Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Director | November 12, 2025 | November 14, 2025 |
| CVS HEALTH CorpCVS · Entity 2884 | Director · President and CEO | April 01, 2024 | April 03, 2024 |
| THERMO FISHER SCIENTIFIC INC.TMO · Entity 2836 | Director | September 26, 2026 | September 29, 2026 |
| US BANCORP DEUSB · Entity 2923 | Director | December 17, 2021 | December 20, 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.
AUTOMATIC DATA PROCESSING INC
Report date November 12, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,535 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 1,453 · Balance 1,535 |
CVS HEALTH Corp
Report date April 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 45,248 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Grant · Acquired 45,248 · Balance 45,248 F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal annual installments, commencing 4/1/2025. |
| Common StockSEC Table I · non-derivative | Direct | 74,687 |
Reported balance
After 2024-04-01 transaction · row 2
1 source rowRow 2 · 2024-04-01 · Tax withholding · Disposed 61,953 · Balance 74,687 F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of performance stock units. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $79.56 · Expires 2034-04-01 | Direct | 188,087 |
Reported balance
After 2024-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-01 · Grant · Acquired 188,087 · Balance 188,087 F3: Option becomes exercisable in four equal annual installments, commencing 4/1/2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal annual installments, commencing 4/1/2025.
F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of performance stock units.
F3: Option becomes exercisable in four equal annual installments, commencing 4/1/2025.
THERMO FISHER SCIENTIFIC INC.
Report date September 26, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 398.7 |
Reported balance
After 2026-09-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-26 · Grant · Acquired 46.3 · Balance 398.7 F1: Convertible into Common Stock on a 1-for-1 basis. F2: Represents stock units credited to the Reporting Person's account as of September 26, 2026, at a price of $675.00 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible into Common Stock on a 1-for-1 basis.
F2: Represents stock units credited to the Reporting Person's account as of September 26, 2026, at a price of $675.00 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control.
US BANCORP DE
Report date December 17, 2021 · Filed December 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Plan ParticipationSEC Table II · derivative / convertible security | Direct | 7,796 |
Reported balance
After 2021-12-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-17 · Grant · Acquired 13 · Balance 7,796 F1: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2: Includes amounts acquired pursuant to dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors.
F2: Includes amounts acquired pursuant to dividend reinvestment.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AETNA INC /PA/
Report date November 28, 2018 · Filed November 28, 2018
Section 16 reporting ended · disclosed 2018-11-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 1
1 source rowRow 1 · 2018-11-28 · Disposition to issuer · Disposed 74,896 · Balance 0 F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $100.50 | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-28 · Disposition to issuer · Disposed 110,209 · Balance 0 F2: Represents Stock Appreciation Rights ("SARs") granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan") on March 2, 2015. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR equal to (a) $145 plus (b) 0.8378 multiplied by the average of the volume weighted averages of the trading prices of CVS Health Common Stock on each of the five consecutive trading days ending on the trading day two trading days prior to the closing date, less (c) the exercise price (the "SAR Amount"). |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $103.45 | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-28 · Disposition to issuer · Disposed 103,323 · Balance 0 F3: Represents SARs granted under the Plan on February 19, 2016, of which 66.7% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $125.27 | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-28 · Disposition to issuer · Disposed 105,941 · Balance 0 F4: Represents SARs granted under the Plan on February 17, 2017, of which 33.3% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-28 · Disposition to issuer · Disposed 29,580 · Balance 0 F5: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-11-28 · Disposition to issuer · Disposed 13,172 · Balance 0 F6: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-11-28 · Disposition to issuer · Disposed 30,981 · Balance 0 F7: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Converted pursuant to the merger agreement (the "Merger Agreement") between CVS Health Corporation ("CVS Health") and Aetna Inc. ("Aetna") into $145 in cash and 0.8378 shares of CVS Health Common Stock for each share of Aetna Common Stock.
F2: Represents Stock Appreciation Rights ("SARs") granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan") on March 2, 2015. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR equal to (a) $145 plus (b) 0.8378 multiplied by the average of the volume weighted averages of the trading prices of CVS Health Common Stock on each of the five consecutive trading days ending on the trading day two trading days prior to the closing date, less (c) the exercise price (the "SAR Amount").
F3: Represents SARs granted under the Plan on February 19, 2016, of which 66.7% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement.
F4: Represents SARs granted under the Plan on February 17, 2017, of which 33.3% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement.
F5: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement.
F6: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement.
F7: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement.
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 26, 2026 Filed Sep 29, 2026 20:13 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantPhantom Stock Units · Derivative | 46.3 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001333760-26-000003 · wk-form4_1790712827.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 398.7 Underlying: Common Stock · 46.3 shares Expires not disclosed F1 · derivative.exercise_price: Convertible into Common Stock on a 1-for-1 basis. F2 · price: Represents stock units credited to the Reporting Person's account as of September 26, 2026, at a price of $675.00 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.exercise_date: Represents stock units credited to the Reporting Person's account as of September 26, 2026, at a price of $675.00 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.expiration_date: Represents stock units credited to the Reporting Person's account as of September 26, 2026, at a price of $675.00 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. Read SEC document |
| June 27, 2026 Filed Jun 30, 2026 21:17 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantPhantom Stock Units · Derivative | 60.91 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000097745-26-000133 · form4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352.4 Underlying: Common Stock · 60.91 shares Expires not disclosed F1 · derivative.exercise_price: Convertible into Common Stock on a 1-for-1 basis. F2 · price: Represents stock units credited to the Reporting Person's account as of June?27, 2026, at a price of $513.03 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.exercise_date: Represents stock units credited to the Reporting Person's account as of June?27, 2026, at a price of $513.03 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.expiration_date: Represents stock units credited to the Reporting Person's account as of June?27, 2026, at a price of $513.03 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:12 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0000097745-26-000112 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,159 Read SEC document |
| March 28, 2026 Filed Mar 31, 2026 21:01 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantPhantom Stock Units · Derivative | 66.02 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000097745-26-000075 · form4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291.49 Underlying: Common Stock · 66.02 shares Expires not disclosed F1 · derivative.exercise_price: Convertible into Common Stock on a 1-for-1 basis. F2 · price: Represents stock units credited to the Reporting Person's account as of March?28, 2026, at a price of $473.36 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.exercise_date: Represents stock units credited to the Reporting Person's account as of March?28, 2026, at a price of $473.36 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.expiration_date: Represents stock units credited to the Reporting Person's account as of March?28, 2026, at a price of $473.36 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 22:13 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantPhantom Stock Units · Derivative | 53.93 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000097745-26-000009 · form4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225.47 Underlying: Common Stock · 53.93 shares Expires not disclosed F1 · derivative.exercise_price: Convertible into Common Stock on a 1-for-1 basis. F2 · price: Represents stock units credited to the Reporting Person's account as of December 31, 2025, at a price of $579.45 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.exercise_date: Represents stock units credited to the Reporting Person's account as of December 31, 2025, at a price of $579.45 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.expiration_date: Represents stock units credited to the Reporting Person's account as of December 31, 2025, at a price of $579.45 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 22:04 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 1,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009210 · doc4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,535 Read SEC document |
| September 27, 2025 Filed Sep 30, 2025 20:13 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantPhantom Stock Units · Derivative | 67.31 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000097745-25-000144 · form4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171.54 Underlying: Common Stock · 67.31 shares Expires not disclosed F1 · derivative.exercise_price: Convertible into Common Stock on a 1-for-1 basis. F2 · price: Represents stock units credited to the Reporting Person's account as of September 27, 2025, at a price of $464.24 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.exercise_date: Represents stock units credited to the Reporting Person's account as of September 27, 2025, at a price of $464.24 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.expiration_date: Represents stock units credited to the Reporting Person's account as of September 27, 2025, at a price of $464.24 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. Read SEC document |
| June 28, 2025 Filed Jul 1, 2025 20:16 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantPhantom Stock Units · Derivative | 76.54 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000097745-25-000087 · form4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104.23 Underlying: Common Stock · 76.54 shares Expires not disclosed F1 · derivative.exercise_price: Convertible into Common Stock on a 1-for-1 basis. F2 · price: Represents stock units credited to the Reporting Person's account as of June 28, 2025, at a price of $408.28 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.exercise_date: Represents stock units credited to the Reporting Person's account as of June 28, 2025, at a price of $408.28 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.expiration_date: Represents stock units credited to the Reporting Person's account as of June 28, 2025, at a price of $408.28 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. Read SEC document |
| May 21, 2025 Filed May 22, 2025 20:43 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 565 | $0.00 | $0.00 |
DisclosureSEC source: 0000097745-25-000057 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 660 Read SEC document |
| March 29, 2025 Filed Apr 1, 2025 21:12 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantPhantom Stock Units · Derivative | 27.69 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-25-010814 · form4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27.69 Underlying: Common Stock · 27.69 shares Expires not disclosed F1 · derivative.exercise_price: Convertible into Common Stock on a 1-for-1 basis. F2 · price: Represents stock units credited to the Reporting Person's account as of March 29, 2025, at a price of $500.16 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.exercise_date: Represents stock units credited to the Reporting Person's account as of March 29, 2025, at a price of $500.16 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. F2 · derivative.expiration_date: Represents stock units credited to the Reporting Person's account as of March 29, 2025, at a price of $500.16 per unit pursuant to the Issuer's Deferred Compensation Plan for Directors (the "Plan"). Directors' retainers are deferred quarterly under the Plan as Common Stock units based on the closing price of the stock as of the quarter end. The shares are distributable as stock upon cessation of director service (for any reason) or a change of control. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:11 UTC | THERMO FISHER SCIENTIFIC INC. TMO · Entity 2836 | GrantCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-006219 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:47 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 188,087 | $79.56 Strike: $79.56 | $14,964,201.72 |
DisclosureSEC source: 0001127602-24-012256 · form4.xml · derivative · entry 3 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,087 Underlying: Common Stock · 188,087 shares Expires 2034-04-01 F3 · kind: Option becomes exercisable in four equal annual installments, commencing 4/1/2025. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:47 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 61,953 | $79.56 | $4,928,980.68 |
DisclosureSEC source: 0001127602-24-012256 · form4.xml · nonDerivative · entry 2 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,687 F2 · shares: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of performance stock units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:47 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 45,248 | $79.56 | $3,599,930.88 |
DisclosureSEC source: 0001127602-24-012256 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,248 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal annual installments, commencing 4/1/2025. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 136,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-005068 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,640 F1 · shares: Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's 2017 Incentive Compensation Plan on April 1, 2021. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 12, 2024. Read SEC document |
| May 03, 2023 Filed May 5, 2023 12:27 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock (By Trust) | 14,000 | $69.75 | $976,567.20 |
DisclosureSEC source: 0001127602-23-014615 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 431,392 Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 244,952 | $74.31 Strike: $74.31 | $18,202,383.12 |
DisclosureSEC source: 0001127602-23-012242 · form4.xml · derivative · entry 10 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,952 Underlying: Common Stock · 244,952 shares Expires 2033-04-01 F9 · security: Option becomes exercisable in four equal annual installments, commencing 4/1/2024. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 93,677 | $74.31 | $6,961,137.87 |
DisclosureSEC source: 0001127602-23-012242 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,933 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a performance stock unit award. Read SEC document |
| February 02, 2023 Filed Feb 3, 2023 21:30 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 206,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003331 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,610 F1 · shares: Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's 2017 Incentive Compensation Plan on August 31, 2020. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 2, 2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 23:23 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 171,517 | $101.09 Strike: $101.09 | $17,338,653.53 |
DisclosureSEC source: 0001127602-22-011633 · form4.xml · derivative · entry 3 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,517 Underlying: Common Stock · 171,517 shares Expires 2032-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal installments, commencing 4/1/2023. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 23:23 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 116,940 | $101.09 | $11,821,464.60 |
DisclosureSEC source: 0001127602-22-011633 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,090 F1 · shares: Surrender of shares in payment of taxes due upon the vesting and settlement of PSUs on April 1, 2022. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 21:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 257,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006296 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,030 F1 · shares: Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's Aetna Inc. 2010 Incentive Compensation Plan (the "Aetna Plan") on June 5, 2019. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 21, 2022. Read SEC document |
| December 17, 2021 Filed Dec 20, 2021 21:11 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 13 | $57.43 | $746.59 |
DisclosureSEC source: 0001225208-21-015142 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,796 Underlying: Common Stock, $0.01 par value · 13 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| November 28, 2021 Filed Dec 1, 2021 21:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 14,121 | $91.52 | $1,292,353.92 |
DisclosureSEC source: 0001127602-21-029913 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,114 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock unit award. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 20:08 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 1,211 | $57.79 | $69,983.69 |
DisclosureSEC source: 0001225208-21-007097 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,669 Underlying: Common Stock, $0.01 par value · 1,211 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 20:27 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006966 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,849 Underlying: Common Stock, $0.01 par value · 2,849 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F2 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 224,604 | $74.30 Strike: $74.30 | $16,688,077.20 |
DisclosureSEC source: 0001127602-21-012769 · form4.xml · derivative · entry 5 Lynch Karen S · CIK 0001333760 · EVP and President, Aetna 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,604 Underlying: Common Stock · 224,604 shares Expires 2031-04-01 F3 · derivative.exercise_date: Option becomes exercisable in four equal installments, commencing 4/1/2022. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 43,211 | $74.30 | $3,210,577.30 |
DisclosureSEC source: 0001127602-21-012769 · form4.xml · nonDerivative · entry 2 Lynch Karen S · CIK 0001333760 · EVP and President, Aetna 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,091 F2 · shares: Surrender of shares in payment of taxes due upon the vesting and settlement of the PSUs on April 1, 2021. Read SEC document |
| February 01, 2021 Filed Apr 2, 2021 21:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 95,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012769 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP and President, Aetna 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,302 F1 · shares: Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's Aetna Inc. 2010 Incentive Compensation Plan on February 1, 2021. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 1, 2021. The PSUs vested and settled on April 1, 2021. Read SEC document |
| December 23, 2020 Filed Dec 23, 2020 21:24 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 33 | $45.59 | $1,504.47 |
DisclosureSEC source: 0001225208-20-015052 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,365 Underlying: Common Stock, $0.01 par value · 33 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 21:17 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 12,779 | $69.63 | $889,801.77 |
DisclosureSEC source: 0001127602-20-030561 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP and President, Aetna 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,370 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| April 24, 2020 Filed Apr 27, 2020 20:30 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,196 | $33.37 | $106,650.52 |
DisclosureSEC source: 0001225208-20-006766 · doc4.xml · derivative · entry 2 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,196 Underlying: Common Stock, $0.01 par value · 3,196 shares Expires not disclosed F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F4 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 24, 2020 Filed Apr 27, 2020 20:30 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 2,098 | $33.37 | $70,010.26 |
DisclosureSEC source: 0001225208-20-006766 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,216 Underlying: Common Stock, $0.01 par value · 2,098 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 211,196 | $58.61 Strike: $58.61 | $12,378,197.56 |
DisclosureSEC source: 0001127602-20-013236 · form4.xml · derivative · entry 3 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,196 Underlying: Common Stock · 211,196 shares Expires 2030-04-01 F1 · derivative.exercise_price: The number of shares subject to the option were calculated using a 30-day average price. F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2021. Read SEC document |
| April 01, 2020 Filed Apr 7, 2020 21:41 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 211,196 | $0.00 Strike: $58.34 | $0.00 |
DisclosureSEC source: 0001127602-20-013413 · form4a.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,196 Underlying: Common Stock · 211,196 shares Expires 2030-04-01 F1 · derivative.exercise_price: This Form 4/A is being filed in order to correct the exercise price (Table II, column 2) for the stock option granted on 4/1/2020, which was reported incorrectly on the original Form 4 due to a clerical error. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 21:45 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 14,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006451 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,966 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| December 27, 2019 Filed Dec 31, 2019 21:11 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 62 | $60.15 | $3,729.30 |
DisclosureSEC source: 0001225208-19-016128 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,016 Underlying: Common Stock, $0.01 par value · 62 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 22:01 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 12,778 | $75.55 | $965,377.90 |
DisclosureSEC source: 0001127602-19-034257 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,235 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 21:27 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 80,143 | $75.00 | $6,010,725.00 |
DisclosureSEC source: 0001127602-19-033377 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,831 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 20:35 UTC | US BANCORP DE USB · Entity 2923 | GrantRestricted Stock Units · Derivative | 3,124 | $51.21 | $159,980.04 |
DisclosureSEC source: 0001225208-19-007103 · doc4.xml · derivative · entry 2 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124 Underlying: Common Stock, $0.01 par value · 3,124 shares Expires not disclosed F3 · derivative.exercise_price: Restriced stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. F4 · derivative.expiration_date: The restricted stock units were fully vested at the time of grant. Units are payable in common stock when the reporting person ceases to serve on the Board of Directors and is not providing services to the Company as an independent contractor, except that all units are forfeited if the holder's service is terminated for cause. Read SEC document |
| April 18, 2019 Filed Apr 22, 2019 20:35 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 1,123 | $51.21 | $57,508.83 |
DisclosureSEC source: 0001225208-19-007103 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,902 Underlying: Common Stock, $0.01 par value · 1,123 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:00 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 242,408 | $54.19 Strike: $54.19 | $13,136,089.52 |
DisclosureSEC source: 0001127602-19-014680 · form4.xml · derivative · entry 3 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,408 Underlying: Common Stock · 242,408 shares Expires 2029-04-01 F1 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2020. Read SEC document |
| February 19, 2019 Filed Feb 20, 2019 21:01 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 36,617 | $69.88 | $2,558,795.96 |
DisclosureSEC source: 0001127602-19-007139 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,974 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of restricted stock unit awards. Read SEC document |
| December 27, 2018 Filed Dec 28, 2018 21:27 UTC | US BANCORP DE USB · Entity 2923 | GrantDeferred Compensation Plan Participation · Derivative | 132 | $45.65 | $6,025.80 |
DisclosureSEC source: 0001225208-18-017068 · doc4.xml · derivative · entry 1 Lynch Karen S · CIK 0001333760 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,742 Underlying: Common Stock, $0.01 par value · 132 shares Expires not disclosed F1 · derivative.exercise_price: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.exercise_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F1 · derivative.expiration_date: Deferred Compensation Plan Participation is payable in common stock when the reporting person ceases to serve on U.S. Bancorp's Board of Directors. F2 · balance_after: Includes amounts acquired pursuant to dividend reinvestment. Read SEC document |
| December 02, 2018 Filed Dec 6, 2018 21:19 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 13,060 | $79.52 | $1,038,531.20 |
DisclosureSEC source: 0001127602-18-035366 · form4.xml · nonDerivative · entry 1 Lynch Karen S · CIK 0001333760 · EVP & Pres, Aetna Bus Unit 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,869 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock unit award. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:21 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerRestricted Stock Units · Derivative | 30,981 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000162 · edgar.xml · derivative · entry 7 Lynch Karen S · CIK 0001333760 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,981 shares Expires not disclosed F7 · derivative.exercise_price: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement. F7 · price: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement. F7 · derivative.exercise_date: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement. F7 · derivative.expiration_date: RSUs granted under the Plan on March 2, 2018. These RSUs were converted to CVS Health RSUs pursuant to the terms of the Merger Agreement. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:21 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerPerformance Stock Units · Derivative | 13,172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000162 · edgar.xml · derivative · entry 6 Lynch Karen S · CIK 0001333760 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,172 shares Expires not disclosed F6 · derivative.exercise_price: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement. F6 · price: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement. F6 · derivative.exercise_date: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement. F6 · derivative.expiration_date: PSUs earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 17, 2017. These PSUs were converted to time-vesting CVS Health RSUs pursuant to the terms of the Merger Agreement. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:21 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerPerformance Stock Units · Derivative | 29,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000162 · edgar.xml · derivative · entry 5 Lynch Karen S · CIK 0001333760 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,580 shares Expires not disclosed F5 · derivative.exercise_price: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement. F5 · price: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement. F5 · derivative.exercise_date: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement. F5 · derivative.expiration_date: Represents Performance Stock Units ("PSUs") earned at a specified level in conjunction with the change in control of Aetna and pursuant to the terms of the relevant PSU award agreement. The PSUs were originally granted under the Plan on February 19, 2016. These PSUs were converted to time-vesting CVS Health Restricted Stock Units ("RSUs") pursuant to the terms of the Merger Agreement. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:21 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerStock Appreciation Rights · Derivative | 105,941 | Not disclosed Strike: $125.27 | Not disclosed |
DisclosureSEC source: 0001122304-18-000162 · edgar.xml · derivative · entry 4 Lynch Karen S · CIK 0001333760 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 105,941 shares Expires not disclosed F4 · price: Represents SARs granted under the Plan on February 17, 2017, of which 33.3% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. F4 · derivative.exercise_date: Represents SARs granted under the Plan on February 17, 2017, of which 33.3% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. F4 · derivative.expiration_date: Represents SARs granted under the Plan on February 17, 2017, of which 33.3% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:21 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerStock Appreciation Rights · Derivative | 103,323 | Not disclosed Strike: $103.45 | Not disclosed |
DisclosureSEC source: 0001122304-18-000162 · edgar.xml · derivative · entry 3 Lynch Karen S · CIK 0001333760 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 103,323 shares Expires not disclosed F3 · price: Represents SARs granted under the Plan on February 19, 2016, of which 66.7% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. F3 · derivative.exercise_date: Represents SARs granted under the Plan on February 19, 2016, of which 66.7% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. F3 · derivative.expiration_date: Represents SARs granted under the Plan on February 19, 2016, of which 66.7% had vested. Each vested SAR was canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash equal to the SAR Amount. Each unvested SAR was converted to a CVS Health SAR pursuant to the terms of the Merger Agreement. 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.