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 01, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,187 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · derivative · entry 14 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,187 Underlying: Common Stock · 12,187 shares Expires 2029-03-01 F14 · derivative.exercise_date: The option represents a right to purchase a total of 12,187 shares, and is exercisable in three annual installments, with two installments of 4,062 shares each and one installment of 4,063 shares, beginning on 3/1/2020, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,267.1293 F4 · shares: Represents performance based restricted share units. Restrictions lapse on 10/3/19. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,180.1293 F3 · shares: Represents restricted share units. Restrictions lapse as follows: 880 shares each on 3/1/2020 and 3/1/2021, and 881 on 3/1/2022. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 9,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,539.1293 F2 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/19. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:10 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 6,342 | $307.68 | $1,951,306.56 |
DisclosureSEC source: 0001127602-19-009904 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,414.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 21:21 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,700 | $0.00 Strike: $146.93 | $0.00 |
DisclosureSEC source: 0001127602-19-004313 · form4.xml · derivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,362 Underlying: Common Stock · 7,700 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. F5 · 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 two installments of 2,793 shares each and four installments of 2,794 shares each, beginning on September 2, 2015, which is the six-month anniversary of option grant date. Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 21:21 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,992 | $303.82 | $909,029.44 |
DisclosureSEC source: 0001127602-19-004313 · form4.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,756.1293 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 November 16, 2018. F4 · price: This transaction was executed in multiple trades at prices ranging from $303.42 to $304.08. 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 |
| February 04, 2019 Filed Feb 6, 2019 21:21 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,808 | $302.84 | $850,374.72 |
DisclosureSEC source: 0001127602-19-004313 · form4.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,748.1293 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 November 16, 2018. F3 · price: This transaction was executed in multiple trades at prices ranging from $302.42 to $303.36. 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 |
| February 04, 2019 Filed Feb 6, 2019 21:21 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,900 | $301.85 | $573,515.00 |
DisclosureSEC source: 0001127602-19-004313 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,556.1293 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 November 16, 2018. F2 · price: This transaction was executed in multiple trades at prices ranging from $301.42 to $302.40. 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 |
| February 04, 2019 Filed Feb 6, 2019 21:21 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 7,700 | $146.93 | $1,131,361.00 |
DisclosureSEC source: 0001127602-19-004313 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,456.1293 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 |
| January 18, 2019 Filed Jan 22, 2019 22:03 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,700 | $0.00 Strike: $146.93 | $0.00 |
DisclosureSEC source: 0001127602-19-002481 · form4.xml · derivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,062 Underlying: Common Stock · 7,700 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. F2 · 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 September 2, 2015, which is the six-month anniversary of option grant date. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 22:03 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 7,700 | $265.00 | $2,040,500.00 |
DisclosureSEC source: 0001127602-19-002481 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,756.1293 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 November 16, 2018. Read SEC document |
| January 18, 2019 Filed Jan 22, 2019 22:03 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 7,700 | $265.00 | $2,040,500.00 |
DisclosureSEC source: 0001127602-19-002481 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,456.1293 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 |
| October 03, 2018 Filed Oct 4, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 84 | $276.24 | $23,204.16 |
DisclosureSEC source: 0001127602-18-029583 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,756.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| April 03, 2018 Filed Apr 4, 2018 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 184 | $227.51 | $41,861.84 |
DisclosureSEC source: 0001127602-18-014037 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,840.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 21:48 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 12,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010106 · form4.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,024.1293 F3 · shares: Represents performance based restricted share units. Restrictions lapsed on 3/2/18. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 21:48 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 6,342 | $233.08 | $1,478,193.36 |
DisclosureSEC source: 0001127602-18-010106 · form4.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,796.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:48 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 14,761 | $0.00 Strike: $232.04 | $0.00 |
DisclosureSEC source: 0001127602-18-010106 · form4.xml · derivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,761 Underlying: Common Stock · 14,761 shares Expires 2028-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 14,761 shares, and is exercisable in six semi-annual installments, with five installments of 2,460 shares each and one installment of 2,461 shares, beginning on September 1, 2018, which is the six-month anniversary of the option grant date. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:48 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 3,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010106 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,138.1293 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 1,167 shares each on 3/1/2019 and 3/1/2020, and 1,168 on 3/1/2021. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:48 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 931 | $232.04 | $216,029.24 |
DisclosureSEC source: 0001127602-18-010106 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,636.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 100 | $230.08 | $23,008.00 |
DisclosureSEC source: 0001127602-18-001374 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,567.1293 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 December 5, 2017. Read SEC document |
| January 04, 2018 Filed Jan 8, 2018 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 14,329 | $229.68 | $3,291,084.72 |
DisclosureSEC source: 0001127602-18-001374 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,667.1293 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 December 5, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $229.08 to $230.07. 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 |
| October 03, 2017 Filed Oct 4, 2017 20:20 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 88 | $193.23 | $17,004.24 |
DisclosureSEC source: 0001127602-17-029194 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,996.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,606 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-17-014315 · form4.xml · derivative · entry 7 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,606 Underlying: Common Stock · 4,606 shares Expires 2027-04-03 F7 · derivative.exercise_date: The option represents a right to purchase a total of 4,606 shares, and is exercisable in six semi-annual installments, with two installments of 767 shares each and four installments of 768 shares each, beginning on October 3, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,271 | $0.00 Strike: $89.44 | $0.00 |
DisclosureSEC source: 0001127602-17-014315 · form4.xml · derivative · entry 6 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,271 shares Expires 2021-03-03 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. F6 · derivative.exercise_date: The option, represents a right to purchase a total of 25,671 shares, and is exercisable in six semi-annual installments, with three installments of 4,278 shares each and three installments of 4,279 shares each, beginning on September 3, 2014, which is the six-month anniversary of the option grant date. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014315 · form4.xml · nonDerivative · entry 5 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,084.1293 F5 · shares: Represents restricted share units. Restrictions lapse as follows: 375 shares on 4/3/2018 and, 376 shares each on 4/3/2019 and 4/3/2020. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 300 | $167.45 | $50,235.00 |
DisclosureSEC source: 0001127602-17-014315 · form4.xml · nonDerivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,957.1293 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 March 3, 2017. F4 · price: This transaction was executed in multiple trades at prices ranging from $167.44 to $167.47 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 |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 7,416 | $166.91 | $1,237,804.56 |
DisclosureSEC source: 0001127602-17-014315 · form4.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,257.1293 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 March 3, 2017. F3 · price: This transaction was executed in multiple trades at prices ranging from $166.44 to $167.42. 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 |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 7,471 | $165.81 | $1,238,766.51 |
DisclosureSEC source: 0001127602-17-014315 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,673.1293 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 March 3, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $165.43 to $166.41. 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 |
| April 03, 2017 Filed Apr 5, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 14,271 | $89.44 | $1,276,398.24 |
DisclosureSEC source: 0001127602-17-014315 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,144.1293 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 |
| April 03, 2017 Filed May 15, 2017 20:23 UTC Amendment | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,606 | $0.00 Strike: $166.49 | $0.00 |
DisclosureSEC source: 0001127602-17-018060 · form4a.xml · derivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Transformation Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,606 Underlying: Common Stock · 4,606 shares Expires 2027-04-03 F1 · derivative.exercise_price: This Form is being amended to correct the Exercise Price of the Employee Stock Option reported on April 5, 2017 to $166.49 from $166.97. F2 · derivative.exercise_date: The option represents a right to purchase a total of 4,606 shares, and is exercisable in six semi-annual installments, with two installments of 767 shares each and four installments of 768 shares each, beginning on October 3, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 3,587 | $166.00 | $595,442.00 |
DisclosureSEC source: 0001127602-17-010577 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,873.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:15 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 442 | $165.97 | $73,358.74 |
DisclosureSEC source: 0001127602-17-010132 · form4.xml · nonDerivative · entry 3 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,460.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:15 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,314 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-17-010132 · form4.xml · derivative · entry 4 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,314 Underlying: Common Stock · 15,314 shares Expires 2027-03-01 F3 · derivative.exercise_date: The option represents a right to purchase a total of 15,314 shares, and is exercisable in six semi-annual installments, with four installments of 2,552 shares each and two installments of 2,553 shares each, beginning on September 1, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:15 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 3,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010132 · form4.xml · nonDerivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,902.1293 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 1,248 shares each on 3/1/2018, 3/1/2019 and 3/1/2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:15 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 591 | $166.97 | $98,679.27 |
DisclosureSEC source: 0001127602-17-010132 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,158.1293 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,175 | $0.00 Strike: $122.90 | $0.00 |
DisclosureSEC source: 0001127602-16-064323 · form4.xml · derivative · entry 2 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,175 Underlying: Common Stock · 2,175 shares Expires 2026-10-03 F2 · derivative.exercise_date: The option represents a right to purchase a total of 2,175 shares, and is exercisable in six semi-annual installments, with three installments of 362 shares each and three installments of 363 shares each, beginning on April 3, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 509 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064323 · form4.xml · nonDerivative · entry 1 MCCARTHY GLORIA M · CIK 0001203671 · EVP & Chief Administrative Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,749.1293 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 169 shares on 10/3/17, and 170 shares each on 10/3/18 and 10/3/19. 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.