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 |
|---|---|---|---|---|---|---|
| November 07, 2017 Filed Nov 9, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 978 | $217.42 | $212,636.76 |
DisclosureSEC source: 0001127602-17-031738 · form4.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 356 | $166.97 | $59,441.32 |
DisclosureSEC source: 0001127602-17-031738 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,983 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 07, 2017 Filed Nov 9, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 405 | $131.80 | $53,379.00 |
DisclosureSEC source: 0001127602-17-031738 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,627 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 07, 2017 Filed Nov 9, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 217 | $146.93 | $31,883.81 |
DisclosureSEC source: 0001127602-17-031738 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,222 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 |
| June 07, 2017 Filed Jun 8, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 867 | $0.00 Strike: $146.93 | $0.00 |
DisclosureSEC source: 0001127602-17-020883 · form4.xml · derivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 434 Underlying: Common Stock · 867 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 |
| June 07, 2017 Filed Jun 8, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 867 | $187.46 | $162,527.82 |
DisclosureSEC source: 0001127602-17-020883 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 Read SEC document |
| June 07, 2017 Filed Jun 8, 2017 20:04 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 867 | $146.93 | $127,388.31 |
DisclosureSEC source: 0001127602-17-020883 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,872 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 06, 2017 Filed Mar 7, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 375 | $165.28 | $61,980.00 |
DisclosureSEC source: 0001127602-17-010581 · form4.xml · nonDerivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,005 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 286 | $0.00 Strike: $89.44 | $0.00 |
DisclosureSEC source: 0001127602-17-010581 · 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 · 286 shares Expires 2021-03-03 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 1,711 shares, and is exercisable in five semi-annual installments of 285 shares each and one installment of 286 shares beginning on September 3, 2014, which is the six-month anniversary of the date on which the option was granted. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 286 | $165.86 | $47,435.96 |
DisclosureSEC source: 0001127602-17-010581 · form4.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,380 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 286 | $89.44 | $25,579.84 |
DisclosureSEC source: 0001127602-17-010581 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 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, 2017 Filed Mar 7, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 68 | $165.85 | $11,277.80 |
DisclosureSEC source: 0001127602-17-010581 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,380 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:18 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 176 | $166.00 | $29,216.00 |
DisclosureSEC source: 0001127602-17-010581 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 285 | $0.00 Strike: $89.44 | $0.00 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · derivative · entry 11 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286 Underlying: Common Stock · 285 shares Expires 2021-03-03 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 1,711 shares, and is exercisable in five semi-annual installments of 285 shares each and one installment of 286 shares beginning on September 3, 2014, which is the six-month anniversary of the date on which the option was granted. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 285 | $166.81 | $47,540.85 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 8 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 285 | $89.44 | $25,490.40 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 7 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,909 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, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 118 | $166.81 | $19,683.58 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 6 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,624 Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 31 | $165.97 | $5,145.07 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 5 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,742 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 810 | $0.00 Strike: $131.80 | $0.00 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · derivative · entry 10 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,622 Underlying: Common Stock · 810 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. F4 · derivative.exercise_date: The option represents a right to purchase a total of 2,432 shares, became 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 was the six-month anniversary of the option grant date. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,141 | $0.00 Strike: $166.97 | $0.00 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · derivative · entry 9 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,141 Underlying: Common Stock · 2,141 shares Expires 2027-03-01 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 01, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 810 | $166.44 | $134,816.40 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 4 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773 Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 810 | $131.80 | $106,758.00 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 3 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,583 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, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 525 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 2 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,773 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 175 shares each on 3/1/2018, 3/1/2019 and 3/1/2020. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:17 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 72 | $166.97 | $12,021.84 |
DisclosureSEC source: 0001127602-17-010136 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 22, 2016 Filed Nov 22, 2016 21:16 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 820 | $138.29 | $113,397.80 |
DisclosureSEC source: 0001127602-16-068103 · form4.xml · nonDerivative · entry 1 Penczek Ronald W · CIK 0001659075 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,320 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.