person · Reporting owner

Balser Jeffrey R.

Disclosed activity across 2 companies

Tapewire entity: 14656
SEC CIK: 0001751633

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
CVS HEALTH CorpCVS · Entity 2884	Director	May 14, 2026	May 15, 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 14, 2026 · Filed May 15, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	15,717	Reported balance After 2026-05-14 transaction · row 1 1 source row Row 1 · 2026-05-14 · Grant · Acquired 2,058 · Balance 15,717 F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan.

Filing footnotes · ownership attribution and instrument terms

F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

VARIAN MEDICAL SYSTEMS INC

Report date April 15, 2021 · Filed April 16, 2021

Section 16 reporting ended · disclosed 2021-04-16. 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 2021-04-15 transaction · row 1 1 source row Row 1 · 2021-04-15 · Disposition to issuer · Disposed 2,824 · Balance 0 F1: Disposed of pursuant to merger agreement (the "Merger Agreement") between issuer and Siemens Healthineers I GmbH and certain other parties in exchange for a cash payment of $177.50 per share of common stock.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	0	Reported balance After 2021-04-15 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2021-04-15 · Disposition to issuer · Disposed 1,022 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F3: Pursuant to the Merger Agreement, these restricted stock units, which provided for vesting on the earlier of February 15, 2022, or the next Annual Meeting of Stockholders that occurs after the Grant Date, were cancelled in exchange for a cash payment of $177.50 per unvested share of underlying common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to merger agreement (the "Merger Agreement") between issuer and Siemens Healthineers I GmbH and certain other parties in exchange for a cash payment of $177.50 per share of common stock.

F2: Each restricted stock unit represents a contingent right to receive one share of VAR common stock.

F3: Pursuant to the Merger Agreement, these restricted stock units, which provided for vesting on the earlier of February 15, 2022, or the next Annual Meeting of Stockholders that occurs after the Grant Date, were cancelled in exchange for a cash payment of $177.50 per unvested share of underlying common stock.

Transaction history

JSON API

Purchases/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 14, 2026 Filed May 15, 2026 21:19 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	2,058	$97.15	$199,934.70	Disclosure SEC source: 0000064803-26-000074 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,717 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document
November 20, 2025 Filed Nov 21, 2025 22:37 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	1,775	$76.04	$134,971.00	Disclosure SEC source: 0000064803-25-000058 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,659 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. Read SEC document
May 15, 2025 Filed May 19, 2025 21:40 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	2,232	$60.47	$134,969.04	Disclosure SEC source: 0001127602-25-014951 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,884 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document
November 21, 2024 Filed Nov 25, 2024 22:36 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	2,375	$57.10	$135,612.50	Disclosure SEC source: 0001127602-24-027995 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,652 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. Read SEC document
May 16, 2024 Filed May 17, 2024 21:33 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	2,184	$57.52	$125,623.68	Disclosure SEC source: 0001127602-24-015895 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,277 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document
November 15, 2023 Filed Nov 17, 2023 21:43 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	1,817	$69.13	$125,609.21	Disclosure SEC source: 0001127602-23-027819 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,093 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document
May 18, 2023 Filed May 19, 2023 20:51 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	1,329	$69.31	$92,112.99	Disclosure SEC source: 0001127602-23-016329 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,276 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document
November 17, 2022 Filed Nov 21, 2022 21:51 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	1,323	$94.93	$125,592.39	Disclosure SEC source: 0001127602-22-026166 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,947 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document
September 12, 2022 Filed Sep 14, 2022 21:33 UTC	CVS HEALTH Corp CVS · Entity 2884	GrantCommon Stock	406	$0.00	$0.00	Disclosure SEC source: 0001127602-22-022423 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document
April 15, 2021 Filed Apr 16, 2021 20:07 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Disposition to issuerRestricted Stock Units · Derivative	1,022	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-013934 · form4.xml · derivative · entry 2 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,022 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F3 · price: Pursuant to the Merger Agreement, these restricted stock units, which provided for vesting on the earlier of February 15, 2022, or the next Annual Meeting of Stockholders that occurs after the Grant Date, were cancelled in exchange for a cash payment of $177.50 per unvested share of underlying common stock. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, these restricted stock units, which provided for vesting on the earlier of February 15, 2022, or the next Annual Meeting of Stockholders that occurs after the Grant Date, were cancelled in exchange for a cash payment of $177.50 per unvested share of underlying common stock. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, these restricted stock units, which provided for vesting on the earlier of February 15, 2022, or the next Annual Meeting of Stockholders that occurs after the Grant Date, were cancelled in exchange for a cash payment of $177.50 per unvested share of underlying common stock. Read SEC document
April 15, 2021 Filed Apr 16, 2021 20:07 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Disposition to issuerCommon Stock	2,824	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-013934 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to merger agreement (the "Merger Agreement") between issuer and Siemens Healthineers I GmbH and certain other parties in exchange for a cash payment of $177.50 per share of common stock. Read SEC document
February 16, 2021 Filed Feb 17, 2021 19:16 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Exercise / conversionRestricted Stock Units · Derivative	1,225	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006391 · form4.xml · derivative · entry 2 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,225 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of February 14, 2021, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of February 14, 2021, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. Read SEC document
February 16, 2021 Filed Feb 17, 2021 19:16 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Exercise / conversionCommon Stock	1,225	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-21-006391 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,824 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 · price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. Read SEC document
February 11, 2021 Filed Feb 16, 2021 08:56 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	GrantRestricted Stock Units · Derivative	1,022	$0.00	$0.00	Disclosure SEC source: 0001127602-21-005616 · form4.xml · derivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,022 Underlying: Common Stock · 1,022 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of February 15, 2022, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of February 15, 2022, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. Read SEC document
February 14, 2020 Filed Feb 19, 2020 19:13 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	GrantRestricted Stock Units · Derivative	1,225	$0.00	$0.00	Disclosure SEC source: 0001127602-20-006583 · form4.xml · derivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225 Underlying: Common Stock · 1,225 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of February 14, 2021, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of February 14, 2021, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. Read SEC document
February 13, 2020 Filed Feb 18, 2020 19:32 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Exercise / conversionRestricted Stock Units · Derivative	1,243	$0.00	$0.00	Disclosure SEC source: 0001127602-20-006196 · form4.xml · derivative · entry 2 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,243 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of February 15, 2020, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of February 15, 2020, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. Read SEC document
February 13, 2020 Filed Feb 18, 2020 19:32 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Exercise / conversionCommon Stock	1,243	$0.00	$0.00	Disclosure SEC source: 0001127602-20-006196 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599 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
November 15, 2019 Filed Nov 19, 2019 21:54 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Exercise / conversionRestricted Stock Units · Derivative	356	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-033319 · form4.xml · derivative · entry 2 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,243 Underlying: Common Stock · 356 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of November 15, 2019, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of November 15, 2019, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. Read SEC document
November 15, 2019 Filed Nov 19, 2019 21:54 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	Exercise / conversionCommon Stock	356	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-033319 · form4.xml · nonDerivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356 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 · price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. Read SEC document
February 15, 2019 Filed Feb 20, 2019 18:34 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	GrantRestricted Stock Units · Derivative	1,243	Not disclosed	Not disclosed	Disclosure SEC source: 0001127602-19-007279 · form4.xml · derivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599 Underlying: Common Stock · 1,243 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F1 · price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of February 15, 2020, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of February 15, 2020, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. Read SEC document
November 15, 2018 Filed Dec 4, 2018 15:08 UTC	VARIAN MEDICAL SYSTEMS INC VAR · Entity 140252	GrantRestricted Stock Units · Derivative	356	$0.00	$0.00	Disclosure SEC source: 0001127602-18-035071 · form4.xml · derivative · entry 1 Balser Jeffrey R. · CIK 0001751633 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356 Underlying: Common Stock · 356 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of VAR common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of November 15, 2019, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of November 15, 2019, or the next Annual Meeting of Stockholders that occurs after the Grant Date. Vested shares will be delivered to the reporting person on vest date. 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.