Form 4 for ELV Elevance Health
Accepted 2023-03-03 00:00:00 ET · period of report 2023-03-01 · accession 0001156039-23-000031 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-03-03 | 2023-03-01+ | ELV | Penczek Ronald W | CAO, Ctrl | F - Tax | $468.82 | -444 | 1,853 | -19% | -$208.2K |
| DM | 2023-03-03 | 2023-03-01 | ELV | Penczek Ronald W | CAO, Ctrl | A - Grant | $0.00 | +1,409 | 3,262 | +76% | $0 |
| D | 2023-03-03 | 2023-03-01 | ELV | Penczek Ronald W | CAO, Ctrl | A - Grant | $0.00 | +819 | 819 | New | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-03-02 | F | D | 380 | $468.78 | 2,882 | D | — | — | (F1) PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. (F4) Balance includes 3.60 shares acquired on March 25, 2022, 3.67 shares acquired on June 24, 2022, 3.80 shares acquired on September 23, 2022 and 3.46 shares acquired on December 21, 2022 through a dividend reinvestment plan. |
| 2 | Common | Common Stock | 2023-03-01 | A | A | 214 | $0.00 | 2,067 | D | — | — | (F2) Represents restricted share units. Restrictions lapse as follows: 71 shares each on 3/1/2024 and 3/1/2025 and 72 shares on 3/1/2026. |
| 3 | Common | Common Stock | 2023-03-01 | F | D | 64 | $469.03 | 1,853 | D | — | — | (F1) PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
| 4 | Common | Common Stock | 2023-03-01 | A | A | 1,195 | $0.00 | 3,262 | D | — | — | (F3) Represents performance based restricted share units. Restrictions lapse on 3/2/2023. |
| 5 | Derivative | Employee Stock Option (Right to Buy) | 2023-03-01 | A | A | 819 | $0.00 | 819 | D | $469.03 · — to 2033-03-01 | 819 Common Stock | (F5) The option represents a right to purchase a total of 819 shares, and is exercisable in three installments of 273 shares each, beginning on 3/1/2024 which is the one-year anniversary of the option grant date. |