CVS EVP surrenders shares for tax withholding

CVS Health EVP, CPO and General Counsel Samrat S. Khichi reported a tax-related share disposition.

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Form Type

Rhea-AI Filing Summary

CVS Health EVP, CPO and General Counsel Samrat S. Khichi reported a tax-related share disposition. On the vesting of a restricted stock unit award, 7,886 shares of common stock were surrendered at $79.60 per share to cover withholding taxes. After this transaction, he directly owns 29,775 shares of common stock and holds 25,608 shares of restricted stock.

Insider Trade Summary

Exercise Price or Tax Liability: 7,886 shares

Exercise Price or Tax Liability 2 txns

Insider Khichi Samrat S.

Role EVP, CPO and General Counsel

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	7,886	$79.60	$628K
holding	Common Stock (Restricted)	--	--	--

Holdings After Transaction: Common Stock — 29,775 shares (Direct); Common Stock (Restricted) — 25,608 shares (Direct)

Footnotes (1)

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

FAQ

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

What insider transaction did CVS (CVS) executive Samrat S. Khichi report?

Samrat S. Khichi reported surrendering 7,886 CVS common shares to pay withholding taxes upon vesting of a restricted stock unit award. This was a tax-withholding disposition, not an open-market sale, and relates to equity compensation settlement mechanics.

At what price were the CVS (CVS) shares valued for Khichi’s tax withholding?

The 7,886 CVS common shares surrendered by Samrat S. Khichi for tax withholding were valued at $79.60 per share. This value is used to determine the number of shares needed to satisfy the tax liability upon restricted stock unit vesting.

How many CVS (CVS) common shares does Samrat S. Khichi own after the Form 4 transaction?

After the reported transaction, Samrat S. Khichi directly owns 29,775 CVS common shares. This figure reflects his remaining direct common stock holdings following the surrender of 7,886 shares to cover withholding taxes on equity compensation.

What are Samrat S. Khichi’s restricted stock holdings in CVS (CVS) after this filing?

Following the transaction, Samrat S. Khichi holds 25,608 shares of CVS restricted stock. These restricted shares typically vest over time or upon meeting conditions, separate from the 29,775 common shares he holds directly after the tax-related surrender.

Was the CVS (CVS) insider Form 4 a discretionary stock sale by Samrat S. Khichi?

The Form 4 reflects a tax-withholding disposition, not a discretionary sale. Shares were surrendered to satisfy withholding taxes due at vesting of a restricted stock unit award, as described in the footnote, rather than sold in an open-market transaction.

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Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 03/02/2026 - 05:53 PM EST

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^*

Khichi Samrat S.

(Last)

(First)

(Middle)

ONE CVS DRIVE

(Street)

WOONSOCKET

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, CPO and General Counsel

3. Date of Earliest Transaction (Month/Day/Year)
02/28/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	02/28/2026		F		7,886⁽¹⁾	D	$79.6	29,775	D
Common Stock (Restricted)								25,608	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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/ Samrat S. Khichi	03/02/2026
	** 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.

Source: View Original Filing on SEC EDGAR