Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ELV · Entity 2934 | EVP & Chief Administrative Off | March 24, 2023 | March 27, 2023 |
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.
Elevance Health, Inc.
Report date March 24, 2023 · Filed March 27, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,435 |
Ending reported balance
After 2023-03-24 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-03-24 · Sale · Disposed 600 · Balance 65,933 F1: 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: 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. Row 2 · 2023-03-24 · Sale · Disposed 500 · Balance 65,433 F1: 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: 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. Row 3 · 2023-03-24 · Sale · Disposed 1,800 · Balance 63,633 F1: 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: 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. Row 4 · 2023-03-24 · Sale · Disposed 3,000 · Balance 60,633 F1: 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: 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. Row 5 · 2023-03-24 · Sale · Disposed 5,573 · Balance 55,060 F1: 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: 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. Row 6 · 2023-03-24 · Sale · Disposed 3,625 · Balance 51,435 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
F3: 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.
F4: 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.
F5: 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.
F6: 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.
F7: 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.
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 |
|---|---|---|---|---|---|---|
| March 24, 2023 Filed Mar 27, 2023 20:20 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 3,625 | $446.06 | $1,616,967.50 |
DisclosureSEC 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 | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 5,573 | $445.30 | $2,481,656.90 |
DisclosureSEC 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 | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 3,000 | $444.33 | $1,332,990.00 |
DisclosureSEC 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 | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 1,800 | $443.27 | $797,886.00 |
DisclosureSEC 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 | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 500 | $442.02 | $221,010.00 |
DisclosureSEC 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 | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 600 | $440.78 | $264,468.00 |
DisclosureSEC 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 02, 2023 Filed Mar 3, 2023 21:22 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 5,430 | $468.78 | $2,545,475.40 |
DisclosureSEC 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 01, 2023 Filed Mar 3, 2023 21:22 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,195 | $0.00 Strike: $469.03 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:22 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 9,716 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:22 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,133 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:22 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 617 | $469.03 | $289,391.51 |
DisclosureSEC 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. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 487 | $463.49 | $225,719.63 |
DisclosureSEC source: 0001156039-22-000023 · wf-form4_164634386593932.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,731 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,832 | $0.00 Strike: $451.50 | $0.00 |
DisclosureSEC source: 0001156039-22-000023 · wf-form4_164634386593932.xml · derivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,832 Underlying: Common Stock · 8,832 shares Expires 2032-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,832 shares, and is exercisable in three annual installments of 2,944 shares each, beginning on 3/1/2023, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 8,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-22-000023 · wf-form4_164634386593932.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,218 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-22-000023 · wf-form4_164634386593932.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,968 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 738 shares each on 3/1/2023 and 3/1/2024, and 739 shares on 3/1/2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 4,871 | $451.50 | $2,199,256.50 |
DisclosureSEC source: 0001156039-22-000023 · wf-form4_164634386593932.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,753 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 536 | $311.66 | $167,049.76 |
DisclosureSEC source: 0001156039-21-000028 · wf-form4_161480722114105.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,624 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,533 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-21-000028 · wf-form4_161480722114105.xml · derivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,533 Underlying: Common Stock · 11,533 shares Expires 2031-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 11,533 shares, and is exercisable in three annual installments, with two installments of 3,844 shares each and one installment of 3,845 shares, beginning on 3/1/2022, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 23,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000028 · wf-form4_161480722114105.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,160 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000028 · wf-form4_161480722114105.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,938 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 936 shares on 3/1/2022, and 937 shares each on 3/1/2023 and 3/1/2024. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 11,971 | $311.48 | $3,728,727.08 |
DisclosureSEC source: 0001156039-21-000028 · wf-form4_161480722114105.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,128 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 18,261 | $0.00 Strike: $131.80 | $0.00 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · derivative · entry 10 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,261 shares Expires 2026-03-01 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. F9 · derivative.exercise_date: The option represents a right to purchase a total of 18,261 shares, and is exercisable in six semi-annual installments, with three installments of 3,043 shares each and three installments of 3,044 shares each, beginning on 9/1/2016, which is the six-month anniversary of the option grant date. Read SEC document |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 763 | $279.18 | $213,014.34 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 9 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,099 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 14, 2020. F8 · price: This transaction was executed in multiple trades at prices ranging from $278.91 to $279.47. 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 |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,356 | $278.22 | $655,486.32 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 8 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,862 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 14, 2020. F7 · price: This transaction was executed in multiple trades at prices ranging from $277.84 to $278.66. 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 |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 5,983 | $277.02 | $1,657,410.66 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 7 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,218 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 14, 2020. F6 · price: This transaction was executed in multiple trades at prices ranging from $276.66 to $277.63. 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 |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 5,013 | $276.11 | $1,384,139.43 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 6 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,201 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 14, 2020. F5 · price: This transaction was executed in multiple trades at prices ranging from $275.62 to $276.50. 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 |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,600 | $275.00 | $440,000.00 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,214 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 14, 2020. F4 · price: This transaction was executed in multiple trades at prices ranging from $274.56 to $275.54. 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 |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 100 | $273.31 | $27,331.00 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,814 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 14, 2020. Read SEC document |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 845 | $272.91 | $230,608.95 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,914 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 14, 2020. F3 · price: This transaction was executed in multiple trades at prices ranging from $272.29 to $272.95. 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 |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,601 | $271.09 | $434,015.09 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,759 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 14, 2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $270.58 to $271.42. 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 |
| May 15, 2020 Filed May 18, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 18,261 | $131.80 | $2,406,799.80 |
DisclosureSEC source: 0001156039-20-000032 · wf-form4_158983605996440.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,360 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 16, 2020 Filed Apr 17, 2020 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 16,884 | $270.00 | $4,558,680.00 |
DisclosureSEC source: 0001156039-20-000025 · wf-form4_158715550844323.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,099 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 14, 2020. Read SEC document |
| April 03, 2020 Filed Apr 6, 2020 20:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 4,415 | $203.30 | $897,569.50 |
DisclosureSEC source: 0001156039-20-000023 · wf-form4_158620530401360.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,983 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,926 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001127602-20-009424 · form4.xml · derivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,926 Underlying: Common Stock · 15,926 shares Expires 2030-03-02 F5 · derivative.exercise_date: The option represents a right to purchase a total of 15,926 shares, and is exercisable in three annual installments, with one installment of 5,308 shares and two installments of 5,309 shares each, beginning on 3/2/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 8,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009424 · form4.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,398.1293 F4 · shares: Represents performance based restricted share units. Restrictions lapse on 4/3/2020. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 28,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009424 · form4.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,762.1293 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2020. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009424 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,978.1293 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 998 shares on 3/2/2021, and 999 shares each on 3/2/2022 and 3/2/2023. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 15,144 | $271.27 | $4,108,112.88 |
DisclosureSEC source: 0001127602-20-009424 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,982.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| October 03, 2019 Filed Oct 7, 2019 20:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 617 | $238.23 | $146,987.91 |
DisclosureSEC source: 0001127602-19-030215 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,126.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| April 03, 2019 Filed Apr 5, 2019 20:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 185 | $287.66 | $53,217.10 |
DisclosureSEC source: 0001127602-19-014908 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,743.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,362 | $0.00 Strike: $146.93 | $0.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · derivative · entry 15 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,362 shares Expires 2025-03-02 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. F15 · derivative.exercise_date: ? The option represents a right to purchase a total of 16,762 shares, and is exercisable in six semi-annual installments, with four installments of 2,794 shares each and two installments of 2,793 shares each, beginning on 9/2/2015, which is the six-month anniversary of option grant date. Read SEC document |
| March 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 400 | $308.35 | $123,340.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 13 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,928.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F13 · price: This transaction was executed in multiple trades at prices ranging from $308.23 to $308.50. 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 600 | $307.54 | $184,524.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 12 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,328.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F12 · price: This transaction was executed in multiple trades at prices ranging from $307.17 to $308.13. 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,101 | $306.32 | $337,258.32 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 11 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,928.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F11 · price: This transaction was executed in multiple trades at prices ranging from $305.79 to $306.62. 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 600 | $304.09 | $182,454.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 10 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,029.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F10 · price: This transaction was executed in multiple trades at prices ranging from $303.93 to $304.24. 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,500 | $303.22 | $454,830.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 9 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,629.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F9 · price: This transaction was executed in multiple trades at prices ranging from $302.92 to $303.60. 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,500 | $302.32 | $755,800.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 8 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,129.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F8 · price: This transaction was executed in multiple trades at prices ranging from $301.88 to $302.73. 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 500 | $301.46 | $150,730.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 7 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,629.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F7 · price: This transaction was executed in multiple trades at prices ranging from $300.87 to $301.79. 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 500 | $300.12 | $150,060.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 6 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,129.1293 F5 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 16, 2018. F6 · price: This transaction was executed in multiple trades at prices ranging from $299.70 to $300.62 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 04, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 1,362 | $146.93 | $200,118.66 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,629.1293 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.