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MONTGOMERY RICE VALERIE MD

Disclosed activity across 2 companies

Tapewire entity
10576
SEC CIK
0001714561

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Chrome Holding Co.ME · Entity 76268DirectorAugust 26, 2024August 28, 2024
UNITEDHEALTH GROUP INCUNH · Entity 2809DirectorOctober 01, 2026October 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect1,207,918 Ending reported balance After 2024-08-26 transaction · row 2
2 source rows · reconciled sequence

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect8,180 Reported balance After 2026-10-01 transaction · row 1
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 5, 2026 20:25 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 257 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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April 03, 2023 Filed Apr 5, 2023 20:10 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 76 $0.00 $0.00
Disclosure

SEC 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.

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April 03, 2023 Filed Apr 5, 2023 20:10 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 114 $0.00 $0.00
Disclosure

SEC 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.

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March 21, 2023 Filed Mar 23, 2023 21:29 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 15 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.

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December 13, 2022 Filed Dec 15, 2022 21:42 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 13 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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September 20, 2022 Filed Sep 21, 2022 20:18 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 13 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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").

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.