person · Reporting owner

Bertolini Mark T

Disclosed activity across 4 companies

Tapewire entity: 14776
SEC CIK: 0001352552

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
CVS HEALTH CorpCVS · Entity 2884	Director	November 20, 2019	November 22, 2019
Oscar Health, Inc.OSCR · Entity 3582	Director · Chief Executive Officer	June 29, 2026	July 01, 2026
VERIZON COMMUNICATIONS INCVZ · Entity 116	Director	April 01, 2026	April 02, 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 November 20, 2019 · Filed November 22, 2019

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	13,773	Reported balance After 2019-11-20 transaction · row 1 1 source row Row 1 · 2019-11-20 · Grant · Acquired 1,551 · Balance 13,773 F1: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan.
Common StockSEC Table I · non-derivative	IndirectBy CLAT	100,072	Reported balance Holding disclosure · report date 2019-11-20 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 100,072 F2: Represents shares held in Charitable Lead Annuity Trust for which the reporting person is the investment advisor.

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.

F2: Represents shares held in Charitable Lead Annuity Trust for which the reporting person is the investment advisor.

Oscar Health, Inc.

Report date June 29, 2026 · Filed July 01, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	Direct	7,751,570	Last balance in matching sequence After 2026-06-30 transaction · row 4 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 4 source rows Row 1 · 2026-06-29 · Sale · Disposed 555,826 · Balance 8,434,740 F1: Represents sale of shares to satisfy tax withholding obligations in connection with the deferred settlement of performance stock units that vested on April 3, 2026. The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on November 10, 2025 and amended and restated on March 24, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.74 to $29.73, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected. F3: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 2 · 2026-06-29 · Sale · Disposed 58,926 · Balance 8,375,814 F1: Represents sale of shares to satisfy tax withholding obligations in connection with the deferred settlement of performance stock units that vested on April 3, 2026. The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on November 10, 2025 and amended and restated on March 24, 2026. F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.74 to $30.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected. F3: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 3 · 2026-06-30 · Sale · Disposed 488,654 · Balance 7,887,160 F1: Represents sale of shares to satisfy tax withholding obligations in connection with the deferred settlement of performance stock units that vested on April 3, 2026. The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on November 10, 2025 and amended and restated on March 24, 2026. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.78 to $28.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected. F3: Includes shares to be issued in connection with the vesting of one or more restricted stock units. Row 4 · 2026-06-30 · Sale · Disposed 135,590 · Balance 7,751,570 F1: Represents sale of shares to satisfy tax withholding obligations in connection with the deferred settlement of performance stock units that vested on April 3, 2026. The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on November 10, 2025 and amended and restated on March 24, 2026. F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.78 to $29.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected. F3: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

Filing footnotes · ownership attribution and instrument terms

F1: Represents sale of shares to satisfy tax withholding obligations in connection with the deferred settlement of performance stock units that vested on April 3, 2026. The sale was effected pursuant to a Rule 10b5-1 instruction letter entered into on November 10, 2025 and amended and restated on March 24, 2026.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.74 to $29.73, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected.

F3: Includes shares to be issued in connection with the vesting of one or more restricted stock units.

F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $29.74 to $30.61, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected.

F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.78 to $28.77, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected.

F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $28.78 to $29.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price at which the transactions were effected.

VERIZON COMMUNICATIONS INC

Report date April 01, 2026 · Filed April 02, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Phantom StockSEC Table II · derivative / convertible security	IndirectBy Deferred Compensation Plan	66,759	Reported balance After 2026-04-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2026-04-01 · Grant · Acquired 5,062 · Balance 66,759 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment.

Filing footnotes · ownership attribution and instrument terms

F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.

F2: Includes phantom stock acquired through 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	Disclosure context
Common StockSEC Table I · non-derivative	Direct	Ending reported balance After 2018-11-28 transaction · row 8 8 source rows · reconciled sequence Row 1 · 2018-11-28 · Exercise / conversion · Acquired 72,500 · Balance 124,037 F1: Vesting of performance stock units ("PSUs") granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan") on February 19, 2016. Row 2 · 2018-11-28 · Exercise / conversion · Acquired 32,331 · Balance 156,368 F2: Vesting of PSUs granted under the Plan on February 17, 2017. Row 3 · 2018-11-28 · Exercise / conversion · Acquired 8,893 · Balance 165,261 F3: Vesting of previously reported restricted stock units ("RSUs") granted under the Plan on February 19, 2016. Row 4 · 2018-11-28 · Exercise / conversion · Acquired 13,220 · Balance 178,481 F4: Vesting of previously reported RSUs granted under the Plan on February 17, 2017. Row 5 · 2018-11-28 · Exercise / conversion · Acquired 17,572 · Balance 196,053 F5: Vesting of previously reported RSUs granted under the Plan on March 2, 2018. Row 6 · 2018-11-28 · Exercise / conversion · Acquired 76,044 · Balance 272,097 F5: Vesting of previously reported RSUs granted under the Plan on March 2, 2018. Row 7 · 2018-11-28 · Tax withholding · Disposed 102,990 · Balance 169,107 F6: Represents tax withholding on accelerated vesting of PSUs and RSUs granted under the Plan. Row 8 · 2018-11-28 · Disposition to issuer · Disposed 169,107 · Balance 0 F7: 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.
Common StockSEC Table I · non-derivative	IndirectBy CLAT	Reported balance After 2018-11-28 transaction · row 9 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 9 · 2018-11-28 · Disposition to issuer · Disposed 119,447 · Balance 0 F7: 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. F8: Represents shares held in Charitable Lead Annuity Trust ("CLAT") for which Reporting Person is the investment advisor.
Common StockSEC Table I · non-derivative	IndirectBy 2017 GRAT	Reported balance After 2018-11-28 transaction · row 10 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 10 · 2018-11-28 · Disposition to issuer · Disposed 107,098 · Balance 0 F9: On August 27, 2018, 51,537 shares were voluntarily transferred from 2017 Grantor Retained Annuity Trust ("GRAT") to the Reporting Person's sole account. F7: 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. F10: Represents shares held by 2017 GRAT for which Reporting Person is sole trustee.
Common StockSEC Table I · non-derivative	IndirectBy 2017 GRAT II	Reported balance After 2018-11-28 transaction · row 11 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 11 · 2018-11-28 · Disposition to issuer · Disposed 107,576 · Balance 0 F7: 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. F11: Represents shares held by 2017 GRAT II for which Reporting Person is sole trustee.
Common StockSEC Table I · non-derivative	IndirectBy 2018 GRAT	Reported balance After 2018-11-28 transaction · row 12 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 12 · 2018-11-28 · Disposition to issuer · Disposed 259,969 · Balance 0 F12: On July 23, 2018, 145,826 shares were distributed to the Reporting Person's sole account to satisfy 2016 GRAT annuity obligation. On July 31, 2018, 259,969 shares were voluntarily transferred from Reporting Person's sole account to 2018 GRAT. F7: 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. F13: Represents shares held by 2018 GRAT for which Reporting Person is sole trustee
Common StockSEC Table I · non-derivative	IndirectBy 2016 Trust	Reported balance After 2018-11-28 transaction · row 13 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 13 · 2018-11-28 · Disposition to issuer · Disposed 134,649 · Balance 0 F14: On October 24, 2018, 134,649 shares were transferred from 2016 GRAT to 2016 Trust. F7: 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. F15: Represents shares held by a 2016 Trust for which Reporting Person is the investment advisor.
Common StockSEC Table I · non-derivative	IndirectBy 2018 Trust	Reported balance After 2018-11-28 transaction · row 14 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 14 · 2018-11-28 · Disposition to issuer · Disposed 14,961 · Balance 0 F16: On October 24, 2018, 14,961 shares were transferred from 2016 GRAT to 2018 Trust. F7: 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. F17: Represents shares held by a 2018 Trust for which Reporting Person is the investment advisor.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	Reported balance After 2018-11-28 transaction · row 15 Instrument identity requires review; Table II rows are not merged. 1 source row Row 15 · 2018-11-28 · Exercise / conversion · Disposed 8,893 · Balance 0 F3: Vesting of previously reported restricted stock units ("RSUs") granted under the Plan on February 19, 2016.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	Reported balance After 2018-11-28 transaction · row 16 Instrument identity requires review; Table II rows are not merged. 1 source row Row 16 · 2018-11-28 · Exercise / conversion · Disposed 13,220 · Balance 0 F4: Vesting of previously reported RSUs granted under the Plan on February 17, 2017.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	Reported balance After 2018-11-28 transaction · row 17 Instrument identity requires review; Table II rows are not merged. 1 source row Row 17 · 2018-11-28 · Exercise / conversion · Disposed 17,572 · Balance 0 F5: Vesting of previously reported RSUs granted under the Plan on March 2, 2018.
Restricted Stock UnitsSEC Table II · derivative / convertible security	Direct	Reported balance After 2018-11-28 transaction · row 18 Instrument identity requires review; Table II rows are not merged. 1 source row Row 18 · 2018-11-28 · Exercise / conversion · Disposed 76,044 · Balance 0 F5: Vesting of previously reported RSUs granted under the Plan on March 2, 2018.
Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $32.11	Direct	Reported balance After 2018-11-28 transaction · row 19 Instrument identity requires review; Table II rows are not merged. 1 source row Row 19 · 2018-11-28 · Disposition to issuer · Disposed 299,751 · Balance 0 F18: Represents Stock Appreciation Rights ("SARs") granted under the Plan on February 13, 2009. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount (the "SAR 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.
Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $72.26	Direct	Reported balance After 2018-11-28 transaction · row 21 Instrument identity requires review; Table II rows are not merged. 1 source row Row 21 · 2018-11-28 · Disposition to issuer · Disposed 304,626 · Balance 0 F20: Represents SARs granted under the Plan on March 3, 2014. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.
Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $100.50	Direct	Reported balance After 2018-11-28 transaction · row 22 Instrument identity requires review; Table II rows are not merged. 1 source row Row 22 · 2018-11-28 · Disposition to issuer · Disposed 253,480 · Balance 0 F21: Represents SARs granted under 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 the SAR Amount.
Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $103.45	Direct	Reported balance After 2018-11-28 transaction · row 23 Instrument identity requires review; Table II rows are not merged. 1 source row Row 23 · 2018-11-28 · Disposition to issuer · Disposed 253,242 · Balance 0 F22: Represents SARs granted under the Plan on February 19, 2016. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.
Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $125.27	Direct	Reported balance After 2018-11-28 transaction · row 24 Instrument identity requires review; Table II rows are not merged. 1 source row Row 24 · 2018-11-28 · Disposition to issuer · Disposed 260,037 · Balance 0 F23: Represents SARs granted under the Plan on February 17, 2017. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.
Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $64.25	Direct	Reported balance After 2018-11-28 transaction · row 20 Instrument identity requires review; Table II rows are not merged. 1 source row Row 20 · 2018-11-28 · Disposition to issuer · Disposed 500,000 · Balance 0 F19: Represents SARs granted under the Plan on August 5, 2013. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.
Deferred Stock UnitsSEC Table II · derivative / convertible security	Direct	Reported balance After 2018-11-28 transaction · row 25 Instrument identity requires review; Table II rows are not merged. 1 source row Row 25 · 2018-11-28 · Disposition to issuer · Disposed 74,140.1044 · Balance 0 F24: Represents Deferred Stock Units ("DSUs") previously reported and accrued pursuant to the Plan. These DSUs were canceled for an amount in cash for each DSU 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.

Filing footnotes · ownership attribution and instrument terms

F1: Vesting of performance stock units ("PSUs") granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan") on February 19, 2016.

F2: Vesting of PSUs granted under the Plan on February 17, 2017.

F3: Vesting of previously reported restricted stock units ("RSUs") granted under the Plan on February 19, 2016.

F4: Vesting of previously reported RSUs granted under the Plan on February 17, 2017.

F5: Vesting of previously reported RSUs granted under the Plan on March 2, 2018.

F6: Represents tax withholding on accelerated vesting of PSUs and RSUs granted under the Plan.

F7: 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.

F8: Represents shares held in Charitable Lead Annuity Trust ("CLAT") for which Reporting Person is the investment advisor.

F9: On August 27, 2018, 51,537 shares were voluntarily transferred from 2017 Grantor Retained Annuity Trust ("GRAT") to the Reporting Person's sole account.

F10: Represents shares held by 2017 GRAT for which Reporting Person is sole trustee.

F11: Represents shares held by 2017 GRAT II for which Reporting Person is sole trustee.

F12: On July 23, 2018, 145,826 shares were distributed to the Reporting Person's sole account to satisfy 2016 GRAT annuity obligation. On July 31, 2018, 259,969 shares were voluntarily transferred from Reporting Person's sole account to 2018 GRAT.

F13: Represents shares held by 2018 GRAT for which Reporting Person is sole trustee

F14: On October 24, 2018, 134,649 shares were transferred from 2016 GRAT to 2016 Trust.

F15: Represents shares held by a 2016 Trust for which Reporting Person is the investment advisor.

F16: On October 24, 2018, 14,961 shares were transferred from 2016 GRAT to 2018 Trust.

F17: Represents shares held by a 2018 Trust for which Reporting Person is the investment advisor.

F18: Represents Stock Appreciation Rights ("SARs") granted under the Plan on February 13, 2009. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount (the "SAR 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.

F19: Represents SARs granted under the Plan on August 5, 2013. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.

F20: Represents SARs granted under the Plan on March 3, 2014. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.

F21: Represents SARs granted under 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 the SAR Amount.

F22: Represents SARs granted under the Plan on February 19, 2016. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.

F23: Represents SARs granted under the Plan on February 17, 2017. These SARs were canceled pursuant to the terms of the Merger Agreement in exchange for an amount in cash for each SAR, equal to the SAR Amount.

F24: Represents Deferred Stock Units ("DSUs") previously reported and accrued pursuant to the Plan. These DSUs were canceled for an amount in cash for each DSU 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.

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
March 03, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionRestricted Stock Units · Derivative	9,549	$0.00	$0.00	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · derivative · entry 10 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,549 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. F7 · derivative.exercise_date: Restricted Stock Units granted under the Plan. F7 · derivative.expiration_date: Restricted Stock Units granted under the Plan. Read SEC document
March 03, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Tax withholdingCommon Stock	40,638	$130.69	$5,310,980.22	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · nonDerivative · entry 6 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,246 F6 · shares: Represents tax withholding on vesting of previously reported Performance Stock Units. Read SEC document
March 03, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionCommon Stock	83,034	Not disclosed	Not disclosed	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · nonDerivative · entry 5 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,884 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. F4 · shares: Represents vesting of previously reported Performance Stock Units granted under the Plan. F5 · price: Each Performance Stock Unit represents a right to receive up to two shares of Aetna Inc. Common Stock net of taxes. Read SEC document
March 03, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Tax withholdingCommon Stock	4,674	$130.69	$610,845.06	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · nonDerivative · entry 4 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,850 F3 · shares: Represents tax withholding on vesting of previously reported Restricted Stock Units. Read SEC document
March 03, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionCommon Stock	9,549	Not disclosed	Not disclosed	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · nonDerivative · entry 3 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 313,524 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 · shares: Represents vesting of previously reported Restricted Stock Units granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan"). F2 · price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. Read SEC document
March 03, 2017 Filed Mar 7, 2017 13:11 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	3,494	$0.00	$0.00	Disclosure SEC source: 0001611593-17-000064 · edgar.xml · derivative · entry 1 Bertolini Mark T · CIK 0001352552 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 12,925 Underlying: Common Stock · 3,494 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
March 02, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionRestricted Stock Units · Derivative	8,358	$0.00	$0.00	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · derivative · entry 9 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,358 Underlying: Common Stock · 8,358 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. F7 · derivative.exercise_date: Restricted Stock Units granted under the Plan. F7 · derivative.expiration_date: Restricted Stock Units granted under the Plan. Read SEC document
March 02, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Tax withholdingCommon Stock	4,091	$129.51	$529,825.41	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · nonDerivative · entry 2 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,975 F3 · shares: Represents tax withholding on vesting of previously reported Restricted Stock Units. Read SEC document
March 02, 2017 Filed Mar 6, 2017 16:28 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionCommon Stock	8,358	Not disclosed	Not disclosed	Disclosure SEC source: 0001122304-17-000023 · edgar.xml · nonDerivative · entry 1 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,066 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 · shares: Represents vesting of previously reported Restricted Stock Units granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan"). F2 · price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. Read SEC document
February 21, 2017 Filed Feb 22, 2017 16:25 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionRestricted Stock Units · Derivative	8,894	$0.00	$0.00	Disclosure SEC source: 0001231553-17-000001 · edgar.xml · derivative · entry 7 Bertolini Mark T · CIK 0001352552 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,786 Underlying: Common Stock · 8,894 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. F8 · derivative.exercise_date: Restricted Stock Units granted under the Plan. F8 · derivative.expiration_date: Restricted Stock Units granted under the Plan. Read SEC document
February 21, 2017 Filed Feb 22, 2017 16:25 UTC	AETNA INC /PA/ AET · Entity 107289	Tax withholdingCommon Stock	4,362	$126.34	$551,095.08	Disclosure SEC source: 0001231553-17-000001 · edgar.xml · nonDerivative · entry 2 Bertolini Mark T · CIK 0001352552 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,708 F3 · shares: Represents tax withholding on vesting of previously reported Restricted Stock Units. Read SEC document
February 21, 2017 Filed Feb 22, 2017 16:25 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionCommon Stock	8,894	Not disclosed	Not disclosed	Disclosure SEC source: 0001231553-17-000001 · edgar.xml · nonDerivative · entry 1 Bertolini Mark T · CIK 0001352552 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,070 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 · shares: Represents vesting of previously reported Restricted Stock Units granted under the Aetna Inc. 2010 Stock Incentive Plan (the "Plan"). F2 · price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. Read SEC document
February 17, 2017 Filed Feb 22, 2017 16:25 UTC	AETNA INC /PA/ AET · Entity 107289	GrantRestricted Stock Units · Derivative	19,830	$0.00	$0.00	Disclosure SEC source: 0001231553-17-000001 · edgar.xml · derivative · entry 6 Bertolini Mark T · CIK 0001352552 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,830 Underlying: Common Stock · 19,830 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a right to receive one share of Aetna Inc. Common Stock net of taxes. F7 · derivative.exercise_date: Restricted Stock Units granted under the Plan vest in three annual installments beginning February 17, 2018. F7 · derivative.expiration_date: Restricted Stock Units granted under the Plan vest in three annual installments beginning February 17, 2018. Read SEC document
February 17, 2017 Filed Feb 22, 2017 16:25 UTC	AETNA INC /PA/ AET · Entity 107289	GrantStock Appreciation Rights · Derivative	260,037	$0.00 Strike: $125.27	$0.00	Disclosure SEC source: 0001231553-17-000001 · edgar.xml · derivative · entry 5 Bertolini Mark T · CIK 0001352552 · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,037 Underlying: Common Stock · 260,037 shares Expires 2027-02-17 F6 · derivative.exercise_date: Stock Appreciation Rights granted under the Plan, exercisable in three annual installments beginning February 17, 2018. Read SEC document
February 03, 2017 Filed Feb 7, 2017 16:27 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionStock Appreciation Right · Derivative	148,138	$42.57 Strike: $42.57	$6,306,234.66	Disclosure SEC source: 0001122304-17-000010 · edgar.xml · derivative · entry 7 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 148,138 shares Expires 2017-02-08 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
February 03, 2017 Filed Feb 7, 2017 16:27 UTC	AETNA INC /PA/ AET · Entity 107289	Tax withholdingCommon Stock	96,632	$122.56	$11,843,217.92	Disclosure SEC source: 0001122304-17-000010 · edgar.xml · nonDerivative · entry 4 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,176 F2 · price: Stock Appreciation Right is net settled; amount represents withholding of shares by the Company to pay exercise price and taxes. Read SEC document
February 03, 2017 Filed Feb 7, 2017 16:27 UTC	AETNA INC /PA/ AET · Entity 107289	Exercise / conversionCommon Stock	148,138	$42.57	$6,306,234.66	Disclosure SEC source: 0001122304-17-000010 · edgar.xml · nonDerivative · entry 3 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,808 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 23, 2016 Filed Feb 7, 2017 16:27 UTC	AETNA INC /PA/ AET · Entity 107289	GiftCommon Stock	120,000	$0.00	$0.00	Disclosure SEC source: 0001122304-17-000010 · edgar.xml · nonDerivative · entry 2 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,670 F1 · shares: Gift to Charitable Lead Annuity Trust ("CLAT"). Read SEC document
November 07, 2016 Filed Feb 7, 2017 16:27 UTC	AETNA INC /PA/ AET · Entity 107289	GiftCommon Stock	28,517	$0.00	$0.00	Disclosure SEC source: 0001122304-17-000010 · edgar.xml · nonDerivative · entry 1 Bertolini Mark T · CIK 0001352552 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 363,670 Read SEC document
March 04, 2016 Filed Mar 8, 2016 16:52 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	2,895	$0.00	$0.00	Disclosure SEC source: 0001611593-16-000403 · edgar.xml · derivative · entry 1 Bertolini Mark T · CIK 0001352552 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 9,015 Underlying: Common Stock · 2,895 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
March 06, 2015 Filed Mar 10, 2015 12:23 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	2,847	$0.00	$0.00	Disclosure SEC source: 0001611593-15-000076 · edgar.xml · derivative · entry 1 Bertolini Mark T · CIK 0001352552 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 5,847 Underlying: Common Stock · 2,847 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document
February 05, 2015 Filed Feb 9, 2015 20:16 UTC	VERIZON COMMUNICATIONS INC VZ · Entity 116	GrantPhantom Stock · Derivative	3,000	$47.86	$143,580.00	Disclosure SEC source: 0001611593-15-000041 · edgar.xml · derivative · entry 1 Bertolini Mark T · CIK 0001352552 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. 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.