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Company Analysis

CVS Insider Trading

CVS HEALTH Corp | Retail-Drug Stores and Proprietary Stores

Comprehensive Trading Performance Summary

The investment history of corporate insiders at CVS HEALTH 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 Retail-Drug Stores and Proprietary Stores sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2026-01-28 01:20 2025-01-23 Nelson Steven H Officer - EVP and President, Aetna BUY $53.70 24 $1,289 24 +100.0%
2025-10-15 02:08 2024-09-09 CAPOZZI HEIDI B Officer - EVP and Chief People Officer BUY $57.36 80 $4,589 85 +1,600.0%
2025-08-29 23:29 2025-08-20 Finucane Anne A. Director SELL $71.02 7,500 $532,650 22,156 -25.3%
2025-06-09 15:22 2025-06-05 SANSONE GUY P Director BUY $63.70 1,570 $100,009 12,007 +15.0%
2025-05-06 23:15 2025-05-02 ROBBINS LARRY Director SELL $67.65 3,750,000 $253,695,375 8,196,799 -31.4%
2025-03-08 00:56 2025-03-05 Clark James David Officer - SVP, Cont & Chief Acct Officer OPT+S $66.35 7,513 $498,488 8,394 0.0%
2025-02-19 20:35 2025-02-18 Mahoney Michael F Director BUY $66.70 30,000 $2,001,000 39,356 +320.6%
2024-05-02 23:30 2024-05-02 Mahoney Michael F Director BUY $54.49 9,181 $500,294 9,356 +5,246.3%
2024-05-02 23:31 2024-05-02 LUDWIG EDWARD J Director BUY $53.88 1,000 $53,879 21,630 +4.8%
2024-02-17 02:46 2024-02-16 Shah Prem S Officer - EVP and Pres-Pharm, Consumer W SELL $76.95 29,473 $2,267,947 39,765 -42.6%
2023-11-06 18:59 2023-11-03 LUDWIG EDWARD J Director BUY $70.47 2,000 $140,930 20,630 +10.7%
2023-08-05 00:41 2023-08-03 Clark James David Officer - SVP, Cont & Chief Acct Officer SELL $74.92 25,759 $1,930,004 4,698 -84.6%
2023-05-05 15:27 2023-05-03 Lynch Karen S Director, Officer - President and CEO BUY $69.75 14,000 $976,567 431,392 +3.4%
2022-12-17 00:14 2022-12-15 Moriarty Thomas M Officer - EVP & General Counsel OPT+S $98.36 137,466 $13,521,183 608,129 0.0%
2022-08-05 23:48 2022-08-03 Finke Daniel P Officer - EVP/Pres, Health Care Benefits OPT+S $100.00 9,546 $954,600 32,150 0.0%
2022-08-05 23:50 2022-08-03 Lotvin Alan Officer - EVP&President-PharmacyServices OPT+S $98.94 143,440 $14,192,370 109,183 0.0%
2022-07-01 00:00 2022-06-28 Moriarty Thomas M Officer - EVP & General Counsel OPT+S $95.00 138,654 $13,172,130 626,273 0.0%
2022-04-12 23:51 2022-04-08 Shah Prem S Officer - EVP and Co-President of Retail OPT+S $105.00 16,954 $1,780,170 43,453 0.0%
2022-04-07 00:02 2022-04-04 Finke Daniel P Officer - EVP/Pres, Health Care Benefits OPT+S $100.12 61,300 $6,137,197 32,150 0.0%
2022-03-31 23:49 2022-03-30 Shah Prem S Officer - EVP and Co-President of Retail OPT+S $104.70 5,346 $559,726 59,071 0.0%
2022-03-18 23:55 2022-03-17 Shah Prem S Officer - EVP and Co-President of Retail OPT+S $106.65 4,624 $493,150 59,071 0.0%
2022-03-17 23:32 2022-03-15 Moriarty Thomas M Officer - EVP & General Counsel OPT+S $105.00 51,361 $5,392,905 836,751 0.0%
2022-02-12 00:42 2022-02-10 LUDWIG EDWARD J Director BUY $105.90 1,000 $105,904 18,334 +5.8%
2022-02-05 00:46 2022-02-03 Brennan Troyen A Officer - EVP and Chief Medical Officer OPT+S $110.00 47,937 $5,273,070 138,246 0.0%
2022-02-03 00:20 2022-02-01 Lotvin Alan Officer - EVP&President-PharmacyServices OPT+S $106.50 21,386 $2,277,566 61,341 0.0%
2022-02-02 00:43 2022-01-28 Clark James David Officer - SVP, Cont & Chief Acct Officer OPT+S $109.00 6,059 $660,431 17,497 0.0%
2022-01-29 00:58 2022-01-27 Roberts Jonathan C Officer - EVP & Chief Operating Officer OPT+S $107.50 68,482 $7,361,815 107,115 0.0%
2021-11-05 23:35 2021-11-03 Roberts Jonathan C Officer - EVP & Chief Operating Officer OPT+S $95.00 108,870 $10,342,650 107,115 0.0%
2021-11-03 23:44 2021-11-01 Brennan Troyen A Officer - EVP and Chief Medical Officer OPT+S $90.00 28,159 $2,534,310 138,246 0.0%
2021-10-28 23:34 2021-10-26 Brennan Troyen A Officer - EVP and Chief Medical Officer OPT+S $88.00 82,757 $7,282,616 138,246 0.0%
2021-09-08 02:57 2021-09-02 Brennan Troyen A Officer - EVP and Chief Medical Officer SELL $87.00 2,625 $228,375 140,201 -1.8%
2021-08-05 23:58 2021-08-05 LUDWIG EDWARD J Director BUY $79.55 3,000 $238,635 17,334 +20.9%
2021-06-30 00:43 2021-06-28 Lotvin Alan Officer - EVP&President-PharmacyServices SELL $83.67 2,781 $232,686 61,048 -4.4%
2021-06-18 00:04 2021-06-15 Brennan Troyen A Officer - EVP and Chief Medical Officer OPT+S $86.00 67,552 $5,809,472 142,826 0.0%
2021-06-08 23:48 2021-06-07 Finke Daniel P Officer - EVP/Pres, Health Care Benefits OPT+S $86.60 37,594 $3,255,640 23,310 0.0%
2021-05-13 00:30 2021-05-10 Moriarty Thomas M Officer - EVP & General Counsel OPT+S $86.00 109,469 $9,414,334 0 0.0%
2021-05-11 00:18 2021-05-07 Brennan Troyen A Officer - EVP and Chief Medical Officer SELL $84.00 9,477 $796,068 144,697 -6.1%
2021-05-07 00:52 2021-05-04 Boratto Eva C Officer - EVP & CFO SELL $80.00 4,905 $392,400 115,331 -4.1%
2021-04-23 23:57 2021-04-21 Moriarty Thomas M Officer - EVP & General Counsel OPT+S $77.00 103,423 $7,963,571 0 0.0%
2021-04-02 00:31 2021-03-31 Clark James David Officer - SVP, Cont & Chief Acct Officer OPT+S $76.00 5,350 $406,600 7,244 0.0%
2021-03-31 00:01 2021-03-29 Moriarty Thomas M Officer - EVP & General Counsel OPT+S $76.15 62,943 $4,793,109 0 0.0%
2021-03-30 01:55 2021-03-26 Roberts Jonathan C Officer - EVP & Chief Operating Officer OPT+S $74.49 73,433 $5,470,024 664 0.0%
2021-03-30 01:53 2021-03-26 MERLO LARRY J Director OPT+S $74.73 270,650 $20,225,675 524,026 0.0%
2021-03-24 01:15 2021-03-19 Moriarty Thomas M Officer - EVP & General Counsel SELL $74.15 49,211 $3,648,996 18,226 -73.0%
2021-03-18 00:22 2021-03-16 Boratto Eva C Officer - EVP & CFO OPT+S $74.68 18,882 $1,410,108 71,082 0.0%
2021-02-18 01:04 2021-02-17 LUDWIG EDWARD J Director BUY $72.00 3,000 $216,000 14,334 +26.5%
2021-01-22 01:17 2021-01-19 MERLO LARRY J Director, Officer - President and CEO OPT+S $77.00 62,893 $4,842,761 523,329 0.0%
2021-01-14 01:08 2021-01-12 Bisaccia Lisa Officer - EVP and Chief HR Officer OPT+S $77.00 25,177 $1,938,629 46,588 0.0%
2021-01-13 01:43 2021-01-08 Lotvin Alan Officer - EVP and President-CVS Caremark OPT+S $75.00 25,836 $1,937,700 8,369 0.0%
2021-01-13 01:41 2021-01-08 Brennan Troyen A Officer - EVP and Chief Medical Officer OPT+S $75.00 58,896 $4,417,200 46,008 0.0%
SHOW ENTRIES

How to Interpret $CVS Trades

Not every insider transaction in CVS HEALTH Corp is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CVS 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 CVS

Insider activity data for CVS HEALTH 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 $CVS, 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.