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 03, 2005 Filed Feb 7, 2005 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $90.56 | $0.00 |
DisclosureSEC source: 0000731766-05-000038 · edgardoc.xml · derivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2015-02-03 F1 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning 2/3/2006. Read SEC document |
| November 30, 2004 Filed Dec 1, 2004 17:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 600,000 | $80.60 Strike: $10.03 | $48,360,000.00 |
DisclosureSEC source: 0000731766-04-000185 · edgardoc.xml · derivative · entry 6 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Pres & COO, UnitedHealth Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,620,000 Underlying: Common Stock · 600,000 shares Expires 2009-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2004 Filed Dec 1, 2004 17:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 200,000 | $80.60 Strike: $10.03 | $16,120,000.00 |
DisclosureSEC source: 0000731766-04-000185 · edgardoc.xml · derivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Pres & COO, UnitedHealth Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,220,000 Underlying: Common Stock · 200,000 shares Expires 2009-10-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2004 Filed Dec 1, 2004 17:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 800,000 | $80.60 | $64,480,000.00 |
DisclosureSEC source: 0000731766-04-000185 · edgardoc.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Pres & COO, UnitedHealth Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,557 Read SEC document |
| November 30, 2004 Filed Dec 1, 2004 17:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 600,000 | $10.03 | $6,018,780.00 |
DisclosureSEC source: 0000731766-04-000185 · edgardoc.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Pres & COO, UnitedHealth Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 813,557 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2004 Filed Dec 1, 2004 17:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 200,000 | $10.03 | $2,006,260.00 |
DisclosureSEC source: 0000731766-04-000185 · edgardoc.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Pres & COO, UnitedHealth Grp 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,557 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 |
| February 11, 2004 Filed Feb 13, 2004 18:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 600,000 | $0.00 Strike: $59.40 | $0.00 |
DisclosureSEC source: 0001209191-04-009664 · bmn82944_bmn2sjh.xml · derivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 600,000 shares Expires 2014-02-11 F1 · derivative.exercise_date: These options are exercisable at the rate of 25% per year over a period of four years commencing on February 11, 2005. Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 220,000 | $10.03 Strike: $10.03 | $2,206,886.00 |
DisclosureSEC source: 0001209191-03-014574 · bmn78088_bmn13sjh.xml · derivative · entry 7 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Director, President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,420,000 Underlying: Common Stock · 220,000 shares Expires 2009-10-13 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 480,000 | $10.00 Strike: $10.00 | $4,800,000.00 |
DisclosureSEC source: 0001209191-03-014574 · bmn78088_bmn13sjh.xml · derivative · entry 6 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Director, President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 480,000 shares Expires 2008-10-16 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 100,000 | $7.98 Strike: $7.98 | $798,440.00 |
DisclosureSEC source: 0001209191-03-014574 · bmn78088_bmn13sjh.xml · derivative · entry 5 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Director, President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2008-08-17 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 800,000 | $53.13 | $42,504,000.00 |
DisclosureSEC source: 0001209191-03-014574 · bmn78088_bmn13sjh.xml · nonDerivative · entry 4 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Director, President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,554 F1 · security: Indirect holdings = 140 shares held by 401(k) Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 220,000 | $10.03 | $2,206,886.00 |
DisclosureSEC source: 0001209191-03-014574 · bmn78088_bmn13sjh.xml · nonDerivative · entry 3 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Director, President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 813,554 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 480,000 | $10.00 | $4,800,000.00 |
DisclosureSEC source: 0001209191-03-014574 · bmn78088_bmn13sjh.xml · nonDerivative · entry 2 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Director, President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 593,554 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 100,000 | $7.98 | $798,440.00 |
DisclosureSEC source: 0001209191-03-014574 · bmn78088_bmn13sjh.xml · nonDerivative · entry 1 HEMSLEY STEPHEN J · CIK 0001180162 · Director · Director, President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,554 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.