Welcome to our dedicated page for Cvs Health SEC filings (Ticker: CVS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The CVS Health Corporation (NYSE: CVS) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission (SEC). These filings document material events, financial results, capital markets transactions, governance changes and legal developments that affect CVS Health and its shareholders.
Among the key documents are current reports on Form 8-K, which CVS Health uses to announce items such as quarterly and year-to-date financial results, updated financial guidance, and Investor Day presentations. For example, the company has filed Form 8-K reports furnishing press releases that discuss strategic priorities, revenue and earnings guidance, and non-GAAP measures like adjusted operating income and adjusted earnings per share, along with reconciliations to GAAP metrics.
Other Form 8-K filings describe governance actions, including the Board of Directors’ appointment of J. David Joyner, President and Chief Executive Officer, to the additional role of Chair of the Board. Capital markets activity is also reflected in filings that detail the issuance of senior notes under an Underwriting Agreement, including principal amounts, maturities, interest rates and references to the governing senior indenture and registration statement.
Filings further address legal and subsidiary matters, such as the disclosure that Omnicare, LLC, a wholly owned indirect subsidiary of CVS Health, and certain of its subsidiary entities voluntarily initiated chapter 11 proceedings under the U.S. Bankruptcy Code to address litigation-related monetary damages and other financial challenges. These documents outline the use of debtor-in-possession financing and the evaluation of restructuring options.
On Stock Titan, AI-powered tools summarize and highlight the contents of CVS Health’s SEC filings, helping readers quickly identify key points in lengthy documents such as 8-Ks, and providing context around financial measures, governance changes and risk-related disclosures.
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 Corporation furnished information from its 2025 Investor Day, where it discussed strategic priorities and updated its financial outlook. On December 9, 2025, the company issued a press release that revised its full-year 2025 financial guidance and introduced full-year 2026 financial guidance. The press release is attached as Exhibit 99.1 to this report and is incorporated into the Regulation FD disclosure section by reference.
The company notes that this press release and related information are being furnished, not filed, under securities laws, meaning they are not automatically subject to certain liability provisions or incorporated into other securities filings unless specifically referenced.
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.