Welcome to our dedicated page for Cvs Health SEC filings (Ticker: CVS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The CVS Health Corporation (NYSE: CVS) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission (SEC). These filings document material events, financial results, capital markets transactions, governance changes and legal developments that affect CVS Health and its shareholders.
Among the key documents are current reports on Form 8-K, which CVS Health uses to announce items such as quarterly and year-to-date financial results, updated financial guidance, and Investor Day presentations. For example, the company has filed Form 8-K reports furnishing press releases that discuss strategic priorities, revenue and earnings guidance, and non-GAAP measures like adjusted operating income and adjusted earnings per share, along with reconciliations to GAAP metrics.
Other Form 8-K filings describe governance actions, including the Board of Directors’ appointment of J. David Joyner, President and Chief Executive Officer, to the additional role of Chair of the Board. Capital markets activity is also reflected in filings that detail the issuance of senior notes under an Underwriting Agreement, including principal amounts, maturities, interest rates and references to the governing senior indenture and registration statement.
Filings further address legal and subsidiary matters, such as the disclosure that Omnicare, LLC, a wholly owned indirect subsidiary of CVS Health, and certain of its subsidiary entities voluntarily initiated chapter 11 proceedings under the U.S. Bankruptcy Code to address litigation-related monetary damages and other financial challenges. These documents outline the use of debtor-in-possession financing and the evaluation of restructuring options.
On Stock Titan, AI-powered tools summarize and highlight the contents of CVS Health’s SEC filings, helping readers quickly identify key points in lengthy documents such as 8-Ks, and providing context around financial measures, governance changes and risk-related disclosures.
CVS Health Corporation is asking stockholders to elect 13 directors and approve key governance and compensation proposals at its virtual 2026 Annual Meeting. Items include director elections, auditor ratification, an advisory say-on-pay vote, and approval of a new 2026 Incentive Compensation Plan.
Management highlights 2025 financial performance, with $402.1 billion in revenue, $10.6 billion in operating cash flow and more than $3.0 billion returned to stockholders. The proxy details board refreshment, leadership changes including J. David Joyner as Chair and CEO, expanded stockholder outreach, and extensive use of AI and technology to improve care, efficiency and member experience.
CVS Health executive Prem S. Shah, EVP and Group President, reported equity compensation and related tax withholding transactions. On March 31, 2026, he received a grant of 161,676 stock options with a $71.82 exercise price, exercisable in three equal annual installments beginning March 31, 2027 and expiring on March 31, 2036. He also received 25,062 shares of restricted common stock, awarded as restricted stock units under the company’s 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments starting March 31, 2027. On April 1, 2026, 1,484 common shares were surrendered at $72.49 per share to cover withholding taxes due upon vesting and settlement of restricted stock units, rather than sold in the open market. Following these transactions, Shah directly holds 64,356.0985 common shares.
CVS Health EVP and CFO Brian Newman received new equity awards. He was granted stock options for 125,748 shares of common stock at an exercise price of $71.82 per share, which become exercisable in three equal annual installments starting on March 31, 2027.
Newman also received 19,493 restricted stock units of common stock at a reference price of $71.82 per share. These RSUs vest in three equal installments beginning on March 31, 2027. Following the RSU grant, he directly holds 41,354 shares of CVS Health common stock.
CVS Health executive Steven H. Nelson, EVP and President of Aetna, reported routine equity compensation and related tax withholding. He received a stock option grant for 143,712 shares of common stock at $71.82 per share, exercisable in three equal annual installments beginning March 31, 2027 and expiring in 2036. He was also awarded 22,277 restricted shares, with restrictions lapsing in three equal installments starting March 31, 2027. To cover withholding taxes on vesting and settlement of restricted stock units, 2,432 common shares were surrendered, leaving him with 2,900 common shares directly held and 43,606 restricted shares reported after the award.
CVS Health EVP and Chief Experience & Technology Officer Tilak Mandadi reported routine equity compensation moves. He received a grant of 143,712 stock options for Common Stock at an exercise price of $71.82 per share, exercisable in three equal annual installments beginning on 3/31/2027, and expiring on 3/31/2036.
Mandadi was also awarded 22,277 restricted stock units of Common Stock at $71.82 per share under CVS Health’s 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments starting on 3/31/2027. In a related tax-withholding event, 3,634 shares of Common Stock were surrendered at $72.49 per share to cover taxes due upon the vesting and settlement of restricted stock units. After these transactions, he directly holds 79,684 shares of CVS Health Common Stock.
CVS Health executive Samrat S. Khichi, EVP, CPO and General Counsel, received equity compensation and had shares withheld for taxes. On March 31, 2026, he was granted 80,838 stock options with an exercise price of $71.82 per share, exercisable in three equal annual installments starting March 31, 2027 until expiration on March 31, 2036. He also received 12,531 restricted stock units under the 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments beginning March 31, 2027. On April 1, 2026, 3,541 shares of common stock at $72.49 per share were surrendered to pay withholding taxes upon RSU vesting, leaving him with 33,421 common shares held directly.
CVS Health President, CEO and Chair J. David Joyner reported routine equity compensation activity. He received 86,326 shares of Common Stock in the form of restricted stock units under the company’s 2017 Incentive Compensation Plan, valued at $71.82 per share. These RSUs vest in three equal installments beginning on March 31, 2027.
In a separate transaction tied to RSU vesting and settlement, Joyner surrendered 8,029 shares of common stock at $72.49 per share to cover withholding tax obligations. After this tax-withholding disposition, he directly holds 70,349 shares of CVS common stock and 160,860 RSUs. These are non‑open‑market, compensation-related transactions rather than discretionary stock purchases or sales.
CVS Health reported that EVP and Chief Medical Officer Amy Compton-Phillips received equity compensation awards. She was granted stock options for 35,928 shares of common stock at an exercise price of $71.82 per share, expiring on March 31, 2036. These options become exercisable in three equal annual installments starting March 31, 2027. She also received 5,569 restricted stock units (RSUs) under the 2017 Incentive Compensation Plan, which vest in three equal installments beginning March 31, 2027. Following these grants, she directly holds 58,660 shares of CVS common stock. These awards are grants, not open-market purchases or sales.
CVS Health senior vice president and chief accounting officer James David Clark reported routine equity compensation changes. On March 31, 2026, he received 11,138 shares of restricted common stock and a stock option for 11,976 shares at $71.82 per share, both vesting in three equal annual installments starting March 31, 2027. On April 1, 2026, 3,262 shares of common stock, valued at $72.49 per share, were surrendered to cover withholding taxes due at vesting, leaving him with 15,457 common shares held directly.