Insider and congress filings

Humana Inc. (HUM)

NYSE · Healthcare · 331 insider transactions · 119 congress trades · last filed 24 days agoS&P 500

1
Open-market insider filing shown
2d
Median delay on the insider filings, in business days
within the two business day rule
1 buy·0 sells
Purchases and sales in the filings shown
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About Humana Inc.

from the company's filings and listing, as of Oct 21, 2026
Exchange
NYSE
Sector
Healthcare
Industry
Medical - Healthcare Plans
Chief executive
James A. Rechtin
Employees
67,060
Listed since
-
Market value
$51.3B
Price to earnings (12 mo)
40.1
Net income per share, as reported (12 mo)
$10.63
Dividend yield
0.83%

www.humana.com

Earnings

6 reported quarters · next on Nov 6, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 29, 2026$7.61$7.27$40.9B$40.6BEPS beatRevenue in line
Q1 FY2026reported Apr 29, 2026$10.31$10.24$39.6B$39.4BEPS in lineRevenue in line
Q4 FY2025reported Feb 11, 2026-$3.96-$4.00$32.5B$32.0BEPS in lineRevenue in line
Q3 FY2025reported Nov 5, 2025$3.24$2.93$32.6B$32.0BEPS beatRevenue beat
Q2 FY2025reported Jul 30, 2025$6.27$5.92$32.4B$31.9BEPS beatRevenue beat
Q1 FY2025reported Apr 30, 2025$11.58$10.07$32.1B$32.2BEPS beatRevenue in line

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.

Executive pay

as filed for fiscal 2025 · proxy filed Mar 6, 2026
ExecutiveSalaryStock awardsOtherTotal
Celeste M. MelletChief Financial Officer$900K$10.7M$7.4M$18.9M
James A. RechtinPresident and Chief Executive Officer$1.3M$13.9M$3.5M$18.8M
Japan A. MehtaChief Information Officer$619K$3.9M$5.0M$9.6M
Michelle A. O’HaraChief Human Resources Officer$715K$4.9M$3.4M$8.9M
Sanjay K. Shetty, M.D.President, CenterWell$716K$5.1M$1.4M$7.2M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
Dodge & Cox$4.3B10,940,380-3.9%9.10%
BlackRock, Inc.$4.1B10,417,803+2.1%8.67%
Vanguard Capital Management LLC$3.1B7,843,620+0.1%6.53%
Vanguard Portfolio Management LLC$2.3B5,818,956+0.2%4.84%
State Street Corp$2.2B5,457,072+0.1%4.54%
Pzena Investment Management LLC$1.7B4,403,136-19.5%3.66%
Massachusetts Financial Services Co$1.7B3,578,245-20.2%2.98%
Eagle Capital Management LLC$1.5B3,846,762+29.6%3.20%
Sessa Capital Im, L.P.$1.5B3,727,7400.0%3.10%
Geode Capital Management, LLC$1.3B3,369,757+1.3%2.80%
JPMorgan Chase & Co.$1.3B3,234,637+6.6%2.69%
FMR LLC$1.2B2,913,763+2.8%2.42%

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 HUM

7 managers
ManagerValueSharesShare of book
Slate Path Capital$429.0M1,079,9305.9%
Steadfast Capital Management$122.4M308,2003.8%
Glenview CapitalLarry Robbins$101.0M254,2161.8%
Joel GreenblattGotham Asset Management$89.3M224,8600.2%
OrbiMed$65.2M164,1001.2%
Armistice Capital$28.8M72,5270.4%
SRS Investment Management$13.2M33,2820.1%

7 of the 97 fund managers we track list HUM 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 HUM filing is reported.

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Open-market insider trades

1 filing shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Sanjay K. ShettyPresident, CenterwellBought810$185.21$150KFeb 23, 2026filed Feb 25, 20262d

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
Kurt J. HilzingerDirectorStock award238Sep 30, 2026
Shantanu NundyChief Medical OfficerStock award2,549Sep 1, 2026
Frederick John CrawfordDirectorStock award544Aug 1, 2026
Paul John SmithDirectorStock award544Aug 1, 2026
Kurt J. HilzingerDirectorStock award233Jun 30, 2026
Aaron MartinPresident, Medicare AdvantageStock award8,206May 1, 2026
Sanjay K. ShettyPresident, CenterwellStock award9,945May 1, 2026
Joseph C. VenturaChief Legal OfficerStock award10,318May 1, 2026
Robert Stuart FieldDirectorStock award852May 1, 2026
Michelle A. O'HaraChief Human Resources OfficerStock award10,485May 1, 2026
James A. RechtinPresident & CEOStock award35,633May 1, 2026
David DintenfassPresident, Enterprise GrowthStock award11,273May 1, 2026
Japan MehtaChief Information OfficerStock award9,448May 1, 2026
Celeste MelletChief Financial OfficerStock award15,387May 1, 2026
Sanjay K. ShettyPresident, CenterwellTax withholding401Apr 1, 2026
Sanjay K. ShettyPresident, CenterwellOption exercise887Apr 1, 2026
Kurt J. HilzingerDirectorStock award536Mar 31, 2026
George Renaudin IIPresident, InsuranceOther (see filing)25Mar 31, 2026
George Renaudin IIPresident, InsuranceTax withholding419Feb 24, 2026
George Renaudin IIPresident, InsuranceOption exercise1,035Feb 24, 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 HUM

20 disclosures of 119 on record · median 26d 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 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Alan ArmstrongSelfStockPurchase$1,001 - $15,000+149.6%S&P 500 +19.8% · +129.8 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Michael T. McCaulStockPurchase$1,001 - $15,000+77.4%S&P 500 +5.8% · +71.5 pts vs S&P 500May 4, 2026Jun 10, 202637d
Michael T. McCaulStockPurchase$1,001 - $15,000+70.8%S&P 500 +3.9% · +66.9 pts vs S&P 500May 7, 2026Jun 10, 202634d
Ro KhannaStockPurchase$1,001 - $15,000+112.9%S&P 500 +10.8% · +102.2 pts vs S&P 500Apr 13, 2026May 11, 202628d
Michael T. McCaulStockPurchase$1,001 - $15,000+119.7%S&P 500 +11.8% · +107.8 pts vs S&P 500Apr 10, 2026May 4, 202624d
Ro KhannaStockPurchase$1,001 - $15,000+148.1%S&P 500 +15.6% · +132.5 pts vs S&P 500Mar 23, 2026Apr 7, 202615d
Julia LetlowStockSale$1,001 - $15,000+132.8%After the saleS&P 500 +9.8% · +123.0 pts vs S&P 500Feb 10, 2026Mar 12, 202630d
Michael T. McCaulStockSale$50,001 - $100,000+128.2%After the saleS&P 500 +11.2% · +116.9 pts vs S&P 500Feb 17, 2026Mar 10, 202621d
Ro KhannaStockSale$1,001 - $15,000+128.2%After the saleS&P 500 +11.2% · +116.9 pts vs S&P 500Feb 17, 2026Mar 9, 202620d
Ro KhannaStockSale$1,001 - $15,000+141.7%After the saleS&P 500 +10.5% · +131.2 pts vs S&P 500Feb 24, 2026Mar 9, 202613d
Ro KhannaStockSale$1,001 - $15,000+114.6%After the saleS&P 500 +9.5% · +105.2 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Julia LetlowFiled lateStockPurchase$1,001 - $15,000+58.3%S&P 500 +19.3% · +39.0 pts vs S&P 500Aug 8, 2025Jan 13, 2026158d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+75.5%After the saleS&P 500 +11.2% · +64.3 pts vs S&P 500Nov 12, 2025Dec 15, 202533d
Michael T. McCaulStockSale$15,001 - $50,000+49.7%After the saleS&P 500 +12.5% · +37.2 pts vs S&P 500Nov 4, 2025Dec 9, 202535d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+47.8%After the saleS&P 500 +11.7% · +36.1 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+47.8%S&P 500 +11.7% · +36.1 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+51.7%After the saleS&P 500 +11.4% · +40.3 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Michael T. McCaulStockSale$15,001 - $50,000+44.4%After the saleS&P 500 +10.9% · +33.5 pts vs S&P 500Oct 27, 2025Nov 10, 202514d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+65.9%S&P 500 +15.2% · +50.7 pts vs S&P 500Sep 25, 2025Oct 22, 202527d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+65.9%S&P 500 +21.0% · +44.9 pts vs S&P 500Aug 5, 2025Sep 12, 202538d

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 HUM, filterable by party, chamber, type and account.

Members of Congress reporting a position

1 member · estimate, as of Oct 20, 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
Lucy McBathDemocrat · House$1,001 - $15,0000.2%

Estimate, as of Oct 20, 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 HUM?

Across the one open-market filing shown here, 1 was a purchase and 0 were sales.

Which members of Congress have traded HUM?

Alan Armstrong, Michael T. McCaul, Ro Khanna, Julia Letlow, Gilbert Ray Cisneros, Jr. and Lisa C. McClain disclosed HUM transactions in the filings shown here.

Which members of Congress hold HUM?

1 member of Congress reports a position in HUM in the estimate we hold as of Oct 20, 2026. The estimated position belongs to Lucy McBath. 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 HUM in the S&P 500 or the Nasdaq 100?

Humana Inc. 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 HUM trades disclosed?

Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 26 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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