CVS CVS HEALTH Corp Insider Trading

Director Larry Robbins sold 3,372,000 shares of CVS for $317,471,136.18 across 7 transactions (May 19-21, 2026), reducing holdings 41.1%.

Larry Robbins, a Director at CVS HEALTH, executed 7 separate sales totaling 3,372,000 shares for $317,471,136.18, reducing his post-transaction holdings to 4,824,799 shares (a net reduction of 41.1% vs pre-transaction holdings of 8,196,799 shares). The blended average sale price was $94.15 across transactions dated May 19–21, 2026, compared to the current price of $93.32, positioning these sales near recent market levels. Robbins' prior 5 sales at CVS were uniformly well-timed at the 90-day mark, with negative 90-day returns ranging from -5.0% to -8.1%, indicating a consistent pattern of selling ahead of subsequent price declines; his cross-ticker track record shows a 100% well-timed rate on 6 prior sells with an average 90-day return of -8.5%. This large, multi-transaction liquidation—while maintaining a substantial residual stake of 4.82M shares—is notable given his demonstrated historical success at timing CVS sales to precede market weakness.

CVS Chief Exp & Tech Officer Mandadi Tilak sells 87% of holdings in single transaction.

Mandadi Tilak, CVS's Chief Experience and Technology Officer, executed a substantial sale disposing of the majority of his holdings. This is his first open-market sale in the three-year period; his prior Form 4 activity consisted entirely of stock-based compensation transactions. The sale occurred as the stock trades at its 52-week high, having rallied significantly over the past three months. CVS remains a profitable company with growing revenue, though it trades at a relatively elevated valuation multiple. The timing of this large exit—coming from an executive with direct operational responsibility while the stock has recently strengthened—warrants attention as a potential signal of insider reassessment, though the singular nature of this trade and the absence of broader insider selling prevents a high-confidence interpretation.

EVP Nelson Steven H buys 24 CVS shares at $53.70; stock now at $72.00, down 14.2% from 52-week high.

Nelson Steven H, EVP and President of Aetna (a CVS subsidiary), purchased 24 shares of CVS HEALTH Corp at $53.70 on 2025-01-23, establishing an initial holding position of 24 shares. The current stock price of $72.00 is 14.2% below the 52-week high of $83.87, and the stock has declined 9.6% over the past 30 days and 10.7% over the past 90 days. Despite CVS's solid annual revenue growth of 4.2% and $102.9B in latest quarterly revenue, the company reported a net loss of $-4.0B in the most recent period, which is reflected in an elevated P/E ratio of 194.59. This small, newly-initiated position by a senior Aetna executive warrants observation given the timing relative to recent price weakness and the company's profitability challenges.

EVP Capozzi bought 80 CVS shares across 3 purchases (Sept–Oct 2024, avg $57.36); holdings grew 1600% to 85 shares; stock now at $79.66.

Heidi Capozzi, EVP and Chief People Officer, executed 3 separate purchases totaling 80 shares for $4,588.60 at a blended average price of $57.36 between September 9 and October 23, 2024. The transaction increased her holdings from 5 shares to 85 shares. Since the purchase period, CVS has appreciated materially: the stock currently trades at $79.66, representing a gain of approximately 39% from her blended entry price. Her cross-ticker track record shows 1 prior sell with an average 90-day return of -4.7%, indicating historically well-timed exits. The timing of these open-market purchases—beginning when the stock was near the 52-week low of $43.78 and completing before the recent 24.9% 90-day rally—coincides with strong price performance, though this is observable pattern rather than predictive signal.

Director Sansone buys 1,570 shares of CVS at $63.70; holdings rise to 12,007 shares (+15.0%)

Director Guy P Sansone purchased 1,570 shares at $63.70 on 2025-06-05, increasing his CVS holdings by 15.0% to 12,007 shares. The transaction occurred when the stock was trading 9.0% below its 52-week high of $70.18 and has declined 4.6% over the prior 30 days. CVS demonstrates solid fundamentals with $94.6B in quarterly revenue, $1.8B net income, and a 15.31 P/E ratio. The buy occurs within a modest absolute dollar magnitude ($100,009.00) and represents a discretionary open-market acquisition by a board member during a period of recent price pressure.

Director Larry Robbins sold 3,750,000 shares of CVS Health for $253.7M across 6 transactions (May 2–6), reducing stake by 31.4%.

Director Larry Robbins executed 6 separate sales totaling 3,750,000 shares for $253,695,413.04 between May 2–6, 2025, at prices ranging from $66.67 to $69.66 per share. This disposed of 31.4% of his pre-transaction holdings, dropping his stake from 11,946,799 shares to 8,196,799 shares. The blended average selling price of $67.65 sits near the current price of $66.23 and within the 52-week range of $43.78–$70.18, with the stock up 4.0% over 30 days and 18.9% over 90 days. Robbins' cross-ticker track record shows 4 prior buys with an average 90-day return of +213.8% (100% win rate), but that pattern does not address the signal or drivers of this substantial, multi-day sell sequence. The magnitude of shares sold and the sustained nature of the dispositions over three business days warrant investor attention to any concurrent public disclosures regarding strategy, capital allocation, or change in conviction regarding CVS' near-term prospects.

Director Mahoney buys 30,000 CVS shares at $66.70; holdings increase 320.6% to 39,356 shares

Michael F. Mahoney, a CVS director, purchased 30,000 shares at $66.70 on 2025-02-18 for a total value of $2,001,000.00, expanding his stake from 9,356 to 39,356 shares—a 320.6% increase in holdings. This represents a meaningful accumulation at a price 16.8% below the 52-week high of $79.76 and follows a 26.2% rise in the stock over the prior 30 days. His prior buy at CVS on 2024-05-02 delivered a 90-day return of +10.7%, and across his full cross-ticker history, his prior buys averaged +10.7% over 90 days with a 100% win rate, suggesting a selective buying discipline. The stock is trading at a P/E of 65.10 against modest annual revenue growth of +4.2% and a narrow net income of $87,000,000.00 on $95.4B in quarterly revenue, warranting scrutiny of whether the accumulated position reflects a conviction call in the current valuation environment or merely captures recent momentum.