[Form 4] CVS HEALTH Corp Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
CVS Health executive Steven H. Nelson, EVP and President of Aetna, reported routine equity compensation and related tax withholding. He received a stock option grant for 143,712 shares of common stock at $71.82 per share, exercisable in three equal annual installments beginning March 31, 2027 and expiring in 2036. He was also awarded 22,277 restricted shares, with restrictions lapsing in three equal installments starting March 31, 2027. To cover withholding taxes on vesting and settlement of restricted stock units, 2,432 common shares were surrendered, leaving him with 2,900 common shares directly held and 43,606 restricted shares reported after the award.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Nelson Steven H
Role
EVP and President, Aetna
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 2,432 | $72.49 | $176K |
| Grant/Award | Stock Option | 143,712 | $71.82 | $10.32M |
| Grant/Award | Common Stock (Restricted) | 22,277 | $71.82 | $1.60M |
Holdings After Transaction:
Common Stock — 2,900 shares (Direct);
Stock Option — 143,712 shares (Direct);
Common Stock (Restricted) — 43,606 shares (Direct)
Footnotes (1)
- Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. Option becomes exercisable in three equal annual installments, commencing 3/31/2027.
Key Figures
Stock options granted: 143,712 shares
Option exercise price: $71.82/share
Option expiration: March 31, 2036
+5 more
8 metrics
Stock options granted
143,712 shares
Stock option award at $71.82 per share on March 31, 2026
Option exercise price
$71.82/share
Conversion or exercise price for 143,712 stock options
Option expiration
March 31, 2036
Expiration date of stock options granted to Steven H. Nelson
Restricted shares granted
22,277 shares
Common Stock (Restricted) award on March 31, 2026
Restricted stock vesting start
March 31, 2027
Restrictions lapse in three equal installments from this date
Shares surrendered for tax
2,432 shares
Common Stock surrendered at $72.49 to cover withholding taxes
Common shares after transaction
2,900 shares
Total CVS common stock directly held after tax-withholding disposition
Restricted shares after award
43,606 shares
Total Common Stock (Restricted) reported after new grant
Key Terms
restricted stock units, withholding taxes, 2017 Incentive Compensation Plan, stock option, +1 more
5 terms
restricted stock units financial
"Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
withholding taxes financial
"Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units."
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.
2017 Incentive Compensation Plan financial
"Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan."
stock option financial
"Option becomes exercisable in three equal annual installments, commencing 3/31/2027."
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
tax-withholding disposition financial
"transaction_action: tax-withholding disposition"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
