Form 4 for ELV Elevance Health
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001156039-24-000029 · 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 | 2024-03-05 | 2024-03-01 | ELV | Haytaian Peter D | EVP, Pres Carelon, CarelonRx | A - Grant | $0.00 | +11.6K | 25.0K | +86% | $0 |
| DM | 2024-03-05 | 2024-03-04 | ELV | Haytaian Peter D | EVP, Pres Carelon, CarelonRx | S - Sale+OE | $500.18 | -21.1K | 35.8K | -37% | -$10.55M |
| D | 2024-03-05 | 2024-03-04 | ELV | Haytaian Peter D | EVP, Pres Carelon, CarelonRx | M - OptEx | $166.97 | +15.0K | 40.0K | +60% | +$2.50M |
| D | 2024-03-05 | 2024-03-01 | ELV | Haytaian Peter D | EVP, Pres Carelon, CarelonRx | F - Tax | $499.11 | -4,314 | 13.4K | -24% | -$2.15M |
| D | 2024-03-05 | 2024-03-01 | ELV | Haytaian Peter D | EVP, Pres Carelon, CarelonRx | A - Grant | $0.00 | +9,280 | 9,280 | New | $0 |
| D | 2024-03-05 | 2024-03-04 | ELV | Haytaian Peter D | EVP, Pres Carelon, CarelonRx | M - OptEx | $0.00 | -15.0K | 4,908 | -75% | $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 | 2024-03-01 | A | A | 2,405 | $0.00 | 15,830 | D | — | — | (F2) Represents restricted share units. Restrictions lapse as follows:801 shares on 3/1/2025, and 802 shares each on 3/1/2026 and 3/1/2027. |
| 2 | Common | Common Stock | 2024-03-01 | A | A | 9,152 | $0.00 | 24,982 | D | — | — | (F3) Represents performance based restricted share units. Restrictions lapse on 3/1/2024. |
| 3 | Common | Common Stock | 2024-03-04 | S | D | 15,000 | $500.18 | 18,887 | D | — | — | (F4) The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 2023. (F5) This transaction was executed in multiple trades, each at the same price of $500.18. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares at which the transaction was effected. |
| 4 | Common | Common Stock | 2024-03-04 | S | D | 1,889 | $500.18 | 33,887 | D | — | — | (F4) The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 2023. (F5) This transaction was executed in multiple trades, each at the same price of $500.18. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares at which the transaction was effected. |
| 5 | Common | Common Stock | 2024-03-04 | S | D | 4,206 | $500.18 | 35,776 | D | — | — | (F4) The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 2023. (F5) This transaction was executed in multiple trades, each at the same price of $500.18. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares at which the transaction was effected. |
| 6 | Common | Common Stock | 2024-03-04 | M | A | 15,000 | $166.97 | 39,982 | D | — | — | |
| 7 | Common | Common Stock | 2024-03-01 | F | D | 4,314 | $499.11 | 13,425 | D | — | — | (F1) PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
| 8 | Derivative | Employee Stock Option (Right to Buy) | 2024-03-01 | A | A | 9,280 | $0.00 | 9,280 | D | $499.11 · — to 2034-03-01 | 9,280 Common Stock | (F6) The option represents a right to purchase a total of 9,280 shares, and is exercisable in two installments of 3,093 shares each, and one installment of 3,094 shares, beginning on 3/1/2025, which is the one-year anniversary of the option grant date. |
| 9 | Derivative | Employee Stock Option (Right to Buy) | 2024-03-04 | M | D | 15,000 | $0.00 | 4,908 | D | $166.97 · — to 2027-03-01 | 15,000 Common Stock | (F7) The option represents a right to purchase a total of 19,908 shares and is exercisable in six semi-annual installments of 3,318 shares each beginning on 9/1/2017, which is the six-month anniversary of the date on which the option was granted. |