CVS executive reports tax-withholding share disposition

CVS Health Corp executive Amy Compton-Phillips reported a tax-related share disposition tied to equity compensation.

Rhea-AI Filing Summary

CVS Health Corp executive Amy Compton-Phillips reported a tax-related share disposition tied to equity compensation. On the reported date, 7,618 shares of CVS common stock were surrendered to cover withholding taxes due when a restricted stock unit award vested and settled.

These shares were not sold in an open-market transaction but used as payment of tax obligations. After this tax-withholding event, Compton-Phillips directly owned 9,557 shares of CVS common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 7,618 shares

Exercise Price or Tax Liability 1 txn

Insider Compton-Phillips Amy

Role EVP, Chief Medical Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	7,618	$90.98	$693K

Holdings After Transaction: Common Stock — 9,557 shares (Direct)

Footnotes (1)

1. F1. Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award.

Key Figures

Shares surrendered for taxes: 7,618 shares Tax-withholding price: $90.98 per share Shares owned after transaction: 9,557 shares +1 more

4 metrics

Shares surrendered for taxes 7,618 shares Tax-withholding disposition on common stock

Tax-withholding price $90.98 per share Value used for 7,618 surrendered shares

Shares owned after transaction 9,557 shares Direct CVS common stock holding post-event

Transaction code F Payment of tax liability by delivering securities

Key Terms

restricted stock unit, withholding taxes, tax-withholding disposition, Common Stock, +1 more

5 terms

restricted stock unit financial

"withholding taxes due upon the vesting and settlement of a restricted stock unit award"

A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.

withholding taxes financial

"Surrender of shares in payment of withholding taxes due upon the vesting"

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.

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.

Common Stock financial

"security_title: Common Stock"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

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

What insider transaction did CVS (CVS) report for Amy Compton-Phillips?

CVS reported that Amy Compton-Phillips surrendered 7,618 shares of common stock to pay withholding taxes due on the vesting and settlement of a restricted stock unit award, leaving her with 9,557 directly owned shares afterward.

Was the CVS (CVS) Form 4 transaction an open-market sale?

No, the Form 4 shows a tax-withholding disposition coded “F,” where 7,618 shares were surrendered to cover withholding taxes on a restricted stock unit vesting, rather than an open-market sale executed through a stock exchange.

How many CVS (CVS) shares did Amy Compton-Phillips hold after the Form 4 event?

After the tax-withholding disposition, Amy Compton-Phillips directly held 9,557 shares of CVS common stock. This post-transaction figure reflects her remaining direct ownership following the surrender of 7,618 shares for tax obligations.

What was the price per share used for the CVS (CVS) tax-withholding disposition?

The tax-withholding disposition used a price of $90.98 per CVS common share for the 7,618 shares surrendered. This price is used for reporting the value of shares applied to satisfy the associated withholding tax liability.

What does transaction code “F” mean on the CVS (CVS) Form 4 filing?

Transaction code “F” indicates payment of an exercise price or tax liability by delivering securities. In this CVS filing, it reflects 7,618 shares surrendered to satisfy withholding taxes on a restricted stock unit award vesting and settlement.

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

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Accepted by SEC EDGAR 06/01/2026 - 05:00 PM EDT Learn about SEC filing dates

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^*

Compton-Phillips Amy

(Last) (First) (Middle)

ONE CVS DRIVE

(Street)

WOONSOCKET RHODE ISLAND 02895

(City) (State) (Zip)

UNITED STATES

(Country)

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, Chief Medical Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/31/2026

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

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

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

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	05/31/2026		F(1)		7,618	D	$90.98	9,557	D

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. Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award.

	/s/ Amy Compton-Phillips	06/01/2026
	** 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.
* Form 4: SEC 1474 (03-26)