Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ELV · Entity 2934 | CAO & Controller | June 12, 2026 | June 15, 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.
Elevance Health, Inc.
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,740 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Sale · Disposed 369 · Balance 3,740 F1: This transaction was executed in multiple trades at prices ranging from $403.15 to $403.31. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $403.15 to $403.31. 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.
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 15, 2026 20:10 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 369 | $403.16 | $148,766.04 |
DisclosureSEC source: 0001659075-26-000006 · wk-form4_1781554242.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,740 F1 · price: This transaction was executed in multiple trades at prices ranging from $403.15 to $403.31. 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 |
| May 19, 2026 Filed May 20, 2026 20:11 UTC | Elevance Health, Inc. ELV · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 877 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001659075-26-000004 · wk-form4_1779307888.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 877 shares Expires 2031-03-01 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: Fully vested. Read SEC document |
| May 19, 2026 Filed May 20, 2026 20:11 UTC | Elevance Health, Inc. ELV · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 654 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001659075-26-000004 · wk-form4_1779307888.xml · derivative · entry 4 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 654 shares Expires 2030-03-02 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: Fully vested. Read SEC document |
| May 19, 2026 Filed May 20, 2026 20:11 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 1,531 | $403.13 | $617,192.03 |
DisclosureSEC source: 0001659075-26-000004 · wk-form4_1779307888.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,109 F2 · price: This transaction was executed in multiple trades, each at the same price of $403.13. Read SEC document |
| May 19, 2026 Filed May 20, 2026 20:11 UTC | Elevance Health, Inc. ELV · Entity 2934 | Exercise / conversionCommon Stock | 877 | $311.48 | $273,167.96 |
DisclosureSEC source: 0001659075-26-000004 · wk-form4_1779307888.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,640 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 |
| May 19, 2026 Filed May 20, 2026 20:11 UTC | Elevance Health, Inc. ELV · Entity 2934 | Exercise / conversionCommon Stock | 654 | $271.27 | $177,410.58 |
DisclosureSEC source: 0001659075-26-000004 · wk-form4_1779307888.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,763 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 · balance_after: Balance includes 10.21 shares acquired on March 25, 2026 through a dividend reinvestment plan. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:00 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 37 | $284.03 | $10,509.11 |
DisclosureSEC source: 0001659075-26-000002 · wk-form4_1772661603.xml · nonDerivative · entry 5 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,099 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:00 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,677 | $0.00 Strike: $294.07 | $0.00 |
DisclosureSEC source: 0001659075-26-000002 · wk-form4_1772661603.xml · derivative · entry 6 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,677 Underlying: Common Stock · 1,677 shares Expires 2036-03-02 F6 · derivative.exercise_date: The option represents a right to purchase a total of 1,677 shares, and is exercisable in three annual installments, each installment of 559 shares, beginning on 3/2/2027, which is the one-year anniversary of the option grant date. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:00 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001659075-26-000002 · wk-form4_1772661603.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,136 F5 · shares: Represents performance based restricted share units. Restrictions lapsed on 3/2/2026. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:00 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 1,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001659075-26-000002 · wk-form4_1772661603.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,870 F4 · shares: Represents restricted share units. Restrictions lapse as follows: 850 shares on 3/2/2027, and 851 shares on 3/2/2028. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:00 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 426 | $0.00 | $0.00 |
DisclosureSEC source: 0001659075-26-000002 · wk-form4_1772661603.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,169 F3 · shares: Represents restricted share units. Restrictions lapse as follows: 142 shares on 3/2/2027, 3/2/2028 and 3/2/2029. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:00 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 131 | $294.07 | $38,523.17 |
DisclosureSEC source: 0001659075-26-000002 · wk-form4_1772661603.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,743 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. F2 · balance_after: Balance includes 7.06 shares acquired on March 25, 2025, 6.14 shares acquired on June 25, 2025, 7.18 shares acquired on September 25, 2025 and 6.85 shares acquired on December 19, 2025 through a dividend reinvestment plan. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 20:20 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 443 | $415.13 | $183,902.59 |
DisclosureSEC source: 0001156039-25-000038 · wk-form4_1741724430.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,847 F1 · price: This transaction was executed in multiple trades, each at the same price of $415.13. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:57 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,081 | $0.00 Strike: $395.50 | $0.00 |
DisclosureSEC source: 0001156039-25-000032 · wk-form4_1741211844.xml · derivative · entry 4 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,081 Underlying: Common Stock · 1,081 shares Expires 2035-03-03 F5 · derivative.exercise_date: The option represents a right to purchase a total of 1,081 shares, and is exercisable in three annual installments, with two installments of 360 shares each and one installment of 361 shares, beginning on 3/3/2026, which is the one-year anniversary of the option grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:57 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 421 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-25-000032 · wk-form4_1741211844.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,290 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/3/2025. F4 · balance_after: Balance includes 4.18 shares acquired on March 22, 2024, 3.99 shares acquired on June 25, 2024, 4.07 shares acquired on September 25, 2024 and 5.95 shares acquired on December 20, 2024 through a dividend reinvestment plan. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:57 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-25-000032 · wk-form4_1741211844.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,869 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 95 shares on 3/3/2026, 3/3/2027 and 3/3/2028. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 21:57 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 198 | $395.50 | $78,309.00 |
DisclosureSEC source: 0001156039-25-000032 · wk-form4_1741211844.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,584 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:16 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 916 | $504.58 | $462,195.28 |
DisclosureSEC source: 0001156039-24-000037 · wk-form4_1709932548.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,764 F1 · price: This transaction was executed in multiple trades at prices ranging from $504.56 to $504.59. 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 |
| March 01, 2024 Filed Mar 5, 2024 21:32 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 867 | $0.00 Strike: $499.11 | $0.00 |
DisclosureSEC source: 0001156039-24-000035 · wk-form4_1709674295.xml · derivative · entry 4 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 867 Underlying: Common Stock · 867 shares Expires 2034-03-01 F5 · derivative.exercise_date: The option represents a right to purchase a total of 867 shares, and is exercisable in three annual installments of 289 shares each, beginning on 3/1/2025, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:32 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 1,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-24-000035 · wk-form4_1709674295.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,680 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2024. F4 · balance_after: Balance includes 4.20 shares acquired on December 21, 2023 through a dividend reinvestment plan. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:32 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-24-000035 · wk-form4_1709674295.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,634 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 75 shares each on 3/1/2025 and 3/1/2026 and 76 shares on 3/1/2027. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:32 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 383 | $499.11 | $191,159.13 |
DisclosureSEC source: 0001156039-24-000035 · wk-form4_1709674295.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,408 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:21 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 1,055 | $475.17 | $501,304.35 |
DisclosureSEC source: 0001156039-23-000118 · wk-form4_1701465682.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,787 F1 · price: This transaction was executed in multiple trades at prices ranging from $475.05 to $475.23. 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 |
| October 24, 2023 Filed Oct 26, 2023 20:15 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 64 | $454.35 | $29,078.40 |
DisclosureSEC source: 0001156039-23-000111 · wk-form4_1698351305.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,842 F1 · balance_after: Balance includes 7.99 shares acquired on March 24, 2023, 7.93 shares acquired on June 23, 2023 and 7.90 shares acquired on September 22, 2023 through a dividend reinvestment plan. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 380 | $468.78 | $178,136.40 |
DisclosureSEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,882 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. F4 · balance_after: Balance includes 3.60 shares acquired on March 25, 2022, 3.67 shares acquired on June 24, 2022, 3.80 shares acquired on September 23, 2022 and 3.46 shares acquired on December 21, 2022 through a dividend reinvestment plan. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 819 | $0.00 Strike: $469.03 | $0.00 |
DisclosureSEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 Underlying: Common Stock · 819 shares Expires 2033-03-01 F5 · derivative.exercise_date: The option represents a right to purchase a total of 819 shares, and is exercisable in three installments of 273 shares each, beginning on 3/1/2024 which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,262 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 71 shares each on 3/1/2024 and 3/1/2025 and 72 shares on 3/1/2026. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 64 | $469.03 | $30,017.92 |
DisclosureSEC source: 0001156039-23-000031 · wf-form4_167787883238771.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,853 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 03, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 468 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · derivative · entry 12 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 468 shares Expires 2029-03-01 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. F8 · derivative.exercise_date: The option represents a right to purchase a total of 1,403 shares, and is exercisable in three annual installments, with one installment of 467 shares and two installments of 468 shares each, beginning on 3/1/2020, which is the one-year anniversary of the option grant date. Read SEC document |
| March 03, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 653 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · derivative · entry 11 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654 Underlying: Common Stock · 653 shares Expires 2030-03-02 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. F7 · derivative.exercise_date: The option represents a right to purchase a total of 1,960 shares, and is exercisable in three annual installments, with two installments of 653 shares each and one installment of 654 shares, beginning on 3/2/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| March 03, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 438 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · derivative · entry 10 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 877 Underlying: Common Stock · 438 shares Expires 2031-03-01 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. F6 · derivative.exercise_date: The option represents a right to purchase a total of 1,315 shares, and is exercisable in three annual installments, with two installments of 438 shares each and one installment of 439 shares, beginning on 3/1/2022, which is the one-year anniversary of the option grant date. Read SEC document |
| March 03, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,423 | $463.68 | $1,123,496.64 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 8 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,902 F4 · price: This transaction was executed in multiple trades at prices ranging from $463.57 to $463.73. 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 |
| March 03, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 468 | $307.68 | $143,994.24 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 7 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,325 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 03, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 653 | $271.27 | $177,139.31 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 6 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,857 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 03, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 438 | $311.48 | $136,428.24 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 5 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,204 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 02, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 52 | $463.49 | $24,101.48 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,766 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 882 | $0.00 Strike: $451.50 | $0.00 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · derivative · entry 9 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 882 Underlying: Common Stock · 882 shares Expires 2032-03-01 F5 · derivative.exercise_date: The option represents a right to purchase a total of 882 shares, and is exercisable in three annual installments of 294 shares each, beginning on 3/1/2023, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,818 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,865 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 74 shares each on 3/1/2023, 3/1/2024 and 3/1/2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:06 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 369 | $451.50 | $166,603.50 |
DisclosureSEC source: 0001156039-22-000025 · wf-form4_164634874872945.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,643 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 653 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · derivative · entry 9 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307 Underlying: Common Stock · 653 shares Expires 2030-03-02 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: The option represents a right to purchase a total of 1,960 shares, and is exercisable in three annual installments, with two installments of 653 shares each and one installment of 654 shares, beginning on 3/2/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 357 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · derivative · entry 8 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 357 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 2,141 shares, and is exercisable in six semi-annual installments, with one installment of 356 shares and five installments of 357 shares each, beginning on September 1, 2017, which is the six-month anniversary of the option grant date. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 935 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · derivative · entry 7 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 Underlying: Common Stock · 935 shares Expires 2029-03-01 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 1,403 shares, and is exercisable in three annual installments, with one installment of 467 shares and two installments of 468 shares each, beginning on 3/1/2020, which is the one-year anniversary of the option grant date. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 818 | $0.00 Strike: $232.04 | $0.00 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · derivative · entry 6 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 818 shares Expires 2028-03-01 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. F2 · derivative.exercise_date: The option represents a right to purchase a total of 1,634 shares, and is exercisable in six semi-annual installments, with four installments of 272 shares each and two installments of 273 shares each, beginning on September 1, 2018, which is the six-month anniversary of the option grant date. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,763 | $453.48 | $1,252,965.24 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · nonDerivative · entry 5 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,012 F1 · balance_after: Balance includes 3.4072 shares acquired on December 21, 2021 through a dividend reinvestment plan. Read SEC document |
| February 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 653 | $271.27 | $177,139.31 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,775 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 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 357 | $166.97 | $59,608.29 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,122 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 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 935 | $307.68 | $287,680.80 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,765 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 07, 2022 Filed Feb 8, 2022 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 818 | $232.04 | $189,808.72 |
DisclosureSEC source: 0001156039-22-000006 · wf-form4_164435608164172.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,830 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.