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 |
|---|---|---|---|---|---|---|
| November 30, 2018 Filed Dec 4, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 59,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060961 · 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: 1,966,726.351 F1 · shares: Represents conveyance of shares to charitable foundation. F2 · balance_after: Reflects 184,525 UNH shares transferred from GRAT #1 set forth in footnote (4), 45,568 UNH shares transferred from GRAT #2, and 61,415 UNH shares transferred from GRAT #3 to the reporting person to satisfy annuity payments on November 7, 2018. These transactions were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| November 07, 2018 Filed Dec 4, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 292,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060961 · doc4.xml · nonDerivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by GRAT 1 Disclosed balance after: 0 F4 · ownership.nature: On November 7, 2018, 184,525 shares held in GRAT #1 were distributed to the reporting person and are reported as directly owned. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 415.116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051805 · 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: 1,734,778.351 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. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 21:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 436.014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039944 · 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: 1,734,250.197 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 220,695 shares transferred from Grantor Retained Annuity Trust #4 to satisfy an annuity payment on April 26, 2018, and excludes an aggregate of 34,900 shares previously directly owned which were contributed to each Grantor Retained Annuity Trust as set forth in footnotes 3 through 6 on May 14, 2018. These transfers were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 398.862 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021089 · 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: 1,548,019.183 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 13, 2018 Filed Feb 14, 2018 22:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 53,042 | $0.00 Strike: $226.64 | $0.00 |
DisclosureSEC source: 0001209191-18-010009 · doc4.xml · derivative · entry 10 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Executive Chair of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,042 Underlying: Common Stock · 53,042 shares Expires 2028-02-13 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 13 from the years 2019 through 2022. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 9,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010009 · 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: 1,547,620.321 F3 · shares: The restricted stock units vest at a rate of 25% annually on February 13 from the years 2019 through 2022. F4 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 13, 2018, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of performance-based restricted stock units that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of performance-based restricted stock units is 19,856. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 22,694 | $226.64 | $5,143,368.16 |
DisclosureSEC source: 0001209191-18-010009 · 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: 1,537,692.321 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2015-2017. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 49,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010009 · 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: 1,560,386.321 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2015-2017. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,077 | $225.69 | $694,448.13 |
DisclosureSEC source: 0001209191-18-010009 · 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: 1,510,619.321 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,197 | $220.96 | $485,449.12 |
DisclosureSEC source: 0001209191-18-009267 · 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: 1,513,696.321 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,433 | $220.96 | $537,595.68 |
DisclosureSEC source: 0001209191-18-009267 · 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: 1,515,893.321 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,016 | $216.46 | $219,923.36 |
DisclosureSEC source: 0001209191-18-009267 · 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: 1,518,326.321 Read SEC document |
| December 22, 2017 Filed Dec 26, 2017 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 23,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067217 · 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: 1,519,342.322 Read SEC document |
| December 22, 2017 Filed Dec 26, 2017 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 23,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067217 · 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: 1,542,342.322 Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 797.202 | $221.25 | $176,380.94 |
DisclosureSEC source: 0001209191-17-066119 · 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: 1,565,342.322 F1 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 12, 2017 Filed Dec 15, 2017 00:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 447.609 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065765 · 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: 1,566,139.524 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 64,224 shares transferred from Grantor Retained Annuity Trust #2 and 85,472 shares transferred from Grantor Retained Annuity Trust #3 to satisfy annuity payments on October 17, 2017. These transfers were exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 509.665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053505 · 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: 1,415,995.914 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: Includes 257,803 shares transferred from Grantor Retained Annuity Trust #1 to satisfy an annuity payment on August 31, 2017. This transfer was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 534.238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042130 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,157,526.045 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: Excludes 630,000 shares previously owned directly which were contributed to a grantor retained annuity trust on February 21, 2017. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 20:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 489.157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022585 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,156,991.807 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: Excludes 630,000 shares previously owned directly which were contributed to a grantor retained annuity trust on February 21, 2017. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,213 | $160.75 | $516,489.75 |
DisclosureSEC source: 0001209191-17-010032 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,786,502.65 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,541 | $160.75 | $408,465.75 |
DisclosureSEC source: 0001209191-17-010032 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,789,715.65 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 13,085 | $160.75 | $2,103,413.75 |
DisclosureSEC source: 0001209191-17-010032 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,792,256.65 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,007 | $160.44 | $322,003.08 |
DisclosureSEC source: 0001209191-17-009701 · doc4.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,805,341.65 F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 8, 2017, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 34,621. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 96,706 | $0.00 Strike: $160.31 | $0.00 |
DisclosureSEC source: 0001209191-17-009701 · doc4.xml · derivative · entry 9 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,706 Underlying: Common Stock · 96,706 shares Expires 2027-02-08 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 8 from the years 2018 through 2021. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 35,510 | $160.31 | $5,692,608.10 |
DisclosureSEC source: 0001209191-17-009701 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,807,348.65 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2014-2016. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 73,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009701 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,842,858.65 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2014-2016. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009701 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,769,181.65 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 8 from the years 2018 through 2021. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,087 | $160.51 | $495,494.37 |
DisclosureSEC source: 0001209191-17-008674 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751,870.65 Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 970.196 | $159.86 | $155,095.53 |
DisclosureSEC source: 0001209191-16-155428 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,754,957.65 F3 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 655.721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155428 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755,927.846 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: Excludes 361,167 shares previously owned directly which were contributed to a grantor retained annuity trust on October 5, 2016 and 366,500 shares previously owned directly which were contributed to a grantor retained annuity trust on October 6, 2016. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 21:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 762.297 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142528 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,482,939.125 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: Excludes 722,285 shares previously owned directly which were contributed to a grantor retained annuity trust on August 25, 2016. Read SEC document |
| June 28, 2016 Filed Jun 29, 2016 20:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 752.095 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-130068 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,204,249.328 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 |
| June 07, 2016 Filed Jun 9, 2016 21:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 78,789 | $135.85 | $10,703,170.49 |
DisclosureSEC source: 0001209191-16-126879 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,203,497.233 F1 · shares: Represents vested deferred stock units ("DSUs") issued to Mr. Hemsley upon conversion of his cash lump sum benefit under the Agreement for Supplemental Executive Retirement Pay between the Company and Mr. Hemsley (the "SERP"). The number of DSUs issued to Mr. Hemsley was determined by dividing the cash value of the benefit by the average closing price of the Company's common stock for the prior five trading days preceding June 7, 2016, the date the conversion was approved by the Compensation and Human Resources Committee, rounded down to the nearest whole unit. F2 · price: Represents the average closing price of the Company's common stock for the prior five trading days preceding June 7, 2016. Read SEC document |
| March 22, 2016 Filed Mar 24, 2016 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 342.856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-110452 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124,708.233 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 12, 2016 Filed Feb 17, 2016 22:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,160 | $111.82 | $353,351.20 |
DisclosureSEC source: 0001209191-16-099369 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124,365.377 Read SEC document |
| February 10, 2016 Filed Feb 12, 2016 01:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,045 | $112.74 | $230,553.30 |
DisclosureSEC source: 0001209191-16-097705 · doc4.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,127,525.377 F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 9, 2016, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 42,057. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 118,270 | $0.00 Strike: $111.16 | $0.00 |
DisclosureSEC source: 0001209191-16-097705 · doc4.xml · derivative · entry 6 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,270 Underlying: Common Stock · 118,270 shares Expires 2026-02-09 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 9 from the years 2017 through 2020. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 44,102 | $111.16 | $4,902,378.32 |
DisclosureSEC source: 0001209191-16-097705 · doc4.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,129,570.377 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2013-2015. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 91,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097705 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,173,672.377 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2013-2015. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 21,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097705 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,082,176.377 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 9 from the years 2017 through 2020. Read SEC document |
| February 05, 2016 Filed Feb 9, 2016 21:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,678 | $111.72 | $299,186.16 |
DisclosureSEC source: 0001209191-16-096844 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,061,147.377 Read SEC document |
| January 29, 2016 Filed Jan 30, 2016 00:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 200,000 | $0.00 Strike: $59.42 | $0.00 |
DisclosureSEC source: 0001209191-16-094280 · doc4.xml · derivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2016-01-31 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 |
| January 29, 2016 Filed Jan 30, 2016 00:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 200,000 | $113.30 | $22,660,700.00 |
DisclosureSEC source: 0001209191-16-094280 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,063,875.377 F1 · price: This transaction was executed in multiple trades ranging from $113.00 to $113.63 per share. The price reported above reflects the weighted average sale price of $113.3035. 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 sales were effected. F2 · balance_after: Subsequent to the transaction, Mr. Hemsley's UnitedHealth Group equity ownership in common stock, restricted stock units and performance shares totals 3,225,774 shares. Read SEC document |
| January 29, 2016 Filed Jan 30, 2016 00:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 200,000 | $59.42 | $11,884,000.00 |
DisclosureSEC source: 0001209191-16-094280 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,263,825.377 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 |
| December 16, 2015 Filed Dec 17, 2015 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 988.521 | $118.83 | $117,465.95 |
DisclosureSEC source: 0001209191-15-085858 · doc4.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,063,977.891 F2 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 15, 2015 Filed Dec 17, 2015 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 371.101 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-085858 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064,966.412 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 22, 2015 Filed Sep 24, 2015 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 353.604 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072109 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064,442.797 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock 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. Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 20:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 363.235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056803 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,063,841.148 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 24, 2015 Filed Mar 26, 2015 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 273.979 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029625 · doc4.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,063,477.913 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. 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.