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CVS

CVS Health Corporation

Sector: healthcareMedical - Healthcare PlansNYSEMarket Cap: $97.57B

CVS Health Corporation operates a vertically integrated healthcare model (pharmacy benefits, retail, clinics) with a primary political signal of $30,000 in 2024 lobbying focused on drug pricing and healthcare costs, and direct donations to 8 House members on key health and tax committees.

Govt Dependence
15/100
Regulatory Density
95/100
Lobbying Intensity
40/100
Political Signal
NEUTRAL

BusinessWhat CVS does

CVS Health is a diversified healthcare company with a vertically integrated model encompassing pharmacy benefit management (Caremark), retail pharmacy (over 9,000 stores), and primary care/health services (via HealthHUBs and MinuteClinic). Revenue lines include pharmacy services (PBM), retail/long-term care pharmacy, and health care benefits (Aetna).

12 months past · 3 months futureCVS activity timeline

$86$72$57 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $83.90 hi $58.75 lo $82.09 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 41 Ro Khanna (D) · Purchase · 2026-04-13John Boozman (R) · Purchase · 2026-01-29Michael T. McCaul (R) · Sale · 2026-01-13Ro Khanna (D) · Sale · 2026-01-29Dwight Evans (D) · Sale · 2025-11-21Lisa C. McClain (R) · purchase · 2025-10-30Lisa C. McClain (R) · Purchase · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · Sale · 2025-10-31Lisa C. McClain (R) · Sale · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-30Michael T. McCaul (R) · Sale · 2025-10-27Michael T. McCaul (R) · sale · 2025-10-27Val T. Hoyle (D) · sale · 2025-09-23Val T. Hoyle (D) · Sale · 2025-09-23Michael T. McCaul (R) · Sale · 2025-08-22Michael T. McCaul (R) · sale · 2025-08-22Ro Khanna (D) · Purchase · 2025-08-04Ro Khanna (D) · purchase · 2025-08-04Michael T. McCaul (R) · Sale · 2025-06-27Michael T. McCaul (R) · sale · 2025-06-27Ro Khanna (D) · Sale · 2025-05-19Ro Khanna (D) · sale · 2025-05-28Ro Khanna (D) · Sale · 2025-05-28 Citadel Advisors · OPENED $564M · 2025-06-30Citadel Advisors · OPENED $357M · 2025-09-30Citadel Advisors · OPENED $293M · 2025-12-31D.E. Shaw & Co. · OPENED $149M · 2025-12-31D.E. Shaw & Co. · OPENED $145M · 2025-09-30D.E. Shaw & Co. · OPENED $124M · 2025-06-30Bridgewater Associates · OPENED $90M · 2025-09-30Bridgewater Associates · OPENED $82M · 2025-12-31Bridgewater Associates · OPENED $58M · 2025-06-30Renaissance Technologies · OPENED $40M · 2025-06-30Renaissance Technologies · OPENED $12M · 2025-09-30 HR.1860 · committee · 2025-09-16 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Budget · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Veterans' Affairs · 2026-05-20MARKUP · Senate Health, Education, Labor, and Pensions · 2026-05-21MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 24 congressional trades shown · 0 insider buys · 11 13F filings · 1 past bill actions · 16 upcoming markups

Executive Branch ConflictsCVS held by Trump-administration officials

Lifetime Government AwardsCVS federal contracts by year

$125K
total awarded · 2021–2025
6
contracts on file
2022
peak year ($56K)
$56K $28K 2021: $45K across 1 contract $45K 2021 2022: $56K across 3 contracts (peak year) $56K 2022 3 contracts 2023: $13K across 1 contract $13K 2023 2025: $11K across 1 contract $11K 2025
Top contracts by award amount
$45K Department of Veterans Affairs 2021-12-22 GIFT CARDS RESEARCH & DEVELOPMENT PATIENT INCENTIVE FOR PARTICIPATING
$26K Department of Veterans Affairs 2022-08-31 COMPENSATION GIFTCARDS FOR RESEARCH STUDIES
$20K Environmental Protection Agency 2022-02-15 COVID TESTING VOUCHERS WITH CVS
$13K Department of Justice 2023-09-07 CVS HEALTH CORP OXBRYTA 500MG TAB POC: ANNA.JACKSON@CVSHEALTH.COM AND
$11K Department of Veterans Affairs 2025-07-18 CVS GIFT CARDS
5 years · 6 contracts

Smart Money · 13F HoldingsHedge funds holding CVS

$4.80B
Total CVS held by tracked 13F funds
38
Funds with CVS positions
+38
Funds opened this quarter
Citadel Advisors $564M opened 2025-06-30
Citadel Advisors $465M opened 2024-09-30
Citadel Advisors $396M opened 2025-03-31
Citadel Advisors $357M opened 2025-09-30
Citadel Advisors $351M opened 2024-03-31
Citadel Advisors $293M opened 12 overlap 2025-12-31
Citadel Advisors $243M opened 2024-06-30
D.E. Shaw & Co. $236M opened 2024-09-30
30 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading CVSMembers of Congress with recent CVS positions

14 politicians traded CVS across 77 disclosed transactions totaling $2.4M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just CVS). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading CVS

2026-04-13 Ro Khanna D-California · house Purchase $1,001 - $15,000
2026-01-29 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2026-01-13 Michael T. McCaul R-Texas · house Sale $15,001 - $50,000
2026-01-29 Ro Khanna D-California · house Sale $1,001 - $15,000
2024-10-25 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000
2024-12-11 Julia Letlow R-Louisiana · house Sale $1,001 - $15,000
2025-11-21 Dwight Evans D-Pennsylvania · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000
2025-10-31 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-31 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-05-13

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

23
stock awards · $17.0M market value
2026-03-31 Joyner J. David President, CEO and Chair AWARD 86,326 sh $6.2M
2026-03-31 Shah Prem S EVP and Group President AWARD 25,062 sh $1.8M
2026-03-31 Mandadi Tilak EVP, Chief Exp & Tech Officer AWARD 22,277 sh $1.6M
2026-03-31 Nelson Steven H EVP and President, Aetna AWARD 22,277 sh $1.6M
2026-03-31 Newman Brian EVP, Chief Financial Officer AWARD 19,493 sh $1.4M
2026-03-31 Khichi Samrat S. EVP, CPO and General Counsel AWARD 12,531 sh $900K
2026-03-31 Clark James David SVP, Cont & Chief Acct Officer AWARD 11,138 sh $800K
2026-03-31 CAPOZZI HEIDI B EVP and Chief People Officer AWARD 10,025 sh $720K
For CVS, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting CVSLive legislation impacting this stock

Political ProfileWhere CVS sits in Washington

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STRUCTURAL: Strong committee alignment with $44,000 in donations to 8 House members on key health (Energy and Commerce) and tax (Ways and Means) committees, plus $30,000 lobbying on drug pricing. EVIDENTIARY: No recent corporate insider buys in 180-day window (get_corporate_insider_signal shows tier F, 0 buys), but two Form 4 buys in 2025 totaling ~$2.1M. Minimal federal contracts ($125k). Net: High regulatory exposure but low transactional signals.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Drug pricing and PBM regulation under House Energy and Commerce Committee jurisdiction
    Congress (House Committee on Energy and Commerce)
    "get_political_influence.donations shows donations to members of HSIF (Energy and Commerce), including ranking member Frank Pallone (D-NJ) and member Gus Bilirakis (R-FL), who chairs the Health subcomm"

Regulatory opportunities

  • Lobbying for lower healthcare costs and PBM industry education may shape favorable legislation
    Congress
    "Lobbying filings touching this ticker[0] shows $30,000 lobbying on 'issues involving lowering the cost of healthcare and prescription drug prices; quality healthcare, patient outcomes, and healthcare "

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for CVS

KEEFE STRATEGIES LLC (FKA KEEFE SINGISER PARTNERS) · $30K healthcare
Member intelligence layer

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Frequently AskedAbout CVS & political exposure

Does CVS Health Corporation (CVS) hold federal contracts?
Yes. CVS Health Corporation has 6 federal contract awards totaling $125,349, primarily from agencies including Department of Justice, Department of Veterans Affairs, Environmental Protection Agency. See full contract list and amounts on this page.
Which Trump cabinet officials own CVS stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in CVS on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded CVS stock?
611 congressional trades by 60 unique members of Congress, most recently on 2026-04-13. See the Congressional Trading panel for politician-by-politician breakdown.
What is CVS political risk profile?
Government dependence: 15/100. Lobbying intensity: 40/100. Political signal: neutral. Donor party split: R 32% / D 68%.
How does GovGreed track CVS political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. CVS data is updated daily from these official federal sources.