
Insider and congress filings
Humana Inc. (HUM)
NYSE · Healthcare · 331 insider transactions · 119 congress trades · last filed 24 days agoS&P 500
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%
Earnings
6 reported quarters · next on Nov 6, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 29, 2026 | $7.61 | $7.27 | $40.9B | $40.6B | EPS beatRevenue in line |
| Q1 FY2026reported Apr 29, 2026 | $10.31 | $10.24 | $39.6B | $39.4B | EPS in lineRevenue in line |
| Q4 FY2025reported Feb 11, 2026 | -$3.96 | -$4.00 | $32.5B | $32.0B | EPS in lineRevenue in line |
| Q3 FY2025reported Nov 5, 2025 | $3.24 | $2.93 | $32.6B | $32.0B | EPS beatRevenue beat |
| Q2 FY2025reported Jul 30, 2025 | $6.27 | $5.92 | $32.4B | $31.9B | EPS beatRevenue beat |
| Q1 FY2025reported Apr 30, 2025 | $11.58 | $10.07 | $32.1B | $32.2B | EPS 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| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Dodge & Cox | $4.3B | 10,940,380 | -3.9% | 9.10% |
| BlackRock, Inc. | $4.1B | 10,417,803 | +2.1% | 8.67% |
| Vanguard Capital Management LLC | $3.1B | 7,843,620 | +0.1% | 6.53% |
| Vanguard Portfolio Management LLC | $2.3B | 5,818,956 | +0.2% | 4.84% |
| State Street Corp | $2.2B | 5,457,072 | +0.1% | 4.54% |
| Pzena Investment Management LLC | $1.7B | 4,403,136 | -19.5% | 3.66% |
| Massachusetts Financial Services Co | $1.7B | 3,578,245 | -20.2% | 2.98% |
| Eagle Capital Management LLC | $1.5B | 3,846,762 | +29.6% | 3.20% |
| Sessa Capital Im, L.P. | $1.5B | 3,727,740 | 0.0% | 3.10% |
| Geode Capital Management, LLC | $1.3B | 3,369,757 | +1.3% | 2.80% |
| JPMorgan Chase & Co. | $1.3B | 3,234,637 | +6.6% | 2.69% |
| FMR LLC | $1.2B | 2,913,763 | +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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Slate Path Capital | $429.0M | 1,079,930 | 5.9% |
| Steadfast Capital Management | $122.4M | 308,200 | 3.8% |
| Glenview CapitalLarry Robbins | $101.0M | 254,216 | 1.8% |
| Joel GreenblattGotham Asset Management | $89.3M | 224,860 | 0.2% |
| OrbiMed | $65.2M | 164,100 | 1.2% |
| Armistice Capital | $28.8M | 72,527 | 0.4% |
| SRS Investment Management | $13.2M | 33,282 | 0.1% |
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.
Open-market insider trades
1 filing shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Sanjay K. ShettyPresident, Centerwell | Bought | 810 | $185.21 | $150K | Feb 23, 2026filed Feb 25, 2026 | 2d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Kurt J. HilzingerDirector | Stock award | 238 | Sep 30, 2026 |
| Shantanu NundyChief Medical Officer | Stock award | 2,549 | Sep 1, 2026 |
| Frederick John CrawfordDirector | Stock award | 544 | Aug 1, 2026 |
| Paul John SmithDirector | Stock award | 544 | Aug 1, 2026 |
| Kurt J. HilzingerDirector | Stock award | 233 | Jun 30, 2026 |
| Aaron MartinPresident, Medicare Advantage | Stock award | 8,206 | May 1, 2026 |
| Sanjay K. ShettyPresident, Centerwell | Stock award | 9,945 | May 1, 2026 |
| Joseph C. VenturaChief Legal Officer | Stock award | 10,318 | May 1, 2026 |
| Robert Stuart FieldDirector | Stock award | 852 | May 1, 2026 |
| Michelle A. O'HaraChief Human Resources Officer | Stock award | 10,485 | May 1, 2026 |
| James A. RechtinPresident & CEO | Stock award | 35,633 | May 1, 2026 |
| David DintenfassPresident, Enterprise Growth | Stock award | 11,273 | May 1, 2026 |
| Japan MehtaChief Information Officer | Stock award | 9,448 | May 1, 2026 |
| Celeste MelletChief Financial Officer | Stock award | 15,387 | May 1, 2026 |
| Sanjay K. ShettyPresident, Centerwell | Tax withholding | 401 | Apr 1, 2026 |
| Sanjay K. ShettyPresident, Centerwell | Option exercise | 887 | Apr 1, 2026 |
| Kurt J. HilzingerDirector | Stock award | 536 | Mar 31, 2026 |
| George Renaudin IIPresident, Insurance | Other (see filing) | 25 | Mar 31, 2026 |
| George Renaudin IIPresident, Insurance | Tax withholding | 419 | Feb 24, 2026 |
| George Renaudin IIPresident, Insurance | Option exercise | 1,035 | Feb 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +149.6%S&P 500 +19.8% · +129.8 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +77.4%S&P 500 +5.8% · +71.5 pts vs S&P 500 | May 4, 2026 | Jun 10, 2026 | 37d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +70.8%S&P 500 +3.9% · +66.9 pts vs S&P 500 | May 7, 2026 | Jun 10, 2026 | 34d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +112.9%S&P 500 +10.8% · +102.2 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +119.7%S&P 500 +11.8% · +107.8 pts vs S&P 500 | Apr 10, 2026 | May 4, 2026 | 24d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +148.1%S&P 500 +15.6% · +132.5 pts vs S&P 500 | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Julia Letlow | Stock | Sale | $1,001 - $15,000 | +132.8%After the saleS&P 500 +9.8% · +123.0 pts vs S&P 500 | Feb 10, 2026 | Mar 12, 2026 | 30d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +128.2%After the saleS&P 500 +11.2% · +116.9 pts vs S&P 500 | Feb 17, 2026 | Mar 10, 2026 | 21d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +128.2%After the saleS&P 500 +11.2% · +116.9 pts vs S&P 500 | Feb 17, 2026 | Mar 9, 2026 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +141.7%After the saleS&P 500 +10.5% · +131.2 pts vs S&P 500 | Feb 24, 2026 | Mar 9, 2026 | 13d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +114.6%After the saleS&P 500 +9.5% · +105.2 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julia LetlowFiled late | Stock | Purchase | $1,001 - $15,000 | +58.3%S&P 500 +19.3% · +39.0 pts vs S&P 500 | Aug 8, 2025 | Jan 13, 2026 | 158d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +75.5%After the saleS&P 500 +11.2% · +64.3 pts vs S&P 500 | Nov 12, 2025 | Dec 15, 2025 | 33d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +49.7%After the saleS&P 500 +12.5% · +37.2 pts vs S&P 500 | Nov 4, 2025 | Dec 9, 2025 | 35d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +47.8%After the saleS&P 500 +11.7% · +36.1 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +47.8%S&P 500 +11.7% · +36.1 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | +51.7%After the saleS&P 500 +11.4% · +40.3 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +44.4%After the saleS&P 500 +10.9% · +33.5 pts vs S&P 500 | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | +65.9%S&P 500 +15.2% · +50.7 pts vs S&P 500 | Sep 25, 2025 | Oct 22, 2025 | 27d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +65.9%S&P 500 +21.0% · +44.9 pts vs S&P 500 | Aug 5, 2025 | Sep 12, 2025 | 38d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.2% |
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
COMPENSATION PLUMBING
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.
