COSTCO WHOLESALE CORP /NEW
Report date October 22, 2025 · Filed October 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,086.802 |
Reported balance
After 2025-10-22 transaction · row 1
1 source rowRow 1 · 2025-10-22 · Grant · Acquired 286 · Balance 1,086.802 F1: Grant of Restricted Stock Units. Vests one-third on October 22, 2026 and one-third annually on October 22 for the following two years. F2: Not applicable. Grant of Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | IndirectIndirect by Spouse | 32 |
Reported balance
Holding disclosure · report date 2025-10-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 32 |
| Common StockSEC Table I · non-derivative | IndirectIndirect by Trust | 7 |
Reported balance
Holding disclosure · report date 2025-10-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units. Vests one-third on October 22, 2026 and one-third annually on October 22 for the following two years.
F2: Not applicable. Grant of Restricted Stock Units.
HOME DEPOT, INC.
Report date May 20, 2021 · Filed May 24, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 17,171.6139 |
Reported balance
After 2021-05-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-20 · Grant · Acquired 728 · Balance 17,171.6139 F1: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,881.193 |
Reported balance
After 2021-05-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-05-20 · Grant · Acquired 221.589 · Balance 3,881.193 F2: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company.
F2: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan.
Skillsoft Corp.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 17,500 |
Reported balance
After 2026-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 17,500 · Balance 17,500 F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer. F2: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer.
F2: The restricted stock units vest on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next annual meeting of stockholders following the date of grant, subject to the Reporting Person's continued service.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
CVS HEALTH Corp
Report date February 16, 2018 · Filed February 21, 2018
Section 16 reporting ended · disclosed 2018-02-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,107.3477 |
Ending reported balance
After 2018-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-16 · Exercise / conversion · Acquired 19,965 · Balance 65,072.3477 Row 2 · 2018-02-16 · Sale · Disposed 19,965 · Balance 45,107.3477 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $45.07 · Expires 2019-04-02 | Direct | 0 |
Reported balance
After 2018-02-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-02-16 · Exercise / conversion · Disposed 19,965 · Balance 0 F1: Option became exercisable in four equal annual installments, commencing 4/2/2013. |
Filing footnotes · ownership attribution and instrument terms
F1: Option became exercisable in four equal annual installments, commencing 4/2/2013.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 2, 2017 21:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Unit | 15,512 | $80.58 | $1,249,956.96 |
DisclosureSEC source: 0001127602-17-009708 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,388.6176 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan and its Long-Term Incentive Plan, the receipt of which the reporting person has elected to defer. Read SEC document |
| December 28, 2016 Filed Feb 3, 2017 21:13 UTC | CVS HEALTH Corp CVS · Entity 2884 | GiftCommon Stock | 1,260 | $79.00 | $99,540.00 |
DisclosureSEC source: 0001127602-17-003875 · form5.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,397.6533 Read SEC document |
| May 19, 2016 Filed May 23, 2016 20:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 379.5643 | $131.73 | $50,000.01 |
DisclosureSEC source: 0001209191-16-122598 · doc4.xml · derivative · entry 2 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,179.8633 Underlying: Common Stock · 379.5643 shares Expires not disclosed F2 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. Read SEC document |
| May 19, 2016 Filed May 23, 2016 20:19 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Shares · Derivative | 1,745.9956 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-122598 · doc4.xml · derivative · entry 1 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,027.3708 Underlying: Common Stock · 1,745.9956 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.exercise_date: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.expiration_date: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 21:50 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 71,696 | $104.82 Strike: $104.82 | $7,515,174.72 |
DisclosureSEC source: 0001127602-16-048880 · form4.xml · derivative · entry 6 Foulkes Helena · CIK 0001429996 · EVP, President-CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,696 Underlying: Common Stock · 71,696 shares Expires 2023-04-01 F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2017. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 21:50 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 9,540 | $104.82 | $999,982.80 |
DisclosureSEC source: 0001127602-16-048880 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · EVP, President-CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,556.1706 F2 · shares: Consists of restricted stock units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2019 and 50% on 4/1/2021. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 21:50 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 4,411 | $104.82 | $462,361.02 |
DisclosureSEC source: 0001127602-16-048880 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,899.6389 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock unit award. Read SEC document |
| April 01, 2016 Filed May 27, 2016 20:27 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,199 | $104.82 | $230,499.18 |
DisclosureSEC source: 0001127602-16-053784 · form4a.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS Pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,495.8095 F1 · shares: The purpose of this Amended Form 4/A is to correct the number of surrender of shares in payment of withholding taxes due upon the vesting of restricted stock awards, one of which was deferred, and to correct the resulting share balances in the reporting person's accounts. F2 · balance_after: Corrects the share balance of Common Stock. Read SEC document |
| February 29, 2016 Filed Mar 2, 2016 22:38 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 8,932 | $97.17 | $867,922.44 |
DisclosureSEC source: 0001127602-16-044581 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,109.8095 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| January 02, 2016 Filed Jan 5, 2016 21:57 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 748 | $96.46 | $72,152.08 |
DisclosureSEC source: 0001127602-16-035880 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,113.2989 F1 · shares: Surrender of shares in payment of withholding taxes due upon the release of a deferred restricted stock award. Read SEC document |
| May 21, 2015 Filed May 26, 2015 21:50 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 446.3887 | $112.01 | $50,000.00 |
DisclosureSEC source: 0001209191-15-046846 · doc4.xml · derivative · entry 2 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,764.6345 Underlying: Common Stock · 446.3887 shares Expires not disclosed F2 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. Read SEC document |
| May 21, 2015 Filed May 26, 2015 21:50 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Shares · Derivative | 2,053.3881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-046846 · doc4.xml · derivative · entry 1 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,117.3184 Underlying: Common Stock · 2,053.3881 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.exercise_date: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.expiration_date: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| April 02, 2015 Filed Apr 3, 2015 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,394 | $102.71 | $245,887.74 |
DisclosureSEC source: 0001127602-15-013951 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,373.0588 F2 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 59,922 | $102.26 Strike: $102.26 | $6,127,623.72 |
DisclosureSEC source: 0001127602-15-013951 · form4.xml · derivative · entry 6 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,922 Underlying: Common Stock · 59,922 shares Expires 2022-04-01 F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2016. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 8,556 | $102.26 | $874,936.56 |
DisclosureSEC source: 0001127602-15-013951 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,653 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2018 and 50% 4/1/2020. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 22:07 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 9,627 | $103.87 | $999,956.49 |
DisclosureSEC source: 0001127602-15-009645 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,775.0588 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 12,058 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · derivative · entry 13 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,058 Underlying: Common Stock · 12,058 shares Expires 2018-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Option became exercisable in four equal annual installments, commencing 4/1/2012. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 14,303 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · derivative · entry 12 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,607 Underlying: Common Stock · 14,303 shares Expires 2021-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: Option became exercisable in three equal annual installments, commencing 4/1/2014. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 19,964 | $0.00 Strike: $45.07 | $0.00 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · derivative · entry 11 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,965 Underlying: Common Stock · 19,964 shares Expires 2019-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Option became exercisable in four equal annual installments, commencing 4/2/2013. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 12,058 | $88.07 | $1,061,920.33 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · nonDerivative · entry 6 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,075.9739 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F4 · price: Represents weighted average sale price for this trading day. Multiple sales were executed, with sales prices ranging between $87.75 and $88.38 per share. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 12,058 | $34.96 | $421,547.68 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · nonDerivative · entry 5 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,133.9739 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 14,303 | $88.07 | $1,259,632.31 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · nonDerivative · entry 4 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,075.9739 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F3 · price: Represents weighted average sale price for this trading day. Multiple sales were executed, with sales prices ranging between $87.75 and $88.38 per share. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 14,303 | $34.96 | $500,032.88 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · nonDerivative · entry 3 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,378.9739 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 19,964 | $88.06 | $1,758,031.84 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,075.9739 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F2 · price: Represents weighted average sale price for this trading day. Multiple sales were executed, with sales prices ranging between $87.80 and $88.38 per share. Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 19,964 | $45.07 | $899,777.48 |
DisclosureSEC source: 0001127602-14-031766 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,039.9739 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 22, 2014 Filed May 27, 2014 22:30 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 634.6789 | $78.78 | $50,000.00 |
DisclosureSEC source: 0001209191-14-037212 · doc4.xml · derivative · entry 2 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,291.095 Underlying: Common Stock · 634.6789 shares Expires not disclosed F2 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. Read SEC document |
| May 22, 2014 Filed May 27, 2014 22:30 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Shares · Derivative | 2,919.5227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-037212 · doc4.xml · derivative · entry 1 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,939.0367 Underlying: Common Stock · 2,919.5227 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Shares were granted under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.exercise_date: The Deferred Shares were granted under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.expiration_date: The Deferred Shares were granted under The Home Depot, Inc. 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 20:24 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 52,452 | $74.29 Strike: $74.29 | $3,896,659.08 |
DisclosureSEC source: 0001127602-14-013984 · form4.xml · derivative · entry 6 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,452 Underlying: Common Stock · 52,452 shares Expires 2021-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2015. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 20:24 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 8,412 | $74.29 | $624,927.48 |
DisclosureSEC source: 0001127602-14-013984 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,089 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2017 and 50% on 4/1/2019. Read SEC document |
| February 18, 2014 Filed Feb 20, 2014 21:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Unit | 11,376 | $70.32 | $799,960.32 |
DisclosureSEC source: 0001127602-14-007468 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · EVP, President-CVS/pharmacy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,334.2574 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan, the receipt of which the reporting person has elected to defer. Read SEC document |
| November 21, 2013 Filed Nov 25, 2013 22:44 UTC | HOME DEPOT, INC. HD · Entity 2816 | Purchase$.05 Common Stock | 313 | $79.73 | $24,955.49 |
DisclosureSEC source: 0001209191-13-054010 · doc4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313 Read SEC document |
| November 14, 2013 Filed Nov 15, 2013 21:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 24,114 | $0.00 Strike: $34.96 | $0.00 |
DisclosureSEC source: 0001127602-13-031769 · form4.xml · derivative · entry 7 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,116 Underlying: Common Stock · 24,114 shares Expires 2018-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option became exercisable in four equal annual installments, commencing 4/1/2012. Read SEC document |
| November 14, 2013 Filed Nov 15, 2013 21:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 24,114 | $65.00 | $1,567,410.00 |
DisclosureSEC source: 0001127602-13-031769 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,910.6021 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| November 14, 2013 Filed Nov 15, 2013 21:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 24,114 | $34.96 | $843,025.44 |
DisclosureSEC source: 0001127602-13-031769 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,024.6021 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 20, 2013 Filed Sep 24, 2013 21:48 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Stock Units · Derivative | 649.3506 | $77.00 | $50,000.00 |
DisclosureSEC source: 0001209191-13-045487 · doc4.xml · derivative · entry 2 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 649.3506 Underlying: Common Stock · 649.3506 shares Expires not disclosed F2 · derivative.exercise_price: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.exercise_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. F2 · derivative.expiration_date: The Deferred Stock Units convert to shares of Common Stock on a one-for-one basis following a termination of service as described in The Home Depot, Inc. NonEmployee Directors' Deferred Stock Compensation Plan. Read SEC document |
| September 20, 2013 Filed Sep 24, 2013 21:48 UTC | HOME DEPOT, INC. HD · Entity 2816 | GrantDeferred Shares · Derivative | 2,987.013 | $77.00 | $230,000.00 |
DisclosureSEC source: 0001209191-13-045487 · doc4.xml · derivative · entry 1 Foulkes Helena · CIK 0001429996 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,987.013 Underlying: Common Stock · 2,987.013 shares Expires not disclosed F1 · derivative.exercise_price: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.exercise_date: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. F1 · derivative.expiration_date: The Deferred Shares were granted under The Home Depot, Inc. Amended and Restated 2005 Omnibus Stock Incentive Plan and convert to shares of Common Stock on a one-for-one basis upon the earliest of (i) the first anniversary of the director's termination of service as a Board member, (ii) the date of the director's death, retirement or disability, or (iii) the date of a change in control of the Company. Read SEC document |
| September 13, 2013 Filed Sep 13, 2013 20:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 40,734 | $0.00 Strike: $36.23 | $0.00 |
DisclosureSEC source: 0001127602-13-027132 · form4.xml · derivative · entry 10 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 40,734 shares Expires 2017-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option became exercisable in three equal annual installments, commencing 4/1/2011. Read SEC document |
| September 13, 2013 Filed Sep 13, 2013 20:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 40,734 | $60.00 | $2,444,040.00 |
DisclosureSEC source: 0001127602-13-027132 · form4.xml · nonDerivative · entry 4 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,816.6021 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 13, 2013 Filed Sep 13, 2013 20:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 40,734 | $36.23 | $1,475,792.82 |
DisclosureSEC source: 0001127602-13-027132 · form4.xml · nonDerivative · entry 3 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,550.6021 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2013 Filed Sep 13, 2013 20:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 12,812 | $0.00 Strike: $36.23 | $0.00 |
DisclosureSEC source: 0001127602-13-027132 · form4.xml · derivative · entry 9 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,734 Underlying: Common Stock · 12,812 shares Expires 2017-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option became exercisable in three equal annual installments, commencing 4/1/2011. Read SEC document |
| September 12, 2013 Filed Sep 13, 2013 20:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 12,812 | $60.00 | $768,720.00 |
DisclosureSEC source: 0001127602-13-027132 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,816.6021 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 12, 2013 Filed Sep 13, 2013 20:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 12,812 | $36.23 | $464,178.76 |
DisclosureSEC source: 0001127602-13-027132 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,628.6021 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 09, 2013 Filed Sep 11, 2013 20:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 47,568 | $0.00 Strike: $41.17 | $0.00 |
DisclosureSEC source: 0001127602-13-026980 · form4.xml · derivative · entry 7 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 47,568 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Option became exercisable in three equal annual installments, commencing 4/1/2009. Read SEC document |
| September 09, 2013 Filed Sep 11, 2013 20:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 47,568 | $58.65 | $2,789,863.20 |
DisclosureSEC source: 0001127602-13-026980 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,816.6021 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 09, 2013 Filed Sep 11, 2013 20:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 47,568 | $41.17 | $1,958,374.56 |
DisclosureSEC source: 0001127602-13-026980 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,384.6021 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 39,340 | $54.53 Strike: $54.53 | $2,145,210.20 |
DisclosureSEC source: 0001127602-13-013274 · form4.xml · derivative · entry 6 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,340 Underlying: Common Stock · 39,340 shares Expires 2020-04-01 F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2014. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 1,157 | $54.53 | $63,091.21 |
DisclosureSEC source: 0001127602-13-013274 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,816.6021 F2 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 9,170 | $54.53 | $500,040.10 |
DisclosureSEC source: 0001127602-13-013274 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,113 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2016 and 50% on 4/1/2018. Read SEC document |
| February 19, 2013 Filed Feb 21, 2013 21:51 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 6,357 | $52.66 | $334,759.62 |
DisclosureSEC source: 0001127602-13-007330 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,558.6021 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan. Read SEC document |
| January 02, 2013 Filed Jan 4, 2013 21:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 558 | $49.68 | $27,721.44 |
DisclosureSEC source: 0001127602-13-001114 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,122.2056 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.