Jeffrey R. Balser
CIK 1751633 · View on SEC EDGAR ↗
Insider
First SEC filing: Sept. 14, 2022 · Latest: May 15, 2026
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 9 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 14, 2026 | CVS | A | 2,058 | $97.15 | $199,935 | 15,717 Direct | +15.07% | Acquired | -3.7% (price as of 2026-08-21) |
| Nov. 20, 2025 | CVS | A | 1,775 | $76.04 | $134,971 | 13,659 Direct | +14.94% | Acquired | 23.1% (price as of 2026-08-21) |
| May 15, 2025 | CVS | A | 2,232 | $60.47 | $134,969 | 11,884 Direct | +23.12% | Acquired | 54.8% (price as of 2026-08-21) |
| Nov. 21, 2024 | CVS | A | 2,375 | $57.10 | $135,612 | 9,652 Direct | +32.64% | Acquired | 63.9% (price as of 2026-08-21) |
| May 16, 2024 | CVS | A | 2,184 | $57.52 | $125,624 | 7,277 Direct | +42.88% | Acquired | 62.7% (price as of 2026-08-21) |
| Nov. 15, 2023 | CVS | A | 1,817 | $69.13 | $125,609 | 5,093 Direct | +55.46% | Acquired | 35.4% (price as of 2026-08-21) |
| May 18, 2023 | CVS | A | 1,329 | $69.31 | $92,113 | 3,276 Direct | +68.26% | Acquired | 35.0% (price as of 2026-08-21) |
| Nov. 17, 2022 | CVS | A | 1,323 | $94.93 | $125,592 | 1,947 Direct | +212.02% | Acquired | -1.4% (price as of 2026-08-21) |
| Sept. 12, 2022 | CVS | A | 406 | — | — | 624 Direct | +186.24% | Acquired | (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Sept. 14, 2022 | CVS | Common Stock | 218 | Direct |