Insider and congress filings

Centene Corp. (CNC)

NYSE · Healthcare · 380 insider transactions · 94 congress trades · last filed 11 days agoS&P 500

7
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
2 buys·5 sells
Purchases and sales in the filings shown
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About Centene Corp.

from the company's filings and listing, as of Oct 23, 2026
Exchange
NYSE
Sector
Healthcare
Industry
Medical - Healthcare Plans
Chief executive
Sarah McGinty London
Employees
61,100
Listed since
Dec 13, 2001
Market value
$35.2B
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$10.33
Dividend yield
-

www.centene.com

Earnings

6 reported quarters · next on Oct 27, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 28, 2026$2.51$1.09$53.6B$47.6BEPS beatRevenue beat
Q1 FY2026reported Apr 28, 2026$3.37$2.23$49.9B$47.5BEPS beatRevenue beat
Q4 FY2025reported Feb 6, 2026-$1.19-$1.22$49.7B$48.4BEPS beatRevenue beat
Q3 FY2025reported Oct 29, 2025$0.50-$0.14$49.7B$47.7BEPS beatRevenue beat
Q2 FY2025reported Jul 25, 2025-$0.16$0.11$48.7B$44.1BEPS missRevenue beat
Q1 FY2025reported Apr 25, 2025$2.90$2.52$46.6B$42.8BEPS beatRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$2.7B41,446,046+4.1%8.39%
Vanguard Capital Management LLC$2.0B31,478,140+0.8%6.37%
AQR Capital Management LLCCliff Asness$1.8B28,678,701-14.7%5.81%
Vanguard Portfolio Management LLC$1.4B22,352,704+3.3%4.53%
State Street Corp$1.4B21,965,370+1.5%4.46%
Geode Capital Management, LLC$854.0M13,309,729+2.5%2.70%
Wellington Management Group LLP$853.8M13,301,215+423.0%2.69%
Ameriprise Financial Inc$798.2M12,419,397+22.6%2.52%
Invesco Ltd.$717.6M11,179,844+5.3%2.26%
Harris Associates L.P.$714.1M11,124,640-21.1%2.25%
Morgan Stanley$645.2M10,051,700+1.7%2.04%
T. Rowe Price Associates, Inc.$558.5M8,701,030+24.9%1.76%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding CNC

5 managers
ManagerValueSharesShare of book
Cliff AsnessAQR Capital Management$1.8B28,678,7010.6%
Deerfield Management$314.6M4,901,0003.3%
Glenview CapitalLarry Robbins$121.1M1,886,0552.2%
David EinhornGreenlight Capital$106.0M1,651,1502.7%
Voloridge Investment Management$104.2M1,623,9380.4%

5 of the 97 fund managers we track list CNC shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

Know when the next CNC filing is reported.

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Open-market insider trades

7 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Christopher KosterSecretary & General CounselSold56,500$66.90$3.8MAug 26, 2026filed Aug 27, 20261d
Christopher KosterSecretary & General CounselSold47,603$65.36$3.1MAug 18, 2026filed Aug 19, 20261d
Kenneth A. BurdickDirectorSold80,000$64.55$5.2MJun 10, 2026filed Jun 11, 20261d
Kenneth A. BurdickDirectorSold32,796$39.00$1.3MDec 4, 2025filed Dec 5, 20251d
Kenneth A. BurdickDirectorSold33,211$39.04$1.3MDec 3, 2025filed Dec 5, 20252d
Sarah LondonChief Executive OfficerBought19,230$25.50$490KAug 8, 2025filed Aug 11, 20251d
Theodore R. Samuels IIDirectorBought9,000$27.62$249KJul 28, 2025filed Jul 29, 20251d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Michael A. CarsonGroup President, Medicare&SpecTax withholding7,130Oct 15, 2026
Christopher J. CoughlinDirectorStock award583Sep 30, 2026
Frederick H. EppingerDirectorStock award864Sep 30, 2026
Theodore R. Samuels IIDirectorStock award583Sep 30, 2026
Kenneth TanjiDirectorStock award603Sep 30, 2026
Lauren M. TylerDirectorStock award482Sep 30, 2026
Theodore J. PienkosCorporate Controller & CAOTax withholding1,092Sep 15, 2026
Paul J. DiazDirectorStock award2,771Jul 28, 2026
Lauren M. TylerDirectorStock award3,155Jul 17, 2026
Christopher J. CoughlinDirectorStock award562Jun 30, 2026
Frederick H. EppingerDirectorStock award833Jun 30, 2026
Theodore R. Samuels IIDirectorStock award465Jun 30, 2026
Kenneth TanjiDirectorStock award581Jun 30, 2026
Lauren M. TylerDirectorStock award61Jun 30, 2026
Susan Raye SmithChief Operating OfficerTax withholding483Jun 15, 2026
Michael A. CarsonGroup President, Medicare&SpecDiscretionary transaction604May 29, 2026
Michael A. CarsonGroup President, Medicare&SpecStock award48May 22, 2026
Michael A. CarsonGroup President, Medicare&SpecOther Form 4 entry (see filing)556May 8, 2026
Jessica L. BlumeDirectorStock award3,992May 12, 2026
Kenneth A. BurdickDirectorStock award3,992May 12, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in CNC

20 disclosures of 94 on record · median 24d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Ro KhannaStockSale$15,001 - $50,000+5.4%After the saleS&P 500 -1.7% · +7.1 pts vs S&P 500Aug 10, 2026Sep 4, 202625d
Ro KhannaStockPurchase$1,001 - $15,000+20.4%S&P 500 +2.8% · +17.6 pts vs S&P 500May 15, 2026Jun 9, 202625d
Ro KhannaStockSale$1,001 - $15,000+75.8%After the saleS&P 500 +12.1% · +63.7 pts vs S&P 500Feb 5, 2026Mar 9, 202632d
Ro KhannaStockPurchase$1,001 - $15,000+60.9%S&P 500 +9.5% · +51.5 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Julia LetlowFiled lateStockPurchase$1,001 - $15,000+11.4%S&P 500 +41.0% · -29.6 pts vs S&P 500Apr 14, 2025Jan 13, 2026274d
Julia LetlowFiled lateStockSale$1,001 - $15,000+174.2%After the saleS&P 500 +19.3% · +154.9 pts vs S&P 500Aug 8, 2025Jan 13, 2026158d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+171.0%S&P 500 +21.0% · +150.0 pts vs S&P 500Aug 5, 2025Sep 12, 202538d
Val T. HoyleSpouseStockPurchase$1,001 - $15,000+15.8%S&P 500 +30.6% · -14.9 pts vs S&P 500Oct 29, 2024Sep 12, 2025318d
Ro KhannaStockPurchase$1,001 - $15,000+167.7%S&P 500 +20.4% · +147.3 pts vs S&P 500Aug 4, 2025Sep 9, 202536d
Tim MooreStockPurchase$15,001 - $50,000+177.8%S&P 500 +20.2% · +157.6 pts vs S&P 500Aug 7, 2025Sep 3, 202527d
Tim MooreStockPurchase$1,001 - $15,000+174.2%S&P 500 +19.3% · +154.9 pts vs S&P 500Aug 8, 2025Sep 3, 202526d
Tim MooreStockSale$100,001 - $250,000+142.1%After the saleS&P 500 +18.1% · +123.9 pts vs S&P 500Aug 18, 2025Sep 3, 202516d
Ro KhannaStockPurchase$1,001 - $15,000+147.2%S&P 500 +19.3% · +127.9 pts vs S&P 500Jul 25, 2025Aug 7, 202513d
Tim MooreStockPurchase$15,001 - $50,000+129.0%S&P 500 +21.6% · +107.4 pts vs S&P 500Jul 14, 2025Aug 5, 202522d
Tim MooreStockPurchase$15,001 - $50,000+151.1%S&P 500 +21.1% · +130.0 pts vs S&P 500Jul 18, 2025Aug 5, 202518d
Tim MooreStockPurchase$15,001 - $50,000+155.8%S&P 500 +20.9% · +134.9 pts vs S&P 500Jul 21, 2025Aug 5, 202515d
Tim MooreStockPurchase$1,001 - $15,000+151.6%S&P 500 +20.9% · +130.7 pts vs S&P 500Jul 22, 2025Aug 5, 202514d
Tim MooreStockPurchase$15,001 - $50,000+174.9%S&P 500 +19.6% · +155.2 pts vs S&P 500Jul 29, 2025Aug 5, 20257d
Tim MooreStockPurchase$15,001 - $50,000+172.1%S&P 500 +19.8% · +152.3 pts vs S&P 500Jul 30, 2025Aug 5, 20256d
Ro KhannaStockPurchase$1,001 - $15,000+29.0%S&P 500 +27.5% · +1.5 pts vs S&P 500Jun 20, 2025Jul 9, 202519d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in CNC, filterable by party, chamber, type and account.

Members of Congress reporting a position

1 member · estimate, as of Oct 22, 2026

1 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gilbert Ray Cisneros, Jr.Democrat · House$1,001 - $15,000<0.1%

Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling CNC?

Across the 7 most recent open-market filings shown here, 2 were purchases and 5 were sales.

Which members of Congress have traded CNC?

Ro Khanna, Julia Letlow, Gilbert Ray Cisneros, Jr., Val T. Hoyle and Tim Moore disclosed CNC transactions in the filings shown here.

Which members of Congress hold CNC?

1 member of Congress reports a position in CNC in the estimate we hold as of Oct 22, 2026. The estimated position belongs to Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is CNC in the S&P 500 or the Nasdaq 100?

Centene Corp. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are CNC trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 24 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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