Karen S Lynch
Insider
First SEC filing: May 22, 2026 · Latest: May 22, 2026
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs the latest weekly close (updated to the current quote in your browser when available), split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Sept. 26, 2026 | TMO | A | 46 | · | · | 399 Direct | +13.03% | Acquired | |
| June 27, 2026 | TMO | A | 61 | · | · | 352 Direct | +20.96% | Acquired | |
| May 20, 2026 | TMO | A | 499 | · | · | 1,159 Direct | +75.61% | Acquired | |
| March 28, 2026 | TMO | A | 66 | · | · | 291 Direct | +29.33% | Acquired | |
| Dec. 31, 2025 | TMO | A | 54 | · | · | 225 Direct | +31.58% | Acquired | |
| Nov. 12, 2025 | ADP | A | 1,453 | · | · | 1,535 Direct | +1771.95% | Acquired | |
| Sept. 27, 2025 | TMO | A | 67 | · | · | 172 Direct | +63.81% | Acquired | |
| June 28, 2025 | TMO | A | 77 | · | · | 104 Direct | +285.19% | Acquired | |
| May 21, 2025 | TMO | A | 565 | · | · | 660 Direct | +594.74% | Acquired | |
| March 29, 2025 | TMO | A | 28 | · | · | 28 Direct | · | Acquired | |
| Feb. 19, 2025 | TMO | A | 95 | · | · | 95 Direct | · | Acquired | |
| April 1, 2024 | CVS | A | 45,248 | $79.56 | $3,599,931 | 45,248 Direct | · | Acquired | 17.5% (price as of ) |
| April 1, 2024 | CVS | F | 61,953 | $79.56 | $4,928,981 | 74,687 Direct | -45.34% | Disposed | 17.5% (price as of ) |
| April 1, 2024 | CVS | A | 188,087 | $79.56 | $14,964,202 | 188,087 Direct | · | Acquired | |
| Feb. 12, 2024 | CVS | A | 136,640 | · | · | 136,640 Direct | · | Acquired | |
| May 3, 2023 | CVS | P | 14,000 | $69.75 | $976,500 | 431,392 Direct | +3.35% | Acquired | 34.0% (price as of ) |
| April 1, 2023 | CVS | F | 93,677 | $74.31 | $6,961,138 | 112,933 Direct | -45.34% | Disposed | 25.8% (price as of ) |
| April 1, 2023 | CVS | A | 244,952 | $74.31 | $18,202,383 | 244,952 Direct | · | Acquired | |
| Feb. 2, 2023 | CVS | A | 206,610 | · | · | 206,610 Direct | · | Acquired | |
| April 1, 2022 | CVS | F | 116,940 | $101.09 | $11,821,465 | 210,090 Direct | -35.76% | Disposed | -7.5% (price as of ) |
| April 1, 2022 | CVS | A | 171,517 | $101.09 | $17,338,654 | 171,517 Direct | · | Acquired | |
| Feb. 21, 2022 | CVS | A | 257,916 | · | · | 327,030 Direct | +373.17% | Acquired | |
| Dec. 17, 2021 | USB | A | 13 | $57.43 | $747 | 7,796 Direct | +0.17% | Acquired | |
| Nov. 28, 2021 | CVS | F | 14,121 | $91.52 | $1,292,354 | 69,114 Direct | -16.97% | Disposed | 2.1% (price as of ) |
| April 26, 2021 | USB | A | 1,211 | $57.79 | $69,984 | 7,669 Direct | +18.75% | Acquired | |
| April 22, 2021 | USB | A | 2,849 | · | · | 2,849 Direct | · | Acquired | |
| April 1, 2021 | CVS | F | 43,211 | $74.30 | $3,210,577 | 52,091 Direct | -45.34% | Disposed | 25.8% (price as of ) |
| April 1, 2021 | CVS | A | 224,604 | $74.30 | $16,688,077 | 224,604 Direct | · | Acquired | |
| Feb. 1, 2021 | CVS | A | 95,302 | · | · | 95,302 Direct | · | Acquired | |
| Dec. 23, 2020 | USB | A | 33 | $45.59 | $1,504 | 6,365 Direct | +0.52% | Acquired | |
| Dec. 2, 2020 | CVS | F | 12,779 | $69.63 | $889,802 | 94,370 Direct | -11.93% | Disposed | 34.2% (price as of ) |
| April 24, 2020 | USB | A | 2,098 | $33.37 | $70,010 | 6,216 Direct | +50.95% | Acquired | |
| April 24, 2020 | USB | A | 3,196 | $33.37 | $106,651 | 3,196 Direct | · | Acquired | |
| April 1, 2020 | CVS | A | 211,196 | · | · | 211,196 Direct | · | Acquired | |
| April 1, 2020 | CVS | A | 211,196 | $58.61 | $12,378,198 | 211,196 Direct | · | Acquired | |
| Feb. 18, 2020 | CVS | F | 14,215 | · | · | 78,966 Direct | -15.26% | Disposed | |
| Dec. 27, 2019 | USB | A | 62 | $60.15 | $3,729 | 4,016 Direct | +1.57% | Acquired | |
| Dec. 2, 2019 | CVS | F | 12,778 | $75.55 | $965,378 | 57,235 Direct | -18.25% | Disposed | 23.7% (price as of ) |
| Nov. 18, 2019 | CVS | S 10b5-1 | 80,143 | $75.00 | $6,010,725 | 41,831 Direct | -65.70% | Disposed | 24.6% (price as of ) |
| April 18, 2019 | USB | A | 1,123 | $51.21 | $57,509 | 3,902 Direct | +40.41% | Acquired | |
| April 18, 2019 | USB | A | 3,124 | $51.21 | $159,980 | 3,124 Direct | · | Acquired | |
| April 1, 2019 | CVS | A | 242,408 | $54.19 | $13,136,090 | 242,408 Direct | · | Acquired | |
| Feb. 19, 2019 | CVS | F | 36,617 | $69.88 | $2,558,796 | 121,974 Direct | -23.09% | Disposed | 33.8% (price as of ) |
| Dec. 27, 2018 | USB | A | 132 | $45.65 | $6,026 | 2,742 Direct | +5.06% | Acquired | |
| Dec. 2, 2018 | CVS | F | 13,060 | $79.52 | $1,038,531 | 77,869 Direct | -14.36% | Disposed | 17.5% (price as of ) |
| Nov. 28, 2018 | CVS | A | 62,747 | · | · | 62,747 Direct | · | Acquired | |
| Nov. 28, 2018 | CVS | A | 201,215 | · | · | 201,215 Direct | · | Acquired | |
| Nov. 28, 2018 | CVS | A | 31,144 | $80.27 | $2,499,929 | 232,359 Direct | +15.48% | Acquired | 16.4% (price as of ) |
| Nov. 28, 2018 | CVS | A | 192,741 | $45.91 | $8,848,739 | 192,741 Direct | · | Acquired | |
| Nov. 28, 2018 | CVS | A | 93,989 | $37.91 | $3,563,123 | 93,989 Direct | · | Acquired | |
| Nov. 28, 2018 | 1122304 | D | 74,896 | · | · | 0 Direct | -100.00% | Disposed | |
| Nov. 28, 2018 | 1122304 | D | 110,209 | · | · | 0 Direct | -100.00% | Disposed | |
| Nov. 28, 2018 | 1122304 | D | 103,323 | · | · | 0 Direct | -100.00% | Disposed | |
| Nov. 28, 2018 | 1122304 | D | 105,941 | · | · | 0 Direct | -100.00% | Disposed | |
| Nov. 28, 2018 | 1122304 | D | 29,580 | · | · | 0 Direct | -100.00% | Disposed | |
| Nov. 28, 2018 | 1122304 | D | 13,172 | · | · | 0 Direct | -100.00% | Disposed | |
| Nov. 28, 2018 | 1122304 | D | 30,981 | · | · | 0 Direct | -100.00% | Disposed | |
| April 20, 2018 | USB | A | 2,012 | $50.70 | $102,008 | 2,576 Direct | +356.74% | Acquired | |
| April 19, 2018 | USB | A | 2,959 | $50.70 | $150,021 | 2,959 Direct | · | Acquired | |
| March 2, 2018 | 1122304 | M | 17,912 | · | · | 82,173 Direct | +27.87% | Acquired | |
| March 2, 2018 | 1122304 | F | 7,277 | $177.53 | $1,291,886 | 74,896 Direct | -8.86% | Disposed | |
| March 2, 2018 | 1122304 | M | 14,926 | · | · | 0 Direct | -100.00% | Disposed | |
| March 2, 2018 | 1122304 | A | 30,981 | · | · | 30,981 Direct | · | Acquired | |
| Jan. 26, 2018 | USB | A | 561 | $57.98 | $32,527 | 561 Direct | · | Acquired | |
| Jan. 18, 2018 | USB | A | 890 | $56.15 | $49,974 | 890 Direct | · | Acquired | |
| Dec. 19, 2017 | 1122304 | A | 14,926 | · | · | 14,926 Direct | · | Acquired | |
| Sept. 18, 2017 | 1122304 | S | 15,271 | $161.91 | $2,472,528 | 64,261 Direct | -19.20% | Disposed | |
| Sept. 12, 2017 | 1122304 | M | 53,773 | $72.26 | $3,885,637 | 118,034 Direct | +83.68% | Acquired | |
| Sept. 12, 2017 | 1122304 | F | 38,502 | $162.83 | $6,269,281 | 79,532 Direct | -32.62% | Disposed | |
| Sept. 12, 2017 | 1122304 | M | 53,773 | $72.26 | $3,885,637 | 0 Direct | -100.00% | Disposed | |
| June 7, 2017 | 1122304 | S | 7,825 | $149.72 | $1,171,559 | 64,261 Direct | -10.86% | Disposed | |
| June 2, 2017 | 1122304 | M | 30,000 | $72.26 | $2,167,800 | 95,382 Direct | +45.88% | Acquired | |
| June 2, 2017 | 1122304 | F | 22,175 | $147.73 | $3,275,913 | 73,207 Direct | -23.25% | Disposed | |
| June 2, 2017 | 1122304 | M | 30,000 | $72.26 | $2,167,800 | 53,773 Direct | -35.81% | Disposed | |
| March 3, 2017 | 1122304 | F | 9,829 | $130.69 | $1,284,552 | 64,261 Direct | -13.27% | Disposed | |
| March 3, 2017 | 1122304 | M | 22,836 | · | · | 74,090 Direct | +44.55% | Acquired | |
| March 3, 2017 | 1122304 | F | 8,708 | $130.69 | $1,138,049 | 65,382 Direct | -11.75% | Disposed | |
| March 3, 2017 | 1122304 | M | 11,418 | · | · | 0 Direct | -100.00% | Disposed | |
| Feb. 17, 2017 | 1122304 | A | 105,941 | · | · | 105,941 Direct | · | Acquired | |
| Jan. 19, 2017 | USB | A | 2,957 | $50.73 | $150,009 | 2,957 Direct | · | Acquired | |
| Nov. 11, 2016 | 1122304 | S | 45,000 | $119.55 | $5,379,750 | 51,254 Direct | -46.75% | Disposed | |
| Feb. 19, 2016 | 1122304 | A | 103,323 | · | · | 103,323 Direct | · | Acquired | |
| Feb. 1, 2016 | 1122304 | M | 40,500 | · | · | 128,334 Direct | +46.11% | Acquired | |
| Feb. 1, 2016 | 1122304 | F | 18,024 | $103.37 | $1,863,141 | 110,310 Direct | -14.04% | Disposed | |
| Feb. 1, 2016 | 1122304 | M | 27,000 | · | · | 0 Direct | -100.00% | Disposed | |
| Jan. 28, 2016 | 1122304 | A | 11,418 | · | · | 11,418 Direct | · | Acquired | |
| Jan. 19, 2016 | USB | A | 3,876 | · | · | 3,876 Direct | · | Acquired | |
| July 23, 2015 | 1122304 | M | 17,902 | · | · | 70,701 Direct | +33.91% | Acquired | |
| July 23, 2015 | 1122304 | F | 8,710 | $112.05 | $975,956 | 61,991 Direct | -12.32% | Disposed | |
| July 23, 2015 | 1122304 | M | 22,956 | · | · | 84,947 Direct | +37.03% | Acquired | |
| July 23, 2015 | 1122304 | F | 11,169 | $112.05 | $1,251,486 | 73,778 Direct | -13.15% | Disposed | |
| July 23, 2015 | 1122304 | M | 17,902 | · | · | 0 Direct | -100.00% | Disposed | |
| July 23, 2015 | 1122304 | M | 15,304 | · | · | 0 Direct | -100.00% | Disposed | |
| March 2, 2015 | 1122304 | A | 110,209 | · | · | 110,209 Direct | · | Acquired | |
| March 2, 2015 | 1122304 | A | 123,067 | · | · | 123,067 Direct | · | Acquired | |
| Feb. 2, 2015 | 1122304 | M | 15,210 | · | · | 58,535 Direct | +35.11% | Acquired | |
| Feb. 2, 2015 | 1122304 | F | 5,736 | $92.22 | $528,974 | 52,799 Direct | -9.80% | Disposed | |
| Feb. 2, 2015 | 1122304 | M | 11,758 | · | · | 0 Direct | -100.00% | Disposed | |
| Jan. 15, 2015 | 1122304 | A | 5,879 | · | · | 5,879 Direct | · | Acquired | |
| July 23, 2014 | 1122304 | M | 17,902 | · | · | 32,811 Direct | +120.08% | Acquired |
Loaded 100 of 166 rows
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.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| Sept. 26, 2026 | TMO | Phantom Stock Units | Common Stock | · | · | 46 | Acquired |
| June 27, 2026 | TMO | Phantom Stock Units | Common Stock | · | · | 61 | Acquired |
| March 28, 2026 | TMO | Phantom Stock Units | Common Stock | · | · | 66 | Acquired |
| Dec. 31, 2025 | TMO | Phantom Stock Units | Common Stock | · | · | 54 | Acquired |
| Sept. 27, 2025 | TMO | Phantom Stock Units | Common Stock | · | · | 67 | Acquired |
| June 28, 2025 | TMO | Phantom Stock Units | Common Stock | · | · | 77 | Acquired |
| March 29, 2025 | TMO | Phantom Stock Units | Common Stock | · | · | 28 | Acquired |
| April 1, 2024 | CVS | Stock Option | Common Stock | $79.56 | April 1, 2034 | 188,087 | Acquired |
| April 1, 2023 | CVS | Stock Option [F9] | Common Stock | $74.31 | April 1, 2033 | 244,952 | Acquired |
| April 1, 2022 | CVS | Stock Option | Common Stock | $101.09 | April 1, 2032 | 171,517 | Acquired |
| Dec. 17, 2021 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 13 | Acquired |
| April 26, 2021 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 1,211 | Acquired |
| April 22, 2021 | USB | Restricted Stock Units | Common Stock, $0.01 par value | · | · | 2,849 | Acquired |
| April 1, 2021 | CVS | Stock Option | Common Stock | $74.30 | April 1, 2031 | 224,604 | Acquired |
| Dec. 23, 2020 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 33 | Acquired |
| April 24, 2020 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 2,098 | Acquired |
| April 24, 2020 | USB | Restricted Stock Units | Common Stock, $0.01 par value | · | · | 3,196 | Acquired |
| April 1, 2020 | CVS | Stock Option | Common Stock | · | April 1, 2030 | 211,196 | Acquired |
| April 1, 2020 | CVS | Stock Option | Common Stock | · | April 1, 2030 | 211,196 | Acquired |
| Dec. 27, 2019 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 62 | Acquired |
| April 18, 2019 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 1,123 | Acquired |
| April 18, 2019 | USB | Restricted Stock Units | Common Stock, $0.01 par value | · | · | 3,124 | Acquired |
| April 1, 2019 | CVS | Stock Option | Common Stock | $54.19 | April 1, 2029 | 242,408 | Acquired |
| Dec. 27, 2018 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 132 | Acquired |
| Nov. 28, 2018 | CVS | Stock Appreciation Rights | Common Stock | $45.91 | Feb. 16, 2027 | 192,741 | Acquired |
| Nov. 28, 2018 | CVS | Stock Appreciation Rights | Common Stock | $37.91 | Feb. 18, 2026 | 93,989 | Acquired |
| Nov. 28, 2018 | 1122304 | Stock Appreciation Rights | Common Stock | $100.50 | · | 110,209 | Disposed |
| Nov. 28, 2018 | 1122304 | Stock Appreciation Rights | Common Stock | $103.45 | · | 103,323 | Disposed |
| Nov. 28, 2018 | 1122304 | Stock Appreciation Rights | Common Stock | $125.27 | · | 105,941 | Disposed |
| Nov. 28, 2018 | 1122304 | Performance Stock Units | Common Stock | · | · | 29,580 | Disposed |
| Nov. 28, 2018 | 1122304 | Performance Stock Units | Common Stock | · | · | 13,172 | Disposed |
| Nov. 28, 2018 | 1122304 | Restricted Stock Units | Common Stock | · | · | 30,981 | Disposed |
| April 20, 2018 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 2,012 | Acquired |
| April 19, 2018 | USB | Restricted Stock Units | Common Stock, $0.01 par value | · | · | 2,959 | Acquired |
| March 2, 2018 | 1122304 | Performance Stock Units | Common Stock | · | · | 14,926 | Disposed |
| March 2, 2018 | 1122304 | Restricted Stock Units | Common Stock | · | · | 30,981 | Acquired |
| Jan. 26, 2018 | USB | Deferred Compensation Plan Participation | Common Stock, $0.01 par value | · | · | 561 | Acquired |
| Jan. 18, 2018 | USB | Restricted Stock Units | Common Stock, $0.01 par value | · | · | 890 | Acquired |
| Dec. 19, 2017 | 1122304 | Performance Stock Units | Common Stock | · | · | 14,926 | Acquired |
| Sept. 12, 2017 | 1122304 | Stock Appreciation Rights | Common Stock | $72.26 | March 2, 2024 | 53,773 | Disposed |
| June 2, 2017 | 1122304 | Stock Appreciation Rights | Common Stock | $72.26 | March 2, 2024 | 30,000 | Disposed |
| March 3, 2017 | 1122304 | Performance Stock Units | Common Stock | · | · | 11,418 | Disposed |
| Feb. 17, 2017 | 1122304 | Stock Appreciation Rights | Common Stock | $125.27 | Feb. 17, 2027 | 105,941 | Acquired |
| Jan. 19, 2017 | USB | Restricted Stock Units | Common Stock, $0.01 par value | · | · | 2,957 | Acquired |
| Feb. 19, 2016 | 1122304 | Stock Appreciation Rights | Common Stock | $103.45 | · | 103,323 | Acquired |
| Feb. 1, 2016 | 1122304 | Market Stock Units | Common Stock | · | · | 27,000 | Disposed |
| Jan. 28, 2016 | 1122304 | Performance Stock Units | Common Stock | · | · | 11,418 | Acquired |
| Jan. 19, 2016 | USB | Restricted Stock Units | Common Stock, $0.01 par value | · | · | 3,876 | Acquired |
| July 23, 2015 | 1122304 | Restricted Stock Units | Common Stock | · | · | 17,902 | Disposed |
| July 23, 2015 | 1122304 | Market Stock Units | Common Stock | · | · | 15,304 | Disposed |
| March 2, 2015 | 1122304 | Stock Appreciation Right [F1] | Common Stock | $100.50 | March 1, 2025 | 110,209 | Acquired |
| March 2, 2015 | 1122304 | Stock Appreciation Right | Common Stock | $100.50 | March 1, 2025 | 123,067 | Acquired |
| Feb. 2, 2015 | 1122304 | Performance Stock Units | Common Stock | · | · | 11,758 | Disposed |
| Jan. 15, 2015 | 1122304 | Performance Stock Units | Common Stock | · | · | 5,879 | Acquired |
| July 23, 2014 | 1122304 | Restricted Stock Units | Common Stock | · | · | 17,902 | Disposed |
| July 23, 2014 | 1122304 | Market Stock Units | Common Stock | · | · | 15,467 | Disposed |
| July 23, 2014 | 1122304 | Performance Stock Units | Common Stock | · | · | 13,696 | Disposed |
| March 3, 2014 | 1122304 | Stock Appreciation Right | Common Stock | $72.26 | March 3, 2024 | 83,773 | Acquired |
| Jan. 29, 2014 | 1122304 | Performance Stock Units | Common Stock | · | · | 6,848 | Acquired |
| Jan. 29, 2014 | 1122304 | Performance Stock Units | Common Stock | · | · | 5,879 | Acquired |
| July 23, 2013 | 1122304 | Restricted Stock Units | Common Stock | · | · | 17,902 | Disposed |
| Feb. 1, 2013 | 1122304 | Market Stock Units | Common Stock | · | · | 27,000 | Acquired |
| Jan. 17, 2013 | 1122304 | Performance Stock Units | Common Stock | · | · | 6,848 | Acquired |
| July 23, 2012 | 1122304 | Market Stock Unit | Common Stock | · | · | 15,467 | Acquired |
| July 23, 2012 | 1122304 | Market Stock Unit | Common Stock | · | · | 15,304 | Acquired |
| July 23, 2012 | 1122304 | Restricted Stock Unit | Common Stock | · | · | 53,706 | Acquired |
| March 4, 2009 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $14.02 | March 4, 2019 | 38,528 | Acquired |
| Feb. 27, 2008 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $47.92 | Feb. 27, 2018 | 25,685 | Acquired |
| June 1, 2007 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $89.42 | Feb. 24, 2015 | 1,911 | Disposed |
| June 1, 2007 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $94.24 | Feb. 27, 2012 | 4,540 | Disposed |
| March 16, 2007 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $55.44 | Feb. 25, 2014 | 2,707 | Disposed |
| Feb. 28, 2007 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $140.65 | Feb. 28, 2017 | 6,762 | Acquired |
| Feb. 16, 2007 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $41.09 | July 23, 2013 | 3,333 | Disposed |
| March 2, 2006 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $89.42 | Feb. 24, 2015 | 1,913 | Disposed |
| March 2, 2006 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $55.44 | Feb. 25, 2014 | 2,708 | Disposed |
| March 2, 2006 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $41.92 | Feb. 26, 2013 | 3,010 | Disposed |
| Feb. 22, 2006 | 701221 | Employee Stock Option (Right to Buy) | Common Stock, $.25 Par Value | $121.70 | Feb. 22, 2016 | 6,385 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.
Holdings reported on Form 4 94 reported holdings
Positions listed on each Form 4 without a transaction in that filing (Table I and II holdings), newest filing first.
| Date | Ticker | Security | Shares | Exercise price | Expiration | Ownership |
|---|---|---|---|---|---|---|
| May 22, 2026 | TMO | Common Stock | 76 | · | · | Indirect |
| May 22, 2025 | TMO | Common Stock | 76 | · | · | Indirect |
| Feb. 21, 2025 | TMO | Common Stock | 76 | · | · | Indirect |
| Feb. 14, 2024 | CVS | Common Stock (By Trust) | 431,392 | · | · | Direct |
| Feb. 14, 2024 | CVS | Stock Appreciation Rights [F2] | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| Feb. 14, 2024 | CVS | Stock Appreciation Rights [F3] | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| Feb. 14, 2024 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| Feb. 14, 2024 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| Feb. 14, 2024 | CVS | Stock Option | 224,604 | $74.30 | April 1, 2031 | Direct |
| Feb. 14, 2024 | CVS | Stock Option [F9] | 171,517 | $101.09 | April 1, 2032 | Direct |
| Feb. 14, 2024 | CVS | Stock Option [F10] | 244,952 | $74.31 | April 1, 2033 | Direct |
| May 5, 2023 | CVS | Stock Appreciation Rights [F1] | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| May 5, 2023 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| May 5, 2023 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| May 5, 2023 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| May 5, 2023 | CVS | Stock Option | 224,604 | $74.30 | April 1, 2031 | Direct |
| May 5, 2023 | CVS | Stock Option [F7] | 171,517 | $101.09 | April 1, 2032 | Direct |
| May 5, 2023 | CVS | Stock Option [F8] | 244,952 | $74.31 | April 1, 2033 | Direct |
| April 4, 2023 | CVS | Common Stock (By Trust) | 304,459 | · | · | Direct |
| April 4, 2023 | CVS | Common Stock (Restricted) | 0 | · | · | Direct |
| April 4, 2023 | CVS | Stock Appreciation Rights [F2] | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| April 4, 2023 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| April 4, 2023 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| April 4, 2023 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| April 4, 2023 | CVS | Stock Option | 224,604 | $74.30 | April 1, 2031 | Direct |
| April 4, 2023 | CVS | Stock Option [F8] | 171,517 | $101.09 | April 1, 2032 | Direct |
| Feb. 3, 2023 | CVS | Common Stock (By Trust) | 304,459 | · | · | Direct |
| Feb. 3, 2023 | CVS | Stock Option | 171,517 | $101.09 | April 1, 2032 | Direct |
| Feb. 3, 2023 | CVS | Stock Appreciation Rights [F3] | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| Feb. 3, 2023 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| Feb. 3, 2023 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| Feb. 3, 2023 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| Feb. 3, 2023 | CVS | Stock Option | 224,604 | $74.30 | April 1, 2031 | Direct |
| April 5, 2022 | CVS | Common Stock (By Trust) | 94,369 | · | · | Direct |
| April 5, 2022 | CVS | Stock Appreciation Rights [F3] | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| April 5, 2022 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| April 5, 2022 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| April 5, 2022 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| April 5, 2022 | CVS | Stock Option | 224,604 | $74.30 | April 1, 2031 | Direct |
| Feb. 23, 2022 | CVS | Common Stock (By Trust) | 94,369 | · | · | Direct |
| Feb. 23, 2022 | CVS | Stock Appreciation Rights [F2] | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| Feb. 23, 2022 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| Feb. 23, 2022 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| Feb. 23, 2022 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| Feb. 23, 2022 | CVS | Stock Option | 224,604 | $74.30 | April 1, 2031 | Direct |
| Dec. 1, 2021 | CVS | Common Stock (By Trust) | 94,369 | · | · | Direct |
| Dec. 1, 2021 | CVS | Stock Appreciation Rights | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| Dec. 1, 2021 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| Dec. 1, 2021 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| Dec. 1, 2021 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| Dec. 1, 2021 | CVS | Stock Option | 224,604 | $74.30 | April 1, 2031 | Direct |
| April 2, 2021 | CVS | Common Stock (By Trust) | 94,369 | · | · | Direct |
| April 2, 2021 | CVS | Common Stock (restricted) | 31,144 | · | · | Direct |
| April 2, 2021 | CVS | Stock Appreciation Rights | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| April 2, 2021 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| April 2, 2021 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| April 2, 2021 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| Dec. 4, 2020 | CVS | Common Stock (restricted) | 31,144 | · | · | Direct |
| Dec. 4, 2020 | CVS | Stock Appreciation Rights | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| Dec. 4, 2020 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| Dec. 4, 2020 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| Dec. 4, 2020 | CVS | Stock Option | 211,196 | · | April 1, 2030 | Direct |
| April 3, 2020 | CVS | Common Stock | 78,966 | · | · | Direct |
| April 3, 2020 | CVS | Common Stock (restricted) | 59,327 | · | · | Direct |
| April 3, 2020 | CVS | Stock Appreciation Rights | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| April 3, 2020 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| April 3, 2020 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| Dec. 4, 2019 | CVS | Common Stock (restricted) | 95,273 | · | · | Direct |
| Dec. 4, 2019 | CVS | Stock Appreciation Rights | 192,741 | $45.91 | Feb. 16, 2027 | Direct |
| Dec. 4, 2019 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| Dec. 4, 2019 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| Nov. 20, 2019 | CVS | Common Stock (restricted) | 123,455 | · | · | Direct |
| Nov. 20, 2019 | CVS | Stock Appreciation Rights | 192,741 | · | Feb. 16, 2027 | Direct |
| Nov. 20, 2019 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| Nov. 20, 2019 | CVS | Stock Option | 242,408 | $54.19 | April 1, 2029 | Direct |
| April 3, 2019 | CVS | Common Stock | 121,974 | · | · | Direct |
| April 3, 2019 | CVS | Common Stock (restricted) | 123,455 | · | · | Direct |
| April 3, 2019 | CVS | Stock Appreciation Rights | 192,741 | · | Feb. 16, 2027 | Direct |
| April 3, 2019 | CVS | Stock Appreciation Rights | 93,989 | $37.91 | Feb. 18, 2026 | Direct |
| June 26, 2009 | 701221 | Common Stock, $.25 Par Value | 1,881 | · | · | Indirect |
| Aug. 7, 2008 | 701221 | Common Stock, $.25 Par Value | 1,643 | · | · | Indirect |
| April 28, 2008 | 701221 | Common Stock, $.25 Par Value | 1,643 | · | · | Indirect |
| Feb. 28, 2008 | 701221 | Common Stock, $.25 Par Value | 1,551 | · | · | Indirect |
| Feb. 28, 2008 | 701221 | Employee Stock Option (Right to Buy) | 5,733 | · | Feb. 24, 2015 | Direct |
| Feb. 28, 2008 | 701221 | Employee Stock Option (Right to Buy) | 17,400 | · | Feb. 28, 2011 | Direct |
| Feb. 28, 2008 | 701221 | Employee Stock Option (Right to Buy) | 19,155 | · | Feb. 22, 2016 | Direct |
| Feb. 28, 2008 | 701221 | Employee Stock Option (Right to Buy) | 20,286 | · | Feb. 28, 2017 | Direct |
| June 4, 2007 | 701221 | Common Stock, $.25 Par Value | 510 | · | · | Indirect |
| Feb. 27, 2007 | 701221 | Common Stock, $.25 Par Value | 469 | · | · | Indirect |
| Feb. 20, 2007 | 701221 | Common Stock, $.25 Par Value | 469 | · | · | Indirect |
| Aug. 8, 2006 | 701221 | Common Stock, $.25 Par Value | 465 | · | · | Indirect |
| July 24, 2006 | 701221 | Common Stock, $.25 Par Value | 465 | · | · | Indirect |
| March 3, 2006 | 701221 | Common Stock, $.25 Par Value | 431 | · | · | Indirect |
| Feb. 28, 2006 | 701221 | Common Stock, $.25 Par Value | 427 | · | · | Indirect |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,191,781 | · | · | · | $2,383,562 | · | $1,856,281 | $23,431,466 |
| 2023 | $1,500,000 | · | $12,374,971 | $4,124,992 | $2,992,000 | · | $623,071 | $21,615,034 |
| 2022 | $1,487,500 | · | $12,374,946 | $4,124,984 | $2,975,000 | · | $354,625 | $21,317,055 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.