CVS EVP receives stock options and RSUs
CVS HEALTH Corp executive Heidi B. Capozzi reported routine equity compensation and related tax withholding.
Rhea-AI Filing Summary
CVS HEALTH Corp executive Heidi B. Capozzi reported routine equity compensation and related tax withholding. She received stock options for 64,670 shares of common stock at $71.82 per share, exercisable in three equal annual installments starting March 31, 2027 and expiring on March 31, 2036. She was also granted 10,025 restricted stock units at $71.82 per share under the 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments beginning March 31, 2027. In a separate transaction, 1,334 common shares at $72.49 were surrendered to cover withholding taxes on RSU vesting, leaving her with 13,023 directly held common shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
CAPOZZI HEIDI B
Role
EVP and Chief People Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 1,334 | $72.49 | $97K |
| Grant/Award | Stock Option | 64,670 | $71.82 | $4.64M |
| Grant/Award | Common Stock (Restricted) | 10,025 | $71.82 | $720K |
Holdings After Transaction:
Stock Option — 64,670 contracts (Direct);
Common Stock (Restricted) — 84,450 shares (Direct);
Common Stock — 13,023 shares (Direct)
Footnotes (3)
- F1. Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027.
- F2. Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units.
- F3. Option becomes exercisable in three equal annual installments, commencing 3/31/2027.
Key Figures
Tax-withholding shares: 1,334 shares at $72.49
Common shares held: 13,023 shares
Stock option grant: 64,670 options at $71.82
+3 more
6 metrics
Tax-withholding shares
1,334 shares at $72.49
Common stock surrendered to cover RSU tax on 2026-04-01
Common shares held
13,023 shares
Direct CVS common stock ownership after tax withholding
Stock option grant
64,670 options at $71.82
Options on CVS common stock granted 2026-03-31
Option vesting schedule
3 annual installments from 2027-03-31
Exercisable in thirds; expiration 2036-03-31
RSU grant
10,025 RSUs at $71.82
Restricted stock units granted 2026-03-31
Restricted shares following
84,450 shares
Total restricted common stock following RSU grant
Key Terms
restricted stock units, withholding taxes, Incentive Compensation Plan, restricted stock units awarded, +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.
Incentive Compensation Plan financial
"awarded pursuant to Issuer's 2017 Incentive Compensation Plan."
An incentive compensation plan is a formal program that rewards employees and executives with bonuses, stock, or other payments tied to specific performance goals—such as revenue, profit, productivity, or long‑term share price. Investors watch these plans because they shape how leaders make decisions and take risks; like paying a coach by wins rather than effort, well‑designed plans can drive sustainable growth while poor designs can encourage short‑term behaviors that harm shareholder value.
restricted stock units awarded financial
"Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan."
Option becomes exercisable financial
"Option becomes exercisable in three equal annual installments, commencing 3/31/2027."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What equity awards did CVS (CVS) grant to Heidi B. Capozzi?
CVS granted Heidi B. Capozzi stock options for 64,670 shares at $71.82 and 10,025 restricted stock units. These awards are part of routine executive compensation and are tied to future service-based vesting schedules starting in 2027.
When do Heidi B. Capozzi’s new CVS stock options vest and expire?
The stock options vest in three equal annual installments starting March 31, 2027 and expire on March 31, 2036. This means the executive gains exercisability gradually, with a long-term horizon before final expiration of the options.
How do the new restricted stock units for CVS (CVS) vest?
The 10,025 restricted stock units vest in three equal installments starting March 31, 2027. These units were granted under CVS’s 2017 Incentive Compensation Plan and align the executive’s compensation with long-term company performance and retention.
What plan governs Heidi B. Capozzi’s new CVS restricted stock units?
The restricted stock units were awarded under CVS’s 2017 Incentive Compensation Plan. This plan provides equity-based compensation, such as RSUs and options, to align executives’ interests with shareholders and support long-term retention and performance objectives.
AI-generated analysis. How Rhea-AI works. Not financial advice.
