Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CVS HEALTH Corp | 9,557 | reported | 31 May 2026 | tx 4+80,172−7,618 |
| WELLCARE HEALTH PLANS, INC. | 0 | reported | 23 Jan 2020 | tx 5+2,359−2,359 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 31 May 2026 | TAX_WITHHOLDING | CVS HEALTH Corp | 7,618 | 90.98 USD | |
| 31 May 2025 | GRANT_AWARD | CVS HEALTH Corp | 46,845 | 64.04 USD | |
| 31 May 2025 | GRANT_AWARD | CVS HEALTH Corp | 6,246 | 64.04 USD | |
| 31 May 2025 | GRANT_AWARD | CVS HEALTH Corp | 27,081 | 0.00 USD | deriv |
| 23 Jan 2020 | OTHER | WELLCARE HEALTH PLANS, INC. | 1,512 | 0.00 USD | |
| 22 May 2019 | EXERCISE | WELLCARE HEALTH PLANS, INC. | 847 | 0.00 USD | |
| 22 May 2019 | GRANT_AWARD | WELLCARE HEALTH PLANS, INC. | 665 | 0.00 USD | |
| 22 May 2019 | EXERCISE | WELLCARE HEALTH PLANS, INC. | 847 | 0.00 USD | deriv |
| 23 May 2018 | GRANT_AWARD | WELLCARE HEALTH PLANS, INC. | 847 | 0.00 USD | deriv |