Cigna Group (NYSE: CI) officer Bryan Holgerson details stock, 401(k) and option positions in Form 3
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
The Cigna Group reported initial equity holdings for officer Bryan Holgerson. He holds 6,957 shares of common stock directly and 735.9274 shares indirectly through The Cigna Group’s 401(k) Plan. In addition, he has 941.8085 phantom stock units, each economically equivalent to one common share but settled in cash under the Executive Deferred Compensation Plan. Holgerson also holds several employee stock option grants covering 10 separate blocks of common stock at exercise prices between $183.4405 and $336.4750, with vesting in three annual installments and expirations between 2028 and 2036.
Positive
- None.
Negative
- None.
Insights
Initial Form 3 shows existing equity and option holdings, not new trades.
The disclosure lists Bryan Holgerson’s existing ownership in The Cigna Group, including direct and 401(k) shares, phantom stock units, and multiple option grants. No buy or sell transactions are reported; all entries are categorized as holdings.
The option grants cover blocks from 896 to 4,790 underlying shares with exercise prices between $183.4405 and $336.4750, expiring from 2028-02-28 to 2036-02-27. Several are already fully vested, while newer grants vest in three equal annual installments beginning on stated March dates. Phantom stock units, totaling 941.8085, are cash-settled equivalents of common stock and sit in an executive deferred compensation plan.
Insider Trade Summary
12 transactions reported
Mixed
12 txns
Insider
Holgerson Bryan
Role
See Remarks
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Employee Stock Option (Right to Buy) | -- | -- | -- |
| holding | Phantom Stock Units | -- | -- | -- |
| holding | Common Stock, $.01 Par Value | -- | -- | -- |
| holding | Common Stock, $.01 Par Value | -- | -- | -- |
Holdings After Transaction:
Employee Stock Option (Right to Buy) — 1,280 shares (Direct, null);
Phantom Stock Units — 941.809 shares (Direct, null);
Common Stock, $.01 Par Value — 6,957 shares (Direct, null);
Common Stock, $.01 Par Value — 735.927 shares (Indirect, By 401(k))
Footnotes (1)
- Represents shares acquired through ongoing participation in The Cigna Group's 401(k) Plan This option vested in three equal annual installments beginning February 28, 2019. This option vested in three equal annual installments beginning February 27, 2020. This option vested in three equal annual installments beginning February 26, 2021. This option vested in three equal annual installments beginning March 1, 2022. This option vested in three equal annual installments beginning March 1, 2023. This option vested in three equal annual installments beginning March 1, 2024. This option vests in three equal annual installments beginning March 1, 2025. This option vests in three equal annual installments beginning March 1, 2026. This option vests in three equal annual installments beginning March 1, 2027. Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock and will be settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan. The reporting person may transfer his interests in The Cigna Group stock fund into an alternative investment fund.
Key Figures
Direct common shares: 6,957.0000 shares
401(k) common shares: 735.9274 shares
Phantom stock units: 941.8085 units
+5 more
8 metrics
Direct common shares
6,957.0000 shares
Total common stock held directly following the reported holdings
401(k) common shares
735.9274 shares
Common stock held indirectly through The Cigna Group 401(k) Plan
Phantom stock units
941.8085 units
Cash-settled phantom stock units economically equivalent to common stock
Option underlying shares (largest grant)
4,790.0000 shares
Underlying common shares for an Employee Stock Option (Right to Buy)
Highest option exercise price
$336.4750 per share
Exercise price for one Employee Stock Option grant
Lowest option exercise price
$183.4405 per share
Exercise price for another Employee Stock Option grant
Earliest option expiration
2028-02-28
Expiration date of one Employee Stock Option grant
Latest option expiration
2036-02-27
Expiration date of the longest-dated Employee Stock Option grant
Key Terms
Phantom Stock Units, Employee Stock Option (Right to Buy, Executive Deferred Compensation Plan, 401(k) Plan
4 terms
Phantom Stock Units financial
"Each phantom stock unit is the economic equivalent of one share of The Cigna Group's common stock"
Phantom stock units are company promises that pay a cash or stock-equivalent award tied to the firm’s share price or value growth, but they do not issue actual shares. Think of them as a bonus check that moves with the stock like a mirror rather than handing over an ownership slice. Investors care because these awards can affect a company’s future cash obligations, executive incentives and reported expenses without causing share dilution.
Employee Stock Option (Right to Buy financial
"Employee Stock Option (Right to Buy), underlying security title Common Stock, $.01 Par Value"
Executive Deferred Compensation Plan financial
"settled in cash in accordance with the terms of The Cigna Group Executive Deferred Compensation Plan"
401(k) Plan financial
"Represents shares acquired through ongoing participation in The Cigna Group's 401(k) Plan"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
FAQ
What equity does Bryan Holgerson report owning in Cigna Group (CI) common stock?
Bryan Holgerson reports holding 6,957 shares of The Cigna Group common stock directly and 735.9274 shares indirectly through the company’s 401(k) Plan, according to his Form 3 initial ownership statement.
What phantom stock units does Bryan Holgerson disclose in Cigna Group (CI)?
Holgerson reports 941.8085 phantom stock units, each economically equivalent to one share of The Cigna Group common stock and settled in cash under the Executive Deferred Compensation Plan.
What stock options does Bryan Holgerson hold in Cigna Group (CI)?
He holds multiple Employee Stock Option (Right to Buy) grants, including blocks of 4,221, 4,790, and 2,978 underlying shares with exercise prices between $183.4405 and $336.4750, expiring between 2028 and 2036.
Are any transactions or trades reported for Bryan Holgerson in this Cigna Group (CI) Form 3?
No buy or sell trades are reported. The Form 3 lists holdings only, including common stock, 401(k) shares, phantom stock units, and stock options, without any purchase, sale, or exercise transactions.
How do Bryan Holgerson’s Cigna Group (CI) options vest and expire?
Each option grant vests in three equal annual installments starting on specified March dates, with expiration dates ranging from 2028-02-28 to 2036-02-27, as disclosed in the footnotes.