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 |
|---|---|---|---|---|---|
| Wessling Erin M | EVP & Chief Legal Officer | 2026-09-03 | Tax withholding | 255 | $106K |
| Craig Ryan R | EVP & Chief HR Officer | 2026-09-02 | Tax withholding | 144 | $58K |
| Wessling Erin M | EVP & Chief Legal Officer | 2026-09-02 | Tax withholding | 94 | $38K |
| BOUDREAUX GAIL | President and CEO, Director | 2026-07-17 | Open-market buy | 680 | $249K |
| BOUDREAUX GAIL | President and CEO, Director | 2026-07-17 | Open-market buy | 2045 | $753K |
| PERU RAMIRO G | Director | 2026-07-17 | Open-market buy | 1000 | $366K |
| Penczek Ronald W | CAO & Controller | 2026-06-12 | Open-market sell | 369 | $149K |
| Dixon Robert L JR | Director | 2026-06-11 | Open-market sell | 151 | $61K |
| Penczek Ronald W | CAO & Controller | 2026-05-19 | Option exercise | 654 | $177K |
| Penczek Ronald W | CAO & Controller | 2026-05-19 | Option exercise | 877 | $273K |
| Penczek Ronald W | CAO & Controller | 2026-05-19 | Open-market sell | 1531 | $617K |
| COLLIS STEVEN H | Director | 2026-05-13 | Grant/award | 563 | $0 |
| DeVore Susan D. | Director | 2026-05-13 | Grant/award | 563 | $0 |
| Dixon Robert L JR | Director | 2026-05-13 | Grant/award | 563 | $0 |
| HAY LEWIS III | Director | 2026-05-13 | Grant/award | 563 | $0 |
| Jallal Bahija | Director | 2026-05-13 | Grant/award | 563 | $0 |
| Neri Antonio F | Director | 2026-05-13 | Grant/award | 563 | $0 |
| PERU RAMIRO G | Director | 2026-05-13 | Grant/award | 563 | $0 |
| SCHULMAN AMY W | Director | 2026-05-13 | Grant/award | 563 | $0 |
| STRABLE-SOETHOUT DEANNA D | Director | 2026-05-13 | Grant/award | 563 | $0 |
Fiscal period ending 2025-12-31 versus 2024-12-31 — view filing on EDGAR →
Regulatory pressure is the dominant theme, with newly named legislation (California PBM law, Consolidated Appropriations Act 2026) imposing concrete rebate and compensation requirements on top of broadened Medicare/Medicaid oversight, reimbursement methodology changes, and premium restrictions. Medicaid redetermination has transitioned from a temporary pandemic-era headwind to a sustained structural drag compounded by new community-engagement and procurement mandates. Two fresh litigation vectors — third-party payer payment disputes and IP infringement exposure from software products — add incremental legal risk across an already-pressured profile.
2 company-specific · 2 common-mode
New specific legislation disclosed: California PBM law and Consolidated Appropriations Act 2026 with concrete rebate remittance and compensation delinking requirements materially escalate regulatory risk.
Our pharmacy services business and pharmacy related operations are subject to various risks and uncertainties. We provide pharmacy services and are responsible to regulators, our members and…
Two new substantive risks added: payment disputes with third-party payers causing delayed/reduced payments, and IP infringement litigation exposure from software products.
There are various risks associated with providing health benefits and other healthcare diversified products and services. We continue to evolve our business to offer products and services beyond…
Shift from COVID-related Medicaid suspension ending to ongoing stringent eligibility redetermination and new regulatory requirements (community engagement, procurement changes) reflects sustained structural headwinds beyond temporary pandemic effects.
A significant reduction in the enrollment in our health benefits programs, pharmacy services or diversified products and services, particularly in states where we have large regional concentrations…
Added specific regulatory risks: reimbursement methodology changes, mandated benefits, premium restrictions, and expanded Medicare/Medicaid oversight. Escalates pricing and cost pressures.
LEGAL, REGULATORY AND PUBLIC POLICY RISKS We are subject to significant government regulation, and changes or proposed changes in the regulation of our business by federal and state regulators may…
Elevance Health issued a press release on July 15, 2026, reporting second quarter 2026 financial results, including operating revenue of $49.8 billion, diluted EPS of $6.71, and adjusted diluted EPS of $7.45. The company also raised full-year 2026 guidance for diluted EPS to at least $20.10 and adjusted diluted EPS to at least $27.00. This is a standard quarterly earnings release with detailed financial statements, segment performance, and forward guidance—a material disclosure affecting investor assessment of the registrant's financial performance and outlook.
View raw filing on EDGAR →The filing discloses reaffirmation of full-year 2026 earnings guidance ($19.85 per diluted share including unfavorable items; $26.75 adjusted) and benefit expense ratio guidance (90.2% ± 50 bps) during investor meetings. While this is forward-looking guidance rather than an earnings release (which typically reports historical results), the reaffirmation of specific quantitative earnings and operational metrics would materially affect a reasonable investor's assessment of the company's expected financial performance. This does not fit cleanly into earnings_release (no historical results reported) but is material guidance disclosure that warrants classification as other_material.
View raw filing on EDGAR →