Home/Filings/4/0001127602-23-012242
4//SEC Filing

Lynch Karen S 4

Accession 0001127602-23-012242

CIK 0000064803other

Filed

Apr 3, 8:00 PM ET

Accepted

Apr 4, 4:32 PM ET

Size

16.9 KB

Accession

0001127602-23-012242

Insider Transaction Report

Form 4
Period: 2023-04-01
Rohan Karen
EVP & Pres, Aetna Bus Unit
Transactions
  • Tax Payment

    Common Stock

    2023-04-01$74.31/sh93,677$6,961,138112,933 total
  • Award

    Stock Option

    2023-04-01$74.31/sh+244,952$18,202,383244,952 total
    Exercise: $74.31From: 2024-04-01Exp: 2033-04-01Common Stock (244,952 underlying)
Holdings
  • Stock Appreciation Rights

    Exercise: $45.91From: 2019-02-17Exp: 2027-02-16Common Stock (192,741 underlying)
    192,741
  • Stock Option

    Exercise: $54.19From: 2020-04-01Exp: 2029-04-01Common Stock (242,408 underlying)
    242,408
  • Stock Option

    Exercise: $58.34From: 2021-04-01Exp: 2030-04-01Common Stock (211,196 underlying)
    211,196
  • Stock Option

    Exercise: $101.09From: 2023-04-01Exp: 2032-04-01Common Stock (171,517 underlying)
    171,517
  • Common Stock (By Trust)

    304,459
  • Common Stock (Restricted)

    0
  • Stock Appreciation Rights

    Exercise: $37.91From: 2019-02-19Exp: 2026-02-18Common Stock (93,989 underlying)
    93,989
  • Stock Option

    Exercise: $74.30From: 2022-04-01Exp: 2031-04-01Common Stock (224,604 underlying)
    224,604
Footnotes (9)
  • [F1]Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a performance stock unit award.
  • [F2]Represents unvested Aetna Inc. Stock Appreciation Rights ("SARs") granted under the Aetna Plan on February 17, 2017 that were converted into CVS Health SARs pursuant to the terms of the CVS/Aetna Merger Agreement. These SARs vest in two substantially equal annual installments beginning on February 17, 2019.
  • [F3]Represents unvested SARs granted under the Aetna Plan on February 19, 2016 that were converted into CVS Health SARs pursuant to the terms of the CVS/Aetna Merger Agreement. These SARs vested on February 19, 2019.
  • [F4]Option became exercisable in four equal annual installments, commencing 4/1/2020.
  • [F5]The number of shares subject to the option were calculated using a 30-day average price.
  • [F6]Option became exercisable in four equal installments, commencing 4/1/2021.
  • [F7]Option became exercisable in four equal installments, commencing 4/1/2022.
  • [F8]Option became exercisable in four equal installments, commencing 4/1/2023.
  • [F9]Option becomes exercisable in four equal annual installments, commencing 4/1/2024.

Issuer

CVS HEALTH Corp

CIK 0000064803

Entity typeother

Related Parties

1
  • filerCIK 0001333760

Filing Metadata

Form type
4
Filed
Apr 3, 8:00 PM ET
Accepted
Apr 4, 4:32 PM ET
Size
16.9 KB