Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna GroupCI · Entity 550 | See Remarks | July 09, 2026 | August 20, 2026 |
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.
Cigna Group
Report date July 09, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 942.6958 |
Reported balance
After 2026-07-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-09 · Grant · Acquired 0.8873 · Balance 942.6958 F2: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 943.6416 |
Reported balance
After 2026-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-23 · Grant · Acquired 0.9458 · Balance 943.6416 F2: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. |
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 944.6253 |
Reported balance
After 2026-08-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-06 · Grant · Acquired 0.9837 · Balance 944.6253 F2: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. |
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | IndirectBy 401(k) | 735.9274 |
Reported balance
Holding disclosure · report date 2026-07-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 735.9274 F1: Represents shares acquired through ongoing participation in The Cigna Group's 401(k) Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired through ongoing participation in The Cigna Group's 401(k) Plan.
F2: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund.
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 |
|---|---|---|---|---|---|---|
| August 06, 2026 Filed Aug 20, 2026 21:13 UTC | Cigna Group CI · Entity 550 | GrantPhantom Stock Units · Derivative | 0.9837 | $275.25 | $270.76 |
DisclosureSEC source: 0002142615-26-000003 · wk-form4_1787260436.xml · derivative · entry 4 Holgerson Bryan · CIK 0002142615 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 944.6253 Underlying: Common Stock, $.01 Par Value · 0.9837 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. F2 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. F2 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. Read SEC document |
| July 23, 2026 Filed Aug 20, 2026 21:13 UTC | Cigna Group CI · Entity 550 | GrantPhantom Stock Units · Derivative | 0.9458 | $286.29 | $270.77 |
DisclosureSEC source: 0002142615-26-000003 · wk-form4_1787260436.xml · derivative · entry 3 Holgerson Bryan · CIK 0002142615 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 943.6416 Underlying: Common Stock, $.01 Par Value · 0.9458 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. F2 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. F2 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. Read SEC document |
| July 09, 2026 Filed Aug 20, 2026 21:13 UTC | Cigna Group CI · Entity 550 | GrantPhantom Stock Units · Derivative | 0.8873 | $291.80 | $258.91 |
DisclosureSEC source: 0002142615-26-000003 · wk-form4_1787260436.xml · derivative · entry 2 Holgerson Bryan · CIK 0002142615 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 942.6958 Underlying: Common Stock, $.01 Par Value · 0.8873 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. F2 · derivative.exercise_date: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. F2 · derivative.expiration_date: Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund. 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.