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 |
|---|---|---|---|---|---|---|
| January 11, 2018 Filed Jan 16, 2018 21:22 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 7,278 | $234.73 | $1,708,364.94 |
DisclosureSEC source: 0001127602-18-001820 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,765 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 $234.04 to $234.99. 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 | Exercise / conversionCommon Stock | 67,500 | $89.44 | $6,037,200.00 |
DisclosureSEC source: 0001127602-18-001820 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,043 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 |
| December 29, 2017 Filed Jan 2, 2018 21:12 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 203 | $153.42 Strike: $0.00 | $31,144.26 |
DisclosureSEC source: 0001562180-18-000053 · primarydocument.xml · derivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203 Underlying: Common Stock · 203 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 11, 2017 Filed Dec 13, 2017 21:18 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 7.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000199 · wf-form4_151319989455029.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,455.59 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,125 | $0.00 Strike: $67.44 | $0.00 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · derivative · entry 10 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,803 Underlying: Common Stock · 21,125 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. F9 · 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 300 | $235.67 | $70,701.00 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 9 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. F8 · price: This transaction was executed in multiple trades at prices ranging from $235.44 to $235.78. 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 800 | $234.81 | $187,848.00 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 8 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,843 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. F7 · price: This transaction was executed in multiple trades at prices ranging from $234.39 to $235.24. 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 800 | $233.01 | $186,408.00 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 7 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,643 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. F6 · price: This transaction was executed in multiple trades at prices ranging from $232.86 to $233.15. 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 5,882 | $232.08 | $1,365,094.56 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 6 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,443 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. F5 · price: This transaction was executed in multiple trades at prices ranging from $231.75 to $232.66. 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 7,722 | $231.24 | $1,785,635.28 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 5 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,325 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. F4 · price: This transaction was executed in multiple trades at prices ranging from $230.75 to $231.74. 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 4,321 | $230.43 | $995,688.03 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,047 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. F3 · price: This transaction was executed in multiple trades at prices ranging from $229.75 to $230.73. 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,100 | $229.13 | $252,043.00 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,368 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $228.61 to $229.48. 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 |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 200 | $227.31 | $45,462.00 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,468 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. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:27 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 21,125 | $67.44 | $1,424,670.00 |
DisclosureSEC source: 0001127602-17-033930 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,668 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 01, 2017 Filed Nov 2, 2017 20:39 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,125 | $0.00 Strike: $67.44 | $0.00 |
DisclosureSEC source: 0001127602-17-030994 · form4.xml · derivative · entry 5 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,928 Underlying: Common Stock · 21,125 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. F4 · 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 |
| November 01, 2017 Filed Nov 2, 2017 20:39 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 300 | $210.79 | $63,237.00 |
DisclosureSEC source: 0001127602-17-030994 · form4.xml · nonDerivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 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. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 20:39 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 10,146 | $210.22 | $2,132,892.12 |
DisclosureSEC source: 0001127602-17-030994 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,843 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. F3 · price: This transaction was executed in multiple trades at prices ranging from $209.78 to $210.75. 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 |
| November 01, 2017 Filed Nov 2, 2017 20:39 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 10,679 | $209.47 | $2,236,930.13 |
DisclosureSEC source: 0001127602-17-030994 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,989 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $208.78 to $209.76. 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 |
| November 01, 2017 Filed Nov 2, 2017 20:39 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 21,125 | $67.44 | $1,424,670.00 |
DisclosureSEC source: 0001127602-17-030994 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,668 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 |
| October 02, 2017 Filed Oct 4, 2017 20:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,125 | $0.00 Strike: $67.44 | $0.00 |
DisclosureSEC source: 0001127602-17-029192 · form4.xml · derivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,053 Underlying: Common Stock · 21,125 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. F4 · 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 |
| October 02, 2017 Filed Oct 4, 2017 20:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 3,061 | $191.17 | $585,171.37 |
DisclosureSEC source: 0001127602-17-029192 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 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. F3 · price: This transaction was executed in multiple trades at prices ranging from $191.03 to $191.42. 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 |
| October 02, 2017 Filed Oct 4, 2017 20:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 18,064 | $190.54 | $3,441,914.56 |
DisclosureSEC source: 0001127602-17-029192 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,604 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $190.03 to $191.02. 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 |
| October 02, 2017 Filed Oct 4, 2017 20:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 21,125 | $67.44 | $1,424,670.00 |
DisclosureSEC source: 0001127602-17-029192 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,668 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 11, 2017 Filed Sep 13, 2017 20:58 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 6.26 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000141 · wf-form4_150533627728886.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,448.56 F1 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 21,125 | $0.00 Strike: $67.44 | $0.00 |
DisclosureSEC source: 0001127602-17-027047 · form4.xml · derivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,178 Underlying: Common Stock · 21,125 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. F4 · 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 |
| September 01, 2017 Filed Sep 6, 2017 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 14,485 | $197.25 | $2,857,166.25 |
DisclosureSEC source: 0001127602-17-027047 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 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. F3 · price: This transaction was executed in multiple trades at prices ranging from $196.84 to $197.55. 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 |
| September 01, 2017 Filed Sep 6, 2017 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 6,640 | $196.45 | $1,304,428.00 |
DisclosureSEC source: 0001127602-17-027047 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,028 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. F2 · price: This transaction was executed in multiple trades at prices ranging from $195.83 to $196.81. 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 |
| September 01, 2017 Filed Sep 6, 2017 20:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 21,125 | $67.44 | $1,424,670.00 |
DisclosureSEC source: 0001127602-17-027047 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,668 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 |
| June 12, 2017 Filed Jun 13, 2017 21:00 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 6.14 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000082 · wf-form4_149738760702845.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,442.3 F1 · shares: Dividend equivalents awarded pursuant to the terms of outstanding restricted stock units. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 21:43 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 2,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000044 · wf-form4_148952778309199.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,420.41 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 10, 2017 Filed Mar 14, 2017 21:43 UTC | CDW Corp CDW · Entity 3281 | GrantCommon Stock, par value $0.01 | 9.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001402057-17-000044 · wf-form4_148952778309199.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,429.85 F2 · shares: Dividend equivalents awarded pursuant to the terms of previously granted restricted stock units. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:16 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 16,587 | $166.00 | $2,753,442.00 |
DisclosureSEC source: 0001127602-17-010575 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,543 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:25 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 2,804 | $165.97 | $465,379.88 |
DisclosureSEC source: 0001127602-17-010162 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,130 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:25 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 72,744 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-17-010162 · form4.xml · derivative · entry 4 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,744 Underlying: Common Stock · 72,744 shares Expires 2027-03-01 F3 · derivative.exercise_date: The option represents a right to purchase a total of 72,744 shares, and is exercisable in six semi-annual installments of 12,124 shares each, beginning on September 1, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:25 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 17,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010162 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,934 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 5,927 shares each on 3/1/2018, 3/1/2019 and 3/1/2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:25 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 2,881 | $166.97 | $481,040.57 |
DisclosureSEC source: 0001127602-17-010162 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,153 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| December 12, 2016 Filed Dec 13, 2016 21:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,637 | $145.19 | $237,676.03 |
DisclosureSEC source: 0001127602-16-069898 · form4.xml · nonDerivative · entry 3 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,034 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 June 10, 2016. F4 · price: This transaction was executed in multiple trades at prices ranging from $145.03 to $145.25. 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 |
| December 12, 2016 Filed Dec 13, 2016 21:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,930 | $144.30 | $422,799.00 |
DisclosureSEC source: 0001127602-16-069898 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,671 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 June 10, 2016. F3 · price: This transaction was executed in multiple trades at prices ranging from $144.02 to $145.00. 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 |
| December 12, 2016 Filed Dec 13, 2016 21:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 3,609 | $143.44 | $517,674.96 |
DisclosureSEC source: 0001127602-16-069898 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,601 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 June 10, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $143.02 to $143.90. 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 |
| November 11, 2016 Filed Nov 14, 2016 21:08 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 8,171 | $134.44 | $1,098,509.24 |
DisclosureSEC source: 0001127602-16-066941 · form4.xml · nonDerivative · entry 2 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,210 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 June 10, 2016. F2 · price: This transaction was executed in multiple trades at prices ranging from $133.89 to $134.66. 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 |
| November 10, 2016 Filed Nov 14, 2016 21:08 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 16,342 | $130.00 | $2,124,460.00 |
DisclosureSEC source: 0001127602-16-066941 · form4.xml · nonDerivative · entry 1 Swedish Joseph · CIK 0001179745 · Director · Chair, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,381 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 June 10, 2016. 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.