4//SEC Filing
Lynch Karen S 4
Accession 0001127602-24-005068
CIK 0000064803other
Filed
Feb 13, 7:00 PM ET
Accepted
Feb 14, 5:08 PM ET
Size
16.2 KB
Accession
0001127602-24-005068
Insider Transaction Report
Form 4
Rohan Karen
EVP & Pres, Aetna Bus Unit
Transactions
- Award
Common Stock
2024-02-12+136,640→ 136,640 total
Holdings
- 431,392
Common Stock (By Trust)
- 192,741
Stock Appreciation Rights
Exercise: $45.91From: 2019-02-17Exp: 2027-02-16→ Common Stock (192,741 underlying) - 93,989
Stock Appreciation Rights
Exercise: $37.91From: 2019-02-19Exp: 2026-02-18→ Common Stock (93,989 underlying) - 242,408
Stock Option
Exercise: $54.19From: 2020-04-01Exp: 2029-04-01→ Common Stock (242,408 underlying) - 211,196
Stock Option
Exercise: $58.34From: 2021-04-01Exp: 2030-04-01→ Common Stock (211,196 underlying) - 224,604
Stock Option
Exercise: $74.30From: 2022-04-01Exp: 2031-04-01→ Common Stock (224,604 underlying) - 171,517
Stock Option
Exercise: $101.09From: 2023-04-01Exp: 2032-04-01→ Common Stock (171,517 underlying) - 244,952
Stock Option
Exercise: $74.31From: 2024-04-01Exp: 2033-04-01→ Common Stock (244,952 underlying)
Footnotes (10)
- [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 April 1, 2021. 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 12, 2024.
- [F10]Option becomes exercisable in four equal annual installments, commencing 4/1/2024.
- [F2]Represents Aetna Inc. Stock Appreciation Rights ("SARs") granted under the Aetna Inc. 2010 Incentive Plan (the "Aetna Plan") on February 17, 2017 that were converted into CVS Health SARs in November 2018 pursuant to the terms of the CVS/Aetna Merger Agreement. These SARs vested in two substantially equal annual installments beginning on February 17, 2019.
- [F3]Represents SARs granted under the Aetna Plan on February 19, 2016 that were converted into CVS Health SARs in November 2018 pursuant to the terms of the CVS/Aetna Merger Agreement. These SARs vested on February 19, 2019.
- [F4]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.
- [F5]Option became exercisable in four equal annual installments, commencing 4/1/2020.
- [F6]The number of shares subject to the option were calculated using a 30-day average price.
- [F7]Option became exercisable in four equal installments, commencing 4/1/2021.
- [F8]Option became exercisable in four equal installments, commencing 4/1/2022.
- [F9]Option became exercisable in four equal installments, commencing 4/1/2023.
Documents
Issuer
CVS HEALTH Corp
CIK 0000064803
Entity typeother
Related Parties
1- filerCIK 0001333760
Filing Metadata
- Form type
- 4
- Filed
- Feb 13, 7:00 PM ET
- Accepted
- Feb 14, 5:08 PM ET
- Size
- 16.2 KB