Elevance Health, Inc. filings document formal disclosures for a health benefits and healthcare services company, including Form 8-K reports of quarterly and annual results, earnings guidance, benefit expense ratio updates, and Regulation FD communications. The filings also cover leadership changes, Carelon oversight, board appointments, committee assignments, and executive compensation matters reported through proxy materials.
Its regulatory documents include risk and operating disclosures tied to Health Benefits, Carelon, pharmacy and diversified healthcare services, provider contracting, product mix, government program funding, CMS Star Ratings, litigation, investigations, audits and professional-liability exposure. Recent 8-K disclosures also address CMS oversight of the company's Medicare Advantage-Prescription Drug plans.
Elevance Health, Inc. executive Kendrick Charles Morgan Jr., EVP & President, Commercial, reported an open-market sale of common stock. On March 6, 2026, he sold 3,196 shares at a weighted average price of $284.92 per share, and held 11,791 shares afterward.
Rule 144 notice filed reporting proposed sales of company stock tied to equity awards. The filing lists proposed transactions for Common shares tied to restricted stock and performance shares with trade dates 03/01/2026 and 03/03/2026.
The itemized quantities shown include 522, 481, 1,701, and 492 shares across the award types. The broker/dealer listed is Morgan Stanley Smith Barney LLC, New York Plaza, and the form references ELV on the NYSE.
Elevance Health director Steven H. Collis reported an open-market purchase of common stock. On March 5, 2026, he bought 3,000 shares of Elevance Health at an average price of $289.84 per share. Following this transaction, he directly owns 3,639 common shares of the company.
Elevance Health chief accounting officer and controller Ronald W. Penczek reported several equity award changes. On March 2, 2026, he acquired common stock through grants and restricted share units, plus an employee stock option for 1,677 shares that vests in three annual installments starting on March 2, 2027. On March 2 and March 3, 2026, he disposed of small amounts of common stock through tax-withholding transactions tied to the vesting of previously granted restricted stock, rather than open-market sales. Footnotes show additional restricted share units with restrictions lapsing between 2027 and 2029, and participation in a dividend reinvestment plan in 2025.
Elevance Health EVP & Chief Legal Officer Erin M. Wessling reported equity compensation changes. On March 2, 2026, she received 2,976 shares of common stock as restricted share units and an option for 11,754 shares, vesting in three annual installments starting March 2, 2027. On March 3, 2026, 417 shares of common stock were disposed of at $284.03 per share to cover tax withholding upon vesting of previously granted restricted stock, leaving her with 7,579 common shares held directly.
Elevance Health EVP & Chief HR Officer Craig Ryan R reported multiple equity transactions. On March 2, 2026, he received an award of 11,754 employee stock options at an exercise price of $0.0000 per share, exercisable in three annual installments of 3,918 options beginning on March 2, 2027. He also acquired 2,976 shares of common stock as a grant, described as restricted share units with restrictions lapsing in three installments of 992 shares on March 2, 2027, March 2, 2028, and March 2, 2029. On March 2 and 3, 2026, a total of 334 common shares were disposed of at prices of $294.07 and $284.03 per share, respectively, as tax-withholding dispositions to cover liabilities upon vesting of previously granted restricted stock, rather than open‑market sales.
Elevance Health, Inc. executive Felicia F. Norwood reported equity compensation activity and related tax-withholding transactions. She received grants of 5,951 common shares and 2,865 performance-based restricted share units, plus an employee stock option covering 23,512 shares with future vesting installments.
To satisfy tax liabilities upon vesting of previously granted restricted stock, 496 common shares at $284.03 per share and 1,421 common shares at $294.07 per share were disposed of through stock withholding rather than open-market sales. Following these transactions, she directly owned 38,838 common shares.
Elevance Health EVP & Chief Digital Information Officer Ratnakar Lavu reported multiple equity compensation transactions. He received a grant of employee stock options covering 20,152 shares at an exercise price of $0.00 per share, exercisable in three installments beginning on 3/2/2027. He also acquired 5,101 and 6,802 shares that the footnotes describe as restricted share units with restrictions lapsing between 3/2/2027 and 3/2/2029. In separate transactions, 222 shares at $284.03 per share and 315 shares at $294.07 per share were withheld as common stock to satisfy tax liabilities on previously granted restricted stock vesting, rather than open-market sales.
Elevance Health EVP & President, Commercial, Kendrick Charles Morgan Jr. reported routine equity compensation changes. On March 2, 2026, he received 15,870 employee stock options exercisable in three equal annual installments starting on March 2, 2027, plus 6,549 common shares through restricted and performance-based stock unit awards. On March 2 and 3, 2026, a total of 1,678 common shares were disposed of at prices around $294.07 and $284.03, respectively, solely to cover tax liabilities upon vesting, leaving direct ownership of common stock.
Elevance Health EVP Peter D. Haytaian reported equity compensation activity in company common stock. On March 3, 2026, 446 shares were withheld at $284.03 per share, and on March 2, 2026, 1,201 shares were withheld at $294.07 per share to cover tax liabilities upon vesting of previously granted restricted stock. Also on March 2, he received a grant of 2,865 performance-based restricted share units as an award, bringing his directly held stake to 27,668 shares after these transactions.