Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ELV · Entity 2934 | EVP, CLO & CAO | December 01, 2023 | January 07, 2025 |
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 December 01, 2023 · Filed January 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,631 |
Ending reported balance
After 2025-01-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-12-01 · Tax withholding · Disposed 1,127 · Balance 16,029 F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Due to administrative error, this transaction was not previously reported on a Form 4. As a result, the reporting person's Forms 4 filed since the date of this transaction have overstated the reporting person's ownership by 1,127 shares. Row 2 · 2025-01-03 · Tax withholding · Disposed 398 · Balance 15,631 F2: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
Filing footnotes · ownership attribution and instrument terms
F1: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Due to administrative error, this transaction was not previously reported on a Form 4. As a result, the reporting person's Forms 4 filed since the date of this transaction have overstated the reporting person's ownership by 1,127 shares.
F2: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
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 |
|---|---|---|---|---|---|---|
| January 03, 2025 Filed Jan 7, 2025 21:22 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 398 | $371.56 | $147,880.88 |
DisclosureSEC source: 0001156039-25-000003 · wk-form4_1736284937.xml · nonDerivative · entry 2 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,631 F2 · 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 21:29 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: 0001156039-24-000033 · wk-form4_1709674162.xml · derivative · entry 4 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 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 21:29 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 6,537 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-24-000033 · wk-form4_1709674162.xml · nonDerivative · entry 3 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,156 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 3/1/2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:29 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-24-000033 · wk-form4_1709674162.xml · nonDerivative · entry 2 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,619 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 21:29 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 3,650 | $499.11 | $1,821,751.50 |
DisclosureSEC source: 0001156039-24-000033 · wk-form4_1709674162.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,465 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| January 03, 2024 Filed Jan 5, 2024 21:26 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 397 | $480.49 | $190,754.53 |
DisclosureSEC source: 0001156039-24-000002 · wk-form4_1704489960.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,115 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,492 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-23-000124 · wk-form4_1702675726.xml · derivative · entry 3 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,746 Underlying: Common Stock · 5,492 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. F1 · derivative.exercise_date: The option represents a right to purchase a total of 8,238 shares, and is exercisable in three annual installments of 2,746 shares each, beginning on 3/1/2022, which is the one-year anniversary of the option grant date. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | SaleCommon Stock | 5,492 | $484.02 | $2,658,237.84 |
DisclosureSEC source: 0001156039-23-000124 · wk-form4_1702675726.xml · nonDerivative · entry 2 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,512 Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 21:28 UTC | Elevance Health, Inc. ELV · Entity 2934 | Exercise / conversionCommon Stock | 5,492 | $311.48 | $1,710,648.16 |
DisclosureSEC source: 0001156039-23-000124 · wk-form4_1702675726.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,004 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 |
| December 01, 2023 Filed Dec 5, 2023 21:31 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 116 | $483.12 | $56,041.92 |
DisclosureSEC source: 0001156039-23-000121 · wk-form4_1701811863.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,512 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| December 01, 2023 Filed Jan 7, 2025 21:22 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 1,127 | $483.12 | $544,476.24 |
DisclosureSEC source: 0001156039-25-000003 · wk-form4_1736284937.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP, CLO & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,029 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Due to administrative error, this transaction was not previously reported on a Form 4. As a result, the reporting person's Forms 4 filed since the date of this transaction have overstated the reporting person's ownership by 1,127 shares. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:25 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,195 | $0.00 Strike: $469.03 | $0.00 |
DisclosureSEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · derivative · entry 4 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,195 Underlying: Common Stock · 8,195 shares Expires 2033-03-01 F4 · derivative.exercise_date: The option represents a right to purchase a total of 8,195 shares, and is exercisable in one installment of 2,731 and two installments of 2,732 each, beginning on 3/1/2024 which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:25 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · nonDerivative · entry 3 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,628 F3 · shares: Represents performance based restricted share units. Restrictions lapse on 12/1/2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:25 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 2,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · nonDerivative · entry 2 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,044 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 711 shares each on 3/1/2024, 3/1/2025 and 3/1/2026. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:25 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 372 | $469.03 | $174,479.16 |
DisclosureSEC source: 0001156039-23-000030 · wf-form4_167787872030049.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,911 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:03 UTC | Elevance Health, Inc. ELV · Entity 2934 | GrantCommon Stock | 3,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-23-000004 · wf-form4_167295620591732.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,283 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 1,327 shares on 1/3/2024, and 1,328 shares each on 1/3/2025 and 1/3/2026. Read SEC document |
| December 01, 2022 Filed Dec 5, 2022 21:53 UTC | Elevance Health, Inc. ELV · Entity 2934 | Tax withholdingCommon Stock | 117 | $525.25 | $61,454.25 |
DisclosureSEC source: 0001156039-22-000096 · wf-form4_167027719877040.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 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 21:42 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 7,508 | $0.00 Strike: $451.50 | $0.00 |
DisclosureSEC source: 0001156039-22-000020 · wf-form4_164634373268882.xml · derivative · entry 3 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,508 Underlying: Common Stock · 7,508 shares Expires 2032-03-01 F3 · derivative.exercise_date: The option represents a right to purchase a total of 7,508 shares, and is exercisable in three annual installments, with one installment of 2,502 shares and two installments of 2,503 shares each, beginning on 3/1/2023, which is the one-year anniversary of the option grant date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:42 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 1,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-22-000020 · wf-form4_164634373268882.xml · nonDerivative · entry 2 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,417 F2 · shares: Represents restricted share units. Restrictions lapse as follows: 627 shares on 3/1/2023, and 628 shares each on 3/1/2024 and 3/1/2025. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:42 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 191 | $451.50 | $86,236.50 |
DisclosureSEC source: 0001156039-22-000020 · wf-form4_164634373268882.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,534 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:30 UTC | Elevance Health, Inc. ANTM · Entity 2934 | Tax withholdingCommon Stock | 79 | $404.65 | $31,967.35 |
DisclosureSEC source: 0001156039-21-000099 · wf-form4_163856703191771.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,725 F1 · shares: PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:36 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,238 | $0.00 Strike: $311.48 | $0.00 |
DisclosureSEC source: 0001156039-21-000031 · wf-form4_161480733291891.xml · derivative · entry 2 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,238 Underlying: Common Stock · 8,238 shares Expires 2031-03-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 8,238 shares, and is exercisable in three annual installments of 2,746 shares each, 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 21:36 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-21-000031 · wf-form4_161480733291891.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,804 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 669 shares each on 3/1/2022, 3/1/2023 and 3/1/2024. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantEmployee Stock Option (Right to Buy) · Derivative | 4,232 | $0.00 Strike: $313.90 | $0.00 |
DisclosureSEC source: 0001156039-20-000101 · wf-form4_160703116393204.xml · derivative · entry 2 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,232 Underlying: Common Stock · 4,232 shares Expires 2030-12-01 F2 · derivative.exercise_date: The option represents a right to purchase a total of 4,232 shares, and is exercisable in three annual installments, with one installments of 1,410 shares and two installments of 1,411 shares each, beginning on 12/1/2021, which is the one-year anniversary of the option grant date. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 21:32 UTC | Elevance Health, Inc. ANTM · Entity 2934 | GrantCommon Stock | 797 | $0.00 | $0.00 |
DisclosureSEC source: 0001156039-20-000101 · wf-form4_160703116393204.xml · nonDerivative · entry 1 Todt Blair Williams · CIK 0001456430 · EVP and Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 797 F1 · shares: Represents restricted share units. Restrictions lapse as follows: 265 shares on 12/1/2021, and 266 shares each on 12/1/2022 and 12/1/2023. 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.