Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| National Vision Holdings, Inc.EYE · Entity 1716 | Director | June 14, 2023 | June 16, 2023 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Chief Executive Officer, Optum | March 18, 2025 | March 20, 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.
National Vision Holdings, Inc.
Report date June 14, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,062 |
Reported balance
After 2023-06-14 transaction · row 1
1 source rowRow 1 · 2023-06-14 · Grant · Acquired 7,371 · Balance 23,062 F1: Represents a restricted stock unit ("RSU") grant pursuant to NVHI's non-employee director compensation policy. The RSUs vest in full on the one year anniversary of the date of grant, subject to the Reporting Person's continuous service through such vesting date. F2: Each RSU represents a contingent right to receive one share of NVHI common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit ("RSU") grant pursuant to NVHI's non-employee director compensation policy. The RSUs vest in full on the one year anniversary of the date of grant, subject to the Reporting Person's continuous service through such vesting date.
F2: Each RSU represents a contingent right to receive one share of NVHI common stock.
UNITEDHEALTH GROUP INC
Report date March 18, 2025 · Filed March 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,438.318 |
Reported balance
After 2025-03-18 transaction · row 1
1 source rowRow 1 · 2025-03-18 · Grant · Acquired 46.069 · Balance 22,438.318 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. |
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 |
|---|---|---|---|---|---|---|
| March 18, 2025 Filed Mar 20, 2025 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 46.069 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000084 · wk-form4_1742506040.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,438.318 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 | 396.832 | $466.42 | $185,090.38 |
DisclosureSEC source: 0000731766-25-000054 · wk-form4_1740435269.xml · nonDerivative · entry 6 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,392.249 Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 342.154 | $466.42 | $159,587.47 |
DisclosureSEC source: 0000731766-25-000054 · wk-form4_1740435269.xml · nonDerivative · entry 5 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,789.081 Read SEC document |
| February 21, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 263.687 | $466.42 | $122,988.89 |
DisclosureSEC source: 0000731766-25-000054 · wk-form4_1740435269.xml · nonDerivative · entry 4 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,131.235 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 | 16,884 | $0.00 Strike: $502.42 | $0.00 |
DisclosureSEC source: 0000731766-25-000054 · wk-form4_1740435269.xml · derivative · entry 7 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,884 Underlying: Common Stock · 16,884 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 | 3,981 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000054 · wk-form4_1740435269.xml · nonDerivative · entry 3 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,394.922 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 | 1,698.657 | $502.42 | $853,439.25 |
DisclosureSEC source: 0000731766-25-000054 · wk-form4_1740435269.xml · nonDerivative · entry 2 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,413.922 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 22:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4,365 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-25-000054 · wk-form4_1740435269.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,112.579 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 | 182.04 | $523.51 | $95,299.76 |
DisclosureSEC source: 0000731766-25-000041 · wk-form4_1739915636.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,747.579 Read SEC document |
| December 17, 2024 Filed Dec 19, 2024 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 43.107 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000367 · wk-form4_1734643122.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,929.619 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, 2024 Filed Sep 26, 2024 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 36.254 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000298 · wk-form4_1727383962.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,886.512 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 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 41.771 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000206 · wk-form4_1719522102.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,850.258 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 |
| June 07, 2024 Filed Jun 11, 2024 20:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 212.042 | $490.69 | $104,046.89 |
DisclosureSEC source: 0000731766-24-000177 · wk-form4_1718137520.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,808.487 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 295.356 | $503.12 | $148,599.51 |
DisclosureSEC source: 0000731766-24-000169 · wk-form4_1717795594.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,020.529 Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 937 | $0.00 Strike: $497.44 | $0.00 |
DisclosureSEC source: 0000731766-24-000164 · wk-form4_1717618727.xml · derivative · entry 2 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 937 Underlying: Common Stock · 937 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 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000164 · wk-form4_1717618727.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Chief Executive Officer, Optum 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,315.885 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 |
| June 14, 2023 Filed Jun 16, 2023 16:35 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 7,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001780061-23-000002 · wk-form4_1686947726.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,062 F1 · shares: Represents a restricted stock unit ("RSU") grant pursuant to NVHI's non-employee director compensation policy. The RSUs vest in full on the one year anniversary of the date of grant, subject to the Reporting Person's continuous service through such vesting date. F2 · price: Each RSU represents a contingent right to receive one share of NVHI common stock. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 16:38 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 6,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001780061-22-000002 · wf-form4_165549831799596.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,691 F1 · shares: Represents a restricted stock unit ("RSU") grant pursuant to NVHI's non-employee director compensation policy. The RSUs vest in full on the one year anniversary of the date of grant, subject to the Reporting Person's continuous service through such vesting date. F2 · price: Each RSU represents a contingent right to receive one share of NVHI common stock. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 16:42 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 2,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001780061-21-000002 · wf-form4_162344412215295.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,809 F1 · shares: Restricted stock award granted as director compensation, which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 16:37 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 3,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001780061-20-000002 · wf-form4_159225341104841.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,748 F1 · shares: Restricted stock award granted as director compensation, which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| July 24, 2019 Filed Jul 26, 2019 17:09 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 3,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001780061-19-000005 · wf-form4_156417536355404.xml · nonDerivative · entry 1 Cianfrocco Heather · CIK 0001780061 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,116 F1 · shares: Restricted stock award granted as director compensation, which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. 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.