Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | President & CFO | June 24, 2025 | June 26, 2025 |
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 June 24, 2025 · Filed June 26, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 203,898.467 |
Reported balance
After 2025-06-24 transaction · row 1
1 source rowRow 1 · 2025-06-24 · Grant · Acquired 131.931 · Balance 203,898.467 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,791 |
Reported balance
Holding disclosure · report date 2025-06-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,791 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| June 24, 2025 Filed Jun 26, 2025 20:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 131.931 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000191 · wk-form4_1750969356.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,898.467 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 |
| June 03, 2025 Filed Jun 5, 2025 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 29.502 | $301.22 | $8,886.59 |
DisclosureSEC source: 0000731766-25-000159 · wk-form4_1749156302.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,766.536 Read SEC document |
| May 16, 2025 Filed May 16, 2025 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 17,175 | $291.12 | $4,999,919.02 |
DisclosureSEC source: 0000731766-25-000146 · wk-form4_1747433501.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,796.038 F1 · price: This transaction was executed in multiple trades ranging from $287.1576 to $291.8576 per share. The price reported above reflects the weighted average purchase 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 |
| March 18, 2025 Filed Mar 20, 2025 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 75.994 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000080 · wk-form4_1742505992.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,621.038 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 21, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 678.871 | $466.42 | $316,639.01 |
DisclosureSEC source: 0000731766-25-000052 · wk-form4_1740435249.xml · nonDerivative · entry 6 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,545.044 Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 823.165 | $466.42 | $383,940.62 |
DisclosureSEC source: 0000731766-25-000052 · wk-form4_1740435249.xml · nonDerivative · entry 5 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,223.915 Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,078.231 | $466.42 | $502,908.50 |
DisclosureSEC source: 0000731766-25-000052 · wk-form4_1740435249.xml · nonDerivative · entry 4 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,047.08 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 31,657 | $0.00 Strike: $502.42 | $0.00 |
DisclosureSEC source: 0000731766-25-000052 · wk-form4_1740435249.xml · derivative · entry 8 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,657 Underlying: Common Stock · 31,657 shares Expires 2035-02-20 F3 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on February 20 from the years 2026 through 2029. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7,464 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000052 · wk-form4_1740435249.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,125.311 F2 · shares: The restricted stock units vest at a rate of 25% annually on February 20 from the years 2026 through 2029. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 5,787.397 | $502.42 | $2,907,704.00 |
DisclosureSEC source: 0000731766-25-000052 · wk-form4_1740435249.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,661.311 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11,763 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000052 · wk-form4_1740435249.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,448.708 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2022 - 2024. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 799.133 | $523.51 | $418,354.12 |
DisclosureSEC source: 0000731766-25-000042 · wk-form4_1739915646.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,685.708 Read SEC document |
| February 07, 2025 Filed Feb 7, 2025 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 25,504 | $0.00 Strike: $108.97 | $0.00 |
DisclosureSEC source: 0000731766-25-000028 · wk-form4_1738962356.xml · derivative · entry 4 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,504 shares Expires 2025-02-10 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. F2 · derivative.exercise_date: The non-qualified stock options vested at a rate of 25% annually on February 10 from the years 2016 through 2019. Read SEC document |
| February 07, 2025 Filed Feb 7, 2025 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 15,206 | $531.48 | $8,081,684.88 |
DisclosureSEC source: 0000731766-25-000028 · wk-form4_1738962356.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,484.841 F1 · balance_after: Reflects exercise of stock options. As of the date of this filing, Mr. Rex continues to beneficially own all net shares issued to him as a result of this exercise and no net shares were sold. Read SEC document |
| February 07, 2025 Filed Feb 7, 2025 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 25,504 | $108.97 | $2,779,170.88 |
DisclosureSEC source: 0000731766-25-000028 · wk-form4_1738962356.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,690.841 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 17, 2024 Filed Dec 19, 2024 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77.437 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000364 · wk-form4_1734643093.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,186.841 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 13, 2024 Filed Nov 15, 2024 22:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 314.585 | $605.87 | $190,597.61 |
DisclosureSEC source: 0000731766-24-000331 · wk-form4_1731710807.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,109.404 Read SEC document |
| September 24, 2024 Filed Sep 26, 2024 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 66.27 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000291 · wk-form4_1727383892.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,423.989 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 |
| June 25, 2024 Filed Jun 27, 2024 21:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76.356 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000214 · wk-form4_1719522197.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,357.719 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 |
| June 03, 2024 Filed Jun 5, 2024 20:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 1,125 | $0.00 Strike: $497.44 | $0.00 |
DisclosureSEC source: 0000731766-24-000165 · wk-form4_1717618743.xml · derivative · entry 3 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,125 Underlying: Common Stock · 1,125 shares Expires 2034-06-03 F2 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on June 3 from the years 2025 through 2028. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 302 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000165 · wk-form4_1717618743.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · President & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,281.363 F1 · shares: The restricted stock units vest at a rate of 25% annually on June 3 from the years 2025 through 2028. Read SEC document |
| March 19, 2024 Filed Mar 21, 2024 20:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 67.476 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000114 · wk-form4_1711051942.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,979.363 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 23, 2024 Filed Feb 26, 2024 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 669.699 | $527.24 | $353,092.10 |
DisclosureSEC source: 0000731766-24-000074 · wk-form4_1708982844.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,911.887 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,061.138 | $526.50 | $558,689.16 |
DisclosureSEC source: 0000731766-24-000074 · wk-form4_1708982844.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,581.586 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 26,154 | $0.00 Strike: $521.97 | $0.00 |
DisclosureSEC source: 0000731766-24-000055 · wk-form4_1708723390.xml · derivative · entry 5 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,154 Underlying: Common Stock · 26,154 shares Expires 2034-02-21 F3 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on February 21 from the years 2025 through 2028. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6,897 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000055 · wk-form4_1708723390.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,642.724 F2 · shares: The restricted stock units vest at a rate of 25% annually on February 21 from the years 2025 through 2028. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,899.296 | $521.97 | $4,645,165.53 |
DisclosureSEC source: 0000731766-24-000055 · wk-form4_1708723390.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,745.724 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 18,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000055 · wk-form4_1708723390.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,645.02 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2021 - 2023. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 786.464 | $516.94 | $406,554.70 |
DisclosureSEC source: 0000731766-24-000036 · wk-form4_1708032172.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,557.02 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 924.045 | $516.85 | $477,592.66 |
DisclosureSEC source: 0000731766-24-000036 · wk-form4_1708032172.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,343.484 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 298.702 | $549.01 | $163,990.39 |
DisclosureSEC source: 0000731766-23-000099 · wk-form4_1702591570.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,267.529 Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63.352 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000099 · wk-form4_1702591570.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,566.231 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 19, 2023 Filed Sep 21, 2023 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71.646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050277 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,502.879 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 |
| June 27, 2023 Filed Jun 29, 2023 22:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71.088 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040229 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,431.233 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 |
| March 21, 2023 Filed Mar 23, 2023 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 62.496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020809 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,360.145 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 24, 2023 Filed Feb 28, 2023 00:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 791.445 | $484.33 | $383,320.56 |
DisclosureSEC source: 0001209191-23-013403 · doc4.xml · nonDerivative · entry 4 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,297.649 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 24,928 | $0.00 Strike: $491.69 | $0.00 |
DisclosureSEC source: 0001209191-23-013403 · doc4.xml · derivative · entry 6 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,928 Underlying: Common Stock · 24,928 shares Expires 2033-02-23 F4 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 23 from the years 2024 through 2027. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6,814 | $491.69 | $3,350,375.66 |
DisclosureSEC source: 0001209191-23-013403 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,089.094 F3 · shares: The restricted stock units will vest at a rate of 25% annually on February 23 from the years 2024 through 2027. Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,572.116 | $491.69 | $4,214,823.72 |
DisclosureSEC source: 0001209191-23-013403 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,275.094 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17,423 | $491.69 | $8,566,714.87 |
DisclosureSEC source: 0001209191-23-013403 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,847.21 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2020-2022. F2 · balance_after: The number of shares has been adjusted due to prior inadvertent over-reporting of the total number of shares beneficially owned by the reporting person. Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 21:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 910.175 | $488.89 | $444,975.46 |
DisclosureSEC source: 0001209191-23-012149 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,509.11 Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 21:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,942.743 | $488.89 | $949,787.63 |
DisclosureSEC source: 0001209191-23-012149 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,419.285 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 23:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 640.646 | $492.83 | $315,729.57 |
DisclosureSEC source: 0001209191-23-009868 · doc4.xml · nonDerivative · entry 4 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,476.542 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 23:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,367.438 | $492.83 | $673,914.47 |
DisclosureSEC source: 0001209191-23-009868 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,117.188 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 23:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 831.456 | $495.35 | $411,861.73 |
DisclosureSEC source: 0001209191-23-009868 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,749.75 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 23:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,774.719 | $495.35 | $879,107.06 |
DisclosureSEC source: 0001209191-23-009868 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,581.206 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 819.209 | $538.36 | $441,029.36 |
DisclosureSEC source: 0001209191-22-061460 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,806.487 Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 57.958 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061460 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,625.696 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 20, 2022 Filed Sep 21, 2022 20:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 59.48 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050894 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,567.738 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 |
| July 29, 2022 Filed Jul 29, 2022 22:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 44,757 | $0.00 Strike: $70.24 | $0.00 |
DisclosureSEC source: 0001209191-22-043563 · doc4.xml · derivative · entry 5 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,757 shares Expires 2024-02-12 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 · derivative.exercise_date: The non-qualified stock options vested at a rate of 25% annually on February 12 from the years 2015 through 2018. 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.