person · Reporting owner
MCNABB FREDERICK WILLIAM III
Disclosed activity across 5 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES CORPIBM · Entity 2840 | Director | September 30, 2026 | October 02, 2026 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | October 01, 2026 | October 05, 2026 |
| WVB All Markets FundNone · Entity 30915 | Director | June 30, 2026 | July 01, 2026 |
| WVB Blackstone All Privates FundNone · Entity 30911 | Director | June 30, 2026 | July 01, 2026 |
| Wellington Global Multi-Strategy FundNONE · Entity 30363 | Director | December 19, 2024 | December 19, 2024 |
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.
INTERNATIONAL BUSINESS MACHINES CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Promised Fee ShareSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 17,053 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 415 · Balance 17,053 F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash.
F2: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan.
F3: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement.
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 | 15,810 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 291 · Balance 15,810 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.
WVB All Markets Fund
Report date June 30, 2026 · Filed July 01, 2026
This filing explicitly reported no securities owned.
WVB Blackstone All Privates Fund
Report date June 30, 2026 · Filed July 01, 2026
This filing explicitly reported no securities owned.
Wellington Global Multi-Strategy Fund
Report date December 19, 2024 · Filed December 19, 2024
This filing explicitly reported no securities owned.
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 | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000251 · wk-form4_1791231930.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,810 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 30, 2026 Filed Oct 2, 2026 00:27 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 415 | $219.93 Strike: $0.00 | $91,270.95 |
DisclosureSEC source: 0001731814-26-000006 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,053 Underlying: Common Stock · 415 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000235 · wk-form4_1790280825.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,519 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 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000185 · wk-form4_1783370732.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,462 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, 2026 Filed Jul 2, 2026 20:07 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 325 | $281.21 Strike: $0.00 | $91,393.25 |
DisclosureSEC source: 0001731814-26-000005 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,518 Underlying: Common Stock · 325 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000160 · wk-form4_1782423411.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,212 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 | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000118 · wk-form4_1775509482.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,162 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 31, 2026 Filed Apr 1, 2026 21:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 377 | $242.39 Strike: $0.00 | $91,381.03 |
DisclosureSEC source: 0001731814-26-000002 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,094 Underlying: Common Stock · 377 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000094 · wk-form4_1773952397.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,774 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 23:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000011 · wk-form4_1767741595.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,710 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 31, 2025 Filed Jan 2, 2026 21:05 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 309 | $296.21 Strike: $0.00 | $91,528.89 |
DisclosureSEC source: 0001731814-26-000001 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,613 Underlying: Common Stock · 309 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000349 · wk-form4_1766096009.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,394 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 | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000296 · wk-form4_1759522796.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,341 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 30, 2025 Filed Oct 1, 2025 21:26 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 324 | $282.16 Strike: $0.00 | $91,419.84 |
DisclosureSEC source: 0001731814-25-000004 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,223 Underlying: Common Stock · 324 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000273 · wk-form4_1758831333.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,052 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 | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000216 · wk-form4_1751486931.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,003 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, 2025 Filed Jul 1, 2025 20:08 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 310 | $294.78 Strike: $0.00 | $91,381.80 |
DisclosureSEC source: 0001562180-25-005177 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,803 Underlying: Common Stock · 310 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 20:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000187 · wk-form4_1750969328.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,709 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 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 183 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000117 · wk-form4_1743713616.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,656 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 31, 2025 Filed Apr 1, 2025 20:45 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 367 | $248.66 Strike: $0.00 | $91,258.22 |
DisclosureSEC source: 0001562180-25-002840 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,405 Underlying: Common Stock · 367 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000086 · wk-form4_1742506060.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,473 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 22:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000017 · wk-form4_1736202879.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,443 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 31, 2024 Filed Jan 2, 2025 22:49 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 399 | $219.83 Strike: $0.00 | $87,712.17 |
DisclosureSEC source: 0001562180-25-000017 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,948 Underlying: Common Stock · 399 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000356 · wk-form4_1734643017.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,253 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 | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000310 · wk-form4_1727988331.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,223 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 30, 2024 Filed Oct 1, 2024 22:39 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 396 | $221.08 Strike: $0.00 | $87,547.68 |
DisclosureSEC source: 0001562180-24-007078 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,453 Underlying: Common Stock · 396 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 24, 2024 Filed Sep 26, 2024 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000295 · wk-form4_1727383931.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,059 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, 2024 Filed Jul 2, 2024 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000231 · wk-form4_1719952448.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,034 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, 2024 Filed Jul 2, 2024 21:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 506 | $172.95 Strike: $0.00 | $87,512.70 |
DisclosureSEC source: 0001562180-24-005528 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,952 Underlying: Common Stock · 506 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 25, 2024 Filed Jun 27, 2024 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000218 · wk-form4_1719522244.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,840 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 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000136 · wk-form4_1712175356.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,812 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 28, 2024 Filed Apr 1, 2024 21:48 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 459 | $190.96 Strike: $0.00 | $87,650.64 |
DisclosureSEC source: 0001562180-24-003116 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,325 Underlying: Common Stock · 459 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000115 · wk-form4_1711051957.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,616 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 | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000016 · wk-form4_1704407351.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,592 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 29, 2023 Filed Jan 3, 2024 23:39 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 536 | $163.55 Strike: $0.00 | $87,662.80 |
DisclosureSEC source: 0001562180-24-000138 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,765 Underlying: Common Stock · 536 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000102 · wk-form4_1702591616.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,414 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 20:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 186 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051917 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,393 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 29, 2023 Filed Oct 3, 2023 20:34 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 624 | $140.30 Strike: $0.00 | $87,547.20 |
DisclosureSEC source: 0001562180-23-007143 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,117 Underlying: Common Stock · 624 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| September 19, 2023 Filed Sep 21, 2023 21:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 23 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050312 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,207 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 03, 2023 Filed Jul 6, 2023 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041620 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,184 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, 2023 Filed Jul 5, 2023 20:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 654 | $133.81 Strike: $0.00 | $87,511.74 |
DisclosureSEC source: 0001562180-23-005700 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,377 Underlying: Common Stock · 654 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| June 27, 2023 Filed Jun 29, 2023 22:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040212 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,983 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 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023294 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,961 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 31, 2023 Filed Apr 3, 2023 20:38 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 668 | $131.09 Strike: $0.00 | $87,568.12 |
DisclosureSEC source: 0001562180-23-003243 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,607 Underlying: Common Stock · 668 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020820 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,767 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 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001840 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,748 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 31, 2022 Filed Jan 3, 2023 21:22 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 577 | $140.89 Strike: $0.00 | $81,293.53 |
DisclosureSEC source: 0001562180-23-000023 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,823 Underlying: Common Stock · 577 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061452 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,563 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 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052393 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,547 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 30, 2022 Filed Oct 3, 2022 21:07 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 684 | $118.81 Strike: $0.00 | $81,266.04 |
DisclosureSEC source: 0001562180-22-006916 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,156 Underlying: Common Stock · 684 shares Expires not disclosed F1 · derivative.exercise_price: Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan are paid out after retirement in the company's common stock or cash. F2 · kind: Deferral of fees into Promised Fee Shares under the terms of the IBM Board of Directors Deferred Compensation and Equity Award Plan. F3 · derivative.exercise_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. F3 · derivative.expiration_date: Distribution of Promised Fee Shares under the IBM Board of Directors Deferred Compensation and Equity Award Plan is deferred until retirement. 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.