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 |
|---|---|---|---|---|---|---|
| July 29, 2022 Filed Jul 29, 2022 22:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 13,183 | $541.53 | $7,138,989.99 |
DisclosureSEC source: 0001209191-22-043563 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,508.258 F1 · price: This transaction was executed in multiple trades ranging from $538.945 to $543.72 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| July 29, 2022 Filed Jul 29, 2022 22:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 24,982 | $539.37 | $13,474,541.34 |
DisclosureSEC source: 0001209191-22-043563 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,691.258 Read SEC document |
| July 29, 2022 Filed Jul 29, 2022 22:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 44,757 | $70.24 | $3,143,731.68 |
DisclosureSEC source: 0001209191-22-043563 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,673.258 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 |
| June 28, 2022 Filed Jun 30, 2022 20:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 60.963 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039916 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,916.258 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, 2022 Filed Mar 24, 2022 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 53.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020975 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,855.295 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 5,540 shares transferred from the Grantor Retained Annuity Trust on March 1, 2022 to satisfy an annuity payment on March 1, 2022. This transfer was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 859 | $475.75 | $408,669.25 |
DisclosureSEC source: 0001209191-22-014315 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,261.545 Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,085 | $462.51 | $501,823.35 |
DisclosureSEC source: 0001209191-22-012791 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,120.545 Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 26,885 | $0.00 Strike: $474.40 | $0.00 |
DisclosureSEC source: 0001209191-22-010281 · doc4.xml · derivative · entry 5 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,885 Underlying: Common Stock · 26,885 shares Expires 2032-02-14 F4 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 14 from the years 2023 through 2026. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010281 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,205.545 F3 · shares: The restricted stock units vest at a rate of 25% annually on February 14 from the years 2023 through 2026. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,775 | $474.40 | $4,162,860.00 |
DisclosureSEC source: 0001209191-22-010281 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,670.545 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2019-2021. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17,835 | $474.40 | $8,460,924.00 |
DisclosureSEC source: 0001209191-22-010281 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,445.545 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2019-2021. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 945 | $478.13 | $451,832.85 |
DisclosureSEC source: 0001209191-22-009856 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,610.545 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 721 | $478.13 | $344,731.73 |
DisclosureSEC source: 0001209191-22-009856 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,555.545 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 58.883 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070055 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,276.545 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 21, 2021 Filed Sep 23, 2021 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 68.228 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057424 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,217.662 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, 2021 Filed Jul 30, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 52,972 | $0.00 Strike: $57.38 | $0.00 |
DisclosureSEC source: 0001209191-21-048959 · doc4.xml · derivative · entry 6 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,972 shares Expires 2023-02-06 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 6 from the years 2014 through 2017. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 7,062 | $412.27 | $2,911,471.93 |
DisclosureSEC source: 0001209191-21-048959 · doc4.xml · nonDerivative · entry 4 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,149.434 F2 · price: This transaction was executed in multiple trades ranging from $412.16 to $412.50 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 8,376 | $411.84 | $3,449,555.09 |
DisclosureSEC source: 0001209191-21-048959 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,211.434 F1 · price: This transaction was executed in multiple trades ranging from $411.16 to $412.15 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 29,815 | $411.53 | $12,269,766.95 |
DisclosureSEC source: 0001209191-21-048959 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,587.434 Read SEC document |
| July 29, 2021 Filed Jul 30, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 52,972 | $57.38 | $3,039,533.36 |
DisclosureSEC source: 0001209191-21-048959 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,402.434 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 |
| June 29, 2021 Filed Jul 1, 2021 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70.412 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044498 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,430.434 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 23, 2021 Filed Mar 25, 2021 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 65.354 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023054 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,360.022 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 6,519 shares transferred from the Grantor Retained Annuity Trust on March 16, 2021 to satisfy an annuity payment on March 16, 2021. This transfer was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| March 16, 2021 Filed Mar 25, 2021 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 6,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023054 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 12,331 F3 · balance_after: On March 16, 2021, 6,519 shares held in the Grantor Retained Annuity Trust were distributed to the reporting person to satisfy an annuity payment and are reported as directly owned as set forth in footnote 2. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 22:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 847 | $332.22 | $281,390.34 |
DisclosureSEC source: 0001209191-21-016189 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,775.668 Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 40,703 | $0.00 Strike: $327.64 | $0.00 |
DisclosureSEC source: 0001209191-21-013890 · doc4.xml · derivative · entry 5 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,703 Underlying: Common Stock · 40,703 shares Expires 2031-02-22 F4 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 22 from the years 2022 through 2025. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013890 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,622.668 F3 · shares: The restricted stock units vest at a rate of 25% annually on February 22 from the years 2022 through 2025. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,250 | $327.64 | $2,703,030.00 |
DisclosureSEC source: 0001209191-21-013890 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,923.668 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2018-2020. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16,768 | $327.64 | $5,493,867.52 |
DisclosureSEC source: 0001209191-21-013890 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,173.668 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2018-2020. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 932 | $328.24 | $305,919.68 |
DisclosureSEC source: 0001209191-21-010874 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,405.668 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 712 | $328.24 | $233,706.88 |
DisclosureSEC source: 0001209191-21-010874 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,337.668 Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 22:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,024 | $324.34 | $332,124.16 |
DisclosureSEC source: 0001209191-21-008910 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,049.668 Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64.901 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064144 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,073.668 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, 2020 Filed Sep 24, 2020 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 74.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051931 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,008.767 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 17, 2020 Filed Jul 21, 2020 01:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options · Derivative | 80,000 | $0.00 Strike: $56.04 | $0.00 |
DisclosureSEC source: 0001209191-20-043122 · 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 · 80,000 shares Expires 2022-06-05 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 June 5 from the years 2013 through 2016. Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 01:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 22,174 | $308.43 | $6,839,104.65 |
DisclosureSEC source: 0001209191-20-043122 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,934.167 F1 · price: This transaction was executed in multiple trades ranging from approximately $307.05 to $310.77 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 |
| July 17, 2020 Filed Jul 21, 2020 01:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 46,739 | $308.66 | $14,426,459.74 |
DisclosureSEC source: 0001209191-20-043122 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,108.167 Read SEC document |
| July 17, 2020 Filed Jul 21, 2020 01:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 80,000 | $56.04 | $4,483,200.00 |
DisclosureSEC source: 0001209191-20-043122 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,847.167 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 |
| June 30, 2020 Filed Jul 2, 2020 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 74.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040461 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,847.167 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 05, 2020 Filed Jun 8, 2020 20:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,196 | $311.85 | $372,972.60 |
DisclosureSEC source: 0001209191-20-034998 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,773.057 Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 97.391 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021272 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,969.057 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: Reflects the transfer of 18,850 shares from reporting person to Grantor Retained Annuity Trust on March 2, 2020. This transaction was exempt from Section 16 pursuant to Rule 16a-13. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 832 | $263.00 | $218,816.00 |
DisclosureSEC source: 0001209191-20-013985 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,721.666 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 42,744 | $0.00 Strike: $302.20 | $0.00 |
DisclosureSEC source: 0001209191-20-010111 · doc4.xml · derivative · entry 5 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,744 Underlying: Common Stock · 42,744 shares Expires 2030-02-13 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 13 from the years 2021 through 2024. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010111 · doc4.xml · nonDerivative · entry 4 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,553.666 F3 · shares: The restricted stock units vest at a rate of 25% annually on February 13 from the years 2021 through 2024. F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 13, 2020, 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 Share Awards is 14,891. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 11,894 | $302.20 | $3,594,366.80 |
DisclosureSEC source: 0001209191-20-010111 · doc4.xml · nonDerivative · entry 3 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,107.666 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2017-2019. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 24,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010111 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,001.666 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2017-2019. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 700 | $302.20 | $211,540.00 |
DisclosureSEC source: 0001209191-20-010111 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,828.666 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,006 | $286.22 | $287,937.32 |
DisclosureSEC source: 0001209191-20-008366 · doc4.xml · nonDerivative · entry 2 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,528.666 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 22:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 736 | $286.22 | $210,657.92 |
DisclosureSEC source: 0001209191-20-008366 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,534.666 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70.458 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061362 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,270.666 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 24, 2019 Filed Sep 26, 2019 22:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 90.525 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050900 · doc4.xml · nonDerivative · entry 1 REX JOHN F · CIK 0001676672 · EVP Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,200.208 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.