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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
April 01, 2022 Filed Apr 5, 2022 21:55 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 66 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003861 · form4-04052022_020410.xml · nonDerivative · entry 2

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,865

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 01, 2022 Filed Apr 5, 2022 21:55 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-003861 · form4-04052022_020410.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,799

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 22, 2022 Filed Mar 25, 2022 01:42 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 11 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-021044 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,699

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
January 03, 2022 Filed Jan 5, 2022 21:39 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 149 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-001734 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,689

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 14, 2021 Filed Dec 16, 2021 23:06 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 12 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-070052 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,540

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
October 01, 2021 Filed Oct 5, 2021 20:54 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 191 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-059517 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,528

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 21, 2021 Filed Sep 23, 2021 20:45 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 12 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-057434 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,337

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
September 14, 2021 Filed Sep 16, 2021 16:23 UTC Chrome Holding Co. ME · Entity 76268 GrantClass A Common Stock, $0.0001 par value 18,421 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-056393 · doc4.xml · nonDerivative · entry 2

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,263

F2 · shares: The shares are represented by RSUs, all of which shall vest in full on the earlier of (a) the first anniversary of the grant date or (b) the date of the issuer's 2022 annual meeting of stockholders.

Read SEC document
September 14, 2021 Filed Sep 16, 2021 16:23 UTC Chrome Holding Co. ME · Entity 76268 GrantClass A Common Stock, $0.0001 par value 36,842 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-056393 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,842

F1 · shares: The shares are represented by restricted stock units, or RSUs, all of which shall vest in full on June 16, 2022. Each RSU represents the contingent right to receive one share of Class A common stock of the issuer.

Read SEC document
July 01, 2021 Filed Jul 6, 2021 20:57 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 185 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-045542 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,325

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 29, 2021 Filed Jul 1, 2021 21:20 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 12 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-044492 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,140

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 21:29 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 204 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-025278 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,128

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 23, 2021 Filed Mar 25, 2021 21:20 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 10 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-023051 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,924

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 22:40 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 192 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-002292 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,914

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 15, 2020 Filed Dec 17, 2020 22:16 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 10 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-064139 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,722

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 20:48 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 214 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-053682 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,712

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, 2020 Filed Sep 24, 2020 21:18 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 11 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-051920 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,498

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 20:51 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 225 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040437 · doc4.xml · nonDerivative · entry 2

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,487

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 20:51 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 10 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040437 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,262

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 282 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-023401 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,252

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 10 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-021267 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,970

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
January 02, 2020 Filed Jan 3, 2020 21:19 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 176 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-000923 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,960

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 22:13 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 7 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-061342 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,784

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
October 01, 2019 Filed Oct 2, 2019 21:01 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-051809 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,777

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 21:57 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 8 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-050895 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,541

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
July 01, 2019 Filed Jul 3, 2019 20:17 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 212 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-041077 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,533

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 21:42 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 6 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-039325 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,321

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
April 01, 2019 Filed Apr 2, 2019 20:25 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 209 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-022475 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,315

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, 2019 Filed Mar 21, 2019 20:43 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 4 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-020780 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,106

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
January 02, 2019 Filed Jan 3, 2019 21:03 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 211 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-000870 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,102

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, 2018 Filed Dec 17, 2018 22:01 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 3 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-062978 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 891

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
October 01, 2018 Filed Oct 2, 2018 20:38 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 163 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-053200 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 888

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 18, 2018 Filed Sep 20, 2018 20:37 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 3 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-051800 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 725

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
July 02, 2018 Filed Jul 5, 2018 20:08 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 177 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-041551 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 722

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 26, 2018 Filed Jun 28, 2018 20:58 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 2 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-039915 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 545

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
April 02, 2018 Filed Apr 4, 2018 20:47 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 202 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-023718 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 543

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 20, 2018 Filed Mar 21, 2018 20:25 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 2 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-021084 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 341

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
January 02, 2018 Filed Jan 4, 2018 22:05 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 198 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-002031 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 339

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, 2017 Filed Dec 15, 2017 00:19 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 1 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-065760 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141

F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board.

Read SEC document
October 02, 2017 Filed Oct 3, 2017 20:59 UTC UNITEDHEALTH GROUP INC UNH · Entity 2809 GrantCommon Stock 140 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-055222 · doc4.xml · nonDerivative · entry 1

MONTGOMERY RICE VALERIE MD · CIK 0001714561 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140

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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.