Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Albertsons Companies, Inc.ACI · Entity 2116 | EVP, M&A and Corporate Affairs | September 08, 2026 | September 10, 2026 |
| CVS HEALTH CorpCVS · Entity 2884 | EVP & General Counsel | December 31, 2022 | January 04, 2023 |
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.
Albertsons Companies, Inc.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Time-based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 164,745 |
Reported balance
After 2026-09-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-08 · Grant · Acquired 164,745 · Balance 164,745 F1: Each restricted stock unit represents a contractual right to receive one share of Class A common stock of Albertsons Companies, Inc. ("the Company"). This award will vest in three equal installments as follows: (a) one-third on September 8, 2027; (b) one-third on September 8, 2028; and (c) one-third on September 8, 2029, as long as the reporting person remains continuously employed through such dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contractual right to receive one share of Class A common stock of Albertsons Companies, Inc. ("the Company"). This award will vest in three equal installments as follows: (a) one-third on September 8, 2027; (b) one-third on September 8, 2028; and (c) one-third on September 8, 2029, as long as the reporting person remains continuously employed through such dates.
CVS HEALTH Corp
Report date December 31, 2022 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 315,273.0221 |
Reported balance
After 2022-12-31 transaction · row 1
1 source rowRow 1 · 2022-12-31 · Tax withholding · Disposed 292,856 · Balance 315,273.0221 F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of the PSUs. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT | 159,120 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 159,120 |
| Stock UnitSEC Table I · non-derivative | Direct | 47,325.339 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 47,325.339 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $104.82 · Expires 2023-04-01 | Direct | 71,696 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 71,696 F2: Option became exercisable in four equal annual installments, commencing 4/1/2017. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $78.05 · Expires 2024-04-03 | Direct | 24,248 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 24,248 F3: Option became exercisable in four equal annual installments, commencing 4/3/2018. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $54.19 · Expires 2029-04-01 | Direct | 50,502 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 50,502 F4: Option became exercisable in four equal annual installments, commencing 4/1/2020. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $58.34 · Expires 2030-04-01 | Direct | 98,558 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 98,558 F5: The number of shares subject to the option were calculated using a 30-day average price. F6: Option became exercisable in four equal annual installments, commencing 4/1/2021. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $74.30 · Expires 2031-04-01 | Direct | 116,622 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 116,622 F7: Option became exercisable in four equal annual installments, commencing 4/1/2022. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $101.09 · Expires 2032-04-01 | Direct | 46,777 |
Reported balance
Holding disclosure · report date 2022-12-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 46,777 F8: Option becomes exercisable in four equal annual installments, commencing 4/1/2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of the PSUs.
F2: Option became exercisable in four equal annual installments, commencing 4/1/2017.
F3: Option became exercisable in four equal annual installments, commencing 4/3/2018.
F4: Option became exercisable in four equal annual installments, commencing 4/1/2020.
F5: The number of shares subject to the option were calculated using a 30-day average price.
F6: Option became exercisable in four equal annual installments, commencing 4/1/2021.
F7: Option became exercisable in four equal annual installments, commencing 4/1/2022.
F8: Option becomes exercisable in four equal annual installments, commencing 4/1/2023.
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 |
|---|---|---|---|---|---|---|
| February 01, 2021 Filed Apr 2, 2021 21:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 124,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012790 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,048 F1 · shares: Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's 2017 Incentive Compensation Plan on February 1, 2021. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 1, 2021. The PSUs vested and settled on April 1, 2021. Read SEC document |
| April 03, 2020 Filed Apr 7, 2020 21:46 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 3,944 | $55.72 | $219,759.68 |
DisclosureSEC source: 0001127602-20-013420 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,437.0221 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:26 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 197,116 | $58.61 Strike: $58.61 | $11,552,968.76 |
DisclosureSEC source: 0001127602-20-013231 · form4.xml · derivative · entry 4 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,116 Underlying: Common Stock · 197,116 shares Expires 2030-04-01 F2 · derivative.exercise_price: The number of shares subject to the option were calculated using a 30-day average price. F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2021. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:26 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 1,806 | $58.34 | $105,362.04 |
DisclosureSEC source: 0001127602-20-013231 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,374.0221 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock award. Read SEC document |
| April 01, 2020 Filed Apr 7, 2020 21:36 UTC Amendment | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 197,116 | $0.00 Strike: $58.34 | $0.00 |
DisclosureSEC source: 0001127602-20-013406 · form4a.xml · derivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,116 Underlying: Common Stock · 197,116 shares Expires 2030-04-01 F1 · derivative.exercise_price: This Form 4/A is being filed in order to correct the exercise price (Table II, column 2) for the stock option granted on 4/1/2020, which was reported incorrectly on the original Form 4 due to a clerical error. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:45 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 13,457 | $59.18 | $796,385.26 |
DisclosureSEC source: 0001127602-20-009166 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,513.0221 F2 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of stock awards under the Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 22:45 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 31,683 | $59.18 | $1,874,999.94 |
DisclosureSEC source: 0001127602-20-009166 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,970.0221 F1 · shares: Consists of stock awarded at market price pursuant to Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 202,007 | $54.19 Strike: $54.19 | $10,946,759.33 |
DisclosureSEC source: 0001127602-19-014663 · form4.xml · derivative · entry 4 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,007 Underlying: Common Stock · 202,007 shares Expires 2029-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2020. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 4,837 | $54.19 | $262,117.03 |
DisclosureSEC source: 0001127602-19-014663 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,287.0221 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a stock award under an incentive compensation plan. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 22:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 6,120 | $57.83 | $353,919.60 |
DisclosureSEC source: 0001127602-19-009274 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,186.0221 F2 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a stock award under the Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 22:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 10,869 | $57.83 | $628,554.27 |
DisclosureSEC source: 0001127602-19-009274 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,306.0221 F1 · shares: Consists of stock awarded at market price pursuant to Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 21:23 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 145,959 | $62.21 Strike: $62.21 | $9,080,109.39 |
DisclosureSEC source: 0001127602-18-013814 · form4.xml · derivative · entry 4 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,959 Underlying: Common Stock · 145,959 shares Expires 2025-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2019. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 21:23 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 4,629 | $62.21 | $287,970.09 |
DisclosureSEC source: 0001127602-18-013814 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,408.8884 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a stock award under an incentive compensation plan. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:42 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Unit | 4,650 | $67.73 | $314,944.50 |
DisclosureSEC source: 0001127602-18-009704 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,370.5899 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2017 Incentive Compensation Plan and its Long-Term Incentive Plan, the receipt of which the reporting person has elected to defer. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 20,547 | $0.00 Strike: $48.67 | $0.00 |
DisclosureSEC source: 0001127602-17-028904 · form4.xml · derivative · entry 5 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,547 shares Expires 2022-10-01 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. F3 · derivative.exercise_date: Option became exercisable in three equal annual installments, commencing 10/1/2015. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 20,547 | $81.17 | $1,667,771.22 |
DisclosureSEC source: 0001127602-17-028904 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,630.9183 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F2 · price: Represents weighted average sale price for this group of sales, which occurred on the same trading day. Multiple sales were executed, with sales prices ranging between $80.85 and $81.59 per share. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 20,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-028904 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,177.9183 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 12, 2017 21:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 49,174 | $0.00 Strike: $54.53 | $0.00 |
DisclosureSEC source: 0001127602-17-027343 · form4.xml · derivative · entry 9 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49,174 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. F5 · derivative.exercise_date: Option became exercisable in four equal annual installments, commencing 4/1/2014. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 21:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 41,093 | $0.00 Strike: $48.67 | $0.00 |
DisclosureSEC source: 0001127602-17-027343 · form4.xml · derivative · entry 8 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,547 Underlying: Common Stock · 41,093 shares Expires 2022-10-01 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: Option becomes exercisable in three equal annual installments, commencing 10/1/2015. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 21:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 49,174 | $79.61 | $3,914,742.14 |
DisclosureSEC source: 0001127602-17-027343 · form4.xml · nonDerivative · entry 4 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,009.1134 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F3 · price: Represents weighted average sale price for this group of sales, which occurred on the same trading day. Multiple sales were executed, with sales prices ranging between $79.38 and $80.00 per share. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 21:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 49,174 | $54.53 | $2,681,458.22 |
DisclosureSEC source: 0001127602-17-027343 · form4.xml · nonDerivative · entry 3 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,183.1134 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 12, 2017 21:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 41,093 | $79.61 | $3,271,413.73 |
DisclosureSEC source: 0001127602-17-027343 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,009.1134 F1 · kind: All sales were effected pursuant to a Rule 10b5-1 plan. F2 · price: Represents weighted average sale price for this group of sales, which occurred on the same trading day. Multiple sales were executed, with sales prices ranging between $79.33 and $80.00 per share. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 21:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 41,093 | $48.67 | $1,999,996.31 |
DisclosureSEC source: 0001127602-17-027343 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,102.1134 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 |
| April 03, 2017 Filed Apr 4, 2017 21:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 125,224 | $78.05 Strike: $78.05 | $9,773,733.20 |
DisclosureSEC source: 0001127602-17-014055 · form4.xml · derivative · entry 5 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,224 Underlying: Common Stock · 125,224 shares Expires 2024-04-03 F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/3/2018. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 21:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 16,015 | $78.05 | $1,249,970.75 |
DisclosureSEC source: 0001127602-17-014055 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,668 F2 · shares: Consists of restricted stock units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/3/2020 and 50% on 4/3/2022. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 21:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,617 | $78.50 | $205,434.50 |
DisclosureSEC source: 0001127602-17-014055 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,926.2875 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock unit award. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Unit | 15,512 | $80.58 | $1,249,956.96 |
DisclosureSEC source: 0001127602-17-009715 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,521.8321 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan and its Long-Term Incentive Plan, the receipt of which the reporting person has elected to defer. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 22:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 71,696 | $104.82 Strike: $104.82 | $7,515,174.72 |
DisclosureSEC source: 0001127602-16-048887 · form4.xml · derivative · entry 5 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,696 Underlying: Common Stock · 71,696 shares Expires 2023-04-01 F3 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2017. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 22:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 9,540 | $104.82 | $999,982.80 |
DisclosureSEC source: 0001127602-16-048887 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,700 F2 · shares: Consists of restricted stock units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2019 and 50% on 4/1/2021. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 22:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,972 | $104.82 | $311,525.04 |
DisclosureSEC source: 0001127602-16-048887 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,088.3444 F1 · shares: Surrender of shares in payment of withholding taxes due upon the vesting of a restricted stock unit award. Read SEC document |
| February 29, 2016 Filed Mar 2, 2016 22:37 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 13,957 | $97.17 | $1,356,201.69 |
DisclosureSEC source: 0001127602-16-044578 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,329.3444 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 21:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 51,361 | $102.26 Strike: $102.26 | $5,252,175.86 |
DisclosureSEC source: 0001127602-15-013959 · form4.xml · derivative · entry 5 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,361 Underlying: Common Stock · 51,361 shares Expires 2022-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2016. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 21:05 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 7,334 | $102.26 | $749,974.84 |
DisclosureSEC source: 0001127602-15-013959 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,891 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2018 and 50% 4/1/2020. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 22:21 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Unit | 6,768 | $103.87 | $702,992.16 |
DisclosureSEC source: 0001127602-15-009663 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,768 F2 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan and its Long-Term Incentive Plan, the receipt of which the reporting person has elected to defer. Read SEC document |
| February 27, 2015 Filed Mar 3, 2015 22:21 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 2,257 | $103.87 | $234,434.59 |
DisclosureSEC source: 0001127602-15-009663 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,011.0053 F1 · shares: Consists of Stock Units awarded at market price pursuant to Issuer's 2010 Incentive Compensation Plan and its Long-Term Incentive Plan. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 20:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 62,943 | $74.29 Strike: $74.29 | $4,676,035.47 |
DisclosureSEC source: 0001127602-14-013990 · form4.xml · derivative · entry 4 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,943 Underlying: Common Stock · 62,943 shares Expires 2021-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2015. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 20:28 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 10,095 | $74.29 | $749,957.55 |
DisclosureSEC source: 0001127602-14-013990 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,557 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2017 and 50% on 4/1/2019. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 20:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 49,174 | $54.53 Strike: $54.53 | $2,681,458.22 |
DisclosureSEC source: 0001127602-13-013266 · form4.xml · derivative · entry 4 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,174 Underlying: Common Stock · 49,174 shares Expires 2020-04-01 F2 · derivative.exercise_date: Option becomes exercisable in four equal annual installments, commencing 4/1/2014. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 20:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (restricted) | 11,462 | $54.53 | $625,022.86 |
DisclosureSEC source: 0001127602-13-013266 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,462 F1 · shares: Consists of Restricted Stock Units awarded pursuant to Issuer's 2010 Incentive Compensation Plan. Restrictions lapse 50% on 4/1/2016 and 50% on 4/1/2018. Read SEC document |
| October 01, 2012 Filed Oct 3, 2012 19:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 61,640 | $48.67 Strike: $48.67 | $3,000,018.80 |
DisclosureSEC source: 0001127602-12-028177 · form4.xml · derivative · entry 3 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,640 Underlying: Common Stock · 61,640 shares Expires 2022-10-01 F2 · shares: Option becomes exercisable in three equal annual installments, commencing 10/1/2015. Read SEC document |
| October 01, 2012 Filed Oct 3, 2012 19:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (pep) | 6,164 | $48.67 | $300,001.88 |
DisclosureSEC source: 0001127602-12-028177 · form4.xml · nonDerivative · entry 2 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,164 F1 · shares: Consists of matching Restricted Stock Units awarded pursuant to Issuer's Partnership Equity Program under the 2010 Incentive Compensation Plan. Restrictions lapse 10/1/2017. Read SEC document |
| October 01, 2012 Filed Oct 3, 2012 19:32 UTC | CVS HEALTH Corp CVS · Entity 2884 | PurchaseCommon Stock | 6,164 | $48.67 | $300,001.88 |
DisclosureSEC source: 0001127602-12-028177 · form4.xml · nonDerivative · entry 1 Moriarty Thomas M · CIK 0001412221 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,164 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.