Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director · CEO, UHG | September 22, 2026 | September 24, 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 September 22, 2026 · Filed September 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 177,689.942 |
Reported balance
After 2026-09-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-22 · Grant · Acquired 50 · Balance 177,689.942 F1: 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. F2: Includes 129,541 shares previously owned indirectly by trusts which were transferred to the reporting person's direct holdings on August 27, 2026. This transaction was exempt from reporting pursuant to Rule 16a-13. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 358.8533 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 358.8533 |
| Common StockSEC Table I · non-derivative | IndirectBy Trusts | 877,290 |
Reported balance
Holding disclosure · report date 2026-09-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 877,290 F3: Excludes 129,541 shares previously owned indirectly by trusts which were transferred to the reporting person's direct holdings on August 27, 2026. This transaction was exempt from reporting pursuant to Rule 16a-13. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Includes 129,541 shares previously owned indirectly by trusts which were transferred to the reporting person's direct holdings on August 27, 2026. This transaction was exempt from reporting pursuant to Rule 16a-13.
F3: Excludes 129,541 shares previously owned indirectly by trusts which were transferred to the reporting person's direct holdings on August 27, 2026. This transaction was exempt from reporting pursuant to Rule 16a-13.
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 22, 2026 Filed Sep 24, 2026 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000228 · wk-form4_1790280786.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,689.942 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. F2 · balance_after: Includes 129,541 shares previously owned indirectly by trusts which were transferred to the reporting person's direct holdings on August 27, 2026. This transaction was exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| June 23, 2026 Filed Jun 25, 2026 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000163 · wk-form4_1782423433.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,098.942 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. F2 · balance_after: The direct ownership amount reported reflects exempt transfers between the reporting person's direct holdings and trusts. On April 29, 2026 and June 22, 2026, 144,170 and 97,450 shares, respectively, were transferred from trusts to the reporting person's direct holdings. On May 13, 2026, June 22, 2026 and June 23, 2026, 300,000, 250,000 and 6,196 shares, respectively, were transferred from the reporting person's direct holdings to trusts. These transfers were exempt from Section 16 reporting pursuant to applicable SEC rules. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-26-000092 · wk-form4_1773952385.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 362,628.942 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. F2 · balance_after: Excludes 10,380 shares previously owned directly which were contributed to the reporting person's trusts on January 29, 2026. This transaction was exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 55,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001180162-25-000006 · wk-form4_1766525100.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,947.942 F1 · shares: Represents conveyance of shares as a gift. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000350 · wk-form4_1766096015.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,947.942 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 23, 2025 Filed Sep 25, 2025 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000277 · wk-form4_1758831365.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,895.942 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. F2 · balance_after: Includes 58,795 shares previously owned indirectly by trusts which were transferred to the reporting person's direct holdings on August 14, 2025, and excludes 5,555 shares previously owned directly which were contributed to the reporting person's trusts on August 14, 2025. These transactions were exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000219 · wk-form4_1751486952.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,605.942 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 | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000197 · wk-form4_1750969397.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,407.942 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 20, 2025 Filed May 22, 2025 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 2,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000152 · wk-form4_1747944798.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,352.942 F1 · shares: Represents conveyance of shares as a gift. F2 · balance_after: Excludes 302,615 shares previously owned directly which were contributed to the reporting person's trusts on May 20, 2025. These transactions were exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| May 16, 2025 Filed May 16, 2025 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 86,700 | $288.57 | $25,019,019.00 |
DisclosureSEC source: 0000731766-25-000145 · wk-form4_1747433498.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 679,492.942 F1 · price: This transaction was executed in multiple trades ranging from $287.05 to $289.38 per share. The price reported above reflects the weighted average purchase price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. F2 · balance_after: Excludes 175,000 shares previously owned directly which were contributed to the reporting person's trusts on April 22, 2025. Includes 60,700 shares previous owned indirectly by trusts which were transferred to the reporting person's direct holdings on April 30, 2025. These transactions were exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| May 14, 2025 Filed May 16, 2025 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 602,773 | $0.00 Strike: $308.01 | $0.00 |
DisclosureSEC source: 0000731766-25-000145 · wk-form4_1747433498.xml · derivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director · CEO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 602,773 Underlying: Common Stock · 602,773 shares Expires 2035-05-14 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 273 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000115 · wk-form4_1743713593.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 707,092.942 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 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000094 · wk-form4_1742506144.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 706,819.942 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. F2 · balance_after: Excludes 200,000 shares previously owned directly which were contributed to the reporting person's trusts, in the amounts of 100,000 on February 7, 2025, and 100,000 on February 27, 2025, respectively. These contributions were exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000011 · wk-form4_1736202815.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,788.942 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 18, 2024 Filed Dec 19, 2024 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 33,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000366 · wk-form4_1734643113.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,505.942 F2 · shares: Represents conveyance of shares as a gift. Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000366 · wk-form4_1734643113.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 939,505.942 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 |
| November 11, 2024 Filed Nov 13, 2024 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000329 · wk-form4_1731533740.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 939,474.942 F1 · shares: Represents conveyance of shares as a gift. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 245 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000311 · wk-form4_1727988342.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 947,474.942 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 | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000290 · wk-form4_1727383882.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 947,229.942 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 16, 2024 Filed Sep 18, 2024 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 5,176 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000266 · wk-form4_1726694492.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT11 Disclosed balance after: 0 F1 · balance_after: On September 16, 2024, 4,192 UNH shares held in Grantor Retained Annuity Trust #10 and 5,176 UNH shares held in Grantor Retained Annuity Trust #11 were distributed to the trusts beneficiaries. F2 · balance_after: On September 16, 2024, 92,984 UNH shares held in Grantor Retained Annuity Trust #10 and 44,864 UNH shares held in Grantor Retained Annuity Trust #11 were distributed to the reporting person to satisfy annuity payments and are reported as directly owned as set forth in footnote 3. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 4,192 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000266 · wk-form4_1726694492.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT10 Disclosed balance after: 0 F1 · balance_after: On September 16, 2024, 4,192 UNH shares held in Grantor Retained Annuity Trust #10 and 5,176 UNH shares held in Grantor Retained Annuity Trust #11 were distributed to the trusts beneficiaries. F2 · balance_after: On September 16, 2024, 92,984 UNH shares held in Grantor Retained Annuity Trust #10 and 44,864 UNH shares held in Grantor Retained Annuity Trust #11 were distributed to the reporting person to satisfy annuity payments and are reported as directly owned as set forth in footnote 3. Read SEC document |
| September 10, 2024 Filed Sep 10, 2024 20:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000264 · wk-form4_1726001859.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 809,356.942 F1 · shares: Represents conveyance of shares as a gift. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 20:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000264 · wk-form4_1726001859.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 818,356.942 F1 · shares: Represents conveyance of shares as a gift. F2 · balance_after: Includes 42,500 shares transferred from Grantor Retained Annuity Trust #13 to satisfy an annuity payment on July 17, 2024. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000232 · wk-form4_1719952460.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810,856.942 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 21:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 28 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000217 · wk-form4_1719522231.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810,567.942 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 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 64,130 | $0.00 Strike: $262.98 | $0.00 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · derivative · entry 17 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 64,130 shares Expires 2024-11-07 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. F5 · derivative.exercise_date: The non-qualified stock options vested at a rate of 25% annually on February 26 from the years 2020 through 2023. Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 53,042 | $0.00 Strike: $226.64 | $0.00 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · derivative · entry 16 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 53,042 shares Expires 2024-11-07 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. F4 · derivative.exercise_date: The non-qualified stock options vested at a rate of 25% annually on February 13 from the years 2019 through 2022. Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 96,706 | $0.00 Strike: $160.31 | $0.00 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · derivative · entry 15 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 96,706 shares Expires 2024-11-07 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. F3 · derivative.exercise_date: The non-qualified stock options vested a rate of 25% annually on February 8 from 2018 through 2021. Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 118,270 | $0.00 Strike: $111.16 | $0.00 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · derivative · entry 14 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 118,270 shares Expires 2024-11-07 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: The non-qualified stock options vested at a rate of 25% annually on February 9 from 2017 through 2020. Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 47,716 | $496.66 | $23,698,628.56 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 8 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810,539.942 F1 · balance_after: As of the date of this filing, Mr. Hemsley continues to beneficially own all net shares issued to him as a result of this exercise and no net shares were sold. Reflects exercise of stock options. Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 64,130 | $262.98 | $16,864,907.40 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 7 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 858,255.942 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 |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 37,350 | $496.86 | $18,557,721.00 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 6 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,125.942 Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 53,042 | $226.64 | $12,021,438.88 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 831,475.942 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 |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 61,078 | $496.69 | $30,336,831.82 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778,433.942 Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 96,706 | $160.31 | $15,502,938.86 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 839,511.942 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 |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 68,042 | $496.83 | $33,805,306.86 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 742,805.942 Read SEC document |
| June 14, 2024 Filed Jun 14, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 118,270 | $111.16 | $13,146,893.20 |
DisclosureSEC source: 0000731766-24-000188 · wk-form4_1718398309.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 810,847.942 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 |
| June 06, 2024 Filed Jun 10, 2024 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 7,850 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000171 · wk-form4_1718052360.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 692,577.942 F1 · shares: Represents conveyance of shares as a gift. F2 · balance_after: Includes 64,300 shares transferred from Grantor Retained Annuity Trust #12 to satisfy an annuity payment on April 23, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000133 · wk-form4_1712175264.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 636,127.942 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 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 24 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000117 · wk-form4_1711051982.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,836.942 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000017 · wk-form4_1704407365.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,812.942 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 22:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000107 · wk-form4_1702591682.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,547.942 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 |
| December 05, 2023 Filed Dec 7, 2023 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 66,081 | $0.00 Strike: $108.97 | $0.00 |
DisclosureSEC source: 0000731766-23-000082 · wk-form4_1701984163.xml · derivative · entry 8 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66,081 shares Expires 2024-11-07 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: The non-qualified stock options vested at a rate of 25% annually on February 10 from 2016 through 2019. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 66,081 | $550.39 | $36,370,196.04 |
DisclosureSEC source: 0000731766-23-000082 · wk-form4_1701984163.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,527.942 F1 · price: This transaction was executed in multiple trades ranging from $550.29 to $551.29 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 66,081 | $108.97 | $7,200,846.57 |
DisclosureSEC source: 0000731766-23-000082 · wk-form4_1701984163.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 701,608.942 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 |
| November 22, 2023 Filed Nov 27, 2023 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 18,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000077 · wk-form4_1701122789.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 635,527.942 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 22,259 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000070 · wk-form4_1700515064.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 654,027.942 F1 · balance_after: Includes 104,174 shares transferred from Grantor Retained Annuity Trust #10 and 50,295 shares transferred from Grantor Retained Annuity Trust #11 to satisfy annuity payments on October 27, 2023. F2 · balance_after: 38,075 shares held by a trust are no longer reported herein as the reporting person has no reportable pecuniary interest in such shares. Note that previous filings made by the reporting person listed these shares as indirect holdings. Read SEC document |
| October 17, 2023 Filed Oct 20, 2023 00:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 37,597 | $0.00 Strike: $108.97 | $0.00 |
DisclosureSEC source: 0001209191-23-053214 · doc4.xml · derivative · entry 11 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,081 Underlying: Common Stock · 37,597 shares Expires 2024-11-07 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. F3 · derivative.exercise_date: The non-qualified stock options vested at a rate of 25% annually on February 10 from the years 2016 through 2019. Read SEC document |
| October 17, 2023 Filed Oct 20, 2023 00:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 83,918 | $0.00 Strike: $70.24 | $0.00 |
DisclosureSEC source: 0001209191-23-053214 · doc4.xml · derivative · entry 10 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 83,918 shares Expires 2024-02-12 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: The non-qualified stock options vested at a rate of 25% annually on February 12 from the years 2015 through 2018. Read SEC document |
| October 17, 2023 Filed Oct 20, 2023 00:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 121,515 | $540.58 | $65,688,590.85 |
DisclosureSEC source: 0001209191-23-053214 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,817.942 F1 · price: This transaction was executed in multiple trades ranging from $538.000 to $542.330 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. 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.