Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON SCIENTIFIC CORPBSX · Entity 1897 | Director | July 31, 2026 | August 03, 2026 |
| CVS HEALTH CorpCVS · Entity 2884 | Director | May 02, 2024 | May 02, 2024 |
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.
BOSTON SCIENTIFIC CORP
Report date July 31, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,359 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Purchase · Acquired 5,000 · Balance 30,359 |
CVS HEALTH Corp
Report date May 02, 2024 · Filed May 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,630 |
Reported balance
After 2024-05-02 transaction · row 1
1 source rowRow 1 · 2024-05-02 · Purchase · Acquired 1,000 · Balance 21,630 |
| Common StockSEC Table I · non-derivative | IndirectBy Rev Trust | 11,079 |
Reported balance
Holding disclosure · report date 2024-05-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,079 |
| Share CreditsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,653.3221 |
Reported balance
Holding disclosure · report date 2024-05-02 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 14,653.3221 F1: Consists of deferred stock compensation payable pursuant to Reporting Person's election. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock compensation payable pursuant to Reporting Person's election.
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 | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 1
1 source rowRow 1 · 2018-11-28 · Disposition to issuer · Disposed 13,225 · Balance 0 F1: 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. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-11-28 · Disposition to issuer · Disposed 24,815.3076 · Balance 0 F2: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-11-28 · Disposition to issuer · Disposed 11,180 · Balance 0 F3: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-11-28 · Disposition to issuer · Disposed 990 · Balance 0 F4: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
| Deferred Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-11-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-11-28 · Disposition to issuer · Disposed 8,374.348 · Balance 0 F5: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
F3: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount.
F4: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
F5: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 3, 2026 20:29 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | PurchaseCommon Stock | 5,000 | $45.48 | $227,399.50 |
DisclosureSEC source: 0001225208-26-006882 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,359 Read SEC document |
| May 20, 2026 Filed May 21, 2026 21:21 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | PurchaseCommon Stock | 3,580 | $56.68 | $202,914.40 |
DisclosureSEC source: 0001225208-26-005547 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,359 Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:32 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 3,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005108 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,779 F1 · kind: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $215,000 divided by the closing price of common stock on the date of grant. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 21:43 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006987 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,979 Read SEC document |
| July 25, 2025 Filed Jul 28, 2025 20:10 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | SaleCommon Stock | 4,000 | $106.03 | $424,120.40 |
DisclosureSEC source: 0001225208-25-006805 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,479 Read SEC document |
| May 29, 2025 Filed May 30, 2025 20:08 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | SaleCommon Stock | 4,000 | $104.59 | $418,367.60 |
DisclosureSEC source: 0001225208-25-005546 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,479 F1 · price: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $104.59 to $104.615, inclusive. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 08, 2025 Filed May 9, 2025 21:34 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004930 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,479 F1 · kind: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $215,000 divided by the closing price of common stock on the date of grant. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 00:30 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | SaleCommon Stock | 12,000 | $105.48 | $1,265,815.20 |
DisclosureSEC source: 0001225208-25-001594 · doc4.xml · nonDerivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,398 F1 · price: Represents the weighted average sale price. These shares were sold in multiple transactions at prices ranging from $105.47 to $105.55, inclusive. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 00:30 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001594 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,398 Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 22:22 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | SaleCommon Stock | 4,877 | $91.63 | $446,901.94 |
DisclosureSEC source: 0001225208-24-010155 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,398 Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:37 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 2,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005968 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,275 F1 · kind: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $215,000 divided by the closing price of common stock on the date of grant. Read SEC document |
| May 02, 2024 Filed May 2, 2024 20:31 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 1,000 | $53.88 | $53,879.00 |
DisclosureSEC source: 0001127602-24-013997 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,630 Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 20:12 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,818 | $17.37 Strike: $17.37 | $170,538.66 |
DisclosureSEC source: 0001225208-24-005317 · doc4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,818 shares Expires 2025-05-05 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 · derivative.exercise_date: Grant to the reporting person of an option to purchase a specified number of shares of common stock vesting in full on May 3, 2016, the date of the Company's 2016 annual meeting of stockholders. Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 20:12 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | SaleCommon Stock | 9,818 | $73.29 | $719,562.20 |
DisclosureSEC source: 0001225208-24-005317 · doc4.xml · nonDerivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,374 Read SEC document |
| April 26, 2024 Filed Apr 29, 2024 20:12 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Exercise / conversionCommon Stock | 9,818 | $17.37 | $170,538.66 |
DisclosureSEC source: 0001225208-24-005317 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,192 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 13, 2024 Filed Feb 14, 2024 21:23 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $17.37 | $0.00 |
DisclosureSEC source: 0001225208-24-002051 · doc4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,818 Underlying: Common Stock · 7,000 shares Expires 2025-05-05 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 · derivative.exercise_date: Grant to the reporting person of an option to purchase a specified number of shares of common stock vesting in full on May 3, 2016, the date of the Company's 2016 annual meeting of stockholders. Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:23 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | SaleCommon Stock | 7,000 | $65.03 | $455,223.30 |
DisclosureSEC source: 0001225208-24-002051 · doc4.xml · nonDerivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,374 Read SEC document |
| February 13, 2024 Filed Feb 14, 2024 21:23 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | Exercise / conversionCommon Stock | 7,000 | $17.37 | $121,590.00 |
DisclosureSEC source: 0001225208-24-002051 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,374 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 15, 2023 Filed Nov 17, 2023 21:51 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,422.97 | $69.13 Strike: $0.00 | $167,499.92 |
DisclosureSEC source: 0001127602-23-027839 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,522.672 Underlying: Common Stock · 2,422.97 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 03, 2023 Filed Nov 6, 2023 15:59 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 2,000 | $70.47 | $140,930.00 |
DisclosureSEC source: 0001127602-23-026822 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,630 Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:47 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,068.6048 | $69.31 Strike: $0.00 | $143,375.00 |
DisclosureSEC source: 0001127602-23-016325 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,816.975 Underlying: Common Stock · 2,068.6048 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 04, 2023 Filed May 5, 2023 20:27 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 2,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005468 · doc4.xml · derivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,366 Underlying: Common Stock · 2,984 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F4 · shares: Reflects a value of $155,000 divided by the closing price of common stock on the date of grant. F5 · derivative.exercise_date: Deferred stock units were granted in lieu of quarterly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F5 · derivative.expiration_date: Deferred stock units were granted in lieu of quarterly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| May 04, 2023 Filed May 5, 2023 20:27 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 3,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005468 · doc4.xml · derivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,382 Underlying: Common Stock · 3,946 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · shares: Reflects a value of $205,000 divided by the closing price of common stock on the date of grant. F3 · derivative.exercise_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.expiration_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:49 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,323.3435 | $94.93 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-22-026164 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,681.4226 Underlying: Common Stock · 1,323.3435 shares Expires not disclosed F2 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F3 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F3 · 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 21:49 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 131 | $94.93 | $12,435.83 |
DisclosureSEC source: 0001127602-22-026164 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,630 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 |
| May 11, 2022 Filed May 13, 2022 20:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,282.0186 | $97.99 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-22-014439 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,222.8902 Underlying: Common Stock · 1,282.0186 shares Expires not disclosed F2 · shares: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F3 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F3 · 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 20:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 165 | $97.99 | $16,168.35 |
DisclosureSEC source: 0001127602-22-014439 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,499 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 |
| May 05, 2022 Filed May 6, 2022 21:08 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 4,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006631 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,374 F1 · shares: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $205,000 divided by the closing price of common stock on the date of grant. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 21:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 1,000 | $105.90 | $105,904.40 |
DisclosureSEC source: 0001127602-22-004581 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,334 Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:46 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,354.7396 | $92.73 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-21-029716 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,905.134 Underlying: Common Stock · 1,354.7396 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 |
| August 05, 2021 Filed Aug 5, 2021 20:58 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 3,000 | $79.55 | $238,635.00 |
DisclosureSEC source: 0001127602-21-023166 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,334 Read SEC document |
| May 13, 2021 Filed May 14, 2021 21:12 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,490.744 | $84.27 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-21-016884 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,586.6592 Underlying: Common Stock · 1,490.744 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 06, 2021 Filed May 10, 2021 20:35 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 4,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007879 · doc4.xml · derivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,436 Underlying: Common Stock · 4,763 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · shares: Reflects a value of $205,000 divided by the closing price of common stock on the date of grant. F3 · derivative.exercise_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.expiration_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| February 17, 2021 Filed Feb 17, 2021 22:04 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 3,000 | $72.00 | $216,000.00 |
DisclosureSEC source: 0001127602-21-006284 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,334 Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 21:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 1,893.3685 | $66.35 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-20-029701 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,942.7754 Underlying: Common Stock · 1,893.3685 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 20:22 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,016.129 | $62.31 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-20-016763 · form4.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,016.129 Underlying: Common Stock · 2,016.129 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 07, 2020 Filed May 11, 2020 20:41 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007402 · doc4.xml · derivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,673 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · shares: Reflects a value of $185,000 divided by the closing price of common stock on the date of grant. F3 · derivative.exercise_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.expiration_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,626 | $74.92 | $121,819.92 |
DisclosureSEC source: 0001127602-19-033586 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,334 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 |
| May 16, 2019 Filed May 20, 2019 21:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,330 | $52.30 | $121,859.00 |
DisclosureSEC source: 0001127602-19-019170 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,708 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 |
| May 09, 2019 Filed May 13, 2019 20:58 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 4,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-028962 · a4.xml · derivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,673 Underlying: Common Stock · 4,181 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F4 · shares: Reflects a value of $155,000 divided by the closing price of common stock on the date of grant. F5 · derivative.exercise_date: Deferred stock units were granted in lieu of quarterly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F5 · derivative.expiration_date: Deferred stock units were granted in lieu of quarterly cash compensation and vest in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Directors service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:58 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantDeferred Stock Units · Derivative | 4,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-028962 · a4.xml · derivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,492 Underlying: Common Stock · 4,990 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the Company's commitment to issue one share of Boston Scientific common stock. F2 · shares: Reflects a value of $185,000 divided by the closing price of common stock on the date of grant. F3 · derivative.exercise_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. F3 · derivative.expiration_date: Annual equity award in the form of deferred stock units vesting in full upon the next annual meeting of stockholders. Vested shares of stock will be issued to the reporting person following the reporting person's separation from Board of Director service in accordance with the Company's Non-Employee Director Deferred Compensation Plan. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 20:25 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 2,000 | $52.80 | $105,600.00 |
DisclosureSEC source: 0001127602-19-010801 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,378 Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 21:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 4,000 | $58.27 | $233,080.00 |
DisclosureSEC source: 0001127602-19-009462 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,378 Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:41 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerDeferred Restricted Stock Units · Derivative | 8,374.348 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000175 · edgar.xml · derivative · entry 5 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,374.348 shares Expires not disclosed F5 · derivative.exercise_price: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F5 · price: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F5 · derivative.exercise_date: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F5 · derivative.expiration_date: Deferred Restricted Stock Units accrued under the Plan pursuant to the deferral of Restricted Stock Unit grants. These Deferred Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Deferred Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:41 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerRestricted Stock Units · Derivative | 990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000175 · edgar.xml · derivative · entry 4 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 990 shares Expires not disclosed F4 · derivative.exercise_price: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F4 · price: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F4 · derivative.exercise_date: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F4 · derivative.expiration_date: Previously reported Restricted Stock Units granted under the Plan on May 18, 2018. These Restricted Stock Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Restricted Stock Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:41 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerPhantom Stock Units · Derivative | 11,180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000175 · edgar.xml · derivative · entry 3 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,180 shares Expires not disclosed F3 · derivative.exercise_price: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount. F3 · price: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount. F3 · derivative.exercise_date: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount. F3 · derivative.expiration_date: Previously reported Units granted under the Plan. These Units were canceled pursuant to the terms of the Plan in exchange for an amount in cash for each Unit equal to the Unit Amount. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:41 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerPhantom Stock Units · Derivative | 24,815.3076 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000175 · edgar.xml · derivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,815.3076 shares Expires not disclosed F2 · derivative.exercise_price: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F2 · price: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F2 · derivative.exercise_date: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. F2 · derivative.expiration_date: Units accrued under the Non-Employee Director Compensation Plan (the "Plan") pursuant to deferral of Director Fees. These Units were canceled pursuant to the terms of the Plan in exchange for an amount (the "Unit Amount") in cash for each Unit equal to the closing price of Aetna Common Stock on the closing date under the Merger Agreement. Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 16:41 UTC | AETNA INC /PA/ AET · Entity 107289 | Disposition to issuerCommon Stock | 13,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000175 · edgar.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 22:34 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,378 | $80.27 | $110,612.06 |
DisclosureSEC source: 0001127602-18-034860 · form4.xml · nonDerivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,457 F2 · shares: Consists of common stock issued as a pro rata portion of the retainer payable for the reporting person's 2018-2019 Board service, pursuant to the Registrant's 2017 Incentive Compensation Plan. Read SEC document |
| November 28, 2018 Filed Nov 30, 2018 22:34 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 11,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-18-034860 · form4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,079 F1 · price: Pursuant to the terms of the Agreement and Plan of Merger, dated as of December 3, 2017 (the "Merger Agreement"), by and among CVS Health Corporation ("CVS Health"), Hudson Merger Sub Corp. (the "Merger Sub"), a wholly owned subsidiary of CVS Health, and Aetna Inc. ("Aetna"), on November 28, 2018 (the "Closing Date") the Merger Sub merged with and into Aetna (the "Merger"), with Aetna continuing as the surviving company of the Merger and as a wholly owned subsidiary of CVS Health. Pursuant to the Merger Agreement, on the Closing Date each share of Aetna common stock held by the reporting person was converted into the right to receive 0.8378 of a share of common stock of CVS Health and $145.00 in cash. The closing price of CVS Health's common stock on November 28, 2018 was $80.27 per share. 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.