Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | EVP and CFO | April 01, 2025 | April 03, 2025 |
| Surgery Partners, Inc.SGRY · Entity 4534 | Chief Financial Officer | May 06, 2021 | May 07, 2021 |
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 April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,188 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Tax withholding · Disposed 3,203 · Balance 50,188 F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. |
| Common Stock (Restricted)SEC Table I · non-derivative | Direct | 41,109 |
Reported balance
After 2025-04-01 transaction · row 2
1 source rowRow 2 · 2025-04-01 · Grant · Acquired 16,181 · Balance 41,109 F2: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 4/1/2026. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $67.98 · Expires 2035-04-02 | Direct | 68,621 |
Reported balance
After 2025-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-01 · Grant · Acquired 68,621 · Balance 68,621 F3: Option becomes exercisable in four equal annual installments, commencing on 4/1/2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units.
F2: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 4/1/2026.
F3: Option becomes exercisable in four equal annual installments, commencing on 4/1/2026.
Surgery Partners, Inc.
Report date May 06, 2021 · Filed May 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 143,573 |
Reported balance
After 2021-05-06 transaction · row 1
1 source rowRow 1 · 2021-05-06 · Sale · Disposed 25,000 · Balance 143,573 F1: The price reported in Column 4 is a weighted average price. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. 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.
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, 2025 Filed Apr 3, 2025 20:24 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 68,621 | $67.98 Strike: $67.98 | $4,664,855.58 |
DisclosureSEC source: 0001127602-25-011403 · form4.xml · derivative · entry 3 COWHEY THOMAS F. · CIK 0001735242 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,621 Underlying: Common Stock · 68,621 shares Expires 2035-04-02 F3 · security: Option becomes exercisable in four equal annual installments, commencing on 4/1/2026. F3 · kind: Option becomes exercisable in four equal annual installments, commencing on 4/1/2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:24 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 16,181 | $67.98 | $1,099,984.38 |
DisclosureSEC source: 0001127602-25-011403 · form4.xml · nonDerivative · entry 2 COWHEY THOMAS F. · CIK 0001735242 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,109 F2 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 4/1/2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:24 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 3,203 | $67.98 | $217,739.94 |
DisclosureSEC source: 0001127602-25-011403 · form4.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,188 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:11 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 5,318 | $65.72 | $349,498.96 |
DisclosureSEC source: 0001127602-25-007555 · form4.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,256 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 62,695 | $79.56 Strike: $79.56 | $4,988,014.20 |
DisclosureSEC source: 0001127602-24-012259 · form4.xml · derivative · entry 3 COWHEY THOMAS F. · CIK 0001735242 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,695 Underlying: Common Stock · 62,695 shares Expires 2034-04-01 F3 · kind: Option becomes exercisable in four equal annual installments, commencing 4/1/2025. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 15,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012259 · form4.xml · nonDerivative · entry 2 COWHEY THOMAS F. · CIK 0001735242 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,995 F2 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 4/1/2025. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 1,719 | $79.56 | $136,763.64 |
DisclosureSEC source: 0001127602-24-012259 · form4.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,642 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:20 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 5,641 | $75.19 | $424,146.79 |
DisclosureSEC source: 0001127602-24-007928 · form4.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · SVP, Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,631 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 22:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (Restricted) | 7,358 | $67.95 | $499,976.10 |
DisclosureSEC source: 0001127602-23-028624 · form4.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · SVP, Interim CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,938 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse on 11/30/2026. Read SEC document |
| May 06, 2021 Filed May 7, 2021 23:17 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | SaleCommon Stock | 25,000 | $52.28 | $1,307,000.00 |
DisclosureSEC source: 0001638833-21-000118 · wf-form4_162042945515347.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,573 F1 · price: The price reported in Column 4 is a weighted average price. 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. Read SEC document |
| April 02, 2021 Filed Apr 2, 2021 14:44 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,934 | $43.60 | $84,322.40 |
DisclosureSEC source: 0001638833-21-000106 · wf-form4_161737463050306.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,573 Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 18:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,686 | $43.75 | $73,762.50 |
DisclosureSEC source: 0001638833-21-000097 · wf-form4_161704194255233.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,507 F1 · date: The transaction date and the amount of securities beneficially owned were adjusted to correct an administrative error on the Form 4 filed on March 25, 2021. F1 · balance_after: The transaction date and the amount of securities beneficially owned were adjusted to correct an administrative error on the Form 4 filed on March 25, 2021. Read SEC document |
| March 25, 2021 Filed Mar 25, 2021 19:26 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 4,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000080 · wf-form4_161670034639022.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,341 F1 · shares: The Compensation Committee approved this award of unrestricted common stock in lieu of, and in full settlement of, 50% of the cash incentive award earned by the Reporting Person under the Issuer's cash incentive plan for performance in 2020. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 21:36 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 2,443 | $42.06 | $102,752.58 |
DisclosureSEC source: 0001638833-21-000059 · wf-form4_161601694974029.xml · nonDerivative · entry 2 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,908 F2 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 15, 2021 of restricted stock. Read SEC document |
| March 13, 2021 Filed Mar 17, 2021 21:36 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 8,846 | $42.06 | $372,062.76 |
DisclosureSEC source: 0001638833-21-000059 · wf-form4_161601694974029.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,351 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on March 13, 2021 of restricted stock. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:24 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 6,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000045 · wf-form4_161558424467564.xml · nonDerivative · entry 2 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,197 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 10, 2021. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:24 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 5,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000045 · wf-form4_161558424467564.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,953 F1 · shares: Shares will vest in two equal annual installments of each of the first two anniversaries of March 10, 2021. Read SEC document |
| February 24, 2021 Filed Feb 26, 2021 18:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 39,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-21-000024 · wf-form4_161436354681532.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,007 F1 · shares: Shares issued based on 2020 performance under performance stock unit awards granted to the Reporting Person on March 13, 2020. Shares will vest in two equal annual installments on each of the first two anniversaries of February 24, 2021. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 14:33 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,795 | $28.22 | $50,654.90 |
DisclosureSEC source: 0001638833-21-000004 · wf-form4_160985717788264.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,884 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on December 31, 2020 of restricted stock. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 21:04 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 39,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-20-000018 · wf-form4_158447907519612.xml · nonDerivative · entry 2 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,679 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 13, 2020. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 21:04 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 18,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-20-000018 · wf-form4_158447907519612.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,556 F1 · shares: Shares issued based on 2019 performance under performance stock unit awards granted to the Reporting Person on March 15, 2019. Shares will vest in two equal annual installments on each of the first two anniversaries of March 13, 2020. Read SEC document |
| August 19, 2019 Filed Aug 21, 2019 20:27 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | PurchaseCommon Stock | 25,000 | $6.00 | $150,000.00 |
DisclosureSEC source: 0001638833-19-000068 · wf-form4_156641921896083.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,928 Read SEC document |
| April 02, 2019 Filed Apr 3, 2019 20:34 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | Tax withholdingCommon Stock | 1,198 | $11.54 | $13,824.92 |
DisclosureSEC source: 0001638833-19-000025 · wf-form4_155432363683062.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,928 F1 · shares: Shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting on April 2, 2019 of restricted stock. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantStock Option (Right to Buy) · Derivative | 403,500 | $0.00 Strike: $13.42 | $0.00 |
DisclosureSEC source: 0001638833-19-000022 · wf-form4_155302313260382.xml · derivative · entry 3 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,500 Underlying: Common Stock · 403,500 shares Expires 2029-03-15 F3 · derivative.exercise_date: One-third (1/3) of the options will vest in three equal installments on each of December 31, 2020, December 31, 2021, and December 31, 2022, generally contingent upon continued employment through each applicable vesting date (the "time condition"). One-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $25.00. The remaining one-third (1/3) of the options will vest based on satisfaction of the time condition and the achievement of a closing price per share of the Issuer's Common Stock of $35.00. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 18,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000022 · wf-form4_155302313260382.xml · nonDerivative · entry 2 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,126 F2 · shares: Shares will vest in three equal annual installments of each of the first three anniversaries of March 15, 2019. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 19:19 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 14,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001638833-19-000022 · wf-form4_155302313260382.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,498 F1 · shares: Shares issued based on 2018 performance under performance stock unit awards granted to the Reporting Person on March 16, 2018. Shares will vest in two equal annual installments on each of the first two anniversaries of December 31, 2018. Read SEC document |
| April 02, 2018 Filed Apr 2, 2018 22:15 UTC | Surgery Partners, Inc. SGRY · Entity 4534 | GrantCommon Stock | 14,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000904454-18-000265 · edgar.xml · nonDerivative · entry 1 COWHEY THOMAS F. · CIK 0001735242 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,749 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.