Welcome to our dedicated page for HUMANA SEC filings (Ticker: HUM), 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.
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.
Humana Inc. filed an update stating that senior management will meet with investors and analysts between March 2 and March 31, 2026, and will reaffirm its full-year 2026 earnings guidance. The company continues to project at least $8.89 in diluted GAAP EPS for FY 2026.
Humana also reiterates projected Adjusted (non-GAAP) EPS of at least $9.00 for FY 2026, reflecting adjustments for $0.15 of amortization of identifiable intangibles and a $(0.04) cumulative net tax impact. Management states that Adjusted EPS is used to assess core operations and to inform planning and incentive compensation.
Joseph C. Ventura, Chief Legal Officer of Humana Inc., reported activity dated 2026-02-24, including an exercise or conversion involving 1,035 shares of Humana Common and a disposition of 478 shares at $177.0750 to satisfy tax liabilities on vested performance stock units, with no value received in return.
After these actions, he directly holds 17,087 shares of Humana Common and 23,920 options, plus 289 shares held indirectly through a Humana Retirement Savings Plan. Footnotes also describe additional restricted and performance stock units awarded under Humana’s 2019 Amended & Restated Stock Incentive Plan.
Humana Inc. President, Insurance George Renaudin II reported option-related activity in Humana common stock. On 02/24/2026, he acquired 1,035 shares through an exercise of stock options and disposed of 419 shares at $177.075 per share to cover tax liabilities on performance stock vesting, receiving no cash value in return.
Humana Inc. senior vice president John‑Paul W. Felter reported several equity-related transactions in Humana common stock. On February 23, 2026, he acquired 5,669 shares through a grant or award at no stated price, increasing his direct holdings.
On February 24, 2026, he acquired a further 165 shares via exercise or conversion of a derivative security, then disposed of 84 shares at $177.075 per share to cover tax liabilities tied to performance stock units vesting on that date, with no value received in return. After these transactions he directly owned 7,484 shares, which include 6,417 restricted stock units that each represent a contingent right to one share of Humana common stock and are exempt under the company’s 2019 Amended & Restated Plan. Footnotes also state that additional performance stock units are not required to be reported until vesting on February 24, 2026.
Humana Inc. executive Sanjay K. Shetty, President of CenterWell, reported an open-market purchase of Humana common stock. On this transaction date, he bought 810 shares at a price of $185.205 per share, increasing his directly held stake to 11,657 shares.
The filing also shows option holdings under Humana’s 2019 Amended & Restated Stock Incentive Plan, with 3,964 and 6,572 options from grants vesting in annual increments through 2026 and 2027. Footnotes further note 8,818 restricted stock units that each represent the right to receive one Humana common share.
Humana Inc. executive David Dintenfass, President, Enterprise Growth, reported insider equity transactions. He exercised stock options into 3,858 shares of Humana common stock under the company’s 2019 Amended & Restated Stock Incentive Plan, tied to options granted on 02/21/2024.
He also disposed of 1,182 shares at $189.655 per share to cover tax liabilities on restricted stock units that vested on 02/21/2026, a tax-withholding transaction rather than an open-market sale. After these transactions, he directly holds 14,134 shares of Humana common stock, including 7,344 restricted stock units, and 51,389 stock options representing rights to buy additional shares.
Humana Inc., a Louisville-based health and wellness company, centers its business on Medicare and government programs, which supplied about 93% of 2025 premiums and services revenue. The Insurance segment generated $123,842 million, or 96.3% of consolidated premiums and services, largely from Medicare Advantage and other senior-focused products.
Humana served roughly 15 million medical members and 4.7 million specialty members, including 5.2 million individual Medicare Advantage members and 4.6 million TRICARE beneficiaries. Florida Medicare Advantage contracts covered about 1.0 million members and produced $17.8 billion, or 14% of consolidated premiums and services revenue. The CenterWell segment contributed $4,816 million of external services revenue through pharmacy, primary care and home health operations.
The company highlights competitive pressure on pricing, dependence on accurate medical cost estimates, and heavy reliance on federal policy. A significant decline in 2025 Medicare Star Ratings is expected to reduce 2026 quality bonus payments, and Humana is litigating CMS’s RADV audit methodology while acknowledging that expanded audits and rule changes could materially affect future results. Human capital remains a focus, with about 67,060 associates, average tenure of seven years, and voluntary turnover of 13.8% in 2025.
Humana Inc. Chief Information Officer Japan Mehta reported an equity award exercise and related tax withholding. On 2/13/26, Mehta acquired 1,682 shares of Humana common stock through an exercise or conversion of a derivative security at a stated price of $0.0000 per share.
On the same date, 430 shares of Humana common stock were disposed of to cover tax liabilities for shares vesting on 2/13/26, with no value received in return, at a price of $181.4575 per share. Following these transactions, Mehta directly owned 7,728 shares of Humana common stock, which includes 5,752 restricted stock units representing a contingent right to receive one share each.
Humana Inc. Chief Financial Officer Celeste Mellet exercised 7,763 derivative securities into Humana common stock and then used 4,204 shares to satisfy tax withholding for shares vesting on 2/13/26, receiving no value in return. After these transactions, she directly holds 24,250 shares, including 19,785 restricted stock units.
Humana Inc. reported that President, Medicare Advantage Aaron Martin acquired 17,031 shares of Humana common stock on 02/12/2026 through a grant of restricted stock units at a price of $0 per share. These 17,031 restricted stock units each represent a contingent right to receive one share of Humana common stock under the company’s 2019 Amended & Restated Plan.