Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Chief Accounting Officer | February 23, 2026 | February 25, 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 February 23, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 31,283.641 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-23 · Tax withholding · Disposed 151.777 · Balance 28,847.641 Row 2 · 2026-02-23 · Grant · Acquired 2,436 · Balance 31,283.641 F1: The restricted stock units vest at a rate of 25% annually on February 23 from the years 2027 through 2030. |
| Non-Qualified Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $282.34 · Expires 2036-02-23 | Direct | 9,768 |
Reported balance
After 2026-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-23 · Grant · Acquired 9,768 · Balance 9,768 F2: The non-qualified stock options vest at a rate of 25% annually on February 23 from the years 2027 through 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest at a rate of 25% annually on February 23 from the years 2027 through 2030.
F2: The non-qualified stock options vest at a rate of 25% annually on February 23 from the years 2027 through 2030.
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 05, 2018 Filed Nov 6, 2018 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,218 | $261.01 | $578,920.18 |
DisclosureSEC source: 0001209191-18-057382 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,460.427 F1 · shares: Represents the withholding of shares to satisfy tax obligations upon the vesting of Restricted Stock Units. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 20:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 67.103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051807 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,678.427 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 26, 2018 Filed Jun 28, 2018 20:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70.482 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039892 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,544.831 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 |
| May 11, 2018 Filed May 15, 2018 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,185 | $238.28 | $282,361.80 |
DisclosureSEC source: 0001209191-18-030194 · doc4.xml · nonDerivative · entry 4 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,474.349 Read SEC document |
| May 11, 2018 Filed May 15, 2018 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,625 | $111.16 | $180,635.00 |
DisclosureSEC source: 0001209191-18-030194 · doc4.xml · nonDerivative · entry 3 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,659.349 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 |
| May 10, 2018 Filed May 15, 2018 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,625 | $0.00 Strike: $111.16 | $0.00 |
DisclosureSEC source: 0001209191-18-030194 · doc4.xml · derivative · entry 6 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,073 Underlying: Common Stock · 1,625 shares Expires 2026-02-09 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. Read SEC document |
| May 10, 2018 Filed May 15, 2018 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,250 | $0.00 Strike: $111.16 | $0.00 |
DisclosureSEC source: 0001209191-18-030194 · doc4.xml · derivative · entry 5 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,698 Underlying: Common Stock · 3,250 shares Expires 2026-02-09 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. Read SEC document |
| May 10, 2018 Filed May 15, 2018 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,250 | $233.35 | $758,394.00 |
DisclosureSEC source: 0001209191-18-030194 · doc4.xml · nonDerivative · entry 2 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,034.349 Read SEC document |
| May 10, 2018 Filed May 15, 2018 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 3,250 | $111.16 | $361,270.00 |
DisclosureSEC source: 0001209191-18-030194 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,284.349 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 |
| March 20, 2018 Filed Mar 21, 2018 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64.475 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021093 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,034.349 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 13, 2018 Filed Feb 14, 2018 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 18,860 | $0.00 Strike: $226.64 | $0.00 |
DisclosureSEC source: 0001209191-18-010092 · doc4.xml · derivative · entry 2 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,860 Underlying: Common Stock · 18,860 shares Expires 2028-02-13 F2 · 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 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010092 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,969.874 F1 · shares: The restricted stock units vest at a rate of 25% annually on February 13 from the years 2019 through 2022. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 857 | $220.96 | $189,362.72 |
DisclosureSEC source: 0001209191-18-009281 · doc4.xml · nonDerivative · entry 2 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,439.874 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 599 | $216.46 | $129,659.54 |
DisclosureSEC source: 0001209191-18-009281 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,296.874 F1 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| December 12, 2017 Filed Dec 15, 2017 00:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63.476 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065769 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,840.357 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 |
| November 03, 2017 Filed Nov 6, 2017 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,853 | $212.87 | $394,448.11 |
DisclosureSEC source: 0001209191-17-059401 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,776.881 Read SEC document |
| October 19, 2017 Filed Oct 20, 2017 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 975 | $205.47 | $200,333.25 |
DisclosureSEC source: 0001209191-17-057655 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,629.881 Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 22:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 89.337 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053508 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,604.881 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 27, 2017 Filed Jun 28, 2017 20:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 93.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042133 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,423.659 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 21, 2017 Filed Mar 23, 2017 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 85.743 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022588 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,329.839 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 09, 2017 Filed Feb 10, 2017 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 596 | $160.44 | $95,622.24 |
DisclosureSEC source: 0001209191-17-009704 · doc4.xml · nonDerivative · entry 2 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,244.096 Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,137 | $0.00 Strike: $160.31 | $0.00 |
DisclosureSEC source: 0001209191-17-009704 · doc4.xml · derivative · entry 3 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,137 Underlying: Common Stock · 26,137 shares Expires 2027-02-08 F2 · derivative.exercise_date: The non-qualified 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 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009704 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,840.096 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 |
| December 13, 2016 Filed Dec 15, 2016 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77.728 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155435 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,161.096 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 |
| December 06, 2016 Filed Dec 8, 2016 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,000 | $157.60 | $315,203.20 |
DisclosureSEC source: 0001209191-16-154154 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,083.368 F1 · price: This transaction was executed in multiple trades ranging from $157.599 to $157.605 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 sales were effected. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,471 | $137.71 | $202,571.41 |
DisclosureSEC source: 0001209191-16-148876 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,083.368 Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 110.168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142531 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,554.368 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 28, 2016 Filed Jun 29, 2016 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 108.694 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-130073 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,231.7 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 22, 2016 Filed Mar 24, 2016 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 93.849 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-110454 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,123.006 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 09, 2016 Filed Feb 12, 2016 01:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 37,948 | $0.00 Strike: $111.16 | $0.00 |
DisclosureSEC source: 0001209191-16-097707 · doc4.xml · derivative · entry 2 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,948 Underlying: Common Stock · 37,948 shares Expires 2026-02-09 F2 · derivative.exercise_date: The stock options will 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 01:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097707 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,029.157 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 |
| December 15, 2015 Filed Dec 17, 2015 22:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 73.157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-085854 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,281.157 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 |
| November 05, 2015 Filed Nov 9, 2015 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17,208 | $116.23 | $2,000,085.84 |
DisclosureSEC source: 0001209191-15-079098 · doc4.xml · nonDerivative · entry 1 ROOS THOMAS E · CIK 0001651737 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,208 F1 · shares: The restricted stock units will vest at a rate of 25% annually on November 5 from the years 2016 through 2019. 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.