Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 2,668 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 257 · Balance 2,668 F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board.
Transaction history
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 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000246 · wk-form4_1791231446.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,668 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 22, 2026 Filed Sep 24, 2026 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000233 · wk-form4_1790280814.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,411 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 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 220 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000175 · wk-form4_1783370496.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,396 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 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000161 · wk-form4_1782423419.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,176 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| April 01, 2026 Filed Apr 6, 2026 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000117 · wk-form4_1775509476.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,163 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 | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000091 · wk-form4_1773952379.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,820 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 | 279 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000010 · wk-form4_1767741587.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,806 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000351 · wk-form4_1766096021.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,527 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 | 260 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000292 · wk-form4_1759522768.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,516 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 23, 2025 Filed Sep 25, 2025 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000272 · wk-form4_1758831324.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,256 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| September 11, 2025 Filed Sep 15, 2025 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 27 | $356.05 | $9,613.35 |
DisclosureSEC source: 0000731766-25-000249 · wk-form4_1757968966.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · shares: On August 1, 2025, the reporting person acquired indirect beneficial ownership of 27 UNH shares by means of an inheritance. This acquisition of securities was exempt from reporting pursuant to Rules 16a-3 and 16b-5 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000213 · wk-form4_1751486903.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,248 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 20:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000192 · wk-form4_1750969363.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 979 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000113 · wk-form4_1743713569.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 971 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 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000081 · wk-form4_1742506007.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 803 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 | 174 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000018 · wk-form4_1736202889.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 799 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000363 · wk-form4_1734643084.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 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, 2024 Filed Oct 3, 2024 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000314 · wk-form4_1727988374.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622 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 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000294 · wk-form4_1727383921.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000233 · wk-form4_1719952473.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469 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 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000220 · wk-form4_1719522267.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292 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 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000139 · wk-form4_1712175440.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000109 · wk-form4_1711051850.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111 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 22:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000011 · wk-form4_1704407084.xml · nonDerivative · entry 1 Baker Charles D. · CIK 0001554088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110 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.