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 |
|---|---|---|---|---|---|---|
| February 08, 2021 Filed Feb 9, 2021 22:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,530 | $324.34 | $496,240.20 |
DisclosureSEC source: 0001209191-21-008907 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962,351.019 Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002296 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963,881.019 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 23, 2020 Filed Jan 6, 2021 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002296 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 963,487.019 F1 · balance_after: Reflects transfer of 37,830 shares previously owned directly which were contributed to an irrevocable trust on December 17, 2020. This transaction was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 72.397 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064130 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061,317.019 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 205,012 shares transferred from Grantor Retained Annuity Trust #5 to satisfy an annuity payment on May 26, 2020. This transfer was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| October 23, 2020 Filed Oct 27, 2020 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 23,579 | $329.86 | $7,777,863.26 |
DisclosureSEC source: 0001209191-20-055934 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856,232.622 F3 · price: This transaction was executed in multiple trades ranging from $328.90 to $330.84 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 23, 2020 Filed Oct 27, 2020 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 75,000 | $329.35 | $24,700,950.00 |
DisclosureSEC source: 0001209191-20-055934 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 879,811.622 F1 · price: This transaction was executed in multiple trades ranging from approximately $328.885 to $330.99 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: Includes 36,700 shares transferred from GRAT #2 and 178,500 shares transferred from GRAT #6 on October 19, 2020 to satisfy annuity payments. These transactions were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| October 19, 2020 Filed Oct 27, 2020 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 172,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-055934 · doc4.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT2 Disclosed balance after: 0 F4 · balance_after: On October 19, 2020, 36,700 shares held in GRAT #2 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 |
| October 01, 2020 Filed Oct 5, 2020 20:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 467 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053678 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,611.622 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 22, 2020 Filed Sep 24, 2020 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 85.617 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051946 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,144.622 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 |
| July 17, 2020 Filed Jul 21, 2020 01:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 170,000 | $307.74 | $52,315,800.00 |
DisclosureSEC source: 0001209191-20-043121 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 739,059.005 F2 · price: This transaction was executed in multiple trades ranging from $306.44 to $310.58 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 16, 2020 Filed Jul 21, 2020 01:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 59,012 | $307.04 | $18,118,773.02 |
DisclosureSEC source: 0001209191-20-043121 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 909,059.005 F1 · price: This transaction was executed in multiple trades ranging from approximately $305.00 to $310.03 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, 2020 Filed Jul 2, 2020 20:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040396 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968,071.005 F2 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 82.103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040396 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,567.005 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 |
| May 11, 2020 Filed May 12, 2020 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 45,637 | $289.11 | $13,194,021.80 |
DisclosureSEC source: 0001209191-20-028526 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,484.902 F1 · price: This transaction was executed in multiple trades ranging from $288.91 to $289.71 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 |
| May 08, 2020 Filed May 12, 2020 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 38,255 | $287.00 | $10,979,185.00 |
DisclosureSEC source: 0001209191-20-028526 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013,121.902 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 633 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023397 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051,376.902 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 24, 2020 Filed Mar 26, 2020 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 502.304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021263 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050,743.902 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 |
| February 26, 2020 Filed Feb 28, 2020 22:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,038 | $263.00 | $272,994.00 |
DisclosureSEC source: 0001209191-20-014110 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050,241.598 F1 · balance_after: Reflects the transfer of 400,000 UNH shares from the reporting person to GRAT #7. This transaction was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 24,493 | $302.20 | $7,401,784.60 |
DisclosureSEC source: 0001209191-20-010097 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,451,279.598 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2017-2019. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 53,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010097 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,475,772.598 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2017-2019. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,107 | $302.20 | $334,535.40 |
DisclosureSEC source: 0001209191-20-010097 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,422,109.598 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,958 | $289.22 | $566,292.76 |
DisclosureSEC source: 0001209191-20-008358 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423,216.598 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,419 | $289.22 | $699,623.18 |
DisclosureSEC source: 0001209191-20-008358 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425,174.598 Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000905 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427,593.598 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. F2 · balance_after: Reflects 5,500 UNH shares transferred from reporting person to GRAT #5 as reflected in footnote (3) and 3,650 UNH shares transferred from reporting person to GRAT #6 as reflected in footnote (4). These transactions were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 114,036 | $0.00 Strike: $33.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · derivative · entry 12 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 114,036 shares Expires 2020-02-09 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. F7 · derivative.exercise_date: The stock appreciation rights vested at a rate of 25% annually on February 9 from the years 2011 through 2014. Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · nonDerivative · entry 6 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,436,441.598 Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · nonDerivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444,441.598 Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 58,949 | $294.62 | $17,367,554.38 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,474,441.598 Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 114,036 | $33.00 | $3,763,188.00 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,533,390.598 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 · shares: Reflects exercise of stock appreciation rights. As of the date of this filing, Mr. Hemsley continues to beneficially own all net shares acquired as a result of this exercise. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 500.93 | $292.90 | $146,722.40 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,419,354.598 F3 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 434.881 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,419,855.528 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: Reflects 50,719 UNH shares transferred from GRAT #2 as reflected in footnote (5) and 68,575 UNH shares transferred from GRAT #3 as reflected in footnote (6) to the reporting person to satisfy annuity payments on October 21, 2019. These transactions were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| November 08, 2019 Filed Dec 19, 2019 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 159,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061403 · doc4.xml · nonDerivative · entry 9 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT3 Disclosed balance after: 0 F6 · balance_after: On October 21, 2019, 68,575 shares held in GRAT #3 were distributed to the reporting person and are reported as directly owned. Read SEC document |
| September 24, 2019 Filed Sep 26, 2019 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 558.739 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050907 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307,176.647 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 shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. F3 · balance_after: Reflects transfers between reporting person and grantor retained annuity trusts. These transactions were exempt from reporting pursuant to Rule 16a-13. Read SEC document |
| June 25, 2019 Filed Jun 27, 2019 21:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 505.411 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039326 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,810,465.234 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 221,643 shares transferred from Grantor Retained Annuity Trust #4 to satisfy an annuity payment on May 15, 2019 and excludes 500,000 shares previously directly owned which were contributed to Grantor Retained Annuity Trust #4 as set forth in footnote 3 on May 6, 2019. These transfers were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| May 15, 2019 Filed Jun 27, 2019 21:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 221,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039326 · doc4.xml · nonDerivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT4 Disclosed balance after: 0 F3 · balance_after: On May 15, 2019, 221,643 shares held in GRAT #4 were distributed to the reporting person and are reported as directly owned. Read SEC document |
| April 17, 2019 Filed Sep 26, 2019 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 7,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050907 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300,126.647 Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 404.25 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020776 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,088,316.822 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 |
| February 26, 2019 Filed Feb 28, 2019 22:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 64,130 | $0.00 Strike: $262.98 | $0.00 |
DisclosureSEC source: 0001209191-19-014625 · doc4.xml · derivative · entry 8 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,130 Underlying: Common Stock · 64,130 shares Expires 2029-02-26 F4 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 26 from the years 2020 through 2023. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014625 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087,912.572 F3 · shares: The restricted stock units will vest at a rate of 25% annually on February 26 from the years 2020 through 2023. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 28,766 | $262.98 | $7,564,882.68 |
DisclosureSEC source: 0001209191-19-014625 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,076,504.572 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2016-2018. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014625 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105,270.572 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2016-2018. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 23:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 901 | $263.80 | $237,683.80 |
DisclosureSEC source: 0001209191-19-010394 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,042,184.572 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,354 | $261.90 | $354,612.60 |
DisclosureSEC source: 0001209191-19-009300 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,043,085.572 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,380 | $261.90 | $623,322.00 |
DisclosureSEC source: 0001209191-19-009300 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,044,439.572 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,466 | $261.90 | $645,845.40 |
DisclosureSEC source: 0001209191-19-009300 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,046,819.572 Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 22:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 434.753 | $265.02 | $115,218.24 |
DisclosureSEC source: 0001209191-18-062983 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,049,285.572 F2 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 22:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 402.974 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062983 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,049,720.325 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 |
| November 30, 2018 Filed Dec 4, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 169,683 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0001209191-18-060961 · doc4.xml · derivative · entry 9 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 169,683 shares Expires 2019-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: The stock appreciation rights, which vested at a rate of 25% annually on February 23 from the years 2010 through 2013, were due to expire on February 23, 2019. As of the date of this filing, Mr. Hemsley is the direct beneficial owner of 2,049,317.351 UNH shares. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 87,092 | $282.55 | $24,607,844.60 |
DisclosureSEC source: 0001209191-18-060961 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,049,317.351 Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 169,683 | $29.74 | $5,046,372.42 |
DisclosureSEC source: 0001209191-18-060961 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,136,409.351 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 · shares: Reflects exercise of stock appreciation rights. As of the date of this filing, Mr. Hemsley continues to beneficially own all net shares acquired as a result of the exercise. 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.