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 |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 42,181.8314 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,447.5039 · Balance 42,181.8314 F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan.
F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person.
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 14, 2026 Filed May 15, 2026 21:10 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 1,447.5039 | $97.15 Strike: $0.00 | $140,625.00 |
DisclosureSEC source: 0000064803-26-000066 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,181.8314 Underlying: Common Stock · 1,447.5039 shares Expires not disclosed F1 · kind: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F2 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:40 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 1,652.091 | $76.04 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0000064803-25-000060 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,053.5157 Underlying: Common Stock · 1,652.091 shares Expires not disclosed F1 · shares: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F2 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| May 15, 2025 Filed May 19, 2025 21:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 2,077.4764 | $60.47 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-25-014953 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,765.4382 Underlying: Common Stock · 2,077.4764 shares Expires not disclosed F1 · kind: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F2 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 22:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 2,200.0876 | $57.10 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-24-027997 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,934.2665 Underlying: Common Stock · 2,200.0876 shares Expires not disclosed F1 · shares: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F2 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| May 16, 2024 Filed May 17, 2024 21:36 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,184.0229 | $57.52 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-24-015897 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,994.3033 Underlying: Common Stock · 2,184.0229 shares Expires not disclosed F1 · kind: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:45 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,817.2284 | $69.13 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-23-027825 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,199.6548 Underlying: Common Stock · 1,817.2284 shares Expires not disclosed F1 · kind: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,329.1733 | $69.31 Strike: $0.00 | $92,125.00 |
DisclosureSEC source: 0001127602-23-016318 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,715.372 Underlying: Common Stock · 1,329.1733 shares Expires not disclosed F1 · kind: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,323.3435 | $94.93 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-22-026168 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,211.8568 Underlying: Common Stock · 1,323.3435 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 11, 2022 Filed May 13, 2022 20:24 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,282.0186 | $97.99 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-22-014412 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,488.6249 Underlying: Common Stock · 1,282.0186 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:48 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,253.6396 | $92.73 Strike: $0.00 | $116,250.00 |
DisclosureSEC source: 0001127602-21-029718 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,051.6265 Underlying: Common Stock · 1,253.6396 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 13, 2021 Filed May 14, 2021 21:09 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,379.4945 | $84.27 Strike: $0.00 | $116,250.00 |
DisclosureSEC source: 0001127602-21-016880 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,599.338 Underlying: Common Stock · 1,379.4945 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 21:36 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,752.0723 | $66.35 Strike: $0.00 | $116,250.00 |
DisclosureSEC source: 0001127602-20-029698 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,964.2474 Underlying: Common Stock · 1,752.0723 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:17 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,865.6716 | $62.31 Strike: $0.00 | $116,250.00 |
DisclosureSEC source: 0001127602-20-016753 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,932.6866 Underlying: Common Stock · 1,865.6716 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:02 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,551.6551 | $74.92 Strike: $0.00 | $116,250.00 |
DisclosureSEC source: 0001127602-19-033559 · form4.xml · derivative · entry 2 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,831.5918 Underlying: Common Stock · 1,551.6551 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 16, 2019 Filed May 20, 2019 20:31 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,222.7533 | $52.30 Strike: $0.00 | $116,250.00 |
DisclosureSEC source: 0001127602-19-019148 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,065.7936 Underlying: Common Stock · 2,222.7533 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 07, 2018 Filed Nov 9, 2018 21:45 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,332 | $78.77 | $104,921.64 |
DisclosureSEC source: 0001127602-18-032658 · form4.xml · nonDerivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,970 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 |
| June 04, 2018 Filed Jun 6, 2018 20:21 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,638 | $64.10 | $104,995.80 |
DisclosureSEC source: 0001127602-18-020154 · form4.xml · nonDerivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,638 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 |
| November 08, 2017 Filed Nov 9, 2017 21:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,029.2796 | $68.99 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-17-031747 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,362.5194 Underlying: Common Stock · 2,029.2796 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 10, 2017 Filed May 12, 2017 21:13 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,729.6763 | $80.94 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-17-017951 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,221.2055 Underlying: Common Stock · 1,729.6763 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 20:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,667.6593 | $83.95 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-16-066164 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,434.0299 Underlying: Common Stock · 1,667.6593 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 19, 2016 Filed May 20, 2016 20:52 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,386.8252 | $100.95 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-16-052949 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,695.7417 Underlying: Common Stock · 1,386.8252 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| November 04, 2015 Filed Nov 6, 2015 21:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,406.046 | $99.57 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-15-030624 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,280.4275 Underlying: Common Stock · 1,406.046 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| May 07, 2015 Filed May 11, 2015 20:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,409.0177 | $99.36 Strike: $0.00 | $140,000.00 |
DisclosureSEC source: 0001127602-15-016842 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,862.0918 Underlying: Common Stock · 1,409.0177 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2010 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| March 05, 2015 Filed Mar 6, 2015 21:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 451.4964 | $103.36 Strike: $0.00 | $46,666.67 |
DisclosureSEC source: 0001127602-15-010450 · form4.xml · derivative · entry 1 DECOUDREAUX ALECIA A · CIK 0001233354 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451.4964 Underlying: Common Stock · 451.4964 shares Expires not disclosed F1 · shares: Consists of share credits issued for deferral of a pro rata portion of the retainer payable for the Reporting Person's service during the 2014-2015 Board year. F2 · derivative.exercise_date: Consists of Deferred Stock Compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of Deferred Stock Compensation payable pursuant to Reporting Person's election. 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.