Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | EVP, Chief Medical Officer | May 31, 2026 | June 01, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CVS HEALTH Corp
Report date May 31, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,557 |
Reported balance
After 2026-05-31 transaction · row 1
1 source rowRow 1 · 2026-05-31 · Tax withholding · Disposed 7,618 · Balance 9,557 F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WELLCARE HEALTH PLANS, INC.
Report date January 23, 2020 · Filed January 27, 2020
Section 16 reporting ended · disclosed 2020-01-27. 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 2020-01-23 transaction · row 1
1 source rowRow 1 · 2020-01-23 · Disposition to issuer · Disposed 1,512 · Balance 0 F1: Reflects disposition in connection with the Agreement and Plan of Merger (the "Merger Agreement") dated March 26, 2019, by and among WellCare Health Plans, Inc. ("WellCare"), Centene Corporation ("Centene"), Wellington Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub I"), Wellington Merger Sub II, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub II" and, together with Merger Sub I, "Merger Subs"), pursuant to which Merger Sub I merged with and into WellCare on January 23, 2020 (the "Effective Time"). Upon the Effective Time, each outstanding share of WCG common stock and each outstanding restricted stock unit held by a non-employee director was converted into the right to receive (i) $120.000 in cash and (ii) 3.38 validly issued, fully paid and non assessable shares of Centene's common stock, par value $0.001 per share. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects disposition in connection with the Agreement and Plan of Merger (the "Merger Agreement") dated March 26, 2019, by and among WellCare Health Plans, Inc. ("WellCare"), Centene Corporation ("Centene"), Wellington Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub I"), Wellington Merger Sub II, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub II" and, together with Merger Sub I, "Merger Subs"), pursuant to which Merger Sub I merged with and into WellCare on January 23, 2020 (the "Effective Time"). Upon the Effective Time, each outstanding share of WCG common stock and each outstanding restricted stock unit held by a non-employee director was converted into the right to receive (i) $120.000 in cash and (ii) 3.38 validly issued, fully paid and non assessable shares of Centene's common stock, par value $0.001 per share.
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 |
|---|---|---|---|---|---|---|
| May 31, 2026 Filed Jun 1, 2026 21:00 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 7,618 | $90.98 | $693,085.64 |
DisclosureSEC source: 0000064803-26-000086 · form4.xml · nonDerivative · entry 1 Compton-Phillips Amy · CIK 0001741492 · EVP, Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,557 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:52 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 35,928 | $71.82 Strike: $71.82 | $2,580,348.96 |
DisclosureSEC source: 0000064803-26-000037 · form4.xml · derivative · entry 2 Compton-Phillips Amy · CIK 0001741492 · EVP, Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,928 Underlying: Common Stock · 35,928 shares Expires 2036-03-31 F2 · security: Option becomes exercisable in three equal annual installments, commencing 3/31/2027. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:52 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (RSUs) | 5,569 | $71.82 | $399,965.58 |
DisclosureSEC source: 0000064803-26-000037 · form4.xml · nonDerivative · entry 1 Compton-Phillips Amy · CIK 0001741492 · EVP, Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,660 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. Read SEC document |
| May 31, 2025 Filed Jun 3, 2025 20:33 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 27,081 | $0.00 Strike: $64.04 | $0.00 |
DisclosureSEC source: 0001127602-25-016509 · form4.xml · derivative · entry 3 Compton-Phillips Amy · CIK 0001741492 · EVP, Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,081 Underlying: Common Stock · 27,081 shares Expires 2035-05-31 F3 · security: Option becomes exercisable in four equal annual installments, commencing 5/31/2026. Read SEC document |
| May 31, 2025 Filed Jun 3, 2025 20:33 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (RSUs) | 6,246 | $64.04 | $399,993.84 |
DisclosureSEC source: 0001127602-25-016509 · form4.xml · nonDerivative · entry 2 Compton-Phillips Amy · CIK 0001741492 · EVP, Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,091 F2 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 5/31/2026. Read SEC document |
| May 31, 2025 Filed Jun 3, 2025 20:33 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (RSUs) | 46,845 | $64.04 | $2,999,953.80 |
DisclosureSEC source: 0001127602-25-016509 · form4.xml · nonDerivative · entry 1 Compton-Phillips Amy · CIK 0001741492 · EVP, Chief Medical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,845 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 5/31/2026. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 17:52 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Disposition to issuerCommon Stock | 1,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001592 · doc1.xml · nonDerivative · entry 1 Compton-Phillips Amy · CIK 0001741492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Reflects disposition in connection with the Agreement and Plan of Merger (the "Merger Agreement") dated March 26, 2019, by and among WellCare Health Plans, Inc. ("WellCare"), Centene Corporation ("Centene"), Wellington Merger Sub I, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub I"), Wellington Merger Sub II, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Centene ("Merger Sub II" and, together with Merger Sub I, "Merger Subs"), pursuant to which Merger Sub I merged with and into WellCare on January 23, 2020 (the "Effective Time"). Upon the Effective Time, each outstanding share of WCG common stock and each outstanding restricted stock unit held by a non-employee director was converted into the right to receive (i) $120.000 in cash and (ii) 3.38 validly issued, fully paid and non assessable shares of Centene's common stock, par value $0.001 per share. Read SEC document |
| May 22, 2019 Filed May 23, 2019 16:12 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionRestricted Stock Units · Derivative | 847 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011968 · doc1.xml · derivative · entry 3 Compton-Phillips Amy · CIK 0001741492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 847 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F4 · derivative.exercise_date: The restricted stock units vested in full on May 22, 2019. Vested shares are delivered to the Reporting Person upon vest. F4 · derivative.expiration_date: The restricted stock units vested in full on May 22, 2019. Vested shares are delivered to the Reporting Person upon vest. Read SEC document |
| May 22, 2019 Filed May 23, 2019 16:12 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantCommon Stock | 665 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011968 · doc1.xml · nonDerivative · entry 2 Compton-Phillips Amy · CIK 0001741492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,512 F2 · kind: Represents restricted stock units granted to the Reporting Person on May 22, 2019 and vest in full on the earlier of May 22, 2020 and the date of the Registrant's next annual meeting of stockholders. Vested shares will be delivered to the Reporting Person upon vest. Read SEC document |
| May 22, 2019 Filed May 23, 2019 16:12 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | Exercise / conversionCommon Stock | 847 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-011968 · doc1.xml · nonDerivative · entry 1 Compton-Phillips Amy · CIK 0001741492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847 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. F1 · kind: Vesting of restricted stock units granted to the Reporting Person on May 23, 2018. Read SEC document |
| May 23, 2018 Filed May 24, 2018 16:41 UTC | WELLCARE HEALTH PLANS, INC. WCG · Entity 152183 | GrantRestricted Stock Units · Derivative | 847 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-025525 · doc1.xml · derivative · entry 1 Compton-Phillips Amy · CIK 0001741492 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847 Underlying: Common Stock · 847 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WCG common stock. F2 · derivative.exercise_date: The restricted stock units vest in full on the earlier of May 23, 2019 and the date of the Registrant's next annual meeting of stockholders. Vested shares will be delivered to the Reporting Person upon vest. F2 · derivative.expiration_date: The restricted stock units vest in full on the earlier of May 23, 2019 and the date of the Registrant's next annual meeting of stockholders. Vested shares will be delivered to the Reporting Person upon vest. 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.