Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACS Group, Inc.PACS · Entity 2590 | Director | August 14, 2026 | August 27, 2026 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Chief Executive Officer, Optum | September 22, 2026 | September 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PACS Group, Inc.
Report date August 14, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,947 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Sale · Disposed 3,497 · Balance 8,947 |
UNITEDHEALTH GROUP INC
Report date September 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,418.826 |
Reported balance
After 2026-09-22 transaction · row 1
1 source rowRow 1 · 2026-09-22 · Grant · Acquired 91.029 · Balance 15,418.826 F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 22, 2026 Filed Sep 24, 2026 20:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 91.029 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000224 · wk-form4_1790280757.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,418.826 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| August 21, 2026 Filed Aug 25, 2026 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,169 | $390.00 | $455,910.00 |
DisclosureSEC source: 0000731766-26-000201 · wk-form4_1787690129.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,327.797 Read SEC document |
| August 14, 2026 Filed Aug 27, 2026 22:50 UTC | PACS Group, Inc. PACS · Entity 2590 | SaleCommon Stock | 3,497 | $44.41 | $155,301.77 |
DisclosureSEC source: 0002067754-26-000010 · wk-form4_1787871019.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,947 Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 500 | $410.00 | $205,000.00 |
DisclosureSEC source: 0000731766-26-000196 · wk-form4_1786133796.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,496.797 Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 22:49 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0002067754-26-000008 · wk-form4_1783378197.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,444 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will vest on the earlier to occur of (i) July 1, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 82.488 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000167 · wk-form4_1782423461.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,996.797 F1 · acquired: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 20:00 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 4,660 | $0.00 | $0.00 |
DisclosureSEC source: 0002067754-26-000006 · wk-form4_1781294431.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,157 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will vest on the earlier to occur of (i) June 10, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 686.861 | $399.47 | $274,380.36 |
DisclosureSEC source: 0000731766-26-000140 · wk-form4_1781037431.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,914.309 Read SEC document |
| June 02, 2026 Filed Jun 4, 2026 20:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 203.821 | $377.92 | $77,028.03 |
DisclosureSEC source: 0000731766-26-000134 · wk-form4_1780604739.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,601.17 Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 800 | $355.00 | $284,000.00 |
DisclosureSEC source: 0000731766-26-000123 · wk-form4_1777323056.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,804.991 Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 125.021 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000086 · wk-form4_1773952349.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,604.991 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 04, 2026 Filed Mar 5, 2026 21:36 UTC | PACS Group, Inc. PACS · Entity 2590 | GrantCommon Stock | 3,497 | $0.00 | $0.00 |
DisclosureSEC source: 0002067754-26-000004 · wk-form4_1772746581.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,497 F1 · shares: Represents restricted stock units ("RSUs") for which the Reporting Person is entitled to receive one (1) share of Common Stock for each RSU upon vesting. 100% of the RSUs will vest on the earlier to occur of (i) March 4, 2027 and (ii) the date of the next annual meeting following the grant date, subject to the Reporting Person's continued service to the Issuer. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 35,517 | $0.00 Strike: $282.34 | $0.00 |
DisclosureSEC source: 0000731766-26-000050 · wk-form4_1772053684.xml · derivative · entry 3 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,517 Underlying: Common Stock · 35,517 shares Expires 2036-02-23 F2 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on February 23 from the years 2027 through 2030. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 8,855 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000050 · wk-form4_1772053684.xml · nonDerivative · entry 2 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,479.97 F1 · shares: The restricted stock units vest at a rate of 25% annually on February 23 from the years 2027 through 2030. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 178.988 | $282.34 | $50,535.47 |
DisclosureSEC source: 0000731766-26-000050 · wk-form4_1772053684.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,624.97 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 254.908 | $290.00 | $73,923.32 |
DisclosureSEC source: 0000731766-26-000040 · wk-form4_1771967430.xml · nonDerivative · entry 2 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,803.958 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 249.64 | $290.00 | $72,395.60 |
DisclosureSEC source: 0000731766-26-000040 · wk-form4_1771967430.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,058.866 Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 295.409 | $293.19 | $86,610.96 |
DisclosureSEC source: 0000731766-26-000031 · wk-form4_1771363617.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,308.506 Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 67.721 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000345 · wk-form4_1766095982.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,603.915 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64.683 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000278 · wk-form4_1758831371.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,536.194 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 20:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 73.058 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000200 · wk-form4_1750969419.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,471.511 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 21:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 589 | $305.00 | $179,645.00 |
DisclosureSEC source: 0000731766-25-000170 · wk-form4_1749762791.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,398.453 Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 160.259 | $303.22 | $48,593.73 |
DisclosureSEC source: 0000731766-25-000163 · wk-form4_1749502148.xml · nonDerivative · entry 2 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,987.453 Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 667.539 | $295.84 | $197,484.74 |
DisclosureSEC source: 0000731766-25-000163 · wk-form4_1749502148.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,147.712 Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 6,550 | $0.00 Strike: $304.72 | $0.00 |
DisclosureSEC source: 0000731766-25-000156 · wk-form4_1749069647.xml · derivative · entry 2 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,550 Underlying: Common Stock · 6,550 shares Expires 2035-06-02 F2 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on June 2 from the years 2026 through 2029. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,641 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000156 · wk-form4_1749069647.xml · nonDerivative · entry 1 Conway Patrick Hugh · CIK 0002067754 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,815.251 F1 · shares: The restricted stock units vest at a rate of 25% annually on June 2 from the years 2026 through 2029. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.