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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, %
2010-08-11 23:00 2010-08-09 Lofberg Per GH Officer - President, Caremark Pharm Serv BUY $29.86 11,000 $328,460 158,000 +7.5%
2010-03-18 23:01 2010-03-17 Foulkes Helena Officer - Senior Vice President SELL $34.93 7,000 $244,510 863 -89.0%
2010-03-04 00:16 2010-03-02 Finley Sara Officer - SVP, Gen Counsel OPT+S $34.51 183,165 $6,320,438 8,525 0.0%
2010-02-19 23:43 2010-02-18 Foulkes Helena Officer - Senior Vice President SELL $34.00 12,280 $417,520 8,406 -59.4%
2010-02-19 23:45 2010-02-17 Lofberg Per GH Officer - President, Caremark Pharm Serv BUY $34.10 147,000 $5,012,582 147,000 +100.0%
2010-01-07 00:27 2010-01-04 Lofberg Per GH Officer - President, Caremark Pharm Serv BUY $32.98 45,483 $1,500,029 45,483 +100.0%
2009-12-17 00:09 2009-12-14 RICKARD DAVID B Officer - Chief Financial Officer OPT+S $32.37 80,000 $2,589,840 207,179 0.0%
2009-11-13 22:33 2009-11-12 WILLIAMS KRISTEN GIBNEY Director BUY $30.00 1,000 $29,998 63,408 +1.6%
2009-11-13 22:30 2009-11-11 RYAN THOMAS M Director, Officer - CEO & President BUY $29.96 17,000 $509,342 638,025 +2.7%
2009-11-05 00:02 2009-11-02 MCLURE HOWARD A Officer - President, Caremark Pharm Serv OPT+S $35.71 100,000 $3,570,960 0 0.0%
2009-10-05 22:49 2009-10-01 MCLURE HOWARD A Officer - President, Caremark Pharm Serv OPT+S $35.64 100,000 $3,563,560 0 0.0%
2009-09-03 23:10 2009-09-01 MCLURE HOWARD A Officer - President, Caremark Pharm Serv OPT+S $37.45 100,000 $3,744,650 0 0.0%
2009-08-20 23:29 2009-08-18 SGARRO DOUGLAS A Officer - Executive Vice President OPT+S $34.51 381,226 $13,155,118 169,728 0.0%
2009-08-20 23:21 2009-08-19 FERDINANDI V MICHAEL Officer - Senior Vice President SELL $34.51 5,657 $195,226 16,021 -26.1%
2009-08-19 23:08 2009-08-17 RICKARD DAVID B Officer - Chief Financial Officer OPT+S $33.96 251,520 $8,540,865 207,179 0.0%
2009-08-11 22:42 2009-08-07 MCLURE HOWARD A Officer - President, Caremark Pharm Serv OPT+S $34.25 200,000 $6,850,620 0 0.0%
2009-08-11 22:50 2009-08-07 RYAN THOMAS M Director, Officer - CEO & President OPT+S $34.41 400,000 $13,763,120 752,081 0.0%
2009-06-19 22:55 2009-06-17 Roberts Jonathan C Officer - Executive Vice President OPT+S $31.06 104,000 $3,230,729 21,849 0.0%
2009-06-19 22:51 2009-06-17 MERLO LARRY J Officer - Executive Vice President OPT+S $31.06 180,000 $5,591,646 145,912 0.0%
2009-05-14 22:42 2009-05-12 WILLIAMS KRISTEN GIBNEY Director OPT+S $32.85 127,431 $4,186,223 59,711 0.0%
2009-03-12 16:24 2009-03-10 RYAN THOMAS M Director, Officer - CEO & President OPT+S $25.05 1,700 $42,585 714,426 0.0%
2008-12-31 20:07 2008-12-29 MCGUIGAN STUART M Officer - SVP and CIO BUY $27.30 9,182 $250,669 9,182 +100.0%
2008-11-18 23:53 2008-11-17 Brennan Troyen A Officer - Chief Medical Officer BUY $28.26 10,616 $300,008 10,616 +100.0%
2008-09-11 23:54 2008-09-09 SGARRO DOUGLAS A Officer - Executive Vice President OPT+S $38.02 100,000 $3,802,090 127,549 0.0%
2008-05-28 23:48 2008-05-23 FERDINANDI V MICHAEL Officer - Senior Vice President OPT+S $42.35 139,080 $5,890,483 4,049 0.0%
2008-05-28 23:47 2008-05-23 BODINE CHRIS W Officer - Executive Vice President OPT+S $42.35 372,500 $15,776,567 2,583 0.0%
2008-03-07 23:37 2008-03-05 Denton David M Officer - Controller BUY $40.23 1,242 $49,966 12,369 +11.2%
2008-02-22 00:34 2008-02-19 RYAN THOMAS M Director, Officer - CEO & President OPT+S $40.01 1,200,000 $48,011,280 631,549 0.0%
2008-02-13 00:31 2008-02-11 PICCOLO C A Director OPT+S $39.83 140,549 $5,598,587 169,025 0.0%
2008-02-12 00:15 2008-02-07 MCLURE HOWARD A Officer - President, Caremark Pharm Serv OPT+S $39.73 350,000 $13,904,800 11,379 0.0%
2007-11-21 01:08 2007-11-16 FERDINANDI V MICHAEL Officer - Senior Vice President OPT+S $42.05 88,780 $3,732,755 4,049 0.0%
2007-11-16 00:30 2007-11-14 MILLON JEAN PIERRE Director OPT+S $42.28 28,364 $1,199,289 8,617 0.0%
2007-09-05 00:14 2007-08-30 Roberts Jonathan C Officer - SVP and CIO OPT+S $37.58 107,020 $4,021,940 16,105 0.0%
2007-09-05 00:15 2007-08-31 CRAWFORD EDWIN M Director, Officer - Chairman OPT+S $37.83 1,200,000 $45,399,120 135,498 0.0%
2007-09-05 00:12 2007-08-31 BROWN C DAVID II Director OPT+S $37.75 163,751 $6,181,617 0 0.0%
2007-09-05 00:19 2007-08-30 BODINE CHRIS W Officer - Executive Vice President OPT+S $37.61 77,512 $2,915,412 2,323 0.0%
2007-08-16 23:12 2007-08-14 RYAN THOMAS M Director, Officer - CEO & President OPT+S $37.53 391,320 $14,684,518 452,473 0.0%
2007-08-09 23:12 2007-08-07 MERLO LARRY J Officer - Executive Vice President OPT+S $37.46 330,440 $12,379,142 134,267 0.0%
2007-06-19 23:29 2007-06-18 Spalding William R Officer - EVP Caremark Pharmacy Services OPT+S $37.35 250,000 $9,337,675 182 0.0%
2007-06-19 23:28 2007-06-18 BANKS EDWIN M Director SELL $37.30 24,194 $902,378 18,797 -56.3%
2007-06-12 23:49 2007-06-11 MCLURE HOWARD A Officer - President, Caremark Pharm Serv OPT+S $37.51 610,000 $22,878,416 0 0.0%
2007-06-12 23:49 2007-06-11 WILLIAMS KRISTEN GIBNEY Director OPT+S $37.51 33,739 $1,265,526 46,747 0.0%
2007-06-12 23:49 2007-06-11 RICKARD DAVID B Officer - Chief Financial Officer OPT+S $37.49 197,652 $7,410,369 205,681 0.0%
2007-06-12 23:49 2007-06-11 FERDINANDI V MICHAEL Officer - Senior Vice President OPT+S $37.49 132,600 $4,971,041 4,049 0.0%
2007-06-12 23:48 2007-06-11 BODINE CHRIS W Officer - Executive Vice President OPT+S $37.50 17,400 $652,500 2,323 0.0%
2007-05-24 22:15 2007-05-23 HEADRICK ROGER L Director BUY $38.01 6,495 $246,896 2,200 +100.0%
2007-05-14 23:13 2007-05-11 SGARRO DOUGLAS A Officer - Executive Vice President OPT+S $37.49 140,460 $5,266,506 112,246 0.0%
2007-05-14 23:14 2007-05-11 MILLON JEAN PIERRE Director SELL $37.30 8,946 $333,686 7,586 -54.1%
2006-12-20 00:41 2006-12-15 RYAN THOMAS M Director, Officer - Chairman, CEO & President OPT+S $30.26 156,600 $4,738,199 362,446 0.0%
2006-12-15 23:55 2006-12-13 RYAN THOMAS M Director, Officer - Chairman, CEO & President OPT+S $30.52 104,400 $3,186,372 284,254 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.