Welcome to our dedicated page for Elevance Health SEC filings (Ticker: ELV), 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.
Elevance Health, Inc. filings document formal disclosures for a health benefits and healthcare services company, including Form 8-K reports of quarterly and annual results, earnings guidance, benefit expense ratio updates, and Regulation FD communications. The filings also cover leadership changes, Carelon oversight, board appointments, committee assignments, and executive compensation matters reported through proxy materials.
Its regulatory documents include risk and operating disclosures tied to Health Benefits, Carelon, pharmacy and diversified healthcare services, provider contracting, product mix, government program funding, CMS Star Ratings, litigation, investigations, audits and professional-liability exposure. Recent 8-K disclosures also address CMS oversight of the company's Medicare Advantage-Prescription Drug plans.
Elevance Health, Inc. Chief Accounting Officer and Controller Ronald W. Penczek reported an open-market sale of 369 shares of common stock. The weighted average sale price was $403.16 per share, with individual trades priced between $403.15 and $403.31. Following this transaction, he directly owns 3,740 shares.
Morgan Stanley Smith Barney LLC filed a Form 144 reporting planned and recent sales of Common Stock associated with an account for Ronald Penczek. The filing lists multiple grant types with small share counts (examples include 52 restricted shares and 175 performance shares) and discloses a sale of 1,531 shares on 05/19/2026 for $617,192.18.
The record shows dividend reinvestment share acquisitions on several dates and a mix of restricted and performance awards; timing and method for the planned sales are presented as part of the Form 144 notice.
Elevance Health, Inc. director Robert L. Dixon Jr. reported an open-market sale of company stock. He sold 151 shares of common stock at a price of $401.77 per share on June 11, 2026. After this transaction, he directly holds 10,734 shares of Elevance Health common stock.
Elevance Health, Inc. is reaffirming its full year 2026 earnings outlook in discussions with investors and analysts. The company continues to expect shareholders’ earnings to be at least $19.85 per diluted share, which includes approximately $6.90 per diluted share of net unfavorable items. Excluding these items, adjusted shareholders’ earnings are still expected to be at least $26.75 per diluted share, consistent with prior guidance. Elevance Health is also reiterating its 2026 benefit expense ratio guidance of 90.2% plus or minus 50 basis points, indicating its current view of medical cost trends for the year.
Elevance Health, Inc. chief accounting officer and controller Ronald W. Penczek exercised employee stock options for a total of 1,531 shares of common stock and sold 1,531 shares in an open-market transaction at $403.13 per share. Following these transactions, he directly holds 4,109 shares of Elevance Health common stock. The balance includes 10.21 shares acquired earlier through a dividend reinvestment plan.
ELV filed a Form 144 reporting the proposed sale of 1,531 Common shares. The notice lists two stock option exercise entries of 654 and 877 shares, each dated 05/19/2026, and identifies Morgan Stanley Smith Barney LLC as the broker/dealer. The transactions are listed in connection with an Issuer stock option exercise on the NYSE.
STRABLE-SOETHOUT DEANNA D reported acquisition or exercise transactions in this Form 4 filing.
Elevance Health, Inc. director Deanna D. Strable-Soethout received a grant of 563 deferred stock units of common stock as part of the company’s Board of Directors Compensation Program. The award was at no cash cost per unit and brings her reported deferred stock unit holdings to 2,209.
The deferred stock units will be settled in Elevance Health common stock upon the earlier of five years from the grant date or when she ceases to be a board member, unless she has elected a later payout date under the Board of Directors Deferred Compensation Plan.
SCHULMAN AMY W reported acquisition or exercise transactions in this Form 4 filing.
Elevance Health director Amy W. Schulman received an equity award of 563 deferred stock units of common stock under the company’s Board of Directors Compensation Program. This grant increased her directly held equity-related position to 781 shares-equivalent, payable in common stock at a future date tied to service on the board.
Elevance Health director Ryan M. Schneider received an equity grant of 563 deferred stock units of common stock as board compensation. The units were awarded at no cash cost and increase his directly held equity to 7,163 shares. These deferred stock units are scheduled to be settled in Elevance Health common stock on the earlier of five years from the grant date or when he leaves the board, unless he has elected a later distribution date under the company’s Board of Directors Deferred Compensation Plan. This is a routine, compensation-related acquisition rather than an open-market purchase.