person · Reporting owner
Kendrick Charles Morgan JR
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ELV · Entity 2934 | EVP & President, Commercial | March 06, 2026 | March 09, 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 March 06, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,791 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Sale · Disposed 3,196 · Balance 11,791 F1: This transaction was executed in multiple trades at prices ranging from $284.82 to $285.08. 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 $284.82 to $285.08. 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 |
|---|---|---|---|---|---|---|
| March 06, 2026 Filed Mar 9, 2026 20:45 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 3,196 | $284.92 | $910,604.32 |
DisclosureSEC source: 0001887908-26-000005 · wk-form4_1773089106.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,791 F1 · price: This transaction was executed in multiple trades at prices ranging from $284.82 to $285.08. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 21:58 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 467 | $284.03 | $132,642.01 |
DisclosureSEC source: 0001887908-26-000002 · wk-form4_1772661487.xml · nonDerivative · entry 4 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,987 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 21:58 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 15,870 | $0.00 Strike: $294.07 | $0.00 |
DisclosureSEC source: 0001887908-26-000002 · wk-form4_1772661487.xml · derivative · entry 5 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,870 Underlying: Common Stock · 15,870 shares Expires 2036-03-02 F4 · derivative.exercise_date: The option represents a right to purchase a total of 15,870 shares, and is exercisable in three annual installments, each installment of 5,290 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 21:58 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001887908-26-000002 · wk-form4_1772661487.xml · nonDerivative · entry 3 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,454 F3 · shares: Represents performance based restricted share units. Restrictions lapsed on 3/2/2026. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:58 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 4,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001887908-26-000002 · wk-form4_1772661487.xml · nonDerivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,922 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 1,339 shares on 3/2/2027, 3/2/2028 and 3/2/2029. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 21:58 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 1,211 | $294.07 | $356,118.77 |
DisclosureSEC source: 0001887908-26-000002 · wk-form4_1772661487.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,905 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 05, 2025 Filed Mar 5, 2025 22:52 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 3,504 | $396.30 | $1,388,635.20 |
DisclosureSEC source: 0001156039-25-000035 · wk-form4_1741215166.xml · nonDerivative · entry 4 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,116 F4 · price: This transaction was executed in multiple trades, each at the same price of $396.30. F5 · balance_after: Balance includes 22.89 shares acquired on December 20, 2024 through a dividend reinvestment plan. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:52 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,828 | $0.00 Strike: $395.50 | $0.00 |
DisclosureSEC source: 0001156039-25-000035 · wk-form4_1741215166.xml · derivative · entry 5 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,828 Underlying: Common Stock · 10,828 shares Expires 2035-03-03 F6 · derivative.exercise_date: The option represents a right to purchase a total of 10,828 shares, and is exercisable in three annual installments, with two installments of 3,609 shares each and one installment of 3,610 shares, beginning on 3/3/2026, which is the one-year anniversary of the option grant date. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:52 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 3,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-25-000035 · wk-form4_1741215166.xml · nonDerivative · entry 3 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,620 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/3/2025. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:52 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-25-000035 · wk-form4_1741215166.xml · nonDerivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,934 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 948 shares each on 3/3/2026 and 3/3/2027, and 949 shares on 3/3/2028. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 22:52 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 2,221 | $395.50 | $878,405.50 |
DisclosureSEC source: 0001156039-25-000035 · wk-form4_1741215166.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,089 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:29 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 1,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-24-000133 · wk-form4_1730842138.xml · nonDerivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,287 F2 · shares: Represents performance based restricted share units. Restrictions lapse on 11/1/2024. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:29 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 846 | $414.01 | $350,252.46 |
DisclosureSEC source: 0001156039-24-000133 · wk-form4_1730842138.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,577 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| October 18, 2024 Filed Oct 18, 2024 21:21 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 7,417 | $432.14 | $3,205,182.38 |
DisclosureSEC source: 0001156039-24-000124 · wk-form4_1729286498.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,423 F1 · price: This transaction was executed in multiple trades at prices ranging from $432.08 to $432.32. 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 08, 2024 Filed Mar 12, 2024 20:26 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 2,432 | $500.46 | $1,217,118.72 |
DisclosureSEC source: 0001156039-24-000040 · wk-form4_1710275168.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,840 F1 · price: This transaction was executed in multiple trades at an exact price of $500.46. 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 price at which the transaction was effected. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:27 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,312 | $0.00 Strike: $499.11 | $0.00 |
DisclosureSEC source: 0001156039-24-000031 · wk-form4_1709674012.xml · derivative · entry 4 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,312 Underlying: Common Stock · 8,312 shares Expires 2034-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,312 shares, and is exercisable in one installment of 2,770 shares, and two installments of 2,771 shares each, beginning on 3/1/2025, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:27 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-24-000031 · wk-form4_1709674012.xml · nonDerivative · entry 3 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,272 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:27 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-24-000031 · wk-form4_1709674012.xml · nonDerivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,918 F2 · shares: Represents restricted share units. Restrictions lapse as follows:718 shares on 3/1/2025, 3/1/2026, and 3/1/2027. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:27 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 1,484 | $499.11 | $740,679.24 |
DisclosureSEC source: 0001156039-24-000031 · wk-form4_1709674012.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,764 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:42 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 79 | $446.66 | $35,286.14 |
DisclosureSEC source: 0001156039-23-000114 · wk-form4_1699044134.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,248 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 20:32 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 2,314 | $462.22 | $1,069,577.08 |
DisclosureSEC source: 0001156039-23-000033 · wf-form4_167873951013979.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,327 Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 21:19 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 1,084 | $468.78 | $508,157.52 |
DisclosureSEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 4 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,641 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,786 | $0.00 Strike: $469.03 | $0.00 |
DisclosureSEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · derivative · entry 5 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,786 Underlying: Common Stock · 7,786 shares Expires 2033-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 7,786 shares, and is exercisable in two installments of 2,595 shares each and one installment of 2,596 shares, beginning on 3/1/2024 which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 3 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,725 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/2/2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,183 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 675 shares each on 3/1/2024 and 3/1/2025 and 676 shares on 3/1/2026. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:19 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 293 | $469.03 | $137,425.79 |
DisclosureSEC source: 0001156039-23-000027 · wf-form4_167787832892336.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,157 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 21:08 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 79 | $544.53 | $43,017.87 |
DisclosureSEC source: 0001156039-22-000092 · wf-form4_166750970556244.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,450 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 987 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · derivative · entry 13 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,976 Underlying: Common Stock · 987 shares Expires 2031-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: The option represents a right to purchase a total of 2,963 shares, and is exercisable in three annual installments, with one installment of 987 shares and two installments of 988 shares each, beginning on 3/1/2022, which is the one-year anniversary of the option grant date. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 568 | $0.00 Strike: $232.04 | $0.00 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · derivative · entry 12 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 568 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. F7 · derivative.exercise_date: The option represents a right to purchase a total of 3,404 shares, and is exercisable in six semi-annual installments, with four installments of 567 shares each and two installments of 568 shares each beginning on 9/01/2018, which is the six-month anniversary of the date on which the option was granted. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,774 | $0.00 Strike: $271.27 | $0.00 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · derivative · entry 11 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,387 Underlying: Common Stock · 2,774 shares Expires 2030-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option represents a right to purchase a total of 4,161 shares, and is exercisable in three annual installments of 1,387 shares each, beginning on 3/2/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,999 | $0.00 Strike: $307.68 | $0.00 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · derivative · entry 10 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,999 shares Expires 2029-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The option represents a right to purchase a total of 2,997 shares, and is exercisable in three annual installments, with one installment of 998 shares, one installment of 999 shares and one installment of 1,000 shares, beginning on 3/1/2020, which is the one-year anniversary of the option grant date. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 206 | $491.39 | $101,226.34 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 9 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,529 Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 522 | $490.83 | $256,213.26 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 8 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,735 F4 · price: This transaction was executed in multiple trades at prices ranging from $490.37 to $491.33. 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 |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 784 | $489.49 | $383,760.16 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 7 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,257 F3 · price: This transaction was executed in multiple trades at prices ranging from $489.19 to $489.83. 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 |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,616 | $488.64 | $1,278,282.24 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 6 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,041 F2 · price: This transaction was executed in multiple trades at prices ranging from $488.19 to $489.18. 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 |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | SaleCommon Stock | 2,200 | $487.45 | $1,072,390.00 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 5 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,657 F1 · price: This transaction was executed in multiple trades at prices ranging from $487.13 to $487.89. 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 |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 987 | $311.48 | $307,430.76 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 4 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,857 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 568 | $232.04 | $131,798.72 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 3 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,870 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 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 2,774 | $271.27 | $752,502.98 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,302 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 09, 2022 Filed Jun 13, 2022 20:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Exercise / conversionCommon Stock | 1,999 | $307.68 | $615,052.32 |
DisclosureSEC source: 0001156039-22-000073 · wf-form4_165515231669369.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,528 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 110 | $463.49 | $50,983.90 |
DisclosureSEC source: 0001156039-22-000022 · wf-form4_164634380821770.xml · nonDerivative · entry 4 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,529 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,729 | $0.00 Strike: $451.50 | $0.00 |
DisclosureSEC source: 0001156039-22-000022 · wf-form4_164634380821770.xml · derivative · entry 5 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,729 Underlying: Common Stock · 7,729 shares Expires 2032-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 7,729 shares, and is exercisable in three annual installments, with two installments of 2,576 shares each and one installment of 2,577 shares, beginning on 3/1/2023, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-22-000022 · wf-form4_164634380821770.xml · nonDerivative · entry 3 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,639 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2022. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 1,938 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-22-000022 · wf-form4_164634380821770.xml · nonDerivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,608 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 646 shares each on 3/1/2023, 3/1/2024 and 3/1/2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:44 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 804 | $451.50 | $363,006.00 |
DisclosureSEC source: 0001156039-22-000022 · wf-form4_164634380821770.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,670 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:30 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 2,152 | $0.00 Strike: $428.76 | $0.00 |
DisclosureSEC source: 0001156039-21-000096 · wf-form4_163597144126050.xml · derivative · entry 2 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,152 Underlying: Common Stock · 2,152 shares Expires 2031-11-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 2,152 shares, and is exercisable in three annual installments, with two installments of 717 shares each and one installment of 718 shares, beginning on 11/01/2022, which is the one-year anniversary of the option grant date. Read SEC document |
| November 01, 2021 Filed Nov 3, 2021 20:30 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 525 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000096 · wf-form4_163597144126050.xml · nonDerivative · entry 1 Kendrick Charles Morgan JR · CIK 0001887908 · EVP & President, Commercial 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,474 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 175 shares each on 11/01/2022, 11/01/2023 and 11/01/2024. 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.