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 |
|---|---|---|---|---|---|---|
| May 18, 2018 Filed May 22, 2018 16:08 UTC | AETNA INC /PA/ AET · Entity 107289 | GrantRestricted Stock Units · Derivative | 990 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-18-000098 · edgar.xml · derivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 990 shares Expires not disclosed F1 · derivative.exercise_price: Units convert to Common Stock on a one-for-one basis. F1 · price: Units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted Stock Units ("Units") granted under the Aetna Inc. 2010 Non-Employee Director Compensation Plan (the "Plan"). Subject to terms of the Plan, Units will vest in four substantially equal installments on August 18, 2018, November 18, 2018, February 18, 2019, and May 18, 2019, with payment of the Units deferred until May 20, 2019. Upon payment date, Units will be issued in Common Stock. F2 · derivative.expiration_date: Restricted Stock Units ("Units") granted under the Aetna Inc. 2010 Non-Employee Director Compensation Plan (the "Plan"). Subject to terms of the Plan, Units will vest in four substantially equal installments on August 18, 2018, November 18, 2018, February 18, 2019, and May 18, 2019, with payment of the Units deferred until May 20, 2019. Upon payment date, Units will be issued in Common Stock. Read SEC document |
| May 10, 2018 Filed May 11, 2018 22:43 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009206 · doc4.xml · nonDerivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,497 F2 · shares: Restricted stock granted in lieu of 50% of cash compensation, vesting in full upon the next annual meeting of stockholders. Reflects a value of $77,500, divided by the closing price of common stock on the date of grant. Read SEC document |
| May 10, 2018 Filed May 11, 2018 22:43 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 6,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009206 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,938 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 $185,000 divided by the closing price of common stock on the date of grant. Read SEC document |
| May 22, 2017 Filed May 23, 2017 16:32 UTC | AETNA INC /PA/ AET · Entity 107289 | Exercise / conversionRestricted Stock Units · Derivative | 1,537 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-17-000059 · 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 · 1,537 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. F1 · derivative.exercise_price: Units convert to Common Stock on a one-for-one basis. F1 · price: Units convert to Common Stock on a one-for-one basis. F3 · derivative.exercise_date: Restricted Stock Units ("Units") granted under the Aetna Inc. 2010 Non-Employee Director Compensation Plan (the "Plan"). Subject to terms of the Plan, Units will vest in four equal installments on August 20, 2016; November 20, 2016; February 20, 2017, and May 20, 2017, with payment of the Units deferred until May 22, 2017. Upon payment date, Units will be issued in Common Stock. F3 · derivative.expiration_date: Restricted Stock Units ("Units") granted under the Aetna Inc. 2010 Non-Employee Director Compensation Plan (the "Plan"). Subject to terms of the Plan, Units will vest in four equal installments on August 20, 2016; November 20, 2016; February 20, 2017, and May 20, 2017, with payment of the Units deferred until May 22, 2017. Upon payment date, Units will be issued in Common Stock. Read SEC document |
| May 22, 2017 Filed May 23, 2017 16:32 UTC | AETNA INC /PA/ AET · Entity 107289 | Exercise / conversionCommon Stock | 1,537 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-17-000059 · edgar.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,225 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 · price: Units convert to Common Stock on a one-for-one basis. Read SEC document |
| May 19, 2017 Filed May 23, 2017 16:32 UTC | AETNA INC /PA/ AET · Entity 107289 | GrantRestricted Stock Units · Derivative | 1,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001122304-17-000059 · edgar.xml · derivative · entry 2 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,203 Underlying: Common Stock · 1,203 shares Expires not disclosed F1 · derivative.exercise_price: Units convert to Common Stock on a one-for-one basis. F1 · price: Units convert to Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Restricted Stock Units ("Units") granted under the Aetna Inc. 2010 Non-Employee Director Compensation Plan (the "Plan"). Subject to terms of the Plan, Units will vest in four substantially equal installments on August 19, 2017; November 19, 2017; February 19, 2018, and May 19, 2018, with payment of the Units deferred until May 23, 2018. Upon payment date, Units will be deferred 50%/50% between stock unit account and deferred cash account. F2 · derivative.expiration_date: Restricted Stock Units ("Units") granted under the Aetna Inc. 2010 Non-Employee Director Compensation Plan (the "Plan"). Subject to terms of the Plan, Units will vest in four substantially equal installments on August 19, 2017; November 19, 2017; February 19, 2018, and May 19, 2018, with payment of the Units deferred until May 23, 2018. Upon payment date, Units will be deferred 50%/50% between stock unit account and deferred cash account. Read SEC document |
| May 09, 2017 Filed May 11, 2017 20:31 UTC | BOSTON SCIENTIFIC CORP BSX · Entity 1897 | GrantCommon Stock | 7,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009505 · doc4.xml · nonDerivative · entry 1 LUDWIG EDWARD J · CIK 0001221783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,829 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 $185,000 divided by the closing price of common stock on the date of grant. 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.