Every Form 4 that CVS Health Corporation (CVS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow CVS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CVS filings page.
CVS Health Corp senior vice president James David Clark reported a Form 4 showing a withholding of 454 restricted common shares on June 26, 2026. The shares were withheld by CVS to cover FICA taxes because he is retirement eligible, not as an open-market sale. After this tax-withholding disposition, he directly holds 27,606 CVS shares.
CVS Health executive vice president and chief financial officer Brian Newman reported a routine tax-related share disposition. He surrendered 2,478 shares of common stock at $90.98 per share to cover withholding taxes due when a restricted stock unit award vested and settled. After this non-market transaction, he continues to hold 3,008 CVS shares directly.
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.
CVS Health director Fernando Aguirre reported returning shares of common stock to the company. On May 20, he disposed of 30,437 shares of CVS common stock to the issuer at a weighted average price of $93.775 per share. On May 21, he disposed of an additional 1,563 shares to the issuer at a weighted average price of $93.501 per share, with individual trades that day ranging between $93.50 and $94.01 per share. After these transactions, he directly held 10,513 CVS shares, and no derivative securities were reported in this filing.
CVS Health Corp director-associated funds reported sizable open-market sales of CVS stock and related derivatives. Investment funds managed by Glenview Capital Management sold a total of 3,750,000 CVS-related shares, including common stock and cash-settled swaps referencing common shares, over May 19–21, 2026 at weighted average prices in the mid-$90s per share.
The transactions were executed indirectly through the Glenview Investment Funds and the GO Fund, not by Larry Robbins personally. Following these sales, entities managed by Glenview Capital Management continued to hold 4,824,799 CVS common shares indirectly, while the cash-settled swap position referencing 378,000 shares was reduced to zero.
CVS Health Corp director John E. Gallina received 1,447.5039 deferred stock units on May 14, 2026. The units were issued as a semi-annual retainer under the company’s non-employee director compensation policy, valued at $97.15 per unit, and each unit will convert into one share of common stock at a future time he elects.
CVS Health Corp director Michael F. Mahoney reported receiving a grant of deferred stock units as part of his non-employee director compensation. On May 14, 2026, he was awarded 1,737.0046 deferred stock units, valued at $97.15 per unit, for deferral of a semi-annual retainer under the company’s 2017 Incentive Compensation Plan.
Each deferred stock unit is scheduled to convert into one share of CVS common stock and be issued in the future, according to his election. After this grant, Mahoney holds a total of 6,428.8174 deferred stock units directly, reflecting routine, compensation-related equity accrual rather than an open-market purchase or sale.
AGUIRRE FERNANDO reported acquisition or exercise transactions in this Form 4 filing.
CVS Health Corp director Fernando Aguirre received a stock grant as part of his board compensation. On May 14, he was awarded 1,563 shares of CVS common stock at a reference price of $97.15 per share, issued in payment of a semi-annual retainer under the 2017 Incentive Compensation Plan. Following this award, he directly holds 42,513 CVS shares. This was a compensation-related grant, not an open-market purchase.
Balser Jeffrey R. reported acquisition or exercise transactions in this Form 4 filing.
CVS Health Corp director Jeffrey R. Balser received a grant of 2,058 shares of common stock on May 14, 2026 at $97.15 per share. According to the footnote, the stock was issued as payment of a semi-annual retainer under the 2017 Incentive Compensation Plan. After this award, he directly owns 15,717 CVS shares.
KIRBY J SCOTT reported acquisition or exercise transactions in this Form 4 filing.
CVS Health director J. Scott Kirby received 1,447 shares of Common Stock as a grant on May 14, 2026. The shares were issued at a stated market price of $97.15 per share as payment of a semi-annual retainer under the 2017 Incentive Compensation Plan, bringing his direct holdings to 14,434 shares.
Norwalk Leslie V reported acquisition or exercise transactions in this Form 4 filing.
CVS Health Corp director Leslie V. Norwalk received a grant of 1,447 shares of common stock on May 14, 2026. The shares were issued as payment of a semi-annual retainer at a market price of $97.15 per share under the company’s 2017 Incentive Compensation Plan. After this award, Norwalk directly holds 7,376 CVS common shares.
CVS Health Corp director Guy P. Sansone received a stock grant as part of his board compensation. He acquired 1,447 shares of common stock valued at $97.15 per share, issued in payment of a semi-annual retainer at the market price under the 2017 Incentive Compensation Plan. Following this grant, he directly holds 15,106.355 CVS shares.
CVS Health director Alecia A. Decoudreaux received a compensation-related grant of deferred stock units. On May 14, 2026, she was awarded 1,447.5039 deferred stock units valued at $97.15 per unit for deferring a semi-annual director retainer under CVS Health’s 2017 Incentive Compensation Plan. Each unit will later convert into one share of common stock, to be issued in the future according to her election. Following this grant, she directly holds a total of 42,181.8314 deferred stock units. The filing shows no open-market purchases or sales, only this grant/award acquisition.
CVS Health Corp director Anne A. Finucane reported receiving a grant of 1,544.0041 Deferred Stock Units as compensation. These units represent the deferral of a semi-annual director retainer, valued at a reference price of $97.15 per unit under CVS’s 2017 Incentive Compensation Plan.
Each deferred stock unit is designed to convert into one share of CVS common stock and be issued in the future, based on the director’s election. Following this award, Finucane holds a total of 18,355.0364 deferred stock units, reflecting her accumulated deferred board compensation.
BROWN C DAVID II reported acquisition or exercise transactions in this Form 4 filing.
CVS Health Corp director C. David Brown II received 1,544 shares of Common Stock as compensation. The shares were issued at a reference price of $97.15 per share as payment of a semi-annual retainer under the company’s 2017 Incentive Compensation Plan, rather than bought on the open market.
After this grant, Brown directly holds 129,316 CVS shares. This is a routine equity award tied to board service and not an open-market purchase or sale.
CVS Health director Douglas H. Shulman received a grant of 1,447.5039 deferred stock units as compensation. The award represents deferral of a semi-annual director retainer under CVS Health’s 2017 Incentive Compensation Plan and is valued at $97.15 per unit. Each deferred stock unit is scheduled to convert into one share of CVS common stock and be issued in the future, according to the timing Mr. Shulman has elected. This is a compensation-related, non‑market transaction rather than an open‑market purchase or sale.
CVS Health Corp director Larry Robbins reported an acquisition of deferred stock units as part of non-employee director compensation. He received 1,930.0051 deferred stock units valued at $97.15 per unit, bringing his direct holdings of deferred stock units to 10,147.6418.
The award reflects a deferral of a semi-annual retainer under CVS Health’s 2017 Incentive Compensation Plan. Each deferred stock unit is designed to convert into one share of common stock, issuable when Robbins retires from the CVS Health Board of Directors, consistent with his deferral election.
CVS Health executive vice president and Chief Experience & Technology Officer Tilak Mandadi sold 69,551 shares of CVS common stock in an open-market transaction. The shares were sold at an average price of about $89.58 per share, with prices ranging between $89.30 and $89.81. After this sale, Mandadi directly holds 10,133 CVS shares.
CVS Health executive Prem S. Shah, EVP and Group President, reported equity compensation and related tax withholding transactions. On March 31, 2026, he received a grant of 161,676 stock options with a $71.82 exercise price, exercisable in three equal annual installments beginning March 31, 2027 and expiring on March 31, 2036. He also received 25,062 shares of restricted common stock, awarded as restricted stock units under the company’s 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments starting March 31, 2027. On April 1, 2026, 1,484 common shares were surrendered at $72.49 per share to cover withholding taxes due upon vesting and settlement of restricted stock units, rather than sold in the open market. Following these transactions, Shah directly holds 64,356.0985 common shares.
CVS Health EVP and CFO Brian Newman received new equity awards. He was granted stock options for 125,748 shares of common stock at an exercise price of $71.82 per share, which become exercisable in three equal annual installments starting on March 31, 2027.
Newman also received 19,493 restricted stock units of common stock at a reference price of $71.82 per share. These RSUs vest in three equal installments beginning on March 31, 2027. Following the RSU grant, he directly holds 41,354 shares of CVS Health common stock.
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.
CVS Health EVP and Chief Experience & Technology Officer Tilak Mandadi reported routine equity compensation moves. He received a grant of 143,712 stock options for Common Stock at an exercise price of $71.82 per share, exercisable in three equal annual installments beginning on 3/31/2027, and expiring on 3/31/2036.
Mandadi was also awarded 22,277 restricted stock units of Common Stock at $71.82 per share under CVS Health’s 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments starting on 3/31/2027. In a related tax-withholding event, 3,634 shares of Common Stock were surrendered at $72.49 per share to cover taxes due upon the vesting and settlement of restricted stock units. After these transactions, he directly holds 79,684 shares of CVS Health Common Stock.
CVS Health executive Samrat S. Khichi, EVP, CPO and General Counsel, received equity compensation and had shares withheld for taxes. On March 31, 2026, he was granted 80,838 stock options with an exercise price of $71.82 per share, exercisable in three equal annual installments starting March 31, 2027 until expiration on March 31, 2036. He also received 12,531 restricted stock units under the 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments beginning March 31, 2027. On April 1, 2026, 3,541 shares of common stock at $72.49 per share were surrendered to pay withholding taxes upon RSU vesting, leaving him with 33,421 common shares held directly.
CVS Health President, CEO and Chair J. David Joyner reported routine equity compensation activity. He received 86,326 shares of Common Stock in the form of restricted stock units under the company’s 2017 Incentive Compensation Plan, valued at $71.82 per share. These RSUs vest in three equal installments beginning on March 31, 2027.
In a separate transaction tied to RSU vesting and settlement, Joyner surrendered 8,029 shares of common stock at $72.49 per share to cover withholding tax obligations. After this tax-withholding disposition, he directly holds 70,349 shares of CVS common stock and 160,860 RSUs. These are non‑open‑market, compensation-related transactions rather than discretionary stock purchases or sales.
CVS Health reported that EVP and Chief Medical Officer Amy Compton-Phillips received equity compensation awards. She was granted stock options for 35,928 shares of common stock at an exercise price of $71.82 per share, expiring on March 31, 2036. These options become exercisable in three equal annual installments starting March 31, 2027. She also received 5,569 restricted stock units (RSUs) under the 2017 Incentive Compensation Plan, which vest in three equal installments beginning March 31, 2027. Following these grants, she directly holds 58,660 shares of CVS common stock. These awards are grants, not open-market purchases or sales.
CVS Health senior vice president and chief accounting officer James David Clark reported routine equity compensation changes. On March 31, 2026, he received 11,138 shares of restricted common stock and a stock option for 11,976 shares at $71.82 per share, both vesting in three equal annual installments starting March 31, 2027. On April 1, 2026, 3,262 shares of common stock, valued at $72.49 per share, were surrendered to cover withholding taxes due at vesting, leaving him with 15,457 common shares held directly.
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.
Gallina John E reported acquisition or exercise transactions in this Form 4 filing.
CVS Health Corp director John E. Gallina reported receiving a grant of common stock as part of his board compensation. He was awarded 582 shares of CVS common stock on March 19, 2026 at a reference price of $71.86 per share, issued as payment of a pro rata semi-annual retainer under the 2017 Incentive Compensation Plan. Following this grant, he directly owns 582 CVS shares, reflecting a compensation-related equity award rather than an open-market purchase.
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.
CVS Health Corp director and President & CEO J. David Joyner reported a routine tax-withholding transaction. On February 28, 2026, he surrendered 1,944 shares of common stock at $79.90 per share to cover taxes due on a vested restricted stock unit award. After this, he directly held 49,996 common shares and 74,534 RSU-based common stock equivalents.
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.
CVS Health Corp executive Prem S. Shah, EVP and Group President, reported a routine transaction involving CVS common stock. On 01/01/2026, Shah surrendered 247 shares of CVS Health Corp common stock at $80.13 per share, coded as an "F" transaction, which represents shares withheld to pay taxes due upon the settlement of deferred vested stock units. After this tax-related surrender, Shah beneficially owned 61,509.3235 shares of CVS common stock directly, as well as 2,486.5714 deferred stock units awarded under CVS Health’s 2010 and 2017 Incentive Compensation Plans, which he has elected to defer.
CVS Health Corp executive Tilak Mandadi, EVP and Chief Experience & Technology Officer, reported an automatic share disposition related to equity compensation. On 11/30/2025, he disposed of 6,575 shares of CVS common stock at $80.36 per share. The filing explains this was a surrender of shares to pay withholding taxes due upon the vesting and settlement of a restricted stock unit award, which is a common administrative transaction rather than an open‑market sale. After this tax-related transaction, Mandadi beneficially owned 74,085 CVS shares, held directly.
CVS Health director reported an automatic share disposal related to equity compensation. On 11/30/2025, 9,748 shares of CVS Health common stock were surrendered at a price of $80.36 per share under transaction code "F," which indicates shares withheld to cover taxes on a vesting restricted stock unit award.
After this tax-withholding transaction, the reporting person beneficially owned 19,438.4534 CVS Health shares, held directly. This filing reflects administrative handling of equity award taxation rather than an open-market sale initiated for investment reasons.
CVS Health Corp executive Heidi B. Capozzi reported a tax-related share withholding transaction. On 11/30/2025, she surrendered 9,470 shares of CVS Health common stock at $80.36 per share, coded as an "F" transaction, meaning the shares were withheld to cover taxes due on the vesting and settlement of a restricted stock unit award.
After this transaction, she directly owned 11,415 shares of CVS Health common stock as an executive vice president and Chief People Officer. This event reflects administrative handling of equity compensation rather than an open-market sale.
CVS Health Corp (CVS) director Douglas H. Shulman reported a routine equity compensation transaction. On 11/20/2025, he acquired 1,652 shares of common stock at a price of $76.04 per share, recorded as an "A" (acquired) transaction.
These shares were issued as payment of a semi-annual retainer at the market price under the company’s 2017 Incentive Compensation Plan, reflecting standard board compensation rather than an open-market purchase. Following this grant, Shulman beneficially owns 5,929 shares of CVS Health common stock in direct ownership.
CVS Health Corporation director Guy P. Sansone reported receiving common stock as part of his board compensation. On 11/20/2025, he acquired 1,652 shares of CVS common stock at a price of $76.04 per share. The filing explains this stock was issued as payment of a semi-annual retainer at market price under the company’s 2017 Incentive Compensation Plan. Following this grant, Sansone beneficially owns 13,659.355 shares of CVS common stock in direct ownership.
CVS Health Corp (CVS) reported a routine insider equity transaction by a non-employee director on a Form 4. On 11/20/2025, the director acquired 2,202.788 deferred stock units with a conversion price of $0 under the company’s 2017 Incentive Compensation Plan. These units were issued in connection with the deferral of a semi-annual retainer under the non-employee director compensation policy and are valued at the market price of $76.04 per underlying share of common stock. Each deferred stock unit will convert into one share of CVS common stock and will be issued when the director retires from the Board, as previously elected. Following this transaction, the director beneficially owns 8,080.2915 deferred stock units in direct form.
CVS Health (CVS) director equity grant reported
A CVS Health Corp director filed a Form 4 reporting receipt of 1,652 shares of common stock on 11/20/2025 at a price of $76.04 per share. These shares were issued as payment of a semi-annual board retainer at market price under the company’s 2017 Incentive Compensation Plan, meaning they represent routine director compensation in stock rather than cash.
Following this grant, the director beneficially owns 5,929 CVS common shares, held directly. The filing indicates this was a standard compensation-related issuance, not an open-market purchase or sale.
CVS Health Corp director reports deferred stock unit grant. A CVS Health Corp non-employee director filed a Form 4 reporting receipt of 2,021.9621 deferred stock units on 11/20/2025 under the company’s 2017 Incentive Compensation Plan. These units were issued in connection with the deferral of a semi-annual director retainer and valued at the market price of $76.04 per deferred stock unit.
Each deferred stock unit is to be converted into one share of CVS common stock and issued in the future, as elected by the reporting person. After this transaction, the director beneficially owns 4,613.3964 deferred stock units in direct form, reflecting accumulated deferred equity compensation rather than an open-market purchase or sale.
CVS Health (CVS) director J. Scott Kirby reported the receipt of additional company stock. On 11/20/2025, he acquired 1,652 shares of CVS Health common stock at a price of $76.04 per share. This was issued as payment of a semi-annual retainer under the company’s 2017 Incentive Compensation Plan, rather than a market purchase.
Following this transaction, Kirby beneficially owns 12,987 CVS Health common shares, held directly. The filing is made on Form 4 as he serves as a director of CVS Health and is required to report changes in his ownership of company equity.
CVS Health director equity activity: A CVS Health Corp director reported routine equity compensation on a Form 4 for 11/20/2025. The director acquired 591 shares of common stock at $76.04 per share, which were issued as payment of a semi-annual cash retainer under the company’s 2017 Incentive Compensation Plan.
The filing also shows an award of 1,775.3814 deferred stock units, representing deferral of a semi-annual retainer under the non-employee director compensation policy. After this transaction, the director holds 16,530.0615 deferred stock units, each convertible into one share of CVS common stock to be issued in the future as elected by the director.
CVS Health reported a Form 4 for a director reflecting routine equity compensation. On 11/20/2025, the director acquired 1,652.091 deferred stock units with each unit representing one share of CVS Health common stock. These units were issued for deferral of a semi-annual retainer under the company’s non-employee director compensation policy and were valued at the market price pursuant to the 2017 Incentive Compensation Plan. After this transaction, the director beneficially owned 40,053.5157 deferred stock units on a direct basis.
CVS Health Corp reported an insider equity transaction by a company director on a Form 4. On 11/20/2025, the director acquired 1,775 shares of CVS Health common stock, labeled as an acquisition, at a price of $76.04 per share. The filing explains that these shares were issued as payment of a semi-annual retainer at the market price under the company’s 2017 Incentive Compensation Plan, meaning they represent stock-based compensation rather than an open-market purchase. Following this transaction, the director directly owns 127,772 shares of CVS Health common stock.
CVS Health (CVS) reported a routine equity compensation transaction for a director. On 11/20/2025, a CVS director received 1,775 shares of common stock at a price of $76.04 per share. The shares were issued as payment of a semi-annual retainer under CVS Health's 2017 Incentive Compensation Plan, rather than a cash payment.
Following this grant, the director beneficially owns 13,659 shares of CVS Health common stock in direct ownership. This filing reflects standard board compensation in stock and does not describe any broader corporate or strategic change at CVS Health.
CVS Health (CVS) director Fernando Aguirre reported the receipt of company stock as part of his regular board compensation. On 11/20/2025, he acquired 1,800 shares of CVS Health common stock at a price of $76.04 per share. This stock was issued as payment of a semi-annual retainer under the company’s 2017 Incentive Compensation Plan, meaning it represents routine director compensation rather than an open-market purchase. Following this grant, Aguirre beneficially owns 40,950 shares of CVS Health common stock, held directly.
CVS Health reported insider transactions by its EVP and Chief People Officer. The filing shows indirect purchases of common stock held by a trust for the benefit of the officer’s spouse. Reported trades: 35 shares at $56.47 on 09/09/2024, 10 shares at $62.24 on 10/02/2024, and 35 shares at $56.85 on 10/23/2024. The explanation notes the shares were bought at a broker’s discretion for a managed account and were not previously reported due to a broker error.