SEC CIK 1410515
Roberts Jonathan C
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| CVSview stock → | 426,024.72 | 2022-02-21 |
Position History — CVS
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — CVS
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2022-04-01 | Grant / award (derivative) | 25,987 | $101.09 | 25,987 |
| 2022-02-21 | Grant / award | 322,395 | $0.00 | 426,024.72 |
| 2022-01-27 | Option exercise (derivative) | 68,482 | $0.00 | 0 |
| 2022-01-27 | Option exercise | 68,482 | $102.26 | 175,596.72 |
| 2022-01-27 | Open-market sale | 68,482 | $107.50 | 107,114.72 |
| 2021-11-03 | Option exercise (derivative) | 108,870 | $0.00 | 0 |
| 2021-11-03 | Open-market sale | 108,870 | $95.00 | 107,114.72 |
| 2021-11-03 | Option exercise | 108,870 | $45.93 | 215,984.72 |
| 2021-04-01 | Grant / award (derivative) | 172,772 | $74.30 | 172,772 |
| 2021-04-01 | Tax withholding | 79,714 | $74.30 | 96,760.72 |
| 2021-03-26 | Option exercise (derivative) | 73,433 | $0.00 | 0 |
| 2021-03-26 | Open-market sale | 73,433 | $74.49 | 663.72 |
| 2021-03-26 | Option exercise | 73,433 | $74.29 | 74,096.72 |
| 2021-02-01 | Grant / award | 175,811 | $0.00 | 176,474.72 |
| 2020-04-01 | Grant / award (derivative) | 239,355 | $58.61 | 239,355 |
| 2020-04-01 | Grant / award (derivative) | 239,355 | $0.00 | 239,355 |
| 2020-02-28 | Grant / award | 63,366 | $59.18 | 295,406.06 |
| 2020-01-08 | Option exercise (derivative) | 68,844 | $0.00 | 0 |
| 2020-01-08 | Open-market sale | 57,563 | $72.63 | 45,044.63 |
| 2020-01-08 | Option exercise | 68,844 | $54.53 | 102,607.63 |
| 2019-04-01 | Grant / award (derivative) | 303,010 | $54.19 | 303,010 |
| 2019-02-28 | Grant / award | 27,183 | $57.83 | 208,188.5 |
| 2019-02-01 | Option exercise (derivative) | 77,639 | $0.00 | 0 |
| 2019-02-01 | Option exercise | 77,639 | $45.07 | 111,402.63 |
| 2019-02-01 | Open-market sale | 77,639 | $64.54 | 33,763.63 |
| 2018-04-01 | Grant / award (derivative) | 248,131 | $62.21 | 248,131 |
| 2018-02-28 | Grant / award | 5,979 | $67.73 | 162,911.21 |
| 2017-09-18 | Option exercise (derivative) | 85,743 | $0.00 | 0 |
| 2017-09-18 | Option exercise | 85,743 | $34.96 | 119,555.13 |
| 2017-09-18 | Open-market sale | 85,743 | $83.14 | 33,812.13 |
| 2017-04-03 | Grant / award (derivative) | 200,358 | $78.05 | 200,358 |
| 2017-04-03 | Grant / award | 25,624 | $78.05 | 70,780 |
| 2017-04-02 | Tax withholding | 4,655 | $78.50 | 33,812.13 |
| 2017-02-28 | Grant / award | 21,717 | $80.58 | 135,442.49 |
| 2017-02-16 | Option exercise (derivative) | 61,196 | $0.00 | 0 |
| 2017-02-16 | Option exercise | 61,196 | $36.23 | 89,955.13 |
| 2017-02-16 | Open-market sale | 61,196 | $80.00 | 28,759.13 |
| 2016-04-01 | Grant / award (derivative) | 161,318 | $104.82 | 161,318 |
| 2016-04-01 | Grant / award | 21,465 | $104.82 | 60,753 |
| 2016-02-29 | Grant / award | 16,748 | $97.17 | 92,063.13 |
| 2016-02-11 | Open-market sale | 23,355 | $92.86 | 28,643.53 |
| 2015-11-12 | Gift | 175 | $93.12 | 51,998.53 |
| 2015-04-02 | Tax withholding | 4,654 | $102.71 | 52,087.03 |
| 2015-04-01 | Grant / award (derivative) | 68,482 | $102.26 | 68,482 |
| 2015-04-01 | Grant / award | 9,778 | $102.26 | 58,753 |
| 2015-03-02 | Gift | 98 | $104.19 | 47,034.03 |
| 2015-02-27 | Grant / award | 15,644 | $103.87 | 47,132.03 |
| 2015-01-07 | Option exercise (derivative) | 86,487 | $0.00 | 0 |
| 2015-01-07 | Option exercise | 86,487 | $41.17 | 117,954.72 |
| 2015-01-07 | Open-market sale | 86,487 | $95.31 | 31,467.72 |
| 2014-08-22 | Gift | 127 | $79.24 | 31,396.93 |
| 2014-04-01 | Grant / award (derivative) | 73,433 | $74.29 | 73,433 |
| 2014-04-01 | Grant / award | 11,778 | $74.29 | 61,443 |
| 2014-04-01 | Tax withholding | 2,026 | $74.29 | 31,523.93 |
| 2014-02-18 | Grant / award | 18,486 | $70.32 | 59,194.61 |
| 2014-01-02 | Option exercise (derivative) | 60,484 | $0.00 | 0 |
| 2014-01-02 | Option exercise | 101,708 | $28.10 | 131,009.67 |
| 2014-01-02 | Open-market sale | 101,708 | $70.61 | 29,301.67 |
| 2014-01-02 | Option exercise | 60,484 | $34.42 | 89,785.67 |
| 2013-09-05 | Gift | 850 | $58.46 | 29,228.67 |
| 2013-04-01 | Grant / award (derivative) | 68,844 | $54.53 | 68,844 |
| 2013-04-01 | Tax withholding | 5,822 | $54.53 | 30,078.67 |
| 2013-04-01 | Grant / award | 16,047 | $54.53 | 65,333 |
| 2013-02-19 | Grant / award | 9,536 | $52.66 | 34,384.67 |
| 2012-09-04 | Option exercise (derivative) | 64,546 | $0.00 | 0 |
| 2012-09-04 | Option exercise | 64,546 | $30.04 | 90,365.29 |
| 2012-09-04 | Open-market sale | 32,273 | $45.55 | 25,819.29 |
| 2012-09-04 | Open-market sale | 32,273 | $45.54 | 58,092.29 |
| 2012-09-04 | Grant / award (derivative) | 108,870 | $45.93 | 108,870 |
| 2012-09-04 | Grant / award | 10,887 | $45.93 | 10,887 |
| 2012-04-02 | Grant / award (derivative) | 77,639 | $45.07 | 77,639 |
| 2012-04-02 | Tax withholding | 1,794 | $45.07 | 25,819.29 |
| 2012-04-02 | Grant / award | 19,415 | $45.07 | 67,228 |
| 2012-02-07 | Grant / award | 7,347 | $43.08 | 23,302.95 |
| 2011-12-20 | Gift | 2,348 | $39.80 | 15,955.95 |
| 2011-12-13 | Gift | 308 | $37.69 | 18,303.95 |
| 2011-09-01 | Option exercise (derivative) | 48,000 | $0.00 | 0 |
| 2011-09-01 | Option exercise | 48,000 | $22.45 | 66,611.95 |
| 2011-09-01 | Open-market sale | 48,000 | $36.01 | 18,611.95 |
| 2011-04-01 | Grant / award (derivative) | 85,743 | $34.96 | 85,743 |
| 2011-04-01 | Grant / award | 22,884 | $34.96 | 57,857 |
| 2011-02-09 | Option exercise (derivative) | 24,000 | $0.00 | 0 |
| 2011-02-09 | Option exercise | 24,000 | $30.26 | 42,549.08 |
| 2011-02-09 | Open-market sale | 24,000 | $33.40 | 18,549.08 |
| 2010-12-22 | Gift | 3,300 | $35.14 | 18,549.08 |
| 2010-04-01 | Grant / award (derivative) | 61,196 | $0.00 | 61,196 |
| 2010-04-01 | Grant / award | 5,521 | $0.00 | 56,244 |
| 2010-02-17 | Grant / award | 6,067 | $0.00 | 12,404 |
| 2009-06-17 | Option exercise (derivative) | 34,000 | $0.00 | 0 |
| 2009-06-17 | Open-market sale | 104,000 | $31.06 | 21,849.08 |
| 2009-06-17 | Option exercise | 48,000 | $17.67 | 125,849.08 |
| 2009-06-17 | Option exercise | 22,000 | $19.28 | 77,849.08 |
| 2009-06-17 | Option exercise | 34,000 | $14.96 | 55,849.08 |
| 2009-06-08 | Gift | 3,375 | $30.52 | 21,849.08 |
| 2009-04-01 | Grant / award (derivative) | 101,708 | $0.00 | 101,708 |
| 2009-04-01 | Grant / award | 8,452 | $0.00 | 53,636 |
| 2009-03-03 | Tax withholding | 4,461 | $24.60 | 10,856.08 |
| 2009-02-18 | Grant / award | 3,424 | $0.00 | 3,424 |
| 2009-02-13 | Tax withholding | 650 | $27.47 | 15,317.08 |
| 2008-04-01 | Grant / award (derivative) | 86,487 | $0.00 | 86,487 |
| 2008-04-01 | Grant / award | 12,145 | $0.00 | 38,800 |
| 2008-04-01 | Grant / award | 6,073 | $0.00 | 44,873 |
| 2008-02-15 | Tax withholding | 1,254 | $39.72 | 14,242 |
| 2007-08-30 | Option exercise (derivative) | 40,000 | $0.00 | 0 |
| 2007-08-30 | Open-market sale | 107,020 | $37.58 | 16,105 |
| 2007-08-30 | Option exercise | 40,000 | $18.66 | 123,125 |
| 2007-08-30 | Option exercise | 13,020 | $18.35 | 83,125 |
| 2007-08-30 | Option exercise | 54,000 | $12.56 | 70,105 |
| 2007-08-16 | — | — | — | 30,194 |
| 2007-08-16 | — | — | — | 4,307 |
| 2007-08-16 | — | — | — | 16,105 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.