Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ANTM · Entity 2934 | EVP & President, DBG | September 04, 2021 | September 08, 2021 |
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 September 04, 2021 · Filed September 08, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,230 |
Reported balance
After 2021-09-04 transaction · row 1
1 source rowRow 1 · 2021-09-04 · Tax withholding · Disposed 3,507 · Balance 17,230 F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
Filing footnotes · ownership attribution and instrument terms
F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
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 |
|---|---|---|---|---|---|---|
| September 04, 2021 Filed Sep 8, 2021 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 3,507 | $377.71 | $1,324,628.97 |
DisclosureSEC source: 0001156039-21-000084 · wf-form4_163113303376480.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,230 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 21:33 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 551 | $311.66 | $171,724.66 |
DisclosureSEC source: 0001156039-21-000027 · wf-form4_161480718480807.xml · nonDerivative · entry 4 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,737 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 21:33 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,238 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-21-000027 · wf-form4_161480718480807.xml · derivative · entry 5 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,238 Underlying: Common Stock · 8,238 shares Expires 2031-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,238 shares, and is exercisable in three annual installments of 2,746 shares each, 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 21:33 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 7,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000027 · wf-form4_161480718480807.xml · nonDerivative · entry 3 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,288 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 9/4/2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:33 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000027 · wf-form4_161480718480807.xml · nonDerivative · entry 2 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,429 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 669 shares each on 3/1/2022, 3/1/2023 and 3/1/2024. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:33 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 186 | $311.48 | $57,935.28 |
DisclosureSEC source: 0001156039-21-000027 · wf-form4_161480718480807.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,422 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| December 30, 2020 Filed Jan 4, 2021 21:26 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 465 | $314.05 | $146,033.25 |
DisclosureSEC source: 0001156039-21-000005 · wf-form4_160979559729380.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,608 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| September 04, 2020 Filed Sep 8, 2020 20:46 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 118 | $276.22 | $32,593.96 |
DisclosureSEC source: 0001156039-20-000077 · wf-form4_159959798261775.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,073 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 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,253 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001127602-20-009450 · form4.xml · derivative · entry 3 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 Underlying: Common Stock · 12,253 shares Expires 2030-03-02 F3 · derivative.exercise_date: The option represents a right to purchase a total of 12,253 shares, and is exercisable in three annual installments, with two installments of 4,084 shares each and one installment of 4,085 shares, 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 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 5,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009450 · form4.xml · nonDerivative · entry 2 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,191 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 1,997 shares each on 3/2/2021, 3/2/2022 and 3/2/2023. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 185 | $271.27 | $50,184.95 |
DisclosureSEC source: 0001127602-20-009450 · form4.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,200 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| December 30, 2019 Filed Jan 2, 2020 21:07 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 3,276 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000133 · form4.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,385 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 1,092 shares each on 12/30/2020, 12/30/2021 and 12/30/2022. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 109 | $254.23 | $27,711.07 |
DisclosureSEC source: 0001127602-19-027983 · form4.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,109 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:13 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,378 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001127602-19-009912 · form4.xml · derivative · entry 2 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,378 Underlying: Common Stock · 9,378 shares Expires 2029-03-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 9,378 shares, and is exercisable in three annual installments of 3,126 shares each, 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 21:13 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009912 · form4.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,218 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 677 shares each on 3/1/2020 and 3/1/2021, and 678 on 3/1/2022. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:15 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,993 | $0.00 Strike: $263.70 | $0.00 |
DisclosureSEC source: 0001127602-18-026873 · form4.xml · derivative · entry 2 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,993 Underlying: Common Stock · 4,993 shares Expires 2028-09-04 F2 · derivative.exercise_date: The option represents a right to purchase a total of 4,993 shares, and is exercisable in three annual installments, with two installments of 1,664 shares each and one installment of 1,665 shares, beginning on September 4, 2019, which is the one-year anniversary of the option grant date. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:15 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-026873 · form4.xml · nonDerivative · entry 1 Patel Prakash R · CIK 0001751045 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 395 shares each on 9/4/2019 and 9/4/2020, and 396 shares on 9/4/2021. 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.