CVS executive updates Form 3 trust holdings

CVS Health Corp executive Heidi B. Capozzi filed an amended initial ownership report to include common stock held indirectly.

Rhea-AI Filing Summary

CVS Health Corp executive Heidi B. Capozzi filed an amended initial ownership report to include common stock held indirectly. The amendment reflects 5 shares of CVS common stock held by a trust for the benefit of her spouse, which had not been reported previously due to a broker error.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider CAPOZZI HEIDI B

Role EVP and Chief People Officer

Type	Security	Shares	Price	Value
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 5 shares (Indirect, By Trust)

Footnotes (1)

1. F1. Shares held in a trust for the benefit of the Reporting Person's spouse that were not previously reported due to an error on the part of the Reporting Person's broker.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the CVS (CVS) Form 3/A filed by Heidi B. Capozzi report?

The Form 3/A reports an amendment to Heidi B. Capozzi’s initial ownership statement, adding 5 shares of CVS common stock held indirectly through a trust for her spouse that were previously omitted due to a broker error.

How many CVS common shares are now reported in the trust on the Form 3/A?

The amended filing shows 5 shares of CVS common stock held indirectly in a trust for the benefit of Heidi B. Capozzi’s spouse, updating prior disclosures to accurately reflect this small ownership position.

Is the CVS (CVS) Form 3/A for Heidi B. Capozzi a buy or sell transaction?

The Form 3/A does not report a buy or sell transaction. It corrects prior ownership disclosure by adding 5 indirectly held shares in a spouse’s trust that were previously unreported, so it is an administrative update, not a new trade.

How is Heidi B. Capozzi’s ownership in CVS stock characterized in the amendment?

The amendment characterizes her interest in these CVS shares as indirect ownership, held “By Trust” for the benefit of her spouse, with 5 common shares shown as held following the correction to the original Form 3.

Why were the 5 CVS shares in the spouse’s trust not reported earlier?

According to the footnote, the 5 CVS common shares in the trust for Heidi B. Capozzi’s spouse were not previously reported because of an error by the reporting person’s broker, prompting this corrective Form 3/A filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 10/14/2025 - 07:06 PM Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

CAPOZZI HEIDI B

(Last) (First) (Middle)

ONE CVS DRIVE

(Street)

WOONSOCKET RI 02895

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
09/09/2024

3. Issuer Name and Ticker or Trading Symbol
CVS HEALTH Corp [ CVS ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP and Chief People Officer

5. If Amendment, Date of Original Filed (Month/Day/Year)
09/19/2024

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	5(1)	I	By Trust

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Shares held in a trust for the benefit of the Reporting Person's spouse that were not previously reported due to an error on the part of the Reporting Person's broker.

	/s/ Heidi B. Capozzi	10/14/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.