Form 4 for ELV Elevance Health
Accepted 2024-03-05 00:00:00 ET · period of report 2024-03-01 · accession 0001156039-24-000035 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-03-05 | 2024-03-01 | ELV | Penczek Ronald W | CAO, Ctrl | F - Tax | $499.11 | -383 | 1,408 | -21% | -$191.2K |
| DM | 2024-03-05 | 2024-03-01 | ELV | Penczek Ronald W | CAO, Ctrl | A - Grant | $0.00 | +1,272 | 2,680 | +90% | $0 |
| D | 2024-03-05 | 2024-03-01 | ELV | Penczek Ronald W | CAO, Ctrl | A - Grant | $0.00 | +867 | 867 | 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 | 2024-03-01 | F | D | 383 | $499.11 | 1,408 | D | — | — | (F1) PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
| 2 | Common | Common Stock | 2024-03-01 | A | A | 226 | $0.00 | 1,634 | D | — | — | (F2) Represents restricted share units. Restrictions lapse as follows: 75 shares each on 3/1/2025 and 3/1/2026 and 76 shares on 3/1/2027. |
| 3 | Common | Common Stock | 2024-03-01 | A | A | 1,046 | $0.00 | 2,680 | D | — | — | (F3) Represents performance based restricted share units. Restrictions lapse on 3/1/2024. (F4) Balance includes 4.20 shares acquired on December 21, 2023 through a dividend reinvestment plan. |
| 4 | Derivative | Employee Stock Option (Right to Buy) | 2024-03-01 | A | A | 867 | $0.00 | 867 | D | $499.11 · — to 2034-03-01 | 867 Common Stock | (F5) The option represents a right to purchase a total of 867 shares, and is exercisable in three annual installments of 289 shares each, beginning on 3/1/2025, which is the one-year anniversary of the option grant date. |