SEC 8-K and 6-K filings classified by Claude with reasoning, plus Form 4 insider transactions. Ingested from EDGAR’s filing stream in near-real time, reconciled overnight.
Open-market buys and sells only — the deliberate trades. Zero here doesn’t mean no filings: grants, option exercises and tax withholding (below) are compensation, not market trades.
| Insider | Role | Date | Transaction | Shares | Value |
|---|---|---|---|---|---|
| Nundy Shantanu | Chief Medical Officer | 2026-09-01 | Grant/award | 2549 | $0 |
| Crawford Frederick John | Director | 2026-08-01 | Grant/award | 544 | $0 |
| Smith Paul John | Director | 2026-08-01 | Grant/award | 544 | $0 |
| Dintenfass David | President, Enterprise Growth | 2026-05-01 | Grant/award | 11273 | $0 |
| Field Robert Stuart | Director | 2026-05-01 | Grant/award | 852 | $0 |
| Martin Aaron | President, Medicare Advantage | 2026-05-01 | Grant/award | 8206 | $0 |
| Mehta Japan | Chief Information Officer | 2026-05-01 | Grant/award | 9448 | $0 |
| Mellet Celeste | Chief Financial Officer | 2026-05-01 | Grant/award | 15387 | $0 |
| O'Hara Michelle A. | Chief Human Resources Officer | 2026-05-01 | Grant/award | 10485 | $0 |
| Rechtin James A. | President & CEO | 2026-05-01 | Grant/award | 35633 | $0 |
| Shetty Sanjay K | President, CenterWell | 2026-05-01 | Grant/award | 9945 | $0 |
| Ventura Joseph C | Chief Legal Officer | 2026-05-01 | Grant/award | 10318 | $0 |
| Shetty Sanjay K | President, CenterWell | 2026-04-01 | Option exercise | 887 | $0 |
| Shetty Sanjay K | President, CenterWell | 2026-04-01 | Tax withholding | 401 | $70K |
| Felter John-Paul W. | SVP, Chief Accting Off & Cont. | 2026-02-24 | Option exercise | 165 | $0 |
| Felter John-Paul W. | SVP, Chief Accting Off & Cont. | 2026-02-24 | Tax withholding | 84 | $15K |
| Renaudin George II | President, Insurance | 2026-02-24 | Option exercise | 1035 | $0 |
| Renaudin George II | President, Insurance | 2026-02-24 | Tax withholding | 419 | $74K |
| Ventura Joseph C | Chief Legal Officer | 2026-02-24 | Option exercise | 1035 | $0 |
| Ventura Joseph C | Chief Legal Officer | 2026-02-24 | Tax withholding | 478 | $85K |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Cybersecurity risk concretized via the Change Healthcare incident, confirming supply-chain exposure as an operational reality rather than a theoretical threat. Offsetting this, the court vacatur of the Final RADV Rule materially reduces near-term compliance and financial risk, though the government's appeal preserves residual uncertainty. Net picture is modestly mixed with no severe or pervasive shift in either direction.
1 company-specific · 1 eased/removed
Added concrete example of Change Healthcare February 2024 incident affecting company operations, demonstrating realized cybersecurity risk materialized in supply chain.
If we, and the third-party service providers on whom we rely, are unable to defend our information technology systems against cybersecurity attacks, contain such attacks when they occur, or prevent…
Court vacated Final RADV Rule on APA grounds; government appealing. Materially reduces near-term regulatory risk despite pending appeal.
As a government contractor, we are exposed to risks that may materially adversely affect our business or our willingness or ability to participate in government health care programs. A significant…
Humana reported second quarter 2026 financial results with GAAP EPS of $5.73 and Adjusted EPS of $7.61, along with year-to-date results and revised full-year 2026 guidance. The earnings release includes detailed financial tables, segment performance metrics, and forward guidance.
View raw filing on EDGAR →The filing discloses the election of two new directors, Frederick J. Crawford and Paul J. Smith, to Humana's Board effective July 28, 2026, expanding the board from eleven to thirteen members. Both individuals are described as independent directors and will receive RSU grants under the company's director compensation program. This is a clear executive appointment event, material to investors as board composition affects governance and strategic direction.
View raw filing on EDGAR →Humana is reaffirming its FY 2026 earnings guidance (at least $8.36 diluted EPS and at least $9.00 adjusted EPS) in advance of investor meetings scheduled through June 30, 2026. While technically a Regulation FD disclosure rather than a formal earnings release, the disclosure centers on quantified earnings guidance and includes a reconciliation of GAAP to non-GAAP metrics, which is characteristic of earnings-related guidance updates. The materiality and forward-looking nature of specific EPS targets make this a significant disclosure to investors.
View raw filing on EDGAR →Humana Inc. entered into material definitive agreements on May 15, 2026, establishing a $1.5 billion pre-capitalized trust securities facility with Horseshoe Funding Trust I and II that provides on-demand capital and liquidity through the issuance of up to $750 million in Senior Notes to each trust over extended periods (10 and 30 years respectively). This material capital structure transaction involves the creation of direct financial obligations and represents a significant financing arrangement.
View raw filing on EDGAR →