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Elevance Health CLO has 349 shares withheld

Elevance Health’s chief legal officer reported 349 shares withheld to cover taxes on vesting restricted stock, not an open-market sale.

(Moderate)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Elevance Health, Inc. executive Erin M. Wessling, EVP & Chief Legal Officer, reported two transactions in Elevance Health common stock. On September 3, 2026, 255 shares were disposed of at $414.78 per share, and on September 2, 2026, 94 shares were disposed of at $405.84 per share. Both transactions are identified as payment of tax liability by withholding stock incident to the vesting of previously granted restricted stock, and no Rule 10b5-1 trading plan is reported.

Positive

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Negative

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Insider Wessling Erin M
Role EVP & Chief Legal Officer
Type Security Shares Price Value
Tax Withholding Common Stock F1 255 $414.78 $106K
Tax Withholding Common Stock F1 94 $405.84 $38K
Holdings After Transaction: Common Stock — 7,230 shares (Direct)
Footnotes (1)
  1. F1. PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
Shares disposed September 3, 2026 255 shares Common stock withheld to pay tax liability on vesting restricted stock
Price per share on September 3, 2026 $414.78 per share Value used for 255-share tax-withholding disposition
Shares disposed September 2, 2026 94 shares Common stock withheld to pay tax liability on vesting restricted stock
Price per share on September 2, 2026 $405.84 per share Value used for 94-share tax-withholding disposition
Total shares used for tax liability 349 shares Aggregate of both code F tax-withholding transactions
restricted stock financial
"incident to the vesting of previously granted restricted stock"
Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.
withholding stock financial
"PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING"
tax liability financial
"PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING"

FAQ

What insider transactions did Elevance Health (ELV) report for Erin M. Wessling?

Erin M. Wessling reported two Form 4 transactions: 255 shares disposed on September 3, 2026 at $414.78 per share and 94 shares disposed on September 2, 2026 at $405.84 per share.

How many Elevance Health (ELV) shares were involved in the latest Form 4?

The Form 4 for Elevance Health reports a total of 349 shares of common stock disposed of by Erin M. Wessling across two transactions related to tax withholding on vesting restricted stock.

What was the purpose of Erin M. Wessling’s ELV share dispositions?

According to the filing, the dispositions represent payment of tax liability by withholding stock incident to the vesting of previously granted restricted stock, rather than open-market sales for investment purposes.

Were the Elevance Health (ELV) insider transactions under a Rule 10b5-1 plan?

No. The Form 4 indicates that the Rule 10b5-1 checkbox is not selected, so no Rule 10b5-1 trading plan is reported for these transactions.

What position does Erin M. Wessling hold at Elevance Health (ELV)?

Erin M. Wessling is reported as an officer of Elevance Health, serving as EVP & Chief Legal Officer in the Form 4 filing.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Wessling Erin M

(Last)(First)(Middle)
220 VIRGINIA AVENUE

(Street)
INDIANAPOLIS INDIANA 46204

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Elevance Health, Inc. [ ELV ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP & Chief Legal Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/02/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock09/02/2026F94(1)D$405.847,485D
Common Stock09/03/2026F255(1)D$414.787,230D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
Remarks:
/s/ Kathleen S. Kiefer, Attorney in fact09/04/2026
** Signature of Reporting PersonDate
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)

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