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 |
|---|---|---|---|---|---|---|
| September 20, 2022 Filed Sep 21, 2022 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050908 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,374 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, 2022 Filed Jul 5, 2022 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040767 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,358 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, 2022 Filed Jul 1, 2022 20:31 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 576 | $141.19 Strike: $0.00 | $81,325.44 |
DisclosureSEC source: 0001562180-22-005452 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,379 Underlying: Common Stock · 576 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 28, 2022 Filed Jun 30, 2022 20:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039925 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,186 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 |
| May 26, 2022 Filed May 31, 2022 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 89 | $504.32 | $44,884.30 |
DisclosureSEC source: 0001209191-22-032840 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,259 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003860 · form4-04052022_020432.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,170 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, 2022 Filed Apr 1, 2022 21:04 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 625 | $130.02 Strike: $0.00 | $81,262.50 |
DisclosureSEC source: 0001562180-22-003075 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,722 Underlying: Common Stock · 625 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 22, 2022 Filed Mar 25, 2022 01:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021043 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,996 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, 2022 Filed Jan 5, 2022 21:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001730 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,982 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, 2021 Filed Jan 4, 2022 23:08 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 608 | $133.66 Strike: $0.00 | $81,265.28 |
DisclosureSEC source: 0001562180-22-000134 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,018 Underlying: Common Stock · 608 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 14, 2021 Filed Dec 16, 2021 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070046 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,805 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, 2021 Filed Oct 5, 2021 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059514 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,791 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, 2021 Filed Oct 1, 2021 21:03 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 585 | $138.93 Strike: $0.00 | $81,274.05 |
DisclosureSEC source: 0001562180-21-006211 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Underlying: Common Stock · 585 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 21, 2021 Filed Sep 23, 2021 20:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057433 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,564 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, 2021 Filed Jul 6, 2021 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045540 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,549 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, 2021 Filed Jul 1, 2021 20:33 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 555 | $146.59 Strike: $0.00 | $81,357.45 |
DisclosureSEC source: 0001562180-21-004621 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,461 Underlying: Common Stock · 555 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 29, 2021 Filed Jul 1, 2021 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044489 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,341 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, 2021 Filed Apr 5, 2021 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 225 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025272 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,326 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, 2021 Filed Apr 1, 2021 22:16 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 610 | $133.26 Strike: $0.00 | $81,288.60 |
DisclosureSEC source: 0001562180-21-002531 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,865 Underlying: Common Stock · 610 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 23, 2021 Filed Mar 25, 2021 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023050 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,101 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 04, 2021 Filed Jan 6, 2021 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 237 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002294 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,088 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, 2020 Filed Jan 4, 2021 21:57 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 646 | $125.88 Strike: $0.00 | $81,318.48 |
DisclosureSEC source: 0001562180-21-000039 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214 Underlying: Common Stock · 646 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 15, 2020 Filed Dec 17, 2020 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064136 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,851 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 28, 2020 Filed Oct 29, 2020 16:37 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | PurchaseCommon Stock | 9,250 | $108.01 | $999,124.88 |
DisclosureSEC source: 0001562180-20-006447 · primarydocument.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,250 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 264 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053681 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,838 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, 2020 Filed Oct 1, 2020 20:15 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 668 | $121.67 Strike: $0.00 | $81,275.56 |
DisclosureSEC source: 0001562180-20-006176 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,536 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 |
| September 22, 2020 Filed Sep 24, 2020 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051919 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,574 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 278 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040426 · doc4.xml · nonDerivative · entry 2 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,560 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 1, 2020 23:27 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 673 | $120.77 Strike: $0.00 | $81,278.21 |
DisclosureSEC source: 0001562180-20-004753 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,843 Underlying: Common Stock · 673 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 30, 2020 Filed Jul 2, 2020 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040426 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,282 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 21:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023399 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,269 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, 2020 Filed Apr 1, 2020 21:11 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 733 | $110.93 Strike: $0.00 | $81,311.69 |
DisclosureSEC source: 0001562180-20-002805 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156 Underlying: Common Stock · 733 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 24, 2020 Filed Mar 26, 2020 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021265 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,921 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000919 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,908 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, 2019 Filed Jan 3, 2020 02:00 UTC | INTERNATIONAL BUSINESS MACHINES CORP IBM · Entity 2840 | GrantPromised Fee Share · Derivative | 418 | $134.04 Strike: $0.00 | $56,028.72 |
DisclosureSEC source: 0001562180-20-000058 · primarydocument.xml · derivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418 Underlying: Common Stock · 418 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, 2019 Filed Dec 19, 2019 22:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061339 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,625 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051807 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,616 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 | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050894 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,236 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 341 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041075 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,227 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 21:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039338 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,886 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 |
| May 01, 2019 Filed May 3, 2019 20:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 6,430 | $233.21 | $1,499,533.87 |
DisclosureSEC source: 0001209191-19-027375 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,879 Read SEC document |
| April 01, 2019 Filed Apr 2, 2019 20:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022471 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,449 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, 2019 Filed Mar 21, 2019 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020778 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,113 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, 2019 Filed Jan 3, 2019 21:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000865 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109 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 |
DisclosureSEC source: 0001209191-18-062977 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770 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, 2018 Filed Oct 2, 2018 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053198 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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 |
| September 18, 2018 Filed Sep 20, 2018 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051799 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488 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 02, 2018 Filed Jul 5, 2018 20:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041547 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 486 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 20:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039912 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182 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 02, 2018 Filed Apr 4, 2018 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 181 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023714 · doc4.xml · nonDerivative · entry 1 MCNABB FREDERICK WILLIAM III · CIK 0001731814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.