Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CDW CorpCDW · Entity 3281 | Director | October 01, 2026 | October 05, 2026 |
| CHP Merger Corp.CHPMU · Entity 127798 | Director | November 26, 2019 | November 27, 2019 |
| Elevance Health, Inc.ANTM · Entity 2934 | Director · Executive Chairman | March 05, 2018 | March 07, 2018 |
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | March 28, 2024 | April 01, 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.
CDW Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 20,443.53 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 212 · Balance 20,443.53 F1: This is a grant of fully vested restricted stock units under the CDW Corporation 2021 Long-Term Incentive Plan. This grant is in lieu of cash for the annual director retainer, which will be granted quarterly in arrears. Settlement into shares of CDW Corporation common stock has been deferred pursuant to each applicable award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: This is a grant of fully vested restricted stock units under the CDW Corporation 2021 Long-Term Incentive Plan. This grant is in lieu of cash for the annual director retainer, which will be granted quarterly in arrears. Settlement into shares of CDW Corporation common stock has been deferred pursuant to each applicable award agreement.
CHP Merger Corp.
Report date November 26, 2019 · Filed November 27, 2019
Jointly reported with CHP Acquisition Holdings LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | IndirectSee footnote | 7,500,000 |
Reported balance
After 2019-11-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-11-26 · Other · Disposed 406,250 · Balance 7,500,000 F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-234413) and have no expiration date. F2: 406,250 shares of Class B Common Stock were forfeited to the Issuer at no cost in connection with the partial exercise by the underwriters of the over-allotment option, as described in the Issuer's registration statement on Form S-1. F3: The securities are held directly by CHP Acquisition Holdings LLC, which is wholly owned by Concord Health Partners LLC. Each of Concord Health Partners LLC and the Reporting Person may be deemed to beneficially own the shares held by CHP Acquisition Holdings LLC by virtue of their direct and indirect ownership, respectively, of the shares of CHP Acquisition Holdings LLC. Each of Concord Health Partners LLC and the Reporting Person disclaims beneficial ownership over any securities owned by CHP Acquisition Holdings LLC other than to the extent of any pecuniary interest he or it may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-234413) and have no expiration date.
F2: 406,250 shares of Class B Common Stock were forfeited to the Issuer at no cost in connection with the partial exercise by the underwriters of the over-allotment option, as described in the Issuer's registration statement on Form S-1.
F3: The securities are held directly by CHP Acquisition Holdings LLC, which is wholly owned by Concord Health Partners LLC. Each of Concord Health Partners LLC and the Reporting Person may be deemed to beneficially own the shares held by CHP Acquisition Holdings LLC by virtue of their direct and indirect ownership, respectively, of the shares of CHP Acquisition Holdings LLC. Each of Concord Health Partners LLC and the Reporting Person disclaims beneficial ownership over any securities owned by CHP Acquisition Holdings LLC other than to the extent of any pecuniary interest he or it may have therein, directly or indirectly.
Elevance Health, Inc.
Report date March 05, 2018 · Filed March 07, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,419 |
Ending reported balance
After 2018-03-05 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2018-03-05 · Sale · Disposed 4,720 · Balance 84,545 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F2: This transaction was executed in multiple trades at prices ranging from $228.60 to $229.57. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2018-03-05 · Sale · Disposed 3,433 · Balance 81,112 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F3: This transaction was executed in multiple trades at prices ranging from $229.65 to $230.62. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2018-03-05 · Sale · Disposed 9,712 · Balance 71,400 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F4: This transaction was executed in multiple trades at prices ranging from $230.66 to 231.65. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 4 · 2018-03-05 · Sale · Disposed 9,381 · Balance 62,019 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F5: This transaction was executed in multiple trades at prices ranging from $231.69 to $232.68. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 5 · 2018-03-05 · Sale · Disposed 600 · Balance 61,419 F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F6: This transaction was executed in multiple trades at prices ranging from $232.69 to $232.87. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017.
F2: This transaction was executed in multiple trades at prices ranging from $228.60 to $229.57. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F3: This transaction was executed in multiple trades at prices ranging from $229.65 to $230.62. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F4: This transaction was executed in multiple trades at prices ranging from $230.66 to 231.65. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F5: This transaction was executed in multiple trades at prices ranging from $231.69 to $232.68. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
F6: This transaction was executed in multiple trades at prices ranging from $232.69 to $232.87. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
INTERNATIONAL BUSINESS MACHINES CORP
Report date March 28, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,485 |
Reported balance
After 2024-03-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-28 · Grant · Acquired 459 · Balance 14,485 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
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 |
|---|---|---|---|---|---|---|
| December 10, 2020 Filed Dec 14, 2020 21:34 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000177 · wf-form4_160798165156626.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,553.17 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| October 30, 2020 Filed Nov 2, 2020 16:44 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | PurchaseCommon Stock | 2,000 | $111.01 | $222,019.80 |
DisclosureSEC source: 0001562180-20-006481 · primarydocument.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · trust Disclosed balance after: 5,261 F1 · ownership.direct: The reporting person disclaims beneficial ownership of the securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 30, 2020 Filed Oct 1, 2020 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 401 | $121.67 Strike: $0.00 | $48,789.67 |
DisclosureSEC source: 0001562180-20-006174 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,540 Underlying: Common Stock · 401 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 10, 2020 Filed Sep 11, 2020 21:17 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 5.4 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000146 · wf-form4_159985900751524.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,548.41 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 30, 2020 Filed Jul 1, 2020 23:41 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 404 | $120.77 Strike: $0.00 | $48,791.08 |
DisclosureSEC source: 0001562180-20-004765 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,084 Underlying: Common Stock · 404 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 21:05 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4.87 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000120 · wf-form4_159199588465386.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,543.01 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 31, 2020 Filed Apr 1, 2020 21:11 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 440 | $110.93 Strike: $0.00 | $48,809.20 |
DisclosureSEC source: 0001562180-20-002803 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,635 Underlying: Common Stock · 440 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 21:36 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 11.56 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000087 · wf-form4_158396257036616.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,538.14 F2 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:36 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 1,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-20-000087 · wf-form4_158396257036616.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,526.58 F1 · date: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on March 9, 2021. F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on March 9, 2021. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 01:23 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 364 | $134.04 Strike: $0.00 | $48,790.56 |
DisclosureSEC source: 0001562180-20-000043 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,154 Underlying: Common Stock · 364 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 22:20 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4.51 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000255 · wf-form4_157618923360359.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,973.58 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 22:18 UTC | CHP Merger Corp. CHPMU · Entity 127798 | OtherClass B Common Stock · Derivative | 406,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-19-021656 · form4.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director CHP Acquisition Holdings LLC · CIK 0001785086 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,500,000 Underlying: Class A Common Stock · 406,250 shares Expires not disclosed F1 · derivative.exercise_price: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-234413) and have no expiration date. F2 · kind: 406,250 shares of Class B Common Stock were forfeited to the Issuer at no cost in connection with the partial exercise by the underwriters of the over-allotment option, as described in the Issuer's registration statement on Form S-1. F1 · price: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-234413) and have no expiration date. F1 · derivative.exercise_date: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-234413) and have no expiration date. F1 · derivative.expiration_date: Shares of Class B Common Stock will automatically convert into shares of the Issuer's Class A Common Stock at the time of the Issuer's initial business combination on a one-for-one basis, subject to adjustment, as described under the heading "Description of Securities" in the Issuer's registration statement on form S-1 (File No. 333-234413) and have no expiration date. F3 · ownership.direct: The securities are held directly by CHP Acquisition Holdings LLC, which is wholly owned by Concord Health Partners LLC. Each of Concord Health Partners LLC and the Reporting Person may be deemed to beneficially own the shares held by CHP Acquisition Holdings LLC by virtue of their direct and indirect ownership, respectively, of the shares of CHP Acquisition Holdings LLC. Each of Concord Health Partners LLC and the Reporting Person disclaims beneficial ownership over any securities owned by CHP Acquisition Holdings LLC other than to the extent of any pecuniary interest he or it may have therein, directly or indirectly. F3 · ownership.nature: The securities are held directly by CHP Acquisition Holdings LLC, which is wholly owned by Concord Health Partners LLC. Each of Concord Health Partners LLC and the Reporting Person may be deemed to beneficially own the shares held by CHP Acquisition Holdings LLC by virtue of their direct and indirect ownership, respectively, of the shares of CHP Acquisition Holdings LLC. Each of Concord Health Partners LLC and the Reporting Person disclaims beneficial ownership over any securities owned by CHP Acquisition Holdings LLC other than to the extent of any pecuniary interest he or it may have therein, directly or indirectly. Read SEC document |
| September 30, 2019 Filed Oct 1, 2019 20:36 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 336 | $145.42 Strike: $0.00 | $48,861.12 |
DisclosureSEC source: 0001562180-19-004995 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,757 Underlying: Common Stock · 336 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 10, 2019 Filed Sep 11, 2019 20:34 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000204 · wf-form4_156823404077669.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,969.07 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 17:41 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 354 | $137.90 Strike: $0.00 | $48,816.60 |
DisclosureSEC source: 0001562180-19-003700 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,395 Underlying: Common Stock · 354 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 11, 2019 Filed Jun 13, 2019 20:43 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000161 · wf-form4_156045858861956.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,964.82 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 346 | $141.10 Strike: $0.00 | $48,820.60 |
DisclosureSEC source: 0001562180-19-002113 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,017 Underlying: Common Stock · 346 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 21:24 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 10.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000129 · wf-form4_155259863898624.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,960.36 F1 · shares: Dividend equivalents awarded pursuant to outstanding restricted stock unit awards previously granted under the CDW Corporation 2013 Long-Term Incentive Plan. Read SEC document |
| March 08, 2019 Filed Mar 8, 2019 21:59 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 1,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-19-000093 · wf-form4_155208235908357.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,949.65 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on February 25, 2020. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 21:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 429 | $113.67 Strike: $0.00 | $48,764.43 |
DisclosureSEC source: 0001562180-19-000057 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,653 Underlying: Common Stock · 429 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 21:46 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 6.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000266 · wf-form4_154465116240279.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,353.65 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| November 01, 2018 Filed Nov 5, 2018 13:55 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | PurchaseCommon Stock | 2,000 | $116.42 | $232,837.80 |
DisclosureSEC source: 0001562180-18-004396 · primarydocument.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · trust Disclosed balance after: 3,261 F1 · ownership.direct: The reporting person disclaims beneficial ownership of the securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 20:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 323 | $151.21 Strike: $0.00 | $48,840.83 |
DisclosureSEC source: 0001562180-18-004073 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,209 Underlying: Common Stock · 323 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 20:47 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000214 · wf-form4_153678523416698.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,347.51 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 20:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 349 | $139.70 Strike: $0.00 | $48,755.30 |
DisclosureSEC source: 0001562180-18-003151 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 877 Underlying: Common Stock · 349 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 11, 2018 Filed Jun 13, 2018 20:52 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 4.66 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000155 · wf-form4_152892316045172.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,343.05 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| March 29, 2018 Filed Mar 30, 2018 19:17 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 318 | $153.43 Strike: $0.00 | $48,790.74 |
DisclosureSEC source: 0001562180-18-001741 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 Underlying: Common Stock · 318 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 20:50 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 11.8 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000097 · wf-form4_152097420226053.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,338.39 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 600 | $232.75 | $139,650.00 |
DisclosureSEC source: 0001127602-18-010566 · form4.xml · nonDerivative · entry 5 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,419 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F6 · price: This transaction was executed in multiple trades at prices ranging from $232.69 to $232.87. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 9,381 | $232.23 | $2,178,549.63 |
DisclosureSEC source: 0001127602-18-010566 · form4.xml · nonDerivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,019 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F5 · price: This transaction was executed in multiple trades at prices ranging from $231.69 to $232.68. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 9,712 | $231.21 | $2,245,511.52 |
DisclosureSEC source: 0001127602-18-010566 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,400 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F4 · price: This transaction was executed in multiple trades at prices ranging from $230.66 to 231.65. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 3,433 | $230.17 | $790,173.61 |
DisclosureSEC source: 0001127602-18-010566 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,112 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F3 · price: This transaction was executed in multiple trades at prices ranging from $229.65 to $230.62. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 4,720 | $229.21 | $1,081,871.20 |
DisclosureSEC source: 0001127602-18-010566 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,545 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $228.60 to $229.57. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 22:07 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 1,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-18-000078 · wf-form4_152002842458926.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,326.59 F1 · shares: This is a grant of restricted stock units under the CDW Corporation 2013 Long-Term Incentive Plan. The restricted stock units vest on the first anniversary of the date of grant. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 56,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010091 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,265 F2 · shares: Represents performance based restricted share units. Restrictions lapsed on 3/2/18. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 27,701 | $233.08 | $6,456,549.08 |
DisclosureSEC source: 0001127602-18-010091 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,746 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 6,096 | $232.04 | $1,414,515.84 |
DisclosureSEC source: 0001127602-18-010091 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,447 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 46,600 | $0.00 Strike: $89.44 | $0.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · derivative · entry 10 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 46,600 shares Expires 2021-03-03 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. F9 · derivative.exercise_date: The option represents a right to purchase a total of 114,100 shares, and is exercisable in six semi-annual installments, with two installments of 19,016 shares and four installments of 19,017 shares each, beginning on September 3, 2014, which is the six-month anniversary of the option grant date. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,803 | $0.00 Strike: $67.44 | $0.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · derivative · entry 9 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,803 shares Expires 2020-04-01 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. F8 · derivative.exercise_date: The option represents a right to purchase a total of 102,303 shares, and is exercisable in six semi-annual installments, with three installments of 17,050 shares and three installments of 17,051 shares each, beginning on October 1, 2013, which is the six-month anniversary of the option grant date. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,000 | $247.73 | $247,730.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 8 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,543 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F7 · price: This transaction was executed in multiple trades at prices ranging from $247.62 to $247.95. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,900 | $246.69 | $468,711.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 7 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,543 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F6 · price: This transaction was executed in multiple trades at prices ranging from $246.36 to $246.89. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 8,900 | $245.71 | $2,186,819.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 6 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,443 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F5 · price: This transaction was executed in multiple trades at prices ranging from $245.24 to $246.20. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 26,703 | $244.52 | $6,529,417.56 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 5 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,343 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F4 · price: This transaction was executed in multiple trades at prices ranging from $244.18 to $245.17. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 19,100 | $243.82 | $4,656,962.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,046 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F3 · price: This transaction was executed in multiple trades at prices ranging from $243.18 to $244.17. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 6,800 | $242.40 | $1,648,320.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,146 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F2 · price: This transaction was executed in multiple trades at prices ranging from $241.96 to $242.95. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 46,600 | $89.44 | $4,167,904.00 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,946 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 01, 2018 Filed Feb 5, 2018 21:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 17,803 | $67.44 | $1,200,634.32 |
DisclosureSEC source: 0001127602-18-004003 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,346 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 |
| January 11, 2018 Filed Jan 16, 2018 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 67,500 | $0.00 Strike: $89.44 | $0.00 |
DisclosureSEC source: 0001127602-18-001820 · form4.xml · derivative · entry 5 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,600 Underlying: Common Stock · 67,500 shares Expires 2021-03-03 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. F5 · derivative.exercise_date: The option represents a right to purchase a total of 114,100 shares, and is exercisable in six semi-annual installments, with two installments of 19,016 shares each and four installments of 19,017 shares each, beginning on September 3, 2014, which is the six-month anniversary of the option grant date. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 36,858 | $236.28 | $8,708,808.24 |
DisclosureSEC source: 0001127602-18-001820 · form4.xml · nonDerivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,543 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F4 · price: This transaction was executed in multiple trades at prices ranging from $236.04 to $236.79. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 11, 2018 Filed Jan 16, 2018 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 23,364 | $235.58 | $5,504,091.12 |
DisclosureSEC source: 0001127602-18-001820 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,401 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 2, 2017, as modified on December 11, 2017. F3 · price: This transaction was executed in multiple trades at prices ranging from $235.04 to $236.03. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. 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.