Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director · President, CEO and Chair | 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 (RSUs)SEC Table I · non-derivative | Direct | 160,860 |
Reported balance
After 2026-03-31 transaction · row 1
1 source rowRow 1 · 2026-03-31 · Grant · Acquired 86,326 · Balance 160,860 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 | 70,349 |
Reported balance
After 2026-04-01 transaction · row 2
1 source rowRow 2 · 2026-04-01 · Tax withholding · Disposed 8,029 · Balance 70,349 F2: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. |
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.
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 |
|---|---|---|---|---|---|---|
| April 01, 2013 Filed Apr 3, 2013 20:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 5,502 | $54.53 | $300,024.06 |
DisclosureSEC source: 0001127602-13-013289 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,772 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2016 and 50% on 4/1/2018. Read SEC document |
| February 17, 2013 Filed Feb 19, 2013 21:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 406 | $51.12 | $20,754.72 |
DisclosureSEC source: 0001127602-13-006746 · form4.xml · nonDerivative · entry 2 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,431 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| February 15, 2013 Filed Feb 19, 2013 21:18 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 334 | $51.12 | $17,074.08 |
DisclosureSEC source: 0001127602-13-006746 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,350 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| February 07, 2013 Filed Feb 11, 2013 21:47 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 313 | $51.19 | $16,022.47 |
DisclosureSEC source: 0001127602-13-005346 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,429 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| September 19, 2012 Filed Sep 21, 2012 20:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 33,903 | $0.00 Strike: $20.23 | $0.00 |
DisclosureSEC source: 0001127602-12-026826 · form4.xml · derivative · entry 4 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,903 shares Expires 2015-03-01 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_date: Option acquired in connection with the merger of Caremark Rx, Inc. with a subsidiary of CVS Corporation and the conversion of Caremark Rs, Inc. stock option to CVS Caremark Corporation stock option. Option is 100% exercisable as of the date of the merger. Read SEC document |
| September 19, 2012 Filed Sep 21, 2012 20:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 33,903 | $48.00 | $1,627,344.00 |
DisclosureSEC source: 0001127602-12-026826 · form4.xml · nonDerivative · entry 2 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,786 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| September 19, 2012 Filed Sep 21, 2012 20:14 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 33,903 | $20.23 | $685,857.69 |
DisclosureSEC source: 0001127602-12-026826 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,689 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 |
| September 13, 2012 Filed Sep 17, 2012 20:17 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 20,000 | $0.00 Strike: $20.23 | $0.00 |
DisclosureSEC source: 0001127602-12-026457 · form4.xml · derivative · entry 3 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,903 Underlying: Common Stock · 20,000 shares Expires 2015-03-01 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_date: Option acquired in connection with the merger of Caremark Rx, Inc. with a subsidiary of CVS Corporation and the conversion of Caremark Rs, Inc. stock option to CVS Caremark Corporation stock option. Option is 100% exercisable as of the date of the merger. Read SEC document |
| September 13, 2012 Filed Sep 17, 2012 20:17 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 20,000 | $47.00 | $940,000.00 |
DisclosureSEC source: 0001127602-12-026457 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,786 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. Read SEC document |
| July 19, 2012 Filed Jul 23, 2012 19:55 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 40,000 | $0.00 Strike: $20.23 | $0.00 |
DisclosureSEC source: 0001127602-12-022701 · form4.xml · derivative · entry 4 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,903 Underlying: Common Stock · 40,000 shares Expires 2015-03-01 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 · derivative.exercise_date: Option acquired in connection with the merger of Caremark Rx, Inc. with a subsidiary of CVS Corporation and the conversion of Caremark Rs, Inc. stock option to CVS Caremark Corporation stock option. Option is 100% exercisable as of the date of the merger. Read SEC document |
| July 19, 2012 Filed Jul 23, 2012 19:55 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 10,000 | $47.00 | $470,000.00 |
DisclosureSEC source: 0001127602-12-022701 · form4.xml · nonDerivative · entry 3 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,786 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F3 · price: Represents weighted average sale price for this trading day. Multiple sales were executed, with sales prices ranging between $46.18 and $47.01 per share. Read SEC document |
| July 19, 2012 Filed Jul 23, 2012 19:55 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 30,000 | $46.20 | $1,386,000.00 |
DisclosureSEC source: 0001127602-12-022701 · form4.xml · nonDerivative · entry 2 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,786 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F2 · price: Represents weighted average sale price for this trading day. Multiple sales were executed, with sales prices ranging between $46.18 and $46.25 per share. Read SEC document |
| July 19, 2012 Filed Jul 23, 2012 19:55 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 40,000 | $20.30 | $812,000.00 |
DisclosureSEC source: 0001127602-12-022701 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,786 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 |
| April 02, 2012 Filed Apr 4, 2012 20:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 35,492 | $45.07 Strike: $45.07 | $1,599,624.44 |
DisclosureSEC source: 0001127602-12-013300 · form4.xml · derivative · entry 3 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,492 Underlying: Common Stock · 35,492 shares Expires 2019-04-02 F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/2/2013. Read SEC document |
| April 02, 2012 Filed Apr 4, 2012 20:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,153 | $45.07 | $97,035.71 |
DisclosureSEC source: 0001127602-12-013300 · form4.xml · nonDerivative · entry 2 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,786 F2 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| April 02, 2012 Filed Apr 4, 2012 20:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 8,876 | $45.07 | $400,041.32 |
DisclosureSEC source: 0001127602-12-013300 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,419 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/2/2015 and 50% on 4/2/2017. Read SEC document |
| February 18, 2012 Filed Feb 21, 2012 20:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 351 | $44.27 | $15,538.77 |
DisclosureSEC source: 0001127602-12-007104 · form4.xml · nonDerivative · entry 2 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,259 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| February 17, 2012 Filed Feb 21, 2012 20:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 394 | $44.27 | $17,442.38 |
DisclosureSEC source: 0001127602-12-007104 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,610 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| February 15, 2012 Filed Feb 17, 2012 21:06 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 332 | $43.53 | $14,451.96 |
DisclosureSEC source: 0001127602-12-006674 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,192 F1 · shares: Surrender of shares in payment of withholding taxes due. Read SEC document |
| February 07, 2012 Filed Feb 9, 2012 22:16 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,175 | $43.08 | $93,699.00 |
DisclosureSEC source: 0001127602-12-004961 · form4.xml · nonDerivative · entry 2 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,269 F2 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan. Read SEC document |
| February 07, 2012 Filed Feb 9, 2012 22:16 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 2,868 | $43.08 | $123,553.44 |
DisclosureSEC source: 0001127602-12-004961 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,290 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing February 7, 2013. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 20:57 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 48,230 | $34.96 Strike: $34.96 | $1,686,120.80 |
DisclosureSEC source: 0001127602-11-012448 · form4.xml · derivative · entry 3 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,230 Underlying: Common Stock · 48,230 shares Expires 2018-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2012. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 20:57 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 4,291 | $34.96 | $150,013.36 |
DisclosureSEC source: 0001127602-11-012448 · form4.xml · nonDerivative · entry 1 Joyner J. David · CIK 0001515598 · EVP, Sales & Account Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,656 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 4/1/2015. 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.