Ronald W. Penczek - Mar 3, 2025 Form 4 Insider Report for Elevance Health, Inc. (ELV)

Role
CAO & Controller
Signature
/s/ Kathleen S. Kiefer, Attorney in fact
Stock symbol
ELV
Transactions as of
Mar 3, 2025
Transactions value $
-$78,309
Form type
4
Date filed
3/5/2025, 04:57 PM
Previous filing
Mar 8, 2024
Next filing
Mar 11, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction ELV Common Stock Tax liability -$78.3K -198 -11.11% $395.50 1.58K Mar 3, 2025 Direct F1
transaction ELV Common Stock Award $0 +285 +17.99% $0.00 1.87K Mar 3, 2025 Direct F2
transaction ELV Common Stock Award $0 +421 +22.53% $0.00 2.29K Mar 3, 2025 Direct F3, F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction ELV Employee Stock Option (Right to Buy) Award $0 +1.08K $0.00 1.08K Mar 3, 2025 Common Stock 1.08K $395.50 Direct F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 PAYMENT OF TAX LIABILITY BY WITHHOLDING STOCK INCIDENT TO THE VESTING OF PREVIOUSLY GRANTED RESTRICTED STOCK.
F2 Represents restricted share units. Restrictions lapse as follows: 95 shares on 3/3/2026, 3/3/2027 and 3/3/2028.
F3 Represents performance based restricted share units. Restrictions lapse on 3/3/2025.
F4 Balance includes 4.18 shares acquired on March 22, 2024, 3.99 shares acquired on June 25, 2024, 4.07 shares acquired on September 25, 2024 and 5.95 shares acquired on December 20, 2024 through a dividend reinvestment plan.
F5 The option represents a right to purchase a total of 1,081 shares, and is exercisable in three annual installments, with two installments of 360 shares each and one installment of 361 shares, beginning on 3/3/2026, which is the one-year anniversary of the option grant date.