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Company Analysis

CNC Insider Trading

CENTENE CORP | Hospital & Medical Service Plans

Comprehensive Trading Performance Summary

The investment history of corporate insiders at CENTENE CORP provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Hospital & Medical Service Plans sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2025-12-06 01:06 2025-12-03 Burdick Kenneth A Director SELL $39.02 66,007 $2,575,600 272,365 -19.5%
2025-08-12 00:28 2025-08-08 LONDON SARAH Director, Officer - Chief Executive Officer BUY $25.50 19,230 $490,365 845,275 +2.3%
2025-07-30 01:01 2025-07-28 Samuels Theodore R. II Director BUY $27.62 9,000 $248,580 32,000 +39.1%
2024-12-20 01:39 2024-12-18 Greco Thomas Director BUY $59.75 17,000 $1,015,750 19,309 +736.2%
2024-12-18 03:34 2024-12-16 Dallas H James Director BUY $59.01 1,693 $99,904 1,693 +100.0%
2024-12-18 03:33 2024-12-16 BLUME JESSICA L. Director BUY $59.48 250 $14,870 250 +100.0%
2024-12-18 03:33 2024-12-16 COUGHLIN CHRISTOPHER J Director BUY $59.44 10,000 $594,400 36,358 +37.9%
2024-12-18 03:33 2024-12-13 Samuels Theodore R. II Director BUY $58.86 5,000 $294,300 23,000 +27.8%
2024-11-14 02:07 2024-11-13 Asher Andrew Lynn Officer - Chief Financial Officer BUY $58.14 17,200 $1,000,008 486,847 +3.7%
2024-11-09 02:15 2024-11-08 LONDON SARAH Director, Officer - Chief Executive Officer BUY $60.80 4,117 $250,314 667,229 +0.6%
2024-05-25 00:28 2024-05-14 COUGHLIN CHRISTOPHER J Director SELL $76.75 878 $67,382 0 -100.0%
2024-05-16 01:10 2024-05-13 FASOLA KENNETH J Officer - President SELL $77.62 8,000 $620,960 300,357 -2.6%
2024-02-16 02:31 2024-02-13 Robinson Lori Jean Director OPT+S $77.41 10,000 $774,100 11,455 0.0%
2024-02-09 03:38 2024-02-07 FASOLA KENNETH J Officer - President SELL $75.07 12,000 $900,817 235,365 -4.9%
2023-04-29 01:04 2023-04-27 Robinson Lori Jean Director SELL $66.59 1,400 $93,226 8,508 -14.1%
2023-03-17 22:55 2023-03-17 LONDON SARAH Director, Officer - Chief Executive Officer BUY $62.60 30,000 $1,878,000 313,953 +10.6%
2023-02-10 23:00 2023-02-09 Asher Andrew Lynn Officer - EVP, CFO BUY $71.93 6,800 $489,156 314,755 +2.2%
2023-02-10 01:07 2023-02-08 Samuels Theodore R. II Director BUY $71.88 7,000 $503,160 11,913 +142.5%
2023-02-10 01:07 2023-02-08 MURRAY JAMES E Officer - EVP, Chief Operating Officer BUY $73.30 6,750 $494,775 136,220 +5.2%
2022-08-02 00:27 2022-07-29 BAGLEY SHANNON Officer - EVP, Chief Admin. Officer SELL $92.21 9,000 $829,890 118,194 -7.1%
2022-08-02 00:27 2022-07-28 Robinson Lori Jean Director SELL $92.77 1,200 $111,324 9,908 -10.8%
2022-07-13 02:51 2022-07-08 GEPHARDT Richard A Director SELL $88.00 4,480 $394,240 22,560 -16.6%
2022-06-24 02:09 2022-06-21 GEPHARDT Richard A Director SELL $83.05 13,520 $1,122,820 27,040 -33.3%
2022-05-04 02:13 2022-04-29 BAGLEY SHANNON Officer - EVP, Chief Admin. Officer SELL $80.99 8,000 $647,920 128,353 -5.9%
2022-05-04 02:12 2022-04-29 COUGHLIN CHRISTOPHER J Director BUY $81.37 12,000 $976,440 15,865 +310.5%
2022-05-04 02:11 2022-04-29 Dallas H James Director BUY $81.75 3,065 $250,564 32,582 +10.4%
2022-05-03 02:01 2022-04-28 Samuels Theodore R. II Director BUY $80.94 6,270 $507,494 11,000 +132.6%
2022-03-29 01:31 2022-03-24 BROOKS MARK J Officer - EVP, Chief Information Officer SELL $82.71 3,690 $305,200 153,755 -2.3%
2022-01-25 04:01 2022-01-20 BROOKS MARK J Officer - EVP, Chief Information Officer SELL $80.00 2,774 $221,920 160,422 -1.7%
2022-01-12 03:39 2022-01-11 THOMAS DAVID P Officer - EVP, MARKETS SELL $77.61 4,000 $310,440 82,253 -4.6%
2021-12-24 03:51 2021-12-21 TONEY COLIN A Officer - EVP, Mergers & Acquisitions SELL $82.94 2,807 $232,813 55,101 -4.8%
2021-12-18 02:52 2021-12-15 AYALA ORLANDO Director SELL $82.99 7,586 $629,562 74,879 -9.2%
2021-12-15 04:38 2021-12-14 NEIDORFF MICHAEL F Director, Officer - Chairman & CEO SELL $79.71 50,000 $3,985,520 6,404,073 -0.8%
2021-12-15 04:38 2021-12-14 CASSO KATIE Officer - SVP & Corporate Controller SELL $79.19 8,000 $633,520 31,977 -20.0%
2021-11-13 03:02 2021-11-10 ROBERTS JOHN R Director SELL $75.04 20,000 $1,500,800 194,465 -9.3%
2021-11-02 03:05 2021-10-28 NEIDORFF MICHAEL F Director, Officer - Chairman & CEO SELL $70.09 20,000 $1,401,800 6,525,044 -0.3%
2021-11-02 03:04 2021-10-28 AYALA ORLANDO Director SELL $70.17 8,430 $591,533 82,465 -9.3%
2021-11-02 03:04 2021-10-28 GEPHARDT Richard A Director SELL $70.00 20,220 $1,415,400 39,207 -34.0%
2021-11-02 03:03 2021-10-28 BROOKS MARK J Officer - EVP, Chief Information Officer SELL $70.17 8,296 $582,130 156,025 -5.0%
2021-11-02 03:03 2021-10-28 LAYTON BRENT D Officer - President & COO SELL $70.63 4,000 $282,524 530,204 -0.7%
2021-11-02 03:02 2021-10-28 KOSTER CHRISTOPHER Officer - SVP, Secr. & General Counsel SELL $70.17 14,300 $1,003,431 120,754 -10.6%
2021-10-14 03:31 2021-10-11 GEPHARDT Richard A Director SELL $64.13 3,300 $211,629 59,427 -5.3%
2021-08-03 01:43 2021-07-29 AYALA ORLANDO Director SELL $70.00 9,366 $655,620 90,895 -9.3%
2021-08-03 01:43 2021-07-29 LAYTON BRENT D Officer - EVP, Pres. HP, Products & Intl SELL $70.00 4,000 $280,000 426,662 -0.9%
2021-06-17 01:17 2021-06-15 AYALA ORLANDO Director SELL $69.01 30,000 $2,070,300 100,261 -23.0%
2021-06-16 01:42 2021-06-11 Hunter Jesse N Officer - EVP, M&A & Chief Strategy Ofcr SELL $71.17 25,000 $1,779,250 411,792 -5.7%
2021-05-12 02:00 2021-05-07 ROBERTS JOHN R Director SELL $70.00 5,000 $350,000 8,879 -36.0%
2021-05-12 02:00 2021-05-07 BROOKS MARK J Officer - EVP, Chief Information Officer SELL $68.00 15,000 $1,020,000 164,321 -8.4%
2021-05-12 01:59 2021-05-07 Schwaneke Jeffrey A. Officer - EVP, HealthCare Enterprises SELL $69.00 18,000 $1,242,000 454,549 -3.8%
2021-05-07 00:46 2021-05-05 LAYTON BRENT D Officer - EVP, Chief BD Officer SELL $65.00 7,682 $499,330 417,126 -1.8%
SHOW ENTRIES

How to Interpret $CNC Trades

Not every insider transaction in CENTENE CORP is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CNC shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for CNC

Insider activity data for CENTENE CORP is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $CNC, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.