Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cigna GroupCI · Entity 550 | Chief Accounting Officer | June 12, 2026 | June 16, 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 June 12, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 Par ValueSEC Table I · non-derivative | Direct | 2,368 |
Ending reported balance
After 2026-06-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-12 · Exercise / conversion · Acquired 899 · Balance 3,267 Row 2 · 2026-06-12 · Sale · Disposed 899 · Balance 2,368 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $152.89 · Expires 2028-03-07 | Direct | 0 |
Reported balance
After 2026-06-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-12 · Exercise / conversion · Disposed 899 · Balance 0 F1: This option was granted on February 28, 2018. The option vested in three equal annual installments starting on February 28, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted on February 28, 2018. The option vested in three equal annual installments starting on February 28, 2019.
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 12, 2026 Filed Jun 16, 2026 21:05 UTC | Cigna Group CI · Entity 550 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 899 | $0.00 Strike: $152.89 | $0.00 |
DisclosureSEC source: 0001739940-26-000047 · wk-form4_1781643916.xml · derivative · entry 3 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 Par Value · 899 shares Expires 2028-03-07 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 · derivative.exercise_date: This option was granted on February 28, 2018. The option vested in three equal annual installments starting on February 28, 2019. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 21:05 UTC | Cigna Group CI · Entity 550 | SaleCommon Stock, $.01 Par Value | 899 | $298.61 | $268,452.19 |
DisclosureSEC source: 0001739940-26-000047 · wk-form4_1781643916.xml · nonDerivative · entry 2 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,368 Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 21:05 UTC | Cigna Group CI · Entity 550 | Exercise / conversionCommon Stock, $.01 Par Value | 899 | $152.89 | $137,452.34 |
DisclosureSEC source: 0001739940-26-000047 · wk-form4_1781643916.xml · nonDerivative · entry 1 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,267 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 |
| February 27, 2026 Filed Mar 4, 2026 00:20 UTC | Cigna Group CI · Entity 550 | GrantEmployee Stock Option (Right to Buy) · Derivative | 657 | $0.00 Strike: $287.55 | $0.00 |
DisclosureSEC source: 0001739940-26-000018 · wk-form4_1772583603.xml · derivative · entry 5 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 657 Underlying: Common Stock, $.01 Par Value · 657 shares Expires 2036-02-27 F5 · derivative.exercise_date: This option vests in three equal annual installments beginning March 1, 2027. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 00:20 UTC | Cigna Group CI · Entity 550 | Tax withholdingCommon Stock, $.01 Par Value | 61 | $287.55 | $17,540.55 |
DisclosureSEC source: 0001739940-26-000018 · wk-form4_1772583603.xml · nonDerivative · entry 4 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,368 F4 · shares: Represents shares withheld to satisfy tax obligations upon vesting of restricted shares. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 00:20 UTC | Cigna Group CI · Entity 550 | Tax withholdingCommon Stock, $.01 Par Value | 71 | $287.55 | $20,416.05 |
DisclosureSEC source: 0001739940-26-000018 · wk-form4_1772583603.xml · nonDerivative · entry 3 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,429 F3 · shares: Represents shares withheld to satisfy tax obligations upon settlement of strategic performance shares. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 00:20 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 609 | $0.00 | $0.00 |
DisclosureSEC source: 0001739940-26-000018 · wk-form4_1772583603.xml · nonDerivative · entry 2 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F2 · shares: These restricted shares vest in three equal annual installments beginning March 1, 2027. Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 00:20 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001739940-26-000018 · wk-form4_1772583603.xml · nonDerivative · entry 1 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,891 F1 · shares: The reported securities are shares of common stock received pursuant to the settlement of strategic performance shares for the 2023-2025 three-year performance period. The number of shares of common stock received was based upon actual performance against pre-established Company performance goals. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 00:52 UTC | Cigna Group CI · Entity 550 | GrantEmployee Stock Option (Right to Buy) · Derivative | 871 | $0.00 Strike: $305.86 | $0.00 |
DisclosureSEC source: 0001225208-25-002928 · doc4.xml · derivative · entry 5 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 871 Underlying: Common Stock, $.01 Par Value · 871 shares Expires 2035-02-28 F5 · derivative.exercise_date: This option vests in three equal annual installments beginning March 1, 2026. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 00:52 UTC | Cigna Group CI · Entity 550 | Tax withholdingCommon Stock, $.01 Par Value | 130 | $305.86 | $39,761.80 |
DisclosureSEC source: 0001225208-25-002928 · doc4.xml · nonDerivative · entry 4 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,686 F4 · shares: Represents shares withheld to satisfy tax obligations upon settlement of strategic performance shares. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 00:52 UTC | Cigna Group CI · Entity 550 | Tax withholdingCommon Stock, $.01 Par Value | 51 | $305.86 | $15,598.86 |
DisclosureSEC source: 0001225208-25-002928 · doc4.xml · nonDerivative · entry 3 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,816 F3 · shares: Represents shares withheld to satisfy tax obligations upon vesting of restricted shares. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 00:52 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 246 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002928 · doc4.xml · nonDerivative · entry 2 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,867 F2 · shares: These restricted shares vest in three equal annual installments beginning March 1, 2026. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 00:52 UTC | Cigna Group CI · Entity 550 | GrantCommon Stock, $.01 Par Value | 405 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002928 · doc4.xml · nonDerivative · entry 1 Kates Jamie G · CIK 0002029677 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,621 F1 · shares: The reported securities are shares of common stock received pursuant to the settlement of strategic performance shares for the 2022-2024 three-year performance period. The number of shares of common stock received was based upon actual performance against pre-established Company performance goals. 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.