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.
CVS HEALTH Corp
Report date May 11, 2006 · Filed May 15, 2006
Section 16 reporting ended · disclosed 2006-05-15. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 590,967 |
Last balance in matching sequence
After 2006-05-11 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2006-05-11 · Other · Acquired 24,455 · Balance 586,967 F1: Distribution of Share Credits. F2: Includes dividend reinvestment shares acquired during the course of the year. Row 2 · 2006-05-11 · Grant · Acquired 4,000 · Balance 590,967 F3: Consists of common stock acquired as annual grant, semi-annual compensation and/or meeting fees pursuant to the issuer's 1997 Incentive Compensation Plan. F2: Includes dividend reinvestment shares acquired during the course of the year. |
| Share CreditsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2006-05-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2006-05-11 · Other · Disposed 24,455 · Balance 0 F1: Distribution of Share Credits. F4: Consists of Deferred Stock Compensation payable pursuant to Insider's election. |
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 20,000 |
Reported balance
Holding disclosure · report date 2006-05-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,000 |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 80,000 |
Reported balance
Holding disclosure · report date 2006-05-11 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 80,000 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $14.96 · Expires 2012-01-02 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2006-05-11 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 30,000 |
Filing footnotes · ownership attribution and instrument terms
F3: Consists of common stock acquired as annual grant, semi-annual compensation and/or meeting fees pursuant to the issuer's 1997 Incentive Compensation Plan.
F2: Includes dividend reinvestment shares acquired during the course of the year.
F1: Distribution of Share Credits.
F4: Consists of Deferred Stock Compensation payable pursuant to Insider's election.
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 |
|---|---|---|---|---|---|---|
| June 11, 2003 Filed Jun 12, 2003 21:54 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionStock Option · Derivative | 69,292 | $0.00 Strike: $19.51 | $0.00 |
DisclosureSEC source: 0001198219-03-000002 · c0001198219d20030612f4f.xml · derivative · entry 3 GOLDSTEIN STANLEY P · CIK 0001198219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 69,292 shares Expires 2003-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Cash exercise funded by Insider. Read SEC document |
| June 11, 2003 Filed Jun 12, 2003 21:54 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | -69,292 | $28.25 | -$1,957,499.00 |
DisclosureSEC source: 0001198219-03-000002 · c0001198219d20030612f4f.xml · nonDerivative · entry 2 GOLDSTEIN STANLEY P · CIK 0001198219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,911 Read SEC document |
| June 11, 2003 Filed Jun 12, 2003 21:54 UTC | CVS HEALTH Corp CVS · Entity 2884 | Exercise / conversionCommon Stock | 69,292 | $19.51 | $1,351,838.42 |
DisclosureSEC source: 0001198219-03-000002 · c0001198219d20030612f4f.xml · nonDerivative · entry 1 GOLDSTEIN STANLEY P · CIK 0001198219 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,203 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Cash exercise funded by Insider. 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.