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 |
|---|---|---|---|---|---|---|
| October 28, 2021 Filed Oct 29, 2021 20:30 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,150 | $436.00 | $501,400.00 |
DisclosureSEC source: 0001156039-21-000093 · wf-form4_163553940496237.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,009 F1 · balance_after: Balance includes 7.79 shares acquired on March 25, 2021, 7.34 shares acquired on June 25, 2021 and 7.37 shares acquired on September 24, 2021 through a dividend reinvestment plan. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,068 | $333.94 | $690,587.92 |
DisclosureSEC source: 0001156039-21-000036 · wf-form4_161523904092853.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,137 F1 · price: This transaction was executed in multiple trades at prices ranging from $333.54 to $334.02. 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 04, 2021 Filed Mar 5, 2021 21:30 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 67 | $323.56 | $21,678.52 |
DisclosureSEC source: 0001156039-21-000034 · wf-form4_161497982122760.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,205 F1 · price: This transaction was executed in multiple trades at prices ranging from $323.28 to $323.56. 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 02, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 42 | $311.66 | $13,089.72 |
DisclosureSEC source: 0001156039-21-000029 · wf-form4_161480725900279.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,272 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. F4 · balance_after: Balance includes 7.89 shares acquired on December 22, 2020 through a dividend reinvestment plan. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,315 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-21-000029 · wf-form4_161480725900279.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,315 Underlying: Common Stock · 1,315 shares Expires 2031-03-01 F5 · 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 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000029 · wf-form4_161480725900279.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,314 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2021. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000029 · wf-form4_161480725900279.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,741 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 107 shares each on 3/1/2022 and 3/1/2023, and 108 shares on 3/1/2024. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:34 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 818 | $311.48 | $254,790.64 |
DisclosureSEC source: 0001156039-21-000029 · wf-form4_161480725900279.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 21:31 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 1,199 | $330.75 | $396,569.25 |
DisclosureSEC source: 0001156039-20-000093 · wf-form4_160504385522945.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,229 F1 · balance_after: Balance includes 13.58 shares acquired on June 25, 2020 and 14.08 shares acquired on September 25, 2020 through a dividend reinvestment plan. Read SEC document |
| June 08, 2020 Filed Jun 10, 2020 20:35 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 545 | $297.74 | $162,268.30 |
DisclosureSEC source: 0001156039-20-000062 · wf-form4_159182127723706.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,400 F1 · balance_after: Balance includes 17.86 shares acquired on March 27, 2020 through a dividend reinvestment plan. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,960 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001127602-20-009415 · form4.xml · derivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Underlying: Common Stock · 1,960 shares Expires 2030-03-02 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 |
| March 02, 2020 Filed Mar 4, 2020 21:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 4,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009415 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,926.86 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2020. F4 · balance_after: Balance includes 13.86 shares acquired through a dividend reinvestment plan. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 369 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-009415 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896.86 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 123 shares each on 3/2/2021, 3/2/2022 and 3/2/2023. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 1,424 | $271.27 | $386,288.48 |
DisclosureSEC source: 0001127602-20-009415 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 527.86 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 21:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 816 | $0.00 Strike: $232.04 | $0.00 |
DisclosureSEC source: 0001127602-19-032754 · form4.xml · derivative · entry 6 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 818 Underlying: Common Stock · 816 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 |
| November 13, 2019 Filed Nov 14, 2019 21:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 816 | $287.00 | $234,192.00 |
DisclosureSEC source: 0001127602-19-032754 · form4.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,938 Read SEC document |
| November 13, 2019 Filed Nov 14, 2019 21:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 816 | $232.04 | $189,344.64 |
DisclosureSEC source: 0001127602-19-032754 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,754 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 |
| November 12, 2019 Filed Nov 14, 2019 21:19 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: 0001127602-19-032754 · form4.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357 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. F1 · 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 |
| November 12, 2019 Filed Nov 14, 2019 21:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 357 | $282.00 | $100,674.00 |
DisclosureSEC source: 0001127602-19-032754 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,938 Read SEC document |
| November 12, 2019 Filed Nov 14, 2019 21:19 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 357 | $166.97 | $59,608.29 |
DisclosureSEC source: 0001127602-19-032754 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295 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 30, 2019 Filed May 31, 2019 20:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 406 | $0.00 Strike: $131.80 | $0.00 |
DisclosureSEC source: 0001127602-19-020320 · form4.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 406 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. F2 · derivative.exercise_date: The option represents a right to purchase a total of 2,432 shares, and is exercisable in six semi-annual installments, with four installments of 405 shares each and two installments of 406 shares each, beginning on September 1, 2016, which is the six-month anniversary of the option grant date. Read SEC document |
| May 30, 2019 Filed May 31, 2019 20:41 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: 0001127602-19-020320 · form4.xml · derivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 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. F1 · 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 |
| May 30, 2019 Filed May 31, 2019 20:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 763 | $279.00 | $212,877.00 |
DisclosureSEC source: 0001127602-19-020320 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,938 Read SEC document |
| May 30, 2019 Filed May 31, 2019 20:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 406 | $131.80 | $53,510.80 |
DisclosureSEC source: 0001127602-19-020320 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,701 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 30, 2019 Filed May 31, 2019 20:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 357 | $166.97 | $59,608.29 |
DisclosureSEC source: 0001127602-19-020320 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,295 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, 2019 Filed Mar 5, 2019 21:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,403 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001127602-19-009916 · form4.xml · derivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,403 Underlying: Common Stock · 1,403 shares Expires 2029-03-01 F4 · 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 01, 2019 Filed Mar 5, 2019 21:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009916 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,938 F3 · shares: Represents restricted share units. Restrictions lapse as follows: 101 shares on 3/1/2020, and 102 shares each on 3/1/2021 and 3/1/2022. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 1,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009916 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,633 F2 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/19. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 512 | $307.68 | $157,532.16 |
DisclosureSEC source: 0001127602-19-009916 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:14 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: 0001127602-18-026872 · form4.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,071 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. F2 · 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 |
| September 04, 2018 Filed Sep 6, 2018 20:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 406 | $0.00 Strike: $131.80 | $0.00 |
DisclosureSEC source: 0001127602-18-026872 · form4.xml · derivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406 Underlying: Common Stock · 406 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. F1 · derivative.exercise_date: The option represents a right to purchase a total of 2,432 shares, and is exercisable in six semi-annual installments, with four installments of 405 shares each and two installments of 406 shares each, beginning on September 1, 2016, which is the six-month anniversary of the option grant date. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 763 | $265.56 | $202,622.28 |
DisclosureSEC source: 0001127602-18-026872 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928 Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 20:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 357 | $166.97 | $59,608.29 |
DisclosureSEC source: 0001127602-18-026872 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,691 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 |
| September 04, 2018 Filed Sep 6, 2018 20:14 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 406 | $131.80 | $53,510.80 |
DisclosureSEC source: 0001127602-18-026872 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,334 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 07, 2018 Filed Mar 9, 2018 21:41 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: 0001127602-18-010964 · form4.xml · derivative · entry 8 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,428 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. F3 · 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 |
| March 07, 2018 Filed Mar 9, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 405 | $0.00 Strike: $131.80 | $0.00 |
DisclosureSEC source: 0001127602-18-010964 · form4.xml · derivative · entry 7 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 812 Underlying: Common Stock · 405 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. F2 · derivative.exercise_date: The option represents a right to purchase a total of 2,432 shares, and is exercisable in six semi-annual installments, with four installments of 405 shares each and two installments of 406 shares each, beginning on September 1, 2016, which is the six-month anniversary of the option grant date. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 217 | $0.00 Strike: $146.93 | $0.00 |
DisclosureSEC source: 0001127602-18-010964 · form4.xml · derivative · entry 6 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 217 shares Expires 2025-03-02 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. F1 · derivative.exercise_date: The option represents a right to purchase a total of 1,301 shares, became is exercisable in six semi-annual installments, with one installment of 216 shares and five installments of 217 shares each, beginning on September 2, 2015, which is the six-month anniversary of the option grant date. Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 987 | $231.82 | $228,806.34 |
DisclosureSEC source: 0001127602-18-010964 · form4.xml · nonDerivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 928 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 979 | $231.99 | $227,118.21 |
DisclosureSEC source: 0001127602-18-010964 · form4.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,915 Read SEC document |
| March 07, 2018 Filed Mar 9, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 357 | $166.97 | $59,608.29 |
DisclosureSEC source: 0001127602-18-010964 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,894 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 07, 2018 Filed Mar 9, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 405 | $131.80 | $53,379.00 |
DisclosureSEC source: 0001127602-18-010964 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 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 07, 2018 Filed Mar 9, 2018 21:41 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 217 | $146.93 | $31,883.81 |
DisclosureSEC source: 0001127602-18-010964 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,132 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, 2018 Filed Mar 5, 2018 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010108 · form4.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,915 F3 · shares: Represents performance based restricted share units. Restrictions lapsed on 3/2/18. Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 305 | $233.08 | $71,089.40 |
DisclosureSEC source: 0001127602-18-010108 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,634 | $0.00 Strike: $232.04 | $0.00 |
DisclosureSEC source: 0001127602-18-010108 · form4.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,634 Underlying: Common Stock · 1,634 shares Expires 2028-03-01 F4 · 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 |
| March 01, 2018 Filed Mar 5, 2018 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010108 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,268 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 129 shares each on 3/1/2019 and 3/1/2020, and 130 on 3/1/2021. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 21:49 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 125 | $232.04 | $29,005.00 |
DisclosureSEC source: 0001127602-18-010108 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 356 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-17-031738 · form4.xml · derivative · entry 7 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,785 Underlying: Common Stock · 356 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. F3 · 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 |
| November 07, 2017 Filed Nov 9, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 405 | $0.00 Strike: $131.80 | $0.00 |
DisclosureSEC source: 0001127602-17-031738 · form4.xml · derivative · entry 6 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,217 Underlying: Common Stock · 405 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. F2 · derivative.exercise_date: The option represents a right to purchase a total of 2,432 shares, and is exercisable in six semi-annual installments, with four installments of 405 shares each and two installments of 406 shares each, beginning on September 1, 2016, which is the six-month anniversary of the option grant date. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 217 | $0.00 Strike: $146.93 | $0.00 |
DisclosureSEC source: 0001127602-17-031738 · form4.xml · derivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217 Underlying: Common Stock · 217 shares Expires 2025-03-02 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. F1 · derivative.exercise_date: The option represents a right to purchase a total of 1,301 shares, became exercisable in six semi-annual installments, with one installment of 216 shares and five installments of 217 shares each, beginning on September 2, 2015, which was the six-month anniversary of the option grant date. 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.