Edwards Lifesciences (NYSE: EW) CEO stock sale, gifts and updated holdings
Rhea-AI Filing Summary
Edwards Lifesciences Corp CEO Bernard J. Zovighian reported several Common Stock transactions dated July 27, 2026. He made bona fide gifts totaling 639.2998 shares, moving 319.6499 shares out of direct ownership and 319.6499 shares into a trust, while an affiliated trust sold 2,920.5511 shares at $83.9342 per share. Following these changes, he directly held 98,845 shares, with an additional 3,733.5603 shares held indirectly through a 401(k).
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Insights
Analyzing...
Insider Trade Summary
Net Seller: 2,920.5511 shares
Net Sell
4 txns
Insider
Zovighian Bernard J
Role
CEO
Sold
2,920.5511 shs ($245K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 319.6499 | $0.00 | $0.00 |
| Gift | Common Stock | 319.6499 | $0.00 | $0.00 |
| Sale | Common Stock | 2,920.5511 | $83.9342 | $245K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 98,845 shares (Direct);
Common Stock — 8,915.6499 shares (Indirect, By Trust);
Common Stock — 3,733.5603 shares (Indirect, 401(k))
Key Figures
Shares sold: 2,920.5511 shares
Sale price: $83.9342 per share
Gifted shares: 639.2998 shares
+2 more
5 metrics
Shares sold
2,920.5511 shares
Common Stock sold indirectly by trust on July 27, 2026
Sale price
$83.9342 per share
Price for the 2,920.5511 Common Stock shares sold by trust
Gifted shares
639.2998 shares
Total bona fide gift transfers of Common Stock on July 27, 2026
Direct holdings after
98,845 shares
Directly owned Common Stock following July 27, 2026 transactions
401(k) holdings
3,733.5603 shares
Indirect Common Stock holdings via 401(k) after reported transactions
Key Terms
Bona fide gift, beneficial ownership, indirect ownership, 401(k)
4 terms
Bona fide gift financial
"Transaction code G is described as a "Bona fide gift" of Common Stock."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
beneficial ownership financial
"The remarks state the form reflects changes in beneficial ownership only."
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
indirect ownership financial
"Some Common Stock is reported as indirect ownership, including shares held by a trust."
401(k) financial
"An indirect holding of Common Stock is reported as held through a 401(k)."
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider stock transactions did Edwards Lifesciences (EW) CEO Bernard J. Zovighian report?
Bernard J. Zovighian reported bona fide gifts totaling 639.2998 shares of Edwards Lifesciences Common Stock and an indirect sale of 2,920.5511 shares by a trust on July 27, 2026, along with updated direct and 401(k) holdings.
What gifts of Edwards Lifesciences (EW) stock did the CEO report?
The filing shows bona fide gifts of 639.2998 shares of Edwards Lifesciences Common Stock, consisting of 319.6499 shares disposed from direct ownership and 319.6499 shares acquired by a trust, all dated July 27, 2026.
What are Bernard J. Zovighian’s holdings in Edwards Lifesciences (EW) after these transactions?
After the reported transactions, Bernard J. Zovighian directly held 98,845 shares of Edwards Lifesciences Common Stock and indirectly held 3,733.5603 shares through a 401(k), in addition to other indirect trust holdings reported in the Form 4.
Were the Edwards Lifesciences (EW) CEO’s reported transactions under a Rule 10b5-1 trading plan?
The Form 4 data indicate the Rule 10b5-1 trading plan checkbox was not marked as affirmatively adopted, so the reported sale and gifts are not identified as executed under a Rule 10b5-1 trading plan.
How is indirect ownership reported for the Edwards Lifesciences (EW) CEO in this Form 4?
The filing shows indirect ownership "By Trust" for both gifted and sold shares, and a separate indirect holding of 3,733.5603 shares through a 401(k), distinguishing these from the CEO’s directly owned 98,845 shares.