CVS Health trust purchase of 24 shares disclosed

CVS Health executive-related trust reports small share purchase.

Accepted by SEC EDGAR 01/27/2026 - 05:20 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

CVS Health executive-related trust reports small share purchase. A trust associated with CVS Health EVP and President, Aetna Steven H. Nelson reported an indirect purchase of 24 shares of CVS common stock on 01/23/2025 at $53.7 per share.

The shares were bought by a broker exercising discretion for a separately managed account in the name of a trust for Nelson’s benefit and were not previously reported due to broker error. They were later transferred to a trust for the benefit of Nelson’s spouse, and Nelson disclaims beneficial ownership of these shares.

Insider Trade Summary

Net Buyer: 24 shares

Net Buy 1 txn

Insider Nelson Steven H

Role EVP and President, Aetna

Bought 24 shs ($1K)

Type	Security	Shares	Price	Value
Purchase	Common Stock (By Trust)	24	$53.70	$1K

Holdings After Transaction: Common Stock (By Trust) — 24 shares (Indirect, By Trust)

Holdings Before and After: Common Stock (By Trust), 0 to 24 shares (Indirect, By Trust)

Footnotes (1)

1. F1. Shares purchased by a broker exercising discretion for a separately managed account in the name of a trust for the benefit of the Reporting Person that were not previously reported due to an error on the part of the broker. The shares were subsequently transferred to a trust for the benefit of the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these shares.

FAQ

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

What insider transaction did CVS (CVS) disclose in this Form 4?

The filing reports an indirect purchase of 24 shares of CVS common stock at $53.7 per share on 01/23/2025. The shares were acquired through a broker-managed trust account and later moved to a trust benefiting the executive’s spouse.

Who is the reporting person in this CVS (CVS) Form 4 filing?

The reporting person is Steven H. Nelson, EVP and President, Aetna at CVS Health. The transaction involves shares held indirectly through trusts rather than directly in his own name, and he disclaims beneficial ownership of the reported shares.

How many CVS (CVS) shares were involved and at what price?

The transaction involves 24 shares of CVS common stock at a price of $53.7 per share. After the transaction, 24 shares are shown as indirectly beneficially owned, held under the designation “By Trust” in the filing’s ownership table.

How are the CVS (CVS) shares held according to the Form 4?

The shares are reported as indirectly owned, labeled “By Trust.” They were purchased in a separately managed account in the name of a trust, then transferred to a trust for the benefit of the reporting person’s spouse, with beneficial ownership disclaimed.

Why does the CVS (CVS) Form 4 mention a broker error?

The filing states the shares were purchased by a broker exercising discretion for a separately managed trust account and were not previously reported because of an error by the broker. This Form 4 corrects that omission and clarifies the trust-related holding.

Does the CVS (CVS) executive claim beneficial ownership of these shares?

No. The filing explicitly says the reporting person disclaims beneficial ownership of the 24 shares. They are held in trusts, with the shares ultimately transferred to a trust for the benefit of the reporting person’s spouse rather than owned directly.

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

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SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Nelson Steven H

(Last) (First) (Middle)

ONE CVS DRIVE

(Street)

WOONSOCKET RI 02895

(City) (State) (Zip)

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

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

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP and President, Aetna

3. Date of Earliest Transaction (Month/Day/Year)
01/23/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock (By Trust)	01/23/2025		P(1)		24	A	$53.7	24	I	By Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Shares purchased by a broker exercising discretion for a separately managed account in the name of a trust for the benefit of the Reporting Person that were not previously reported due to an error on the part of the broker. The shares were subsequently transferred to a trust for the benefit of the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these shares.

	/s/ Steven H. Nelson	01/26/2026
	** 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 4 (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.