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 |
|---|---|---|---|---|---|---|
| June 21, 2012 Filed Jun 22, 2012 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 64,237 | $0.00 Strike: $28.10 | $0.00 |
DisclosureSEC source: 0001127602-12-020638 · form4.xml · derivative · entry 11 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 64,237 shares Expires 2016-04-01 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 4/1/2010. Read SEC document |
| June 21, 2012 Filed Jun 22, 2012 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 23,438 | $0.00 Strike: $34.42 | $0.00 |
DisclosureSEC source: 0001127602-12-020638 · 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 · 23,438 shares Expires 2014-04-02 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 three equal annual installments, commencing 4/2/2008. Read SEC document |
| June 21, 2012 Filed Jun 22, 2012 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 64,237 | $45.97 | $2,953,000.58 |
DisclosureSEC source: 0001127602-12-020638 · form4.xml · nonDerivative · entry 5 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,763.077 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 $45.87 and $46.23 per share. Read SEC document |
| June 21, 2012 Filed Jun 22, 2012 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 23,438 | $45.97 | $1,077,454.24 |
DisclosureSEC source: 0001127602-12-020638 · form4.xml · nonDerivative · entry 4 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,000.077 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 $45.87 and $46.23 per share. Read SEC document |
| June 21, 2012 Filed Jun 22, 2012 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 64,237 | $28.10 | $1,805,059.70 |
DisclosureSEC source: 0001127602-12-020638 · form4.xml · nonDerivative · entry 3 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,438.077 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 |
| June 21, 2012 Filed Jun 22, 2012 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 23,438 | $34.42 | $806,735.96 |
DisclosureSEC source: 0001127602-12-020638 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,201.077 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 |
| June 21, 2012 Filed Jun 22, 2012 20:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 5,749 | $46.03 | $264,626.47 |
DisclosureSEC source: 0001127602-12-020638 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,763.077 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 $45.88 and $46.23 per share. Read SEC document |
| April 02, 2012 Filed Apr 4, 2012 20:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 39,929 | $45.07 Strike: $45.07 | $1,799,600.03 |
DisclosureSEC source: 0001127602-12-013299 · form4.xml · derivative · entry 6 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,929 Underlying: Common Stock · 39,929 shares Expires 2019-04-02 F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/2/2013. Read SEC document |
| April 02, 2012 Filed Apr 4, 2012 20:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,551 | $45.07 | $114,973.57 |
DisclosureSEC source: 0001127602-12-013299 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290.077 F2 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| April 02, 2012 Filed Apr 4, 2012 20:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 9,985 | $45.07 | $450,023.95 |
DisclosureSEC source: 0001127602-12-013299 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,358 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/2/2015 and 50% on 4/2/2017. Read SEC document |
| April 02, 2012 Filed May 4, 2012 18:47 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,551 | $45.07 | $114,973.57 |
DisclosureSEC source: 0001127602-12-015915 · form4a.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,512.077 F1 · balance_after: The purpose of this Amended Form 4A is to correct the total share amount which was reported incorrectly on the original Form 4 due to a computer error. Read SEC document |
| March 01, 2012 Filed Mar 2, 2012 21:06 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 20,286 | $0.00 Strike: $30.04 | $0.00 |
DisclosureSEC source: 0001127602-12-009274 · form4.xml · derivative · entry 8 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,286 shares Expires 2013-04-03 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 two equal annual installments on 4/3/08 and 4/3/09. Read SEC document |
| March 01, 2012 Filed Mar 2, 2012 21:06 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 20,286 | $44.86 | $910,029.96 |
DisclosureSEC source: 0001127602-12-009274 · form4.xml · nonDerivative · entry 3 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,172.077 F1 · price: Represents weighted average sale price for this trading day. Multiple sales were executed, with sales prices ranging between $44.86 and $44.88 per share. Read SEC document |
| March 01, 2012 Filed Mar 2, 2012 21:06 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 20,286 | $30.04 | $609,391.44 |
DisclosureSEC source: 0001127602-12-009274 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,458.077 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 |
| March 01, 2012 Filed Mar 2, 2012 21:06 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 5,588 | $44.89 | $250,845.32 |
DisclosureSEC source: 0001127602-12-009274 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,172.077 Read SEC document |
| February 18, 2012 Filed Feb 21, 2012 21:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 384 | $44.27 | $16,999.68 |
DisclosureSEC source: 0001127602-12-007115 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,760.077 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| February 07, 2012 Filed Feb 9, 2012 22:00 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Unit | 5,437 | $43.08 | $234,225.96 |
DisclosureSEC source: 0001127602-12-004944 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,457.2646 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 |
| January 02, 2012 Filed Jan 5, 2012 20:55 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 1,348 | $41.52 | $55,968.96 |
DisclosureSEC source: 0001127602-12-001110 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,755.4358 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| June 16, 2011 Filed Jun 20, 2011 19:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 16,667 | $0.00 Strike: $22.45 | $0.00 |
DisclosureSEC source: 0001127602-11-019627 · form4.xml · derivative · entry 8 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,667 shares Expires 2012-01-05 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 |
| June 16, 2011 Filed Jun 20, 2011 19:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 10,286 | $37.49 | $385,622.14 |
DisclosureSEC source: 0001127602-11-019627 · form4.xml · nonDerivative · entry 3 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,752.6051 Read SEC document |
| June 16, 2011 Filed Jun 20, 2011 19:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 16,667 | $37.49 | $624,845.83 |
DisclosureSEC source: 0001127602-11-019627 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,038.6051 Read SEC document |
| June 16, 2011 Filed Jun 20, 2011 19:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 16,667 | $22.45 | $374,174.15 |
DisclosureSEC source: 0001127602-11-019627 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,705.6051 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 03, 2011 Filed Apr 5, 2011 20:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 4,240 | $34.96 | $148,230.40 |
DisclosureSEC source: 0001127602-11-012427 · form4.xml · nonDerivative · entry 3 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,038.6051 F3 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 20:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 48,230 | $34.96 Strike: $34.96 | $1,686,120.80 |
DisclosureSEC source: 0001127602-11-012427 · form4.xml · derivative · entry 7 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,230 Underlying: Common Stock · 48,230 shares Expires 2018-04-01 F5 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2012. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 20:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 42,910 | $34.96 Strike: $34.96 | $1,500,133.60 |
DisclosureSEC source: 0001127602-11-012427 · form4.xml · derivative · entry 6 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,910 Underlying: Common Stock · 42,910 shares Expires 2021-04-01 F4 · derivative.exercise_date: Option becomes exercisable in three equal annual installments, commencing 4/1/2014. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 20:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 12,872 | $34.96 | $450,005.12 |
DisclosureSEC source: 0001127602-11-012427 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,804 F2 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse in two equal installments, 50% on 4/1/2014 and 50% on 4/1/2016. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 20:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (pep) | 4,291 | $34.96 | $150,013.36 |
DisclosureSEC source: 0001127602-11-012427 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's Partnership Equity Program under the 2010 Incentive Compensation Plan. Restrictions lapse 4/1/2016. Read SEC document |
| February 18, 2011 Filed Feb 22, 2011 21:21 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 403 | $33.06 | $13,323.18 |
DisclosureSEC source: 0001127602-11-006760 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,289.6051 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| January 02, 2011 Filed Jan 5, 2011 21:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 880 | $35.05 | $30,844.00 |
DisclosureSEC source: 0001127602-11-001033 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,534 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| January 01, 2011 Filed Jan 5, 2011 21:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 6,227 | $35.05 | $218,256.35 |
DisclosureSEC source: 0001127602-11-001033 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,414 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| April 01, 2010 Filed Apr 5, 2010 22:22 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 53,546 | $0.00 Strike: $36.23 | $0.00 |
DisclosureSEC source: 0001127602-10-010573 · form4.xml · derivative · entry 5 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,546 Underlying: Common Stock · 53,546 shares Expires 2017-04-01 F2 · shares: Option becomes exercisable in three equal annual installments, commencing 4/1/2011. Read SEC document |
| April 01, 2010 Filed Apr 5, 2010 22:22 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 4,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-010573 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,616 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 1997 Incentive Compensation Plan. Restrictions lapse on two equal installments 50% on 4/1/2013 and 50% on 7/22/2019. Read SEC document |
| April 01, 2010 Filed Nov 2, 2010 14:52 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 4,831 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-026405 · form4a.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,616 F1 · shares: The purpose of this Form 4/A is to correct a typographical error in the vesting schedule of this restricted stock award. Restrictions lapse in two equal installments, 50% on 4/1/2013 and 50% on 7/18/2019 (rather than 7/22/2019). Read SEC document |
| March 17, 2010 Filed Mar 18, 2010 20:01 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 7,000 | $34.93 | $244,510.00 |
DisclosureSEC source: 0001127602-10-009066 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 863.2352 Read SEC document |
| February 18, 2010 Filed Feb 19, 2010 20:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 543 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-10-005610 · form4.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,863.2352 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| February 18, 2010 Filed Feb 19, 2010 20:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 12,280 | $34.00 | $417,520.00 |
DisclosureSEC source: 0001127602-10-005610 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,406.2352 Read SEC document |
| January 04, 2010 Filed Jan 6, 2010 21:44 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 5,785 | $32.98 | $190,789.30 |
DisclosureSEC source: 0001127602-10-000968 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,137.2352 F1 · shares: Surrender of shares in payment of withholding taxes due in connection with a previously reported transaction. Read SEC document |
| January 04, 2010 Filed Jan 8, 2010 20:37 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 8,766 | $32.98 | $289,102.68 |
DisclosureSEC source: 0001127602-10-001196 · form4a.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,499.2352 F1 · shares: The purpose of this Amended Form 4A is to correct the number of shares surrendered in payment of withholding taxes. Read SEC document |
| April 01, 2009 Filed Apr 3, 2009 20:13 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 64,237 | $28.10 Strike: $28.10 | $1,805,059.70 |
DisclosureSEC source: 0001127602-09-008759 · form4.xml · derivative · entry 6 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,237 Underlying: Common Stock · 64,237 shares Expires 2016-04-01 F1 · derivative.exercise_date: Option becomes exercisable in three equal installments, commencing 4/1/2010. Read SEC document |
| April 01, 2009 Filed Apr 3, 2009 20:13 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 5,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-008759 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,604 F2 · shares: Consists of Restricted Stock Units awarded pursuant to issuer's 1997 Incentive Compensation Plan. Restrictions lapse on two equal installments 50% on 4/1/2012 and 50% on 7/18/2019. Read SEC document |
| February 18, 2009 Filed Feb 20, 2009 21:03 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 3,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-09-004343 · form4.xml · nonDerivative · entry 1 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,265 F1 · shares: Consists of Restricted Stock Units awarded pursuant to issuer's 1997 Incentive Compensation Plan. Restrictions lapse on three equal installments on 2/18/2010, 2/18/2011 and 2/18/2012. Read SEC document |
| April 01, 2008 Filed Apr 3, 2008 20:30 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 47,568 | $0.00 Strike: $41.17 | $0.00 |
DisclosureSEC source: 0000064803-08-000043 · doc.xml · derivative · entry 8 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,568 Underlying: Common Stock · 47,568 shares Expires 2015-04-01 F4 · derivative.exercise_date: Option becomes exercisable in three equal annual installments, commencing 4/1/2009. Read SEC document |
| April 01, 2008 Filed Apr 3, 2008 20:30 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 3,340 | $0.00 | $0.00 |
DisclosureSEC source: 0000064803-08-000043 · doc.xml · nonDerivative · entry 2 Foulkes Helena · CIK 0001429996 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,456 F1 · shares: Consists of Restricted Stock Units awarded pursuant to issuer's 1997 Incentive Compensation Plan. Restrictions lapse on 04/01/2012. 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.