Form 4 for ELV Elevance Health
Accepted 2025-03-05 00:00:00 ET · period of report 2025-03-03 · accession 0001156039-25-000035 · 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 | 2025-03-05 | 2025-03-03 | ELV | Kendrick Charles Morgan JR | EVP, Pres, Commercial | F - Tax | $395.50 | -2,221 | 7,089 | -24% | -$878.4K |
| D | 2025-03-05 | 2025-03-05 | ELV | Kendrick Charles Morgan JR | EVP, Pres, Commercial | S - Sale | $396.30 | -3,504 | 10.1K | -26% | -$1.39M |
| DM | 2025-03-05 | 2025-03-03 | ELV | Kendrick Charles Morgan JR | EVP, Pres, Commercial | A - Grant | $0.00 | +6,531 | 9,934 | +192% | $0 |
| D | 2025-03-05 | 2025-03-03 | ELV | Kendrick Charles Morgan JR | EVP, Pres, Commercial | A - Grant | $0.00 | +10.8K | 10.8K | 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 | 2025-03-03 | F | D | 2,221 | $395.50 | 7,089 | D | — | — | (F1) PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK. |
| 2 | Common | Common Stock | 2025-03-05 | S | D | 3,504 | $396.30 | 10,116 | D | — | — | (F4) This transaction was executed in multiple trades, each at the same price of $396.30. (F5) Balance includes 22.89 shares acquired on December 20, 2024 through a dividend reinvestment plan. |
| 3 | Common | Common Stock | 2025-03-03 | A | A | 3,686 | $0.00 | 13,620 | D | — | — | (F3) Represents performance based restricted share units. Restrictions lapse on 3/3/2025. |
| 4 | Common | Common Stock | 2025-03-03 | A | A | 2,845 | $0.00 | 9,934 | D | — | — | (F2) Represents restricted share units. Restrictions lapse as follows: 948 shares each on 3/3/2026 and 3/3/2027, and 949 shares on 3/3/2028. |
| 5 | Derivative | Employee Stock Option (Right to Buy) | 2025-03-03 | A | A | 10,828 | $0.00 | 10,828 | D | $395.50 · — to 2035-03-03 | 10,828 Common Stock | (F6) The option represents a right to purchase a total of 10,828 shares, and is exercisable in three annual installments, with two installments of 3,609 shares each and one installment of 3,610 shares, beginning on 3/3/2026, which is the one-year anniversary of the option grant date. |