Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | EVP and Group President | March 31, 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 March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 62,852 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 25,062 · Balance 62,852 F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. |
| Common StockSEC Table I · non-derivative | Direct | 64,356.0985 |
Reported balance
After 2026-04-01 transaction · row 2
1 source rowRow 2 · 2026-04-01 · Tax withholding · Disposed 1,484 · Balance 64,356.0985 F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $71.82 · Expires 2036-03-31 | Direct | 161,676 |
Reported balance
After 2026-03-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-31 · Grant · Acquired 161,676 · Balance 161,676 F3: Option becomes exercisable in three equal annual installments, commencing 3/31/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027.
F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units.
F3: Option becomes exercisable in three equal annual installments, commencing 3/31/2027.
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 |
|---|---|---|---|---|---|---|
| February 21, 2022 Filed Feb 23, 2022 21:33 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 47,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006310 · form4.xml · nonDerivative · entry 1 Shah Prem S · CIK 0001900910 · EVP and Co-President of Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,620.24 F1 · shares: Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's 2017 Incentive Compensation Plan on June 5, 2019. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 21, 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.