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
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2013-04-16 23:33 | 2013-04-15 | Finucane Anne A. | Director | SELL | $57.24 | 500 | $28,620 | 11,283 | -4.2% |
| 2013-04-16 23:35 | 2013-04-15 | Brennan Troyen A | Officer - EVP, Chief Medical Officer | OPT+S | $57.31 | 139,618 | $8,001,563 | 30,061 | 0.0% |
| 2013-03-20 23:20 | 2013-03-18 | Brennan Troyen A | Officer - EVP, Chief Medical Officer | OPT+S | $54.00 | 34,422 | $1,858,788 | 27,636 | 0.0% |
| 2012-12-18 00:08 | 2012-12-14 | PICCOLO C A | Director | SELL | $49.17 | 98,555 | $4,845,644 | 181,461 | -35.2% |
| 2012-10-05 23:09 | 2012-10-04 | Sussman Andrew | Officer - SVP & President, MinuteClinic | OPT+S | $49.00 | 9,020 | $441,980 | 3,929 | 0.0% |
| 2012-10-03 22:38 | 2012-10-01 | Bisaccia Lisa | Officer - SVP, Chief HR Officer | OPT+S | $48.42 | 56,493 | $2,735,408 | 3,147 | 0.0% |
| 2012-10-03 22:32 | 2012-10-01 | Moriarty Thomas M | Officer - EVP & General Counsel | BUY | $48.67 | 6,164 | $300,002 | 6,164 | +100.0% |
| 2012-09-21 23:14 | 2012-09-19 | Joyner J. David | Officer - EVP, Sales & Account Services | OPT+S | $48.00 | 33,903 | $1,627,344 | 21,786 | 0.0% |
| 2012-09-18 23:01 | 2012-09-17 | Finucane Anne A. | Director | SELL | $46.87 | 1,000 | $46,870 | 9,684 | -9.4% |
| 2012-09-17 23:17 | 2012-09-13 | Joyner J. David | Officer - EVP, Sales & Account Services | OPT+S | $47.00 | 20,000 | $940,000 | 1,786 | 0.0% |
| 2012-09-14 23:09 | 2012-09-13 | Denton David M | Officer - EVP, CFO | OPT+S | $47.00 | 11,526 | $541,722 | 32,521 | 0.0% |
| 2012-09-05 22:56 | 2012-09-04 | Roberts Jonathan C | Officer - EVP & President, Caremark | OPT+S | $45.55 | 64,546 | $2,939,748 | 25,819 | 0.0% |
| 2012-08-22 23:12 | 2012-08-21 | MILLON JEAN PIERRE | Director | OPT+S | $45.73 | 33,726 | $1,542,290 | 0 | 0.0% |
| 2012-07-23 22:55 | 2012-07-19 | Joyner J. David | Officer - EVP, Sales & Account Services | OPT+S | $46.40 | 40,000 | $1,856,000 | 21,786 | 0.0% |
| 2012-07-10 23:27 | 2012-07-09 | GOLD STEPHEN J | Officer - SVP & CIO | BUY | $47.29 | 9,516 | $450,012 | 9,516 | +100.0% |
| 2012-07-05 23:23 | 2012-07-02 | Bisaccia Lisa | Officer - SVP, Chief HR Officer | OPT+S | $47.80 | 20,633 | $986,165 | 3,147 | 0.0% |
| 2012-07-03 21:54 | 2012-07-02 | MERLO LARRY J | Director, Officer - President and CEO | OPT+S | $46.96 | 161,359 | $7,576,612 | 147,381 | 0.0% |
| 2012-06-22 23:03 | 2012-06-21 | Foulkes Helena | Officer - Executive Vice President | OPT+S | $45.97 | 93,424 | $4,295,084 | 8,763 | 0.0% |
| 2012-05-14 23:39 | 2012-05-11 | SGARRO DOUGLAS A | Officer - EVP and CLO | OPT+S | $46.17 | 35,043 | $1,618,086 | 214 | 0.0% |
| 2012-05-07 23:45 | 2012-05-03 | SGARRO DOUGLAS A | Officer - EVP and CLO | OPT+S | $46.19 | 137,930 | $6,370,407 | 214 | 0.0% |
| 2012-04-04 22:58 | 2012-04-02 | Brennan Troyen A | Officer - EVP, Chief Medical Officer | OPT+S | $44.96 | 48,178 | $2,166,117 | 22,469 | 0.0% |
| 2012-04-04 23:59 | 2012-04-02 | SGARRO DOUGLAS A | Officer - EVP and CLO | OPT+S | $44.95 | 136,912 | $6,154,140 | 214 | 0.0% |
| 2012-03-20 23:11 | 2012-03-16 | MCGUIGAN STUART M | Officer - SVP and CIO | OPT+S | $45.22 | 17,848 | $807,087 | 10,967 | 0.0% |
| 2012-03-16 23:07 | 2012-03-14 | BANKS EDWIN M | Director | OPT+S | $45.13 | 161,170 | $7,274,134 | 23,187 | 0.0% |
| 2012-03-15 23:54 | 2012-03-13 | SGARRO DOUGLAS A | Officer - EVP and CLO | OPT+S | $44.99 | 654,941 | $29,465,403 | 214 | 0.0% |
| 2012-03-03 00:06 | 2012-03-01 | Foulkes Helena | Officer - Executive Vice President | OPT+S | $44.87 | 25,874 | $1,160,876 | 11,172 | 0.0% |
| 2012-02-23 23:54 | 2012-02-22 | Bisaccia Lisa | Officer - SVP, Chief HR Officer | OPT+S | $43.67 | 22,693 | $991,003 | 3,590 | 0.0% |
| 2012-02-22 23:49 | 2012-02-21 | Brennan Troyen A | Officer - EVP, Chief Medical Officer | OPT+S | $44.03 | 96,354 | $4,242,467 | 16,464 | 0.0% |
| 2012-02-15 23:50 | 2012-02-13 | MCGUIGAN STUART M | Officer - SVP and CIO | OPT+S | $43.15 | 30,606 | $1,320,753 | 10,967 | 0.0% |
| 2012-02-15 23:48 | 2012-02-13 | Lofberg Per GH | Officer - EVP and President, Caremark | BUY | $42.99 | 46,400 | $1,994,736 | 69,798 | +198.3% |
| 2011-11-19 00:04 | 2011-11-16 | MILLON JEAN PIERRE | Director | OPT+S | $38.90 | 33,739 | $1,312,575 | 0 | 0.0% |
| 2011-11-11 00:11 | 2011-11-08 | MCGUIGAN STUART M | Officer - SVP and CIO | OPT+S | $38.15 | 42,824 | $1,633,920 | 10,096 | 0.0% |
| 2011-10-07 23:34 | 2010-06-25 | MURRAY TERRENCE | Director | SELL | $35.60 | 120 | $4,272 | 80,506 | -0.1% |
| 2011-10-07 23:34 | 2010-04-26 | MURRAY TERRENCE | Director | BUY | $35.52 | 240 | $8,524 | 80,506 | +0.3% |
| 2011-09-16 23:13 | 2011-09-14 | Denton David M | Officer - EVP, CFO | OPT+S | $37.00 | 5,334 | $197,358 | 33,635 | 0.0% |
| 2011-09-07 23:00 | 2011-09-02 | WILLIAMS KRISTEN GIBNEY | Director | SELL | $35.46 | 7,107 | $252,005 | 64,679 | -9.9% |
| 2011-09-06 23:22 | 2011-09-01 | Roberts Jonathan C | Officer - EVP & COO, Caremark | OPT+S | $36.01 | 48,000 | $1,728,480 | 18,612 | 0.0% |
| 2011-06-20 22:58 | 2011-06-16 | Foulkes Helena | Officer - Executive Vice President | OPT+S | $37.49 | 26,953 | $1,010,468 | 12,753 | 0.0% |
| 2011-05-25 23:50 | 2011-04-29 | MURRAY TERRENCE | Director | SELL | $36.23 | 2,800 | $101,451 | 76,920 | -3.5% |
| 2011-05-25 23:50 | 2011-02-08 | MURRAY TERRENCE | Director | BUY | $33.28 | 2,800 | $93,173 | 79,720 | +3.6% |
| 2011-05-13 22:32 | 2011-05-12 | MERLO LARRY J | Director, Officer - President and CEO | OPT+S | $38.01 | 80,000 | $3,040,928 | 147,286 | 0.0% |
| 2011-04-08 23:02 | 2011-04-06 | MERLO LARRY J | Director, Officer - President and CEO | OPT+S | $36.00 | 144,822 | $5,214,200 | 147,286 | 0.0% |
| 2011-03-04 00:14 | 2011-03-01 | Bisaccia Lisa | Officer - SVP, Chief HR Officer | SELL | $33.04 | 3,207 | $105,959 | 0 | -100.0% |
| 2011-02-11 23:45 | 2011-02-09 | Roberts Jonathan C | Officer - Executive Vice President | OPT+S | $33.40 | 24,000 | $801,600 | 18,549 | 0.0% |
| 2011-01-06 00:07 | 2011-01-03 | MERLO LARRY J | Officer - President and COO | OPT+S | $34.87 | 80,000 | $2,789,832 | 143,052 | 0.0% |
| 2010-12-10 00:12 | 2010-12-07 | RYAN THOMAS M | Director, Officer - Chairman of the Board and CEO | OPT+S | $33.06 | 1,412,124 | $46,681,148 | 764,683 | 0.0% |
| 2010-12-08 00:11 | 2010-12-03 | MERLO LARRY J | Officer - President and COO | OPT+S | $32.41 | 244,822 | $7,934,583 | 143,052 | 0.0% |
| 2010-11-10 23:46 | 2010-11-09 | Bisaccia Lisa | Officer - SVP, Chief HR Officer | OPT+S | $31.04 | 12,381 | $384,306 | 1,004 | 0.0% |
| 2010-11-10 23:42 | 2010-11-08 | RYAN THOMAS M | Director, Officer - CEO | OPT+S | $30.98 | 900,000 | $27,882,900 | 756,588 | 0.0% |
| 2010-08-18 23:10 | 2010-08-17 | Lofberg Per GH | Officer - President, Caremark Pharm Serv | BUY | $29.08 | 4,000 | $116,318 | 162,000 | +2.5% |
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.