CVS Health (CVS) grants options and RSUs to EVP Prem Shah
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Shah Prem S
Role
EVP and Group President
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 1,484 | $72.49 | $108K |
| Grant/Award | Stock Option | 161,676 | $71.82 | $11.61M |
| Grant/Award | Common Stock (Restricted) | 25,062 | $71.82 | $1.80M |
Holdings After Transaction:
Common Stock — 64,356.099 shares (Direct);
Stock Option — 161,676 shares (Direct);
Common Stock (Restricted) — 62,852 shares (Direct)
Footnotes (1)
- Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units. Option becomes exercisable in three equal annual installments, commencing 3/31/2027.
Key Figures
Stock option grant: 161,676 options at $71.82
Restricted stock grant: 25,062 restricted shares
Tax-withholding shares: 1,484 shares at $72.49
+1 more
4 metrics
Stock option grant
161,676 options at $71.82
Granted March 31, 2026; exercisable in three installments from March 31, 2027; expires March 31, 2036
Restricted stock grant
25,062 restricted shares
Awarded March 31, 2026 as RSUs under 2017 Incentive Compensation Plan; restrictions lapse in three installments from March 31, 2027
Tax-withholding shares
1,484 shares at $72.49
Surrendered April 1, 2026 to pay withholding taxes on RSU vesting and settlement
Common shares held
64,356.0985 shares
Direct CVS common stock holdings after reported transactions
Key Terms
restricted stock units, 2017 Incentive Compensation Plan, withholding taxes, stock option, +1 more
5 terms
restricted stock units financial
"Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
2017 Incentive Compensation Plan financial
"Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan."
withholding taxes financial
"Surrender of shares in payment of withholding taxes due upon the vesting and settlement of restricted stock units."
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.
stock option financial
"Option becomes exercisable in three equal annual installments, commencing 3/31/2027."
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
exercisable financial
"Option becomes exercisable in three equal annual installments, commencing 3/31/2027."
FAQ
What equity awards did CVS (CVS) executive Prem S. Shah receive?
Prem S. Shah received a grant of 161,676 stock options at a $71.82 exercise price and 25,062 restricted common shares. The restricted shares were awarded as restricted stock units under CVS’s 2017 Incentive Compensation Plan, with restrictions lapsing in three equal installments beginning March 31, 2027.
When do Prem S. Shah’s new CVS (CVS) stock options vest and expire?
The stock options become exercisable in three equal annual installments starting March 31, 2027. The options have an exercise price of $71.82 per share and expire on March 31, 2036, providing a long-dated incentive tied to CVS Health’s common stock performance over that period.
How are CVS (CVS) restricted stock units for Prem S. Shah scheduled to vest?
The 25,062 restricted stock units awarded to Prem S. Shah under CVS’s 2017 Incentive Compensation Plan vest in three equal installments. The restrictions begin to lapse on March 31, 2027, with one-third of the units releasing each year over a three-year period.
What plan governs Prem S. Shah’s CVS (CVS) restricted stock unit award?
Prem S. Shah’s restricted stock unit award was granted under CVS Health’s 2017 Incentive Compensation Plan. The units convert into restricted common stock, with restrictions lapsing in three equal installments starting March 31, 2027, aligning long-term compensation with company performance.