undamentalytics Newsletter

CVS Health insider trading

Every open-market purchase and sale by CVS Health's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
CVS Health insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following CVS Health’s insiders pay?

From January 6, 2010 to May 21, 2026, 29 insiders reported 26 open-market purchases and 33 sales not made under a pre-set plan in CVS Health. Twelve months after each purchase was reported, the shares were +3.4% against the S&P 500 on average (median +9.3%), over 26 purchases with a full year of prices; 69% beat the index. After sales, the shares moved 0.0% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on January 7, 2010 into $28,278 by November 2, 2026, +6.4% a year. It held shares 64% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $32,981 (+7.4% a year), and held throughout $88,989 (+13.9%).

$0$25.0k$50.0k$75.0k 201020122014201620182020202220242026 $89.0k$33.0k$28.3k
Copying CVS Health's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by CVS Health's insiders from January 7, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 64% of the time.
CVS Health: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Ludwig Edward J Director 7 +6.4% (7) 71% 0 — May 2, 2024
Foulkes Helena EVP & President-CVS Pharmacy 0 — — 5 −6.9% (5) February 21, 2018
Lofberg Per Gh EVP and President, Caremark 5 −3.0% (5) 60% 0 — February 15, 2012
Bisaccia Lisa SVP, Chief HR Officer 0 — — 3 +20.0% (3) February 23, 2012
Clark James David SVP, Cont & Chief Acct Officer 0 — — 3 −10.9% (3) March 7, 2025
Mcguigan Stuart M SVP and CIO 0 — — 3 +8.1% (3) March 20, 2012
Aguirre Fernando Director 2 +12.9% (2) 100% 0 — March 11, 2019
Brennan Troyen A EVP and Chief Medical Officer 0 — — 2 +15.2% (2) November 3, 2021
Brown C David II Director 2 +0.3% (2) 50% 0 — March 11, 2019
Dorman David W Director 2 +0.3% (2) 50% 0 — March 11, 2019
Mahoney Michael F Director 2 +11.8% (2) 100% 0 — February 19, 2025
Millon Jean Pierre Director 0 — — 2 +6.5% (2) August 22, 2012
Murray Terrence Director 1 +18.2% (1) 100% 1 +18.2% (1) May 25, 2011
Robbins Larry Director 0 — — 2 +7.6% (1) May 21, 2026
Roberts Jonathan C EVP & President, CVS/caremark 0 — — 2 −6.4% (2) February 11, 2016
Shah Prem S EVP and Pres-Pharm, Consumer W 0 — — 2 −27.1% (2) February 16, 2024
Banks Edwin M Director 0 — — 1 +10.9% (1) March 16, 2012
Denton David M EVP and CFO 0 — — 1 −16.2% (1) November 30, 2018
Finley Sara SVP, Gen Counsel 0 — — 1 −23.7% (1) March 3, 2010
Finucane Anne A. Director 0 — — 1 +14.6% (1) August 29, 2025
Gold Stephen J SVP & CIO 1 +3.1% (1) 100% 0 — July 10, 2012
Lotvin Alan EVP and President-CVS Caremark 1 −9.2% (1) 0% 0 — May 13, 2020
Lynch Karen S President and CEO 1 −45.5% (1) 0% 0 — May 5, 2023
Mandadi Tilak EVP, Chief Exp & Tech Officer 0 — — 1 — May 11, 2026
Moriarty Thomas M EVP & General Counsel 1 +2.8% (1) 100% 0 — October 3, 2012
Piccolo C A Director 0 — — 1 +16.2% (1) December 17, 2012
Sansone Guy P Director 1 +38.4% (1) 100% 0 — June 9, 2025
Swift Richard J Director 0 — — 1 −22.5% (1) August 18, 2017
Williams Kristen Gibney Director 0 — — 1 +2.4% (1) September 7, 2011

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded CVS Health

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of CVS Health in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged +8.5% against the index. After 2 selling crowds, +3.3%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
May 31, 20242 buying−10.1%−12.3%−2.8%
March 29, 20194 buying−2.2%+11.7%+19.8%
May 31, 20182 buying+10.3%+26.2%−16.4%
February 29, 20123 selling+4.3%−2.9%+2.7%
November 30, 20113 selling+5.8%+9.5%+5.3%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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