person · Reporting owner
MONTGOMERY RICE VALERIE MD
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chrome Holding Co.ME · Entity 76268 | Director | August 26, 2024 | August 28, 2024 |
| 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.
Chrome Holding Co.
Report date August 26, 2024 · Filed August 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,207,918 |
Ending reported balance
After 2024-08-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-08-26 · Grant · Acquired 658,485 · Balance 1,013,366 F1: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023 (the "Director Compensation Policy"), all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors as amended and restated on September 6, 2023 (the "Conversion and Deferral Program"). Row 2 · 2024-08-26 · Grant · Acquired 194,552 · Balance 1,207,918 F2: RSUs issued to the reporting person in lieu of cash retainer fees, at the election of the reporting person (the "RSU Election"), pursuant to the Director Compensation Policy and the Conversion and Deferral Program. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer and is fully vested. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the Conversion and Deferral Program. F3: Under the the Conversion and Deferral Program, the number of shares issued in lieu of cash retainer fees is determined by dividing the dollar amount of the cash retainer fees subject to the RSU Election by the closing price of a share of Class A common stock of the issuer on the Nasdaq Capital Market on the date of issuance, with any fractional share rounded down to the nearest whole share. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023 (the "Director Compensation Policy"), all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors as amended and restated on September 6, 2023 (the "Conversion and Deferral Program").
F2: RSUs issued to the reporting person in lieu of cash retainer fees, at the election of the reporting person (the "RSU Election"), pursuant to the Director Compensation Policy and the Conversion and Deferral Program. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer and is fully vested. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the Conversion and Deferral Program.
F3: Under the the Conversion and Deferral Program, the number of shares issued in lieu of cash retainer fees is determined by dividing the dollar amount of the cash retainer fees subject to the RSU Election by the closing price of a share of Class A common stock of the issuer on the Nasdaq Capital Market on the date of issuance, with any fractional share rounded down to the nearest whole share.
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 | 8,180 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 257 · Balance 8,180 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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000252 · wk-form4_1791231954.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,180 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 |
| September 22, 2026 Filed Sep 24, 2026 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000227 · wk-form4_1790280781.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,923 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, 2026 Filed Jul 6, 2026 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000187 · wk-form4_1783370766.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,876 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 23, 2026 Filed Jun 25, 2026 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000170 · wk-form4_1782423484.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,656 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, 2026 Filed Apr 6, 2026 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000112 · wk-form4_1775509446.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,615 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 17, 2026 Filed Mar 19, 2026 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000101 · wk-form4_1773952441.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,272 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, 2026 Filed Jan 6, 2026 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000014 · wk-form4_1767741621.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,219 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 16, 2025 Filed Dec 18, 2025 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000353 · wk-form4_1766096033.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,940 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, 2025 Filed Oct 3, 2025 20:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000293 · wk-form4_1759522774.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,897 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 23, 2025 Filed Sep 25, 2025 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000270 · wk-form4_1758831308.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,627 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, 2025 Filed Jul 2, 2025 20:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000212 · wk-form4_1751486895.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,587 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 24, 2025 Filed Jun 26, 2025 20:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 43 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000201 · wk-form4_1750969427.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,299 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, 2025 Filed Apr 3, 2025 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 180 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000112 · wk-form4_1743713557.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,256 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 18, 2025 Filed Mar 20, 2025 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000093 · wk-form4_1742506133.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,076 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, 2025 Filed Jan 6, 2025 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000010 · wk-form4_1736202806.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,052 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, 2024 Filed Dec 19, 2024 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000360 · wk-form4_1734643055.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,866 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, 2024 Filed Oct 3, 2024 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000308 · wk-form4_1727988309.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,842 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, 2024 Filed Sep 26, 2024 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000284 · wk-form4_1727383823.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,681 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 |
| August 26, 2024 Filed Aug 28, 2024 16:33 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 194,552 | $0.33 | $64,999.82 |
DisclosureSEC source: 0001628280-24-038681 · wk-form4_1724877190.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,207,918 F2 · shares: RSUs issued to the reporting person in lieu of cash retainer fees, at the election of the reporting person (the "RSU Election"), pursuant to the Director Compensation Policy and the Conversion and Deferral Program. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer and is fully vested. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the Conversion and Deferral Program. F3 · price: Under the the Conversion and Deferral Program, the number of shares issued in lieu of cash retainer fees is determined by dividing the dollar amount of the cash retainer fees subject to the RSU Election by the closing price of a share of Class A common stock of the issuer on the Nasdaq Capital Market on the date of issuance, with any fractional share rounded down to the nearest whole share. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 16:33 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 658,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-038681 · wk-form4_1724877190.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,013,366 F1 · shares: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy effective as of September 6, 2023 (the "Director Compensation Policy"), all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2025 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors as amended and restated on September 6, 2023 (the "Conversion and Deferral Program"). Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000238 · wk-form4_1719952536.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,661 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 30, 2024 Filed Jul 2, 2024 16:45 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 15,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-030852 · wk-form4_1719953134.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 354,881 F1 · kind: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated 2021 Incentive Equity Plan (the "Plan"). The RSUs are subject to the terms and conditions of the Plan and the applicable award agreement. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer and is fully vested. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 21:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000212 · wk-form4_1719522173.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,471 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, 2024 Filed Apr 3, 2024 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 192 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000141 · wk-form4_1712175490.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,449 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 19, 2024 Filed Mar 21, 2024 20:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000110 · wk-form4_1711051862.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,257 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, 2024 Filed Jan 4, 2024 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000015 · wk-form4_1704407335.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,238 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 12, 2023 Filed Dec 14, 2023 22:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000105 · wk-form4_1702591659.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,064 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 02, 2023 Filed Oct 4, 2023 20:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051919 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,047 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| October 02, 2023 Filed Oct 4, 2023 20:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 134 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051919 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,998 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 19, 2023 Filed Sep 21, 2023 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 18 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050278 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,864 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 |
| September 06, 2023 Filed Sep 8, 2023 16:56 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 59,633 | $1.09 | $64,999.97 |
DisclosureSEC source: 0001209191-23-048804 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 339,544 F2 · shares: RSUs issued to the reporting person in lieu of cash retainer fees, at the election of the reporting person (the "RSU Election"), pursuant to the Director Compensation Policy and the Conversion and Deferral Program. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer and is fully vested. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the Conversion and Deferral Program. F3 · price: Under the the Conversion and Deferral Program, the number of shares issued in lieu of cash retainer fees is determined by dividing the dollar amount of the cash retainer fees subject to the RSU Election by the closing price of a share of Class A common stock of the issuer on the Nasdaq Global Select Market on the date of issuance, with any fractional share rounded down to the nearest whole share. Read SEC document |
| September 06, 2023 Filed Sep 8, 2023 16:56 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 130,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-048804 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,911 F1 · shares: Restricted stock units ("RSUs") issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy (the "Director Compensation Policy"), all of which vest on the earlier of (a) the first anniversary of the grant date and (b) the date of the issuer's 2024 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors (the "Conversion and Deferral Program"). Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041621 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,846 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 118 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041621 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,767 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 27, 2023 Filed Jun 29, 2023 22:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040211 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,649 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 03, 2023 Filed Apr 5, 2023 20:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023298 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,632 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023298 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,556 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 21, 2023 Filed Mar 23, 2023 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020821 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,442 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 03, 2023 Filed Jan 5, 2023 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001842 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,427 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 13, 2022 Filed Dec 15, 2022 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061453 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,246 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 03, 2022 Filed Oct 4, 2022 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 59 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052395 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,233 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052395 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,174 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 20, 2022 Filed Sep 21, 2022 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050909 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,062 F1 · shares: Represents dividend equivalents paid on vested deffered stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deffered stock units. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 16:41 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 3,577 | $3.08 | $11,017.16 |
DisclosureSEC source: 0001209191-22-049177 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,049 F2 · shares: RSUs issued to the reporting person in lieu of cash retainer fees, at the election of the reporting person (the "RSU Election"), pursuant to the Director Compensation Policy and the Conversion and Deferral Program. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer and is fully vested. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the Conversion and Deferral Program. F3 · price: Under the the Conversion and Deferral Program, the number of shares issued in lieu of cash retainer fees is determined by dividing the dollar amount of the cash retainer fees subject to the RSU Election by the trailing average closing price of a share of Class A common stock of the issuer on the Nasdaq Global Select Market for the 90 days preceding the date of issuance, with any fractional share rounded down to the nearest whole share. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 16:41 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 14,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-049177 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,472 F1 · shares: Restricted stock units, or RSUs, issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy (the "Director Compensation Policy"), all of which vest on the earlier of (a) the first anniversary of the grant date or (b) the date of the issuer's 2023 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of the issuer pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors (the "Conversion and Deferral Program"). Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 16:32 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 17,821 | $3.03 | $53,997.63 |
DisclosureSEC source: 0001209191-22-047872 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,839 F2 · shares: RSUs issued to the reporting person in lieu of cash retainer fees, at the election of the reporting person (the "RSU Election"), pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy and the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer and is fully vested. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of 23andMe Holding Company pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors. F3 · price: Under the the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors, the number of shares issued in lieu of cash retainer fees is determined by dividing the dollar amount of the cash retainer fees subject to the RSU Election by the trailing average closing price of a share of Class A common stock of the issuer on the Nasdaq Global Select Market for the 90 days preceding the date of issuance, with any fractional share rounded down to the nearest whole share. Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 16:32 UTC | Chrome Holding Co. ME · Entity 76268 | GrantClass A Common Stock | 57,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047872 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,018 F1 · shares: Restricted stock units, or RSUs, issued pursuant to the 23andMe Holding Co. Amended and Restated Outside Director Compensation Policy, all of which vest on the earlier of (a) the first anniversary of the grant date or (b) the date of the issuer's 2023 annual meeting of stockholders. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer. The reporting person has elected to defer receipt of these shares until the end of service on the board of directors of 23andMe Holding Company pursuant to the 23andMe Holding Co. RSU Conversion and Deferral Program For Directors. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040771 · doc4.xml · nonDerivative · entry 2 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,049 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040771 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,978 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 28, 2022 Filed Jun 30, 2022 20:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039926 · doc4.xml · nonDerivative · entry 1 MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,878 F1 · shares: Represents dividend equivalents paid on vested deffered stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deffered stock units. 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.