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person · Reporting owner

Kaye Mark

Disclosed activity across 3 companies

Tapewire entity
42054
SEC CIK
0001748691

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CONMED CorpCNMD · Entity 4691DirectorJune 01, 2026June 03, 2026
Elevance Health, Inc.ELV · Entity 2934EVP & CFOOctober 02, 2026October 06, 2026
MOODYS CORP /DE/MCO · Entity 386EVP & Chief Financial OfficerAugust 07, 2023August 08, 2023

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.

CONMED Corp

Report date June 01, 2026 · Filed June 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect820 Reported balance After 2026-06-02 transaction · row 1
1 source row

Row 1 · 2026-06-02 · Exercise / conversion · Acquired 668 · Balance 820

RSUs (Restricted Stock Units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2036-06-01Direct5,772 Reported balance After 2026-06-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-06-01 · Grant · Acquired 5,772 · Balance 5,772

F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.

RSUs (Restricted Stock Units)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2035-06-02Direct0 Reported balance After 2026-06-02 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-06-02 · Exercise / conversion · Disposed 668 · Balance 0

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.

F2: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.

Elevance Health, Inc.

Report date October 02, 2026 · Filed October 06, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect30,503 Ending reported balance After 2026-10-02 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-10-02 · Tax withholding · Disposed 4,161 · Balance 27,876

F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Row 2 · 2026-10-02 · Grant · Acquired 2,627 · Balance 30,503

F2: Represents performance based restricted share units. Restrictions lapsed on 10/2/2026.

Filing footnotes · ownership attribution and instrument terms

F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

F2: Represents performance based restricted share units. Restrictions lapsed on 10/2/2026.

MOODYS CORP /DE/

Report date August 07, 2023 · Filed August 08, 2023

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect4,447 Ending reported balance After 2023-08-07 transaction · row 11
11 source rows · reconciled sequence

Row 1 · 2023-08-07 · Sale · Disposed 3,832 · Balance 4,447

F1: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.080 - $341.195. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Row 2 · 2023-08-07 · Exercise / conversion · Acquired 1,741 · Balance 6,188

Row 3 · 2023-08-07 · Sale · Disposed 1,741 · Balance 4,447

F2: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.170 - $341.280. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Row 4 · 2023-08-07 · Exercise / conversion · Acquired 3,470 · Balance 7,917

Row 5 · 2023-08-07 · Sale · Disposed 3,470 · Balance 4,447

F3: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8701 - $341.060. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Row 6 · 2023-08-07 · Exercise / conversion · Acquired 714 · Balance 5,161

Row 7 · 2023-08-07 · Sale · Disposed 714 · Balance 4,447

Row 8 · 2023-08-07 · Exercise / conversion · Acquired 3,857 · Balance 8,304

Row 9 · 2023-08-07 · Sale · Disposed 3,857 · Balance 4,447

F4: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8001 - $340.990. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Row 10 · 2023-08-07 · Exercise / conversion · Acquired 1,544 · Balance 5,991

Row 11 · 2023-08-07 · Sale · Disposed 1,544 · Balance 4,447

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $173.58 · Expires 2029-02-25Direct0 Reported balance After 2023-08-07 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · 2023-08-07 · Exercise / conversion · Disposed 1,741 · Balance 0

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $280.42 · Expires 2030-02-20Direct0 Reported balance After 2023-08-07 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · 2023-08-07 · Exercise / conversion · Disposed 3,470 · Balance 0

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $277.05 · Expires 2030-07-01Direct0 Reported balance After 2023-08-07 transaction · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · 2023-08-07 · Exercise / conversion · Disposed 714 · Balance 0

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $276.84 · Expires 2031-02-22Direct0 Reported balance After 2023-08-07 transaction · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 15 · 2023-08-07 · Exercise / conversion · Disposed 3,857 · Balance 0

Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $325.99 · Expires 2032-02-17Direct0 Reported balance After 2023-08-07 transaction · row 16 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 16 · 2023-08-07 · Exercise / conversion · Disposed 1,544 · Balance 0

Filing footnotes · ownership attribution and instrument terms

F1: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.080 - $341.195. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F2: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.170 - $341.280. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F3: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8701 - $341.060. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

F4: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8001 - $340.990. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 02, 2026 Filed Oct 6, 2026 20:02 UTC Elevance Health, Inc. ELV · Entity 2934 GrantCommon Stock 2,627 $0.00 $0.00
Disclosure

SEC source: 0001748691-26-000005 · wk-form4_1791316964.xml · nonDerivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,503

F2 · shares: Represents performance based restricted share units. Restrictions lapsed on 10/2/2026.

Read SEC document
October 02, 2026 Filed Oct 6, 2026 20:02 UTC Elevance Health, Inc. ELV · Entity 2934 Tax withholdingCommon Stock 4,161 $386.43 $1,607,935.23
Disclosure

SEC source: 0001748691-26-000005 · wk-form4_1791316964.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,876

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
June 02, 2026 Filed Jun 3, 2026 20:10 UTC CONMED Corp CNMD · Entity 4691 Exercise / conversionRSUs (Restricted Stock Units) · Derivative 668 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000816956-26-000067 · form4.xml · derivative · entry 3

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 668 shares

Expires 2035-06-02

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.

F2 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.

Read SEC document
June 02, 2026 Filed Jun 3, 2026 20:10 UTC CONMED Corp CNMD · Entity 4691 Exercise / conversionCommon Stock 668 $0.00 $0.00
Disclosure

SEC source: 0000816956-26-000067 · form4.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 820

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 01, 2026 Filed Jun 3, 2026 20:10 UTC CONMED Corp CNMD · Entity 4691 GrantRSUs (Restricted Stock Units) · Derivative 5,772 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000816956-26-000067 · form4.xml · derivative · entry 2

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,772

Underlying: Common Stock · 5,772 shares

Expires 2036-06-01

F1 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period.

Read SEC document
March 03, 2026 Filed Mar 4, 2026 21:57 UTC Elevance Health, Inc. ELV · Entity 2934 Tax withholdingCommon Stock 353 $284.03 $100,262.59
Disclosure

SEC source: 0001748691-26-000002 · wk-form4_1772661447.xml · nonDerivative · entry 4

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,037

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 21:57 UTC Elevance Health, Inc. ELV · Entity 2934 GrantEmployee Stock Option (Right to Buy) · Derivative 25,188 $0.00 Strike: $294.07 $0.00
Disclosure

SEC source: 0001748691-26-000002 · wk-form4_1772661447.xml · derivative · entry 5

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,188

Underlying: Common Stock · 25,188 shares

Expires 2036-03-02

F4 · derivative.exercise_date: The option represents a right to purchase a total of 25,188 shares, and is exercisable in three annual installments, each installment of 8,396 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 21:57 UTC Elevance Health, Inc. ELV · Entity 2934 GrantCommon Stock 10,202 $0.00 $0.00
Disclosure

SEC source: 0001748691-26-000002 · wk-form4_1772661447.xml · nonDerivative · entry 3

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,390

F3 · shares: Represents restricted share units. Restrictions lapse as follows: 5,101 shares each on 3/2/2027 and 3/2/2028.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:57 UTC Elevance Health, Inc. ELV · Entity 2934 GrantCommon Stock 6,377 $0.00 $0.00
Disclosure

SEC source: 0001748691-26-000002 · wk-form4_1772661447.xml · nonDerivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,188

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 2,125 shares on 3/2/2027, and 2,126 shares each on 3/2/2028 and 3/2/2029.

Read SEC document
March 02, 2026 Filed Mar 4, 2026 21:57 UTC Elevance Health, Inc. ELV · Entity 2934 Tax withholdingCommon Stock 271 $294.07 $79,692.97
Disclosure

SEC source: 0001748691-26-000002 · wk-form4_1772661447.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,811

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 14:23 UTC CONMED Corp CNMD · Entity 4691 Exercise / conversionRSUs (Restricted Stock Units) · Derivative 152 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000816956-26-000011 · form4.xml · derivative · entry 2

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 152 shares

Expires 2035-02-24

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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2020 Amended and Restated Non-Employee Director Equity Compensation Plan, with the RSUs generally vesting 100% after a one year period with the RSU vesting immediately upon termination of the Director's service.

Read SEC document
February 24, 2026 Filed Feb 26, 2026 14:23 UTC CONMED Corp CNMD · Entity 4691 Exercise / conversionCommon Stock 152 $0.00 $0.00
Disclosure

SEC source: 0000816956-26-000011 · form4.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152

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
October 02, 2025 Filed Oct 3, 2025 20:17 UTC Elevance Health, Inc. ELV · Entity 2934 Tax withholdingCommon Stock 2,895 $340.24 $984,994.80
Disclosure

SEC source: 0001748691-25-000007 · wk-form4_1759522630.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,082

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:41 UTC CONMED Corp CNMD · Entity 4691 GrantRSUs (Restricted Stock Units) · Derivative 668 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-016769 · form4.xml · derivative · entry 2

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 668

Underlying: Common Stock · 668 shares

Expires 2035-06-02

F2 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2025 Long-Term Incentive Plan, with the RSUs generally vesting 100% after a one year period with the RSU vesting immediately upon termination of the Director's service.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:41 UTC CONMED Corp CNMD · Entity 4691 GrantOptions To Purchase Common Stock · Derivative 8,061 $0.00 Strike: $55.38 $0.00
Disclosure

SEC source: 0001127602-25-016769 · form4.xml · derivative · entry 1

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,061

Underlying: Common Stock · 8,061 shares

Expires 2035-06-02

F1 · derivative.exercise_date: The stock options were granted under the Company's 2025 Long-Term Incentive Plan and generally vest 100% after a one year period.

Read SEC document
April 24, 2025 Filed Apr 25, 2025 20:17 UTC Elevance Health, Inc. ELV · Entity 2934 SaleCommon Stock 4,588 $424.82 $1,949,074.16
Disclosure

SEC source: 0001156039-25-000060 · wk-form4_1745612235.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,977

F1 · price: This transaction was executed in multiple trades, each at the same price of $424.82.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:44 UTC Elevance Health, Inc. ELV · Entity 2934 GrantEmployee Stock Option (Right to Buy) · Derivative 13,713 $0.00 Strike: $395.50 $0.00
Disclosure

SEC source: 0001156039-25-000024 · wk-form4_1741211054.xml · derivative · entry 3

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,713

Underlying: Common Stock · 13,713 shares

Expires 2035-03-03

F4 · derivative.exercise_date: The option represents a right to purchase a total of 13,713 shares, and is exercisable in three annual installments of 4,571 shares each, 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 21:44 UTC Elevance Health, Inc. ELV · Entity 2934 GrantCommon Stock 3,604 $0.00 $0.00
Disclosure

SEC source: 0001156039-25-000024 · wk-form4_1741211054.xml · nonDerivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,565

F2 · shares: Represents restricted share units. Restrictions lapse as follows:1,201 shares each on 3/3/2026 and 3/3/2027, and 1,202 shares on 3/3/2028.

F3 · balance_after: Balance includes 17.59 shares acquired on December 20, 2024 through a dividend reinvestment plan.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 21:44 UTC Elevance Health, Inc. ELV · Entity 2934 Tax withholdingCommon Stock 270 $395.50 $106,785.00
Disclosure

SEC source: 0001156039-25-000024 · wk-form4_1741211054.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,961

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 14:33 UTC CONMED Corp CNMD · Entity 4691 GrantRSUs (Restricted Stock Units) · Derivative 152 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-25-006784 · form4.xml · derivative · entry 2

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152

Underlying: Common Stock · 152 shares

Expires 2035-02-24

F2 · derivative.exercise_date: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock, par value $0.01 per share of ConMed Corporation (the "Company") and will be subject to the terms and conditions of the Company's 2020 Amended and Restated Non-Employee Director Equity Compensation Plan, with the RSUs generally vesting 100% after a one year period.

Read SEC document
February 24, 2025 Filed Feb 26, 2025 14:33 UTC CONMED Corp CNMD · Entity 4691 GrantOptions To Purchase Common Stock · Derivative 1,846 $0.00 Strike: $61.97 $0.00
Disclosure

SEC source: 0001127602-25-006784 · form4.xml · derivative · entry 1

Kaye Mark · CIK 0001748691 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,846

Underlying: Common Stock · 1,846 shares

Expires 2035-02-24

F1 · derivative.exercise_date: The stock options were granted under the Company's 2020 Amended and Restated Non-Employee Director Equity Compensation Plan and generally vest 100% after a one year period.

Read SEC document
October 02, 2024 Filed Oct 4, 2024 20:35 UTC Elevance Health, Inc. ELV · Entity 2934 Tax withholdingCommon Stock 2,818 $505.16 $1,423,540.88
Disclosure

SEC source: 0001156039-24-000115 · wk-form4_1728074148.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,213

F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:22 UTC Elevance Health, Inc. ELV · Entity 2934 GrantEmployee Stock Option (Right to Buy) · Derivative 10,633 $0.00 Strike: $499.11 $0.00
Disclosure

SEC source: 0001156039-24-000027 · wk-form4_1709673760.xml · derivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,633

Underlying: Common Stock · 10,633 shares

Expires 2034-03-01

F2 · derivative.exercise_date: The option represents a right to purchase a total of 10,633 shares, and is exercisable in two installments of 3,544 shares each, and one installment of 3,545 shares, 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 21:22 UTC Elevance Health, Inc. ELV · Entity 2934 GrantCommon Stock 2,755 $0.00 $0.00
Disclosure

SEC source: 0001156039-24-000027 · wk-form4_1709673760.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,031

F1 · shares: Represents restricted share units. Restrictions lapse as follows: 918 shares each on 3/1/2025 and 3/1/2026 and 919 shares on 3/1/2027.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 20:22 UTC Elevance Health, Inc. ELV · Entity 2934 GrantEmployee Stock Option (Right to Buy) · Derivative 8,076 $0.00 Strike: $440.19 $0.00
Disclosure

SEC source: 0001156039-23-000104 · wk-form4_1696450904.xml · derivative · entry 3

Kaye Mark · CIK 0001748691 · EVP & CFO Designate

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,076

Underlying: Common Stock · 8,076 shares

Expires 2033-10-02

F3 · derivative.exercise_date: The option represents a right to purchase a total of 8,076 shares, and is exercisable in three annual installments of 2,692 shares each, beginning on 10/2/2024, which is the one-year anniversary of the option grant date.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 20:22 UTC Elevance Health, Inc. ELV · Entity 2934 GrantCommon Stock 2,102 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000104 · wk-form4_1696450904.xml · nonDerivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & CFO Designate

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,276

F2 · shares: Represents restricted share units. Restrictions lapse as follows: 700 shares on 10/2/2024 and 701 shares each on 10/2/2025 and 10/2/2026.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 20:22 UTC Elevance Health, Inc. ELV · Entity 2934 GrantCommon Stock 18,174 $0.00 $0.00
Disclosure

SEC source: 0001156039-23-000104 · wk-form4_1696450904.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & CFO Designate

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,174

F1 · shares: Represents restricted share units. Restrictions lapse as follows: 6,058 shares each on 10/2/2024, 10/2/2025 and 10/2/2026.

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,544 $0.00 Strike: $325.99 $0.00
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · derivative · entry 16

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,544 shares

Expires 2032-02-17

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,857 $0.00 Strike: $276.84 $0.00
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · derivative · entry 15

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,857 shares

Expires 2031-02-22

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 714 $0.00 Strike: $277.05 $0.00
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · derivative · entry 14

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 714 shares

Expires 2030-07-01

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.

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 3,470 $0.00 Strike: $280.42 $0.00
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · derivative · entry 13

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,470 shares

Expires 2030-02-20

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,741 $0.00 Strike: $173.58 $0.00
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · derivative · entry 12

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,741 shares

Expires 2029-02-25

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 SaleCommon Stock 1,544 $340.89 $526,334.16
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 11

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,447

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionCommon Stock 1,544 $325.99 $503,328.56
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 10

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,991

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 SaleCommon Stock 3,857 $340.81 $1,314,519.98
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 9

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,447

F4 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8001 - $340.990. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionCommon Stock 3,857 $276.84 $1,067,771.88
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 8

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,304

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 SaleCommon Stock 714 $341.04 $243,502.56
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 7

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,447

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionCommon Stock 714 $277.05 $197,813.70
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 6

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,161

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 SaleCommon Stock 3,470 $340.88 $1,182,855.34
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 5

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,447

F3 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $340.8701 - $341.060. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionCommon Stock 3,470 $280.42 $973,057.40
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 4

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,917

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 SaleCommon Stock 1,741 $341.22 $594,058.45
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 3

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,447

F2 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.170 - $341.280. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionCommon Stock 1,741 $173.58 $302,202.78
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,188

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
August 07, 2023 Filed Aug 8, 2023 21:59 UTC MOODYS CORP /DE/ MCO · Entity 386 SaleCommon Stock 3,832 $341.10 $1,307,097.50
Disclosure

SEC source: 0001059556-23-000056 · wk-form4_1691531951.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,447

F1 · price: The price reported in Column 4 is a weighted average sales price. The shares were sold in multiple transactions at prices ranging from $341.080 - $341.195. The Reporting Person will provide upon request, to the SEC, the Issuer or security holder of the Issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 20:00 UTC MOODYS CORP /DE/ MCO · Entity 386 Tax withholdingCommon Stock 43 $344.19 $14,800.17
Disclosure

SEC source: 0001209191-23-040936 · doc4.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,279

F1 · shares: Disposition of shares to satisfy tax withholding obligation.

Read SEC document
May 19, 2023 Filed May 22, 2023 20:00 UTC MOODYS CORP /DE/ MCO · Entity 386 SaleCommon Stock 975 $317.91 $309,962.25
Disclosure

SEC source: 0001209191-23-031405 · doc4.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,322

F1 · kind: Sale of shares pursuant to Rule 10b5-1 Plan.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:01 UTC MOODYS CORP /DE/ MCO · Entity 386 Tax withholdingCommon Stock 3,426 $290.63 $995,698.38
Disclosure

SEC source: 0001209191-23-015386 · doc4.xml · nonDerivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,297

F2 · shares: Disposition of shares to satisfy tax withholding obligation.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 21:01 UTC MOODYS CORP /DE/ MCO · Entity 386 GrantCommon Stock 5,537 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015386 · doc4.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,723

F1 · shares: Receipt of shares acquired upon settlement of 2020-2022 Performance Shares.

Read SEC document
February 21, 2023 Filed Feb 23, 2023 22:00 UTC MOODYS CORP /DE/ MCO · Entity 386 GrantEmployee Stock Option (right to buy) · Derivative 5,757 $0.00 Strike: $295.33 $0.00
Disclosure

SEC source: 0001209191-23-012249 · doc4.xml · derivative · entry 2

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,757

Underlying: Common Stock · 5,757 shares

Expires 2033-02-21

F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated.

Read SEC document
February 21, 2023 Filed Feb 23, 2023 22:00 UTC MOODYS CORP /DE/ MCO · Entity 386 GrantCommon Stock 1,845 $295.33 $544,883.85
Disclosure

SEC source: 0001209191-23-012249 · doc4.xml · nonDerivative · entry 1

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,186

F1 · shares: Exempt grant of restricted stock units.

Read SEC document
August 15, 2022 Filed Aug 16, 2022 20:00 UTC MOODYS CORP /DE/ MCO · Entity 386 Exercise / conversionEmployee Stock Option (right to buy) · Derivative 1,740 $0.00 Strike: $173.58 $0.00
Disclosure

SEC source: 0001209191-22-045963 · doc4.xml · derivative · entry 6

Kaye Mark · CIK 0001748691 · EVP & Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,740 shares

Expires 2029-02-25

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 · kind: Exercise and sale of shares pursuant to Rule 10b5-1 Plan.

F2 · derivative.exercise_date: One fourth of options vest each year beginning with the date indicated.

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.