Filing Details
- Accession Number:
- 0001156039-24-000029
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2024-03-05 16:24:39
- Reporting Period:
- 2024-03-01
- Accepted Time:
- 2024-03-05 16:24:39
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1156039 | Elevance Health Inc. | ELV | Hospital & Medical Service Plans (6324) | 352145715 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1608538 | D Peter Haytaian | 220 Virginia Avenue Indianapolis IN 46204 | Evp & Pres Carelon & Carelonrx | No | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Disposition | 2024-03-01 | 4,314 | $499.11 | 13,425 | No | 4 | F | Direct | |
| Common Stock | Acquisiton | 2024-03-01 | 2,405 | $0.00 | 15,830 | No | 4 | A | Direct | |
| Common Stock | Acquisiton | 2024-03-01 | 9,152 | $0.00 | 24,982 | No | 4 | A | Direct | |
| Common Stock | Acquisiton | 2024-03-04 | 15,000 | $166.97 | 39,982 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2024-03-04 | 4,206 | $500.18 | 35,776 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2024-03-04 | 1,889 | $500.18 | 33,887 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2024-03-04 | 15,000 | $500.18 | 18,887 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | F | Direct | |
| No | 4 | A | Direct | |
| No | 4 | A | Direct | |
| No | 4 | M | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Employee Stock Option (Right to Buy) | Acquisiton | 2024-03-01 | 9,280 | $0.00 | 9,280 | $499.11 |
| Common Stock | Employee Stock Option (Right to Buy) | Disposition | 2024-03-04 | 15,000 | $0.00 | 15,000 | $166.97 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 9,280 | 2034-03-01 | No | 4 | A | Direct | |
| 4,908 | 2027-03-01 | No | 4 | M | Direct |
Footnotes
- PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
- Represents restricted share units. Restrictions lapse as follows:801 shares on 3/1/2025, and 802 shares each on 3/1/2026 and 3/1/2027.
- Represents performance based restricted share units. Restrictions lapse on 3/1/2024.
- The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 4, 2023.
- This transaction was executed in multiple trades, each at the same price of $500.18. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares at which the transaction was effected.
- The option represents a right to purchase a total of 9,280 shares, and is exercisable in two installments of 3,093 shares each, and one installment of 3,094 shares, beginning on 3/1/2025, which is the one-year anniversary of the option grant date.
- The option represents a right to purchase a total of 19,908 shares and is exercisable in six semi-annual installments of 3,318 shares each beginning on 9/1/2017, which is the six-month anniversary of the date on which the option was granted.
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