4//SEC Filing
Roberts Jonathan C 4
Accession 0001127602-22-006308
CIK 0000064803other
Filed
Feb 22, 7:00 PM ET
Accepted
Feb 23, 4:32 PM ET
Size
17.3 KB
Accession
0001127602-22-006308
Insider Transaction Report
Form 4
Roberts Jonathan C
SVP and CIO
Transactions
- Award
Common Stock
2022-02-21+322,395→ 426,024.717 total
Holdings
- 38,192(indirect: By GRAT)
Common Stock
- 161,318
Stock Option
Exercise: $104.82From: 2017-04-01Exp: 2023-04-01→ Common Stock (161,318 underlying) - 200,358
Stock Option
Exercise: $78.05From: 2018-04-03Exp: 2024-04-03→ Common Stock (200,358 underlying) - 12,812
Common Stock (restricted)
- 1,422.671
Phantom Stock Credits
Exercise: $1.00→ Common Stock (1,422.671 underlying) - 248,131
Stock Option
Exercise: $62.21From: 2019-04-01Exp: 2025-04-01→ Common Stock (248,131 underlying) - 239,355
Stock Option
Exercise: $58.34From: 2021-04-01Exp: 2030-04-01→ Common Stock (239,355 underlying) - 172,772
Stock Option
Exercise: $74.30From: 2022-04-01Exp: 2031-04-01→ Common Stock (172,772 underlying) - 6,045(indirect: By ESOP)
ESOP Common Stock
- 341,392.377
Stock Unit
- 303,010
Stock Option
Exercise: $54.19From: 2020-04-01Exp: 2029-04-01→ Common Stock (303,010 underlying)
Footnotes (9)
- [F1]Represents shares earned by the reporting person pursuant to certain performance stock units (the "PSUs"), which were granted to the reporting person under the Issuer's 2017 Incentive Compensation Plan on June 5, 2019. The PSUs were earned based on the attainment of certain performance metrics, which performance metrics were certified by the Management and Planning Committee of the Board of Directors of the Issuer on February 21, 2022.
- [F2]Reflects year-end company-match share credits under a non-qualified deferred compensation plan; share credits are payable in cash only, at such time as has been elected by the reporting person.
- [F3]Option became exercisable in four equal annual installments, commencing 4/1/2017.
- [F4]Option became exercisable in four equal annual installments, commencing 4/3/2018.
- [F5]Option became exercisable in four equal annual installments, commencing 4/1/2019.
- [F6]Option became exercisable in four equal annual installments, commencing 4/1/2020.
- [F7]The number of shares subject to the option were calculated using a 30-day average price.
- [F8]Options became exercisable in four equal installments, commencing 4/1/2021.
- [F9]Option becomes exercisable in four equal installments, commencing 4/1/2022.
Documents
Issuer
CVS HEALTH Corp
CIK 0000064803
Entity typeother
Related Parties
1- filerCIK 0001410515
Filing Metadata
- Form type
- 4
- Filed
- Feb 22, 7:00 PM ET
- Accepted
- Feb 23, 4:32 PM ET
- Size
- 17.3 KB