Jeffrey R. Balser
CIK 1751633 · last filed 2026-05-15
Jeffrey R. Balser is a corporate insider who has filed 17 SEC Form 4 insider transactions across 2 companies since 2018. The most recent filing shows the insider was granted $199.9K of CVS on May 15, 2026. Current disclosed insider exposure totals $1.5M across reported positions. 9 SEC filings were submitted jointly with VARIAN MEDICAL SYSTEMS INC.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.52M
2
17
$0
Filer Profile
NASHVILLE, TN 37205
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| CVS | Director | 15,717 | $96.74 | $1.52M | $0 | 9 | 2026-05-15 |
| VARIAN MEDICAL SYSTEMS INC (VAR) Delisted | Director | 0 | $177.07 | $0 | $0 | 8 | 2021-04-16 |
Recent Filings
17 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-15 | CVS | Grant (A) | +2,058 | $199.9K | EDGAR |
| 2025-11-21 | CVS | Grant (A) | +1,775 | $135.0K | EDGAR |
| 2025-05-19 | CVS | Grant (A) | +2,232 | $135.0K | EDGAR |
| 2024-11-25 | CVS | Grant (A) | +2,375 | $135.6K | EDGAR |
| 2024-05-17 | CVS | Grant (A) | +2,184 | $125.6K | EDGAR |
| 2023-11-17 | CVS | Grant (A) | +1,817 | $125.6K | EDGAR |
| 2023-05-19 | CVS | Grant (A) | +1,329 | $92.1K | EDGAR |
| 2022-11-21 | CVS | Grant (A) | +1,323 | $125.6K | EDGAR |
| 2022-09-14 | CVS | Grant (A) | +406 | $0 | EDGAR |
| 2021-04-16 | VARIAN MEDICAL SYSTEMS INC (VAR) Delisted | Disp (D) | −2,824 | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.