Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Merck & Co., Inc.MRK · Entity 2807 | Director | March 29, 2019 | April 02, 2019 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | October 01, 2026 | October 05, 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.
Merck & Co., Inc.
Report date March 29, 2019 · Filed April 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 9,224.8365 |
Reported balance
After 2019-03-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-29 · Grant · Acquired 345.6775 · Balance 9,224.8365 F1: 1-for-1 F2: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3: Holdings include shares acquired in dividend reinvestment transactions. |
| Common StockSEC Table I · non-derivative | Direct | 100 |
Reported balance
Holding disclosure · report date 2019-03-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 100 |
Filing footnotes · ownership attribution and instrument terms
F1: 1-for-1
F2: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation.
F3: Holdings include shares acquired in dividend reinvestment transactions.
UNITEDHEALTH GROUP INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,902 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 240 · Balance 7,902 F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board.
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, 2020 Filed Sep 24, 2020 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051922 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,839 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040445 · doc4.xml · nonDerivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,831 F2 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040445 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,553 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023404 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021268 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,198 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000929 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,192 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 22:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061341 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 909 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051813 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 905 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 24, 2019 Filed Sep 26, 2019 21:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050896 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041079 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039317 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 20:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022477 · doc4.xml · nonDerivative · entry 1 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:58 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 345.6775 | $83.17 | $28,750.00 |
DisclosureSEC source: 0001225208-19-006170 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,224.8365 Underlying: Common Stock · 345.6775 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 22:27 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 376.2597 | $76.41 | $28,750.00 |
DisclosureSEC source: 0001225208-19-000472 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,818.0587 Underlying: Common Stock · 376.2597 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| September 28, 2018 Filed Oct 2, 2018 20:39 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 405.2721 | $70.94 | $28,750.00 |
DisclosureSEC source: 0001225208-18-014115 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,387.8554 Underlying: Common Stock · 405.2721 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 16:06 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 473.6409 | $60.70 | $28,750.00 |
DisclosureSEC source: 0001225208-18-010991 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,924.9153 Underlying: Common Stock · 473.6409 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| May 25, 2018 Filed May 29, 2018 21:32 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 3,130.8174 | $59.09 | $185,000.00 |
DisclosureSEC source: 0001225208-18-009924 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,451.2744 Underlying: Common Stock · 3,130.8174 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| April 02, 2018 Filed Apr 3, 2018 22:08 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 539.7034 | $53.27 | $28,750.00 |
DisclosureSEC source: 0001225208-18-007255 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,286.7514 Underlying: Common Stock · 539.7034 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 16:42 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 488.7151 | $56.27 | $27,500.00 |
DisclosureSEC source: 0001225208-18-000186 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,719.6771 Underlying: Common Stock · 488.7151 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 19:08 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 429.4862 | $64.03 | $27,500.00 |
DisclosureSEC source: 0001225208-17-015552 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,210.7112 Underlying: Common Stock · 429.4862 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F3 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 16:22 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 143.0281 | $64.09 | $9,166.67 |
DisclosureSEC source: 0001225208-17-012023 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,761.6356 Underlying: Common Stock · 143.0281 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. Read SEC document |
| May 26, 2017 Filed May 30, 2017 21:33 UTC | Merck & Co., Inc. MRK · Entity 2807 | GrantPhantom Stock · Derivative | 2,618.6075 | $64.92 | $170,000.00 |
DisclosureSEC source: 0001225208-17-010562 · doc4.xml · derivative · entry 2 Noseworthy John H · CIK 0001706596 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,618.6075 Underlying: Common Stock · 2,618.6075 shares Expires not disclosed F1 · derivative.exercise_price: 1-for-1 F2 · derivative.exercise_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. F2 · derivative.expiration_date: Phantom stock units are to be settled 100% in cash upon reporting person's termination of service in accordance with a distribution schedule elected pursuant to the terms of the Plan for Deferred Payment of Directors' Compensation. 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.