Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DELUXE CORPDLX · Entity 1310 | Director | April 23, 2026 | April 27, 2026 |
| Repay Holdings CorpRPAY · Entity 5910 | Director | June 10, 2026 | June 12, 2026 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DELUXE CORP
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,577 |
Reported balance
After 2026-04-23 transaction · row 1
1 source rowRow 1 · 2026-04-23 · Exercise / conversion · Acquired 10,349 · Balance 41,577 F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-04-24 | Direct | 5,286 |
Reported balance
After 2026-04-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-23 · Grant · Acquired 5,286 · Balance 5,286 F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-04-23 | Direct | 0 |
Reported balance
After 2026-04-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-23 · Exercise / conversion · Disposed 10,349 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded.
F2: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027.
Repay Holdings Corp
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 230,951 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 50,295 · Balance 230,951 F1: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement.
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 | 4,180 |
Ending reported balance
After 2026-10-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-10-01 · Grant · Acquired 155 · Balance 4,077 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. Row 2 · 2026-10-01 · Grant · Acquired 103 · Balance 4,180 F2: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. |
| Common StockSEC Table I · non-derivative | IndirectBy Revocable Trust | 2,146 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,146 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust 2 | 45 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 45 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust 3 | 55 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 55 |
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.
F2: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group.
Past disclosures · reporting ended (4)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DUN & BRADSTREET CORP/NW
Report date February 08, 2019 · Filed February 12, 2019
Section 16 reporting ended · disclosed 2019-02-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-08 transaction · row 1
1 source rowRow 1 · 2019-02-08 · Disposition to issuer · Disposed 5,928.1183 · Balance 0 F1: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share. |
| Common StockSEC Table I · non-derivative | IndirectHELD IN TRUST | 0 |
Reported balance
After 2019-02-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-02-08 · Disposition to issuer · Disposed 2,683 · Balance 0 F1: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share. F2: Held in the Paul R. Garcia Revocable Trust. |
| Non-Qualified Stock Option - right to buySEC Table II · derivative / convertible security · Conversion / exercise price $63.44 · Expires 2022-05-09 | Direct | 0 |
Reported balance
After 2019-02-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-08 · Disposition to issuer · Disposed 1,788 · Balance 0 F3: Cancelled pursuant to the merger agreement in exchange for a cash payment for each share equal to the difference between the merger consideration price of $145.00 per share and the exercise price of the option. |
Filing footnotes · ownership attribution and instrument terms
F1: Cancelled pursuant to the merger agreement between The Dun & Bradstreet Corporation, Star Parent L.P. and Star Merger Sub, Inc., in exchange for the merger consideration price of $145.00 per share.
F2: Held in the Paul R. Garcia Revocable Trust.
F3: Cancelled pursuant to the merger agreement in exchange for a cash payment for each share equal to the difference between the merger consideration price of $145.00 per share and the exercise price of the option.
SUNTRUST BANKS INC
Report date December 06, 2019 · Filed December 09, 2019
Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 1
1 source rowRow 1 · 2019-12-06 · Disposition to issuer · Disposed 15,799 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective November 1, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock. F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Each BB&T restricted stock award is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2019-12-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-06 · Disposition to issuer · Disposed 2,362.889 · Balance 0 F3: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger. F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,060 shares of BB&T common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective November 1, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.
F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each restricted stock award included in the shares of common stock held by the reporting person was automatically converted into a BB&T restricted stock award with respect to shares of BB&T common stock. Each BB&T restricted stock award is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust restricted stock award immediately prior to the effective time of the Merger.
F3: Represents phantom stock units under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust phantom stock unit automatically converted into a BB&T phantom stock unit in respect of shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T phantom stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust phantom stock unit immediately prior to the effective time of the Merger.
F4: These phantom stock units were replaced with BB&T phantom stock units in respect of an aggregate 3,060 shares of BB&T common stock.
TRUIST FINANCIAL CORP
Report date October 26, 2021 · Filed October 27, 2021
Section 16 reporting ended · disclosed 2021-10-27. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
WEST CORP
Report date October 10, 2017 · Filed October 12, 2017
Section 16 reporting ended · disclosed 2017-10-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-10 transaction · row 1
1 source rowRow 1 · 2017-10-10 · Disposition to issuer · Disposed 28,384 · Balance 0 F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement"). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that were cancelled and converted into the right to receive $23.50 per share pursuant to the merger agreement among the Issuer, Mount Olympus Holdings, Inc. and Olympus Merger Sub, Inc., dated as of May 9, 2017 (the "Merger Agreement").
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 20:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000248 · wk-form4_1791231709.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,180 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000248 · wk-form4_1791231709.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,077 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 20:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000226 · wk-form4_1790280773.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,922 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 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000179 · wk-form4_1783370617.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,906 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 132 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000179 · wk-form4_1783370617.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,818 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000171 · wk-form4_1782423489.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,686 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 |
| June 10, 2026 Filed Jun 12, 2026 21:02 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 50,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001226012-26-000004 · ownership.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,951 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:39 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001226012-26-000002 · wk-form4_1777300747.xml · derivative · entry 3 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:39 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 5,286 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001226012-26-000002 · wk-form4_1777300747.xml · derivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,286 Underlying: Common Stock · 5,286 shares Expires 2027-04-24 F2 · date: Restricted stock units vest on the date of our 2027 annual shareholder meeting, which is expected to be April 22, 2027. Read SEC document |
| April 23, 2026 Filed Apr 27, 2026 14:39 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,349 | $0.00 | $0.00 |
DisclosureSEC source: 0001226012-26-000002 · wk-form4_1777300747.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,577 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2026 Filed Apr 6, 2026 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000114 · wk-form4_1775509458.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,673 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, 2026 Filed Apr 6, 2026 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000114 · wk-form4_1775509458.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,536 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000098 · wk-form4_1773952420.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,330 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 23:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000018 · wk-form4_1767741660.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,314 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 |
| January 02, 2026 Filed Jan 6, 2026 23:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000018 · wk-form4_1767741660.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,202 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000341 · wk-form4_1766095958.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,034 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 20:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000297 · wk-form4_1759522804.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,021 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000297 · wk-form4_1759522804.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,923 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000276 · wk-form4_1758831357.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,761 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 | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000214 · wk-form4_1751486910.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,750 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000214 · wk-form4_1751486910.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,654 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 24, 2025 Filed Jun 26, 2025 20:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000194 · wk-form4_1750969376.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,481 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 |
| June 12, 2025 Filed Jun 13, 2025 21:04 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 34,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086351 · ownership.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,656 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 19:53 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 7,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000125 · wk-form4_1745610776.xml · derivative · entry 3 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,980 shares Expires 2025-04-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 19:53 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 10,349 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000125 · wk-form4_1745610776.xml · derivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,349 Underlying: Common Stock · 10,349 shares Expires 2026-04-23 F2 · derivative.exercise_date: Restricted stock units vest on the date of our 2026 annual shareholder meeting, which is expected to be April 23, 2026. Read SEC document |
| April 24, 2025 Filed Apr 25, 2025 19:53 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 7,980 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-25-000125 · wk-form4_1745610776.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,228 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 60 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000116 · wk-form4_1743713604.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,470 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, 2025 Filed Apr 3, 2025 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000116 · wk-form4_1743713604.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,410 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000088 · wk-form4_1742506081.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,302 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000012 · wk-form4_1736202827.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,296 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 |
| January 02, 2025 Filed Jan 6, 2025 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000012 · wk-form4_1736202827.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,234 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000357 · wk-form4_1734643027.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,122 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 | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000312 · wk-form4_1727988351.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,116 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000312 · wk-form4_1727988351.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,062 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 24, 2024 Filed Sep 26, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000292 · wk-form4_1727383901.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,965 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 18, 2024 Filed Jul 19, 2024 20:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000246 · wk-form4_1721420768.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust 1 Disclosed balance after: 0 F1 · balance_after: On July 18, 2024, 30 UNH shares held in Trust #1 were distributed to the trust beneficiary. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000237 · wk-form4_1719952524.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,960 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000237 · wk-form4_1719952524.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,896 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, 2024 Filed Jun 27, 2024 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000207 · wk-form4_1719522115.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,782 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 30, 2024 Filed Jun 3, 2024 21:06 UTC | Repay Holdings Corp RPAY · Entity 5910 | GrantClass A Common Stock | 17,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-068097 · ownership.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,656 F1 · kind: Reflects a grant of restricted stock units that vest on the earlier of: (a) the one-year anniversary of the grant date, and (b) the next regularly scheduled annual meeting of stockholders of Issuer that is at least 50 weeks after the grant date. The shares subject to the units will be issued to the Reporting Person after the Reporting Person ceases to be a director of the Issuer pursuant to the terms of the award agreement. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 18:11 UTC | DELUXE CORP DLX · Entity 1310 | GrantRestricted Stock Unit · Derivative | 7,980 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000102 · wk-form4_1714414278.xml · derivative · entry 3 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,980 Underlying: Common Stock · 7,980 shares Expires 2025-04-24 Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 18:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionRestricted Stock Unit · Derivative | 10,402 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000102 · wk-form4_1714414278.xml · derivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,402 shares Expires 2024-04-25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Restricted stock units vest on the date of our 2025 annual shareholder meeting, which is expected to be April 24, 2025. Read SEC document |
| April 25, 2024 Filed Apr 29, 2024 18:11 UTC | DELUXE CORP DLX · Entity 1310 | Exercise / conversionCommon Stock | 10,402 | $0.00 | $0.00 |
DisclosureSEC source: 0000027996-24-000102 · wk-form4_1714414278.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Transaction reflects vesting and conversion into shares on a one-for-one basis of restricted stock units previously awarded. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000138 · wk-form4_1712175418.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,777 F3 · 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, 2024 Filed Apr 3, 2024 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 115 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000138 · wk-form4_1712175418.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,713 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. F2 · balance_after: Excludes 2,146 shares which were previously inadvertently reported as being directly owned by the reporting person. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000105 · wk-form4_1711051791.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,744 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 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 58 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000019 · wk-form4_1704407388.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,740 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 |
| January 02, 2024 Filed Jan 4, 2024 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000019 · wk-form4_1704407388.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,682 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000100 · wk-form4_1702591587.xml · nonDerivative · entry 1 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,577 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 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051904 · doc4.xml · nonDerivative · entry 2 GARCIA PAUL R · CIK 0001226012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,574 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.