CVS EVP updates Form 3 to add 35 trust shares

CVS Health Corp executive Amy Compton-Phillips filed an amended initial ownership report updating her holdings.

Accepted by SEC EDGAR 11/07/2025 - 04:31 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

CVS Health Corp executive Amy Compton-Phillips filed an amended initial ownership report updating her holdings. The Form 3/A discloses 35 shares of CVS common stock held indirectly in a living trust for her benefit that were not previously reported due to a broker error.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Compton-Phillips Amy

Role EVP, Chief Medical Officer

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

Holdings: Common Stock — 35 shares (Indirect, By Trust)

Footnotes (1)

1. F1. Shares held in a living trust for the benefit of the Reporting Person 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 CVS (CVS) executive Amy Compton-Phillips report in this Form 3/A?

The Form 3/A shows Amy Compton-Phillips indirectly holds 35 CVS common shares in a living trust. These shares benefit her and correct an earlier omission, updating her initial ownership position without indicating any new purchase or sale.

Why was CVS (CVS) executive Amy Compton-Phillips’ ownership updated in this amendment?

Her ownership was updated because 35 CVS common shares in a living trust had not been previously reported. The filing attributes this omission to an error by her broker, and the amendment brings her disclosed holdings into alignment with actual ownership.

Are the CVS (CVS) shares reported by Amy Compton-Phillips held directly or indirectly?

The 35 CVS common shares are reported as held indirectly, classified as "By Trust." They are in a living trust established for her benefit, meaning the trust, not she personally, is the direct holder of record for these shares.

Does Amy Compton-Phillips’ Form 3/A for CVS (CVS) show any recent buying or selling?

The Form 3/A does not report any recent buying or selling activity. It classifies the entry as a holding with an unknown transaction code, focusing solely on correcting prior disclosure to include 35 shares held in a living trust.

How many CVS (CVS) shares does the trust linked to Amy Compton-Phillips hold after this amendment?

After this amendment, the trust associated with Amy Compton-Phillips is shown holding 35 CVS common shares. The filing presents this as the total number of indirectly owned shares following the correction of the earlier reporting error.

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

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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^*

Compton-Phillips Amy

(Last) (First) (Middle)

ONE CVS DRIVE

(Street)

WOONSOCKET RI 02895

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
05/19/2025

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, Chief Medical Officer

5. If Amendment, Date of Original Filed (Month/Day/Year)
05/27/2025

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	35(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 living trust for the benefit of the Reporting Person that were not previously reported due to an error on the part of the Reporting Person's broker.

	/s/ Amy Compton-Phillips	11/07/2025
	** 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.