Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Elevance Health, Inc.
Report date July 26, 2018 · Filed July 27, 2018
Section 16 reporting ended · disclosed 2018-07-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,274 |
Ending reported balance
After 2018-07-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2018-07-26 · Exercise / conversion · Acquired 9,846 · Balance 20,857 Row 2 · 2018-07-26 · Exercise / conversion · Acquired 11,364 · Balance 32,221 Row 3 · 2018-07-26 · Exercise / conversion · Acquired 4,594 · Balance 36,815 Row 4 · 2018-07-26 · Sale · Disposed 19,541 · Balance 17,274 F1: This transaction was executed in multiple trades at prices ranging from $246.62 to $247.15. 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. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $138.94 · Expires 2025-10-01 | Direct | 1,970 |
Reported balance
After 2018-07-26 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-07-26 · Exercise / conversion · Disposed 9,846 · Balance 1,970 F2: The option represents a right to purchase a total of 11,816 shares, and is exercisable in four semi-annual installments of 1,969 shares each and two semi-annual installments of 1,970 shares each, beginning on April 1, 2016, which is the six-month anniversary of the option grant date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $131.80 · Expires 2026-03-01 | Direct | 5,682 |
Reported balance
After 2018-07-26 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-07-26 · Exercise / conversion · Disposed 11,364 · Balance 5,682 F3: The option represents a right to purchase a total of 17,046 shares, and is exercisable in six semi-annual installments of 2,841 shares each, beginning on September 1, 2016, which is the six-month anniversary of the option grant date. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $166.97 · Expires 2027-03-01 | Direct | 9,188 |
Reported balance
After 2018-07-26 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-07-26 · Exercise / conversion · Disposed 4,594 · Balance 9,188 F4: The option represents a right to purchase a total of 13,782 shares, and is exercisable in six semi-annual installments of 2,297 shares each, beginning on September 1, 2017, which is the six-month anniversary of the option grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $246.62 to $247.15. 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.
F2: The option represents a right to purchase a total of 11,816 shares, and is exercisable in four semi-annual installments of 1,969 shares each and two semi-annual installments of 1,970 shares each, beginning on April 1, 2016, which is the six-month anniversary of the option grant date.
F3: The option represents a right to purchase a total of 17,046 shares, and is exercisable in six semi-annual installments of 2,841 shares each, beginning on September 1, 2016, which is the six-month anniversary of the option grant date.
F4: The option represents a right to purchase a total of 13,782 shares, and is exercisable in six semi-annual installments of 2,297 shares each, beginning on September 1, 2017, which is the six-month anniversary of the option grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 26, 2018 Filed Jul 27, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,594 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-18-023949 · form4.xml · derivative · entry 7 Samitt Craig E · CIK 0001601851 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,188 Underlying: Common Stock · 4,594 shares Expires 2027-03-01 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 13,782 shares, and is exercisable in six semi-annual installments of 2,297 shares each, beginning on September 1, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 11,364 | $0.00 Strike: $131.80 | $0.00 |
DisclosureSEC source: 0001127602-18-023949 · form4.xml · derivative · entry 6 Samitt Craig E · CIK 0001601851 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,682 Underlying: Common Stock · 11,364 shares Expires 2026-03-01 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: The option represents a right to purchase a total of 17,046 shares, and is exercisable in six semi-annual installments of 2,841 shares each, beginning on September 1, 2016, which is the six-month anniversary of the option grant date. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,846 | $0.00 Strike: $138.94 | $0.00 |
DisclosureSEC source: 0001127602-18-023949 · form4.xml · derivative · entry 5 Samitt Craig E · CIK 0001601851 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,970 Underlying: Common Stock · 9,846 shares Expires 2025-10-01 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. F2 · derivative.exercise_date: The option represents a right to purchase a total of 11,816 shares, and is exercisable in four semi-annual installments of 1,969 shares each and two semi-annual installments of 1,970 shares each, beginning on April 1, 2016, which is the six-month anniversary of the option grant date. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 19,541 | $246.68 | $4,820,373.88 |
DisclosureSEC source: 0001127602-18-023949 · form4.xml · nonDerivative · entry 4 Samitt Craig E · CIK 0001601851 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,274 F1 · price: This transaction was executed in multiple trades at prices ranging from $246.62 to $247.15. 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 |
| July 26, 2018 Filed Jul 27, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 4,594 | $166.97 | $767,060.18 |
DisclosureSEC source: 0001127602-18-023949 · form4.xml · nonDerivative · entry 3 Samitt Craig E · CIK 0001601851 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,815 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 |
| July 26, 2018 Filed Jul 27, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 11,364 | $131.80 | $1,497,775.20 |
DisclosureSEC source: 0001127602-18-023949 · form4.xml · nonDerivative · entry 2 Samitt Craig E · CIK 0001601851 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,221 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 |
| July 26, 2018 Filed Jul 27, 2018 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 9,846 | $138.94 | $1,368,003.24 |
DisclosureSEC source: 0001127602-18-023949 · form4.xml · nonDerivative · entry 1 Samitt Craig E · CIK 0001601851 · EVP & President, DBG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,857 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 |
| March 01, 2018 Filed Mar 5, 2018 21:51 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,354 | $0.00 Strike: $232.04 | $0.00 |
DisclosureSEC source: 0001127602-18-010113 · form4.xml · derivative · entry 3 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,354 Underlying: Common Stock · 11,354 shares Expires 2028-03-01 F3 · derivative.exercise_date: The option represents a right to purchase a total of 11,354 shares, and is exercisable in six semi-annual installments, with four installments of 1,892 shares each and two installments of 1,893 shares each, beginning on September 1, 2018, which is the six-month anniversary of the option grant date. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:51 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010113 · form4.xml · nonDerivative · entry 2 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,011 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 898 shares each on 3/1/2019, 3/1/2020 and 3/1/2021. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:51 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 677 | $232.04 | $157,091.08 |
DisclosureSEC source: 0001127602-18-010113 · form4.xml · nonDerivative · entry 1 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,317 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 375 | $191.11 | $71,666.25 |
DisclosureSEC source: 0001127602-17-029193 · form4.xml · nonDerivative · entry 1 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,994 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 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 13,782 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-17-010145 · form4.xml · derivative · entry 3 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,782 Underlying: Common Stock · 13,782 shares Expires 2027-03-01 F3 · derivative.exercise_date: The option represents a right to purchase a total of 13,782 shares, and is exercisable in six semi-annual installments of 2,297 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 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 3,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010145 · form4.xml · nonDerivative · entry 2 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,369 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 1,123 shares each on 3/1/2018, 3/1/2019 and 3/1/2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 408 | $166.97 | $68,123.76 |
DisclosureSEC source: 0001127602-17-010145 · form4.xml · nonDerivative · entry 1 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 276 | $122.90 | $33,920.40 |
DisclosureSEC source: 0001127602-16-064328 · form4.xml · nonDerivative · entry 1 Samitt Craig E · CIK 0001601851 · EVP & Chief Clinical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,408 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. 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.