Humana Inc. filings document formal disclosures for a public healthcare company with Humana insurance services and CenterWell healthcare services. Recent 8-K reports cover quarterly results, GAAP and non-GAAP earnings measures, Insurance segment benefit ratio commentary, Medicare Advantage membership assumptions, Regulation FD communications, and guidance updates.
Humana's SEC records also include proxy and annual-meeting materials covering director elections, auditor ratification, stockholder voting results, board composition, and director compensation program disclosures; board and executive transition disclosures; and capital-structure filings for registered debt offerings, including junior subordinated notes described through Form S-3 and prospectus-supplement materials.
Rechtin James A. reported acquisition or exercise transactions in this Form 4 filing.
Humana Inc. President & CEO James A. Rechtin reported an award of 35,633 shares of Humana common stock, held indirectly through two revocable trusts for the benefit of him and his spouse. After this grant, these trusts hold 63,938 shares of Humana common stock.
Rechtin also holds equity awards under Humana’s stock incentive plans, including 2,183 restricted stock units, each representing one future share of Humana common, and stock options covering 15,772 shares at $367.21 per share and 29,230 shares at $458.185 per share, generally vesting in three annual increments from 2025 to 2027 and expiring in 2031.
O'Hara Michelle A. reported acquisition or exercise transactions in this Form 4 filing.
Humana Inc. reported that Chief Human Resources Officer Michelle A. O'Hara received a grant of 10,485 shares of Humana common stock as a stock award. Following this grant, she directly holds 20,026 shares of common stock, including 17,997 restricted stock units that each represent a contingent right to receive one Humana common share under the company’s 2019 Amended & Restated and 2026 Stock Incentive Plans.
Field Robert Stuart reported acquisition or exercise transactions in this Form 4 filing.
Humana Inc. director Robert Stuart Field received a grant of 852 restricted stock units (RSUs) of Humana common stock. The award represents an initial grant of $200,000 in RSUs under the company’s annual Director Compensation Program and 2026 Stock Incentive Plan.
Each RSU carries a right to receive one share of Humana common stock and is reported as exempt under Rule 16b-3(d)(1) & (3). The entire award will be forfeited if his board service is less than one year. Following this grant, he directly holds 852 RSUs.
Humana Inc. Chief Legal Officer Joseph C. Ventura received 10,318 shares of Humana Common stock as a grant on May 1, 2026, at $0.00 per share, bringing his direct holdings to 27,405 shares.
He also holds 294 Humana Common shares indirectly through a retirement savings plan. In addition, he retains several option awards on Humana Common stock with exercise prices between $350.7875 and $510.2425 per share, expiring from 2027 through 2031.
Shetty Sanjay K reported acquisition or exercise transactions in this Form 4 filing.
Humana Inc. President, CenterWell Sanjay K. Shetty received a grant of 9,945 shares of Humana Common stock as compensation. The shares were awarded at a price of $0.0000 per share and increase his directly held common stock position to 22,088 shares.
The filing also shows he holds stock options giving the right to buy 6,572 Humana shares at $367.21 per share expiring on February 21, 2031, and 3,964 shares at $487.1602 per share expiring on April 1, 2030. His reported holdings include 18,763 restricted stock units that can settle into Humana common shares.
Humana Inc. executive Aaron Martin received a grant of 8,206 shares of Humana common stock as a compensation award. The award was recorded at a price of $0.0000 per share and classified as a grant or other acquisition rather than an open-market purchase.
Following this transaction, Martin directly holds 25,237 restricted stock units, each representing a contingent right to receive one share of Humana Inc. common stock. These units were granted under the company’s 2019 Amended & Restated and 2026 Stock Incentive Plans and are exempt under Rule 16b-3.
Vanguard Capital Management reports beneficial ownership of 9,068,300 shares of Humana Inc Common Stock, representing 7.55% of the class as of 03/31/2026. The filer discloses sole voting power of 1,229,538 shares and sole dispositive power over 9,068,300 shares. The filing states these holdings include shares held for Vanguard funds and managed accounts and attributes voting/dispositive arrangements to Vanguard affiliates.
Humana Inc. reported first quarter 2026 revenue of $39.6 billion, up from $32.1 billion a year earlier, with GAAP diluted EPS of $9.83 versus $10.30 and Adjusted EPS of $10.31 versus $11.58. The Insurance segment benefit ratio was 89.4%, slightly better than guidance of “just under 90%,” while the consolidated operating cost ratio improved to 10.2% (10.0% Adjusted). Operating cash flow rose to $1.25 billion from $331 million. For full-year 2026, Humana cut GAAP EPS guidance to at least $8.36 from $8.89 but reaffirmed Adjusted EPS guidance of at least $9.00 and expects individual Medicare Advantage membership to grow about 25%. The CenterWell segment delivered revenue growth to $6.1 billion but faced higher operating cost ratios as it absorbed recent acquisitions and risk-model changes.
Humana Inc. director Robert Stuart Field filed an initial Form 3 reporting his beneficial ownership of Humana Common stock. The filing shows a holding entry dated April 16, 2026 with 0 shares of Humana Common held directly after the reported event, and no buy or sell transactions.