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 |
|---|---|---|---|---|---|---|
| October 17, 2023 Filed Oct 20, 2023 00:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 37,597 | $108.97 | $4,096,945.09 |
DisclosureSEC source: 0001209191-23-053214 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643,332.942 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 |
| October 17, 2023 Filed Oct 20, 2023 00:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 83,918 | $70.24 | $5,894,400.32 |
DisclosureSEC source: 0001209191-23-053214 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,735.942 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 |
| October 02, 2023 Filed Oct 4, 2023 20:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 277 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051912 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,817.942 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 19, 2023 Filed Sep 21, 2023 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050269 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 521,540.942 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 |
| August 14, 2023 Filed Aug 16, 2023 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 54,904 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046068 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by GRAT9 Disclosed balance after: 0 F1 · balance_after: On August 14, 2023, 54,904 UNH shares held in Grantor Retained Annuity Trust #9 were distributed to the reporting person's children. F2 · balance_after: On August 14, 2023, 102,126 shares held in Grantor Retained Annuity Trust #9 were distributed to the reporting person to satisfy an annuity payment and are reported as directly owned as set forth in footnote (3). Read SEC document |
| July 19, 2023 Filed Jul 21, 2023 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 60,732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043078 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by GRAT8 Disclosed balance after: 0 F1 · balance_after: On July 19, 2023, 60,732 UNH shares held in Grantor Retained Annuity Trust #8 were distributed to the reporting person's children. F2 · balance_after: On July 19, 2023, 98,948 shares held in Grantor Retained Annuity Trust #8 were distributed to the reporting person to satisfy an annuity payment and are reported as directly owned as set forth in footnote (3). Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041618 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,444.942 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 27, 2023 Filed Jun 29, 2023 22:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040207 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,145.942 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 100,000 shares previously owned directly which were contributed to Grantor Retained Annuity Trust #13 as set forth in footnote 4 on June 20, 2023. F3 · balance_after: Amount of shares beneficially owned has been adjusted due to an administrative error. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 20:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 289 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023283 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 412,857.577 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 21, 2023 Filed Mar 23, 2023 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020817 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 412,568.577 F1 · shares: Represents dividend equivalents paid on vesting 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 |
| February 24, 2023 Filed Feb 28, 2023 00:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 999.085 | $484.33 | $483,886.84 |
DisclosureSEC source: 0001209191-23-013408 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,551.577 F1 · balance_after: Excludes 1,075 shares previously owned directly which were contributed to GRAT #8 as set forth in footnote 2; 580 shares previously owned directly which were contributed to GRAT #9 as set forth in footnote 3; 1,350 shares previously owned directly which were contributed to GRAT #10 as set forth in footnote 4; 335 shares previously owned directly which were contributed to GRAT #11 as set forth in footnote 5; and 125,000 shares previously owned directly which were contributed to GRAT #12 as set forth in footnote 6. All share transfers took place on January 17, 2023. These transfers were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001811 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,890.662 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 20, 2022 Filed Jan 5, 2023 21:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001811 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,615.662 Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061448 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,115.662 Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061448 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,815.662 Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 23.249 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061448 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,815.662 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying units and are forfeited if such units do not vest. F2 · balance_after: Reflects the transfer of 95,130 shares from GRAT #9 to the reporting person to satisfy an annuity payment on October 24, 2022. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 267 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052387 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,662.413 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 20, 2022 Filed Sep 21, 2022 20:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 23.491 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050878 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,395.413 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying units and are forfeited if such units do not vest. F2 · balance_after: Excludes 200,000 shares previously owned directly which were contributed to Grantor Retained Annuity Trust #10 as set forth in footnote 3 on September 12, 2022 and 100,000 shares previously owned directly which were contributed to Grantor Retained Annuity Trust #11 as set forth in footnote 4 on September 14, 2022. Read SEC document |
| September 20, 2022 Filed Sep 21, 2022 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 23.491 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050907 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 487,395.413 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying units and are forfeited if such units do not vest. F2 · balance_after: Excludes 200,000 shares previously owned directly which were contributed to Grantor Retained Annuity Trust #10 as set forth in footnote 3 on September 12, 2022 and 100,000 shares previously owned directly which were contributed to Grantor Retained Annuity Trust #11 as set forth in footnote 4 on September 14, 2022. Read SEC document |
| July 26, 2022 Filed Jul 28, 2022 21:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 99,312 | $534.27 | $53,059,223.62 |
DisclosureSEC source: 0001209191-22-043412 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787,371.922 F2 · price: This transaction was executed in multiple trades ranging from $531.661 to $537.340 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 |
| July 26, 2022 Filed Jul 28, 2022 21:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 99,312 | $57.38 | $5,698,522.56 |
DisclosureSEC source: 0001209191-22-043412 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 886,683.922 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 · balance_after: Reflects the transfer of 93,765 shares from GRAT #8 to the reporting person to satisfy an annuity payment on July 26, 2022. For purposes of clarity, UNH shares held in GRATs #6 and #7 were previously distributed as reported on the reporting person's Forms 4 dated December 14, 2021, and June 28, 2022, respectively. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040759 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,874.287 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 20:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 22.728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039928 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,608.287 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying units and are forfeited if such units do not vest. Read SEC document |
| April 04, 2022 Filed Jun 30, 2022 20:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 131,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039928 · doc4.xml · nonDerivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT7 Disclosed balance after: 0 F2 · balance_after: On April 4, 2022, 131,684 UNH shares held in GRAT #7 were distributed to the reporting person's children. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 269 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003856 · form4-04052022_020417.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,585.559 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 22, 2022 Filed Mar 24, 2022 23:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 19.577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020979 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700,316.559 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are subject to the same terms as the respective underlying units and are forfeited if such units do not vest. F2 · balance_after: Includes 114,606 shares transferred from Grantor Retained Annuity Trust #7 to satisfy annuity payments on March 14, 2022. This transfer was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,293 | $475.75 | $615,144.75 |
DisclosureSEC source: 0001209191-22-014302 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585,690.982 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 827 | $478.13 | $395,413.51 |
DisclosureSEC source: 0001209191-22-009865 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,983.982 F1 · balance_after: Reflects the transfers of 3,290, 2,370 and 1,580 UNH shares previously owned directly, which were contributed respectively to Grantor Retained Annuity Trust #7, Grantor Retained Annuity Trust #8 and Grantor Retained Annuity Trust #9 on January 26, 2022. These transfers were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 274 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001724 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,050.982 F2 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 21, 2021 Filed Jan 5, 2022 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 69,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001724 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 594,776.982 F1 · balance_after: Reflects transfer of 245 shares previously owned directly which were contributed to an irrevocable trust on December 21, 2021. This transaction was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 36.976 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070043 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664,321.982 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are subject to the same terms as the respective underlying units and are forfeited if such units do not vest. F2 · balance_after: Amount of shares beneficially owned has been adjusted due to an administrative error. F3 · balance_after: Includes 143,750 UNH shares transferred from the Grantor Retained Annuity Trust #6 to the reporting person to satisfy an annuity payment on September 23, 2021. This transfer is exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| October 26, 2021 Filed Oct 27, 2021 23:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 50,000 | $455.57 | $22,778,700.00 |
DisclosureSEC source: 0001209191-21-061838 · doc4.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,952.007 F4 · price: This transaction was executed in multiple trades ranging from $455.09 to $455.69 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 |
| October 25, 2021 Filed Oct 27, 2021 23:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 13,515 | $449.76 | $6,078,533.43 |
DisclosureSEC source: 0001209191-21-061838 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,952.007 F3 · price: This transaction was executed in multiple trades ranging from $449.47 to $450.40 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 |
| October 25, 2021 Filed Oct 27, 2021 23:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 29,471 | $448.97 | $13,231,447.52 |
DisclosureSEC source: 0001209191-21-061838 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,467.007 F2 · price: This transaction was executed in multiple trades ranging from $448.47 to $449.46 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 |
| October 25, 2021 Filed Oct 27, 2021 23:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 32,014 | $448.04 | $14,343,648.60 |
DisclosureSEC source: 0001209191-21-061838 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,938.007 F1 · price: This transaction was executed in multiple trades ranging from $447.46 to $448.46 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 |
| October 01, 2021 Filed Oct 5, 2021 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059505 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,952.007 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, 2021 Filed Dec 16, 2021 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 183,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070043 · doc4.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT6 Disclosed balance after: 0 F4 · balance_after: On September 23, 2021, 143,750 UNH shares held in GRAT #6 were distributed to the reporting person to satisfy an annuity payment and are reported as directly owned. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 41.097 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057429 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,601.007 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are subject to the same terms as the respective underlying units and are forfeited if such units do not vest. Read SEC document |
| August 23, 2021 Filed Aug 25, 2021 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 70,000 | $426.30 | $29,841,154.00 |
DisclosureSEC source: 0001209191-21-053311 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 621,559.91 F1 · price: This transaction was executed in multiple trades ranging from approximately $425.423 to $427.932 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. F2 · balance_after: Excludes 250,000 UNH shares previously owned directly which were contributed to Grantor Retained Annuity Trust #9 as set forth in footnote 3 on August 6, 2021. The transfer was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 60,000 | $420.62 | $25,237,110.00 |
DisclosureSEC source: 0001209191-21-047188 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 941,559.91 F1 · price: This transaction was executed in multiple trades ranging from approximately $417.67 to $422.25 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 |
| July 01, 2021 Filed Jul 6, 2021 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 340 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045537 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001,559.91 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 29, 2021 Filed Jul 1, 2021 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 41.061 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044562 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001,219.91 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are subject to the same terms as the respective underlying units and are forfeited if such units do not vest. F2 · balance_after: Includes 143,000 UNH shares transferred from the Grantor Retained Annuity Trust #5 to the reporting person to satisfy an annuity payment on May 7, 2021. Also reflects the transfer of 2,000 UNH shares from the reporting person to GRAT #6 on June 7, 2021, and 250,000 UNH shares from the reporting person to GRAT #8 on June 16, 2021. These transfers were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| May 13, 2021 Filed Jul 1, 2021 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 157,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044562 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT5 Disclosed balance after: 0 F3 · balance_after: On May 7, 2021, 143,000 UNH shares held in GRAT #5 were distributed to the reporting person to satisfy an annuity payment and are reported as directly owned as set forth in footnote (2). Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025276 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,110,178.849 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 23, 2021 Filed Mar 25, 2021 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 36.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023046 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109,803.849 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units and restricted stock units. The dividend equivalents are subject to the same terms as the respective underlying units and are forfeited if such units do not vest. F2 · balance_after: Includes 133,421 shares transferred from the Grantor Retained Annuity Trust #7 to satisfy an annuity payment on March 8, 2021. This transfer was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 08, 2021 Filed Mar 25, 2021 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 133,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023046 · doc4.xml · nonDerivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT7 Disclosed balance after: 243,000 F3 · balance_after: On March 8, 2021,133,421 shares held in Grantor Retained Annuity Trust #7 were distributed to the reporting person to satisfy an annuity payment and are reported as directly owned as set forth in footnote (2). Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,276 | $332.22 | $423,912.72 |
DisclosureSEC source: 0001209191-21-016185 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 976,346.019 Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 13,785 | $327.64 | $4,516,517.40 |
DisclosureSEC source: 0001209191-21-013894 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 977,622.019 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2018-2020. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 30,182 | $327.64 | $9,888,830.48 |
DisclosureSEC source: 0001209191-21-013894 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 991,407.019 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2018-2020. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 22:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,126 | $328.24 | $369,598.24 |
DisclosureSEC source: 0001209191-21-010868 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 961,225.019 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.