Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | CEO, UnitedHealthcare | September 24, 2024 | September 26, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNITEDHEALTH GROUP INC
Report date September 24, 2024 · Filed September 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,674.986 |
Reported balance
After 2024-09-24 transaction · row 1
1 source rowRow 1 · 2024-09-24 · Grant · Acquired 38.403 · Balance 32,674.986 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 22, 2022 Filed Mar 25, 2022 01:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 37.713 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021048 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,205.776 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 25, 2022 Filed Mar 1, 2022 23:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 455 | $475.75 | $216,466.25 |
DisclosureSEC source: 0001209191-22-014328 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,168.063 Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 23:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 463 | $462.51 | $214,142.13 |
DisclosureSEC source: 0001209191-22-012793 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,623.063 Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 23:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 15,177 | $0.00 Strike: $474.40 | $0.00 |
DisclosureSEC source: 0001209191-22-010300 · doc4.xml · derivative · entry 4 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,177 Underlying: Common Stock · 15,177 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 23:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010300 · doc4.xml · nonDerivative · entry 3 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,086.063 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 23:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 4,626 | $474.40 | $2,194,574.40 |
DisclosureSEC source: 0001209191-22-010300 · doc4.xml · nonDerivative · entry 2 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,397.063 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 23:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 10,193 | $474.40 | $4,835,559.20 |
DisclosureSEC source: 0001209191-22-010300 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,023.063 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 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 327 | $478.13 | $156,348.51 |
DisclosureSEC source: 0001209191-22-009860 · doc4.xml · nonDerivative · entry 2 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,830.063 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 272 | $478.13 | $130,051.36 |
DisclosureSEC source: 0001209191-22-009860 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,157.063 Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 40.436 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070059 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,429.063 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 20:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 46.855 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057425 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,388.627 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 |
| August 12, 2021 Filed Aug 14, 2021 01:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 243 | $405.96 | $98,648.28 |
DisclosureSEC source: 0001209191-21-051509 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,341.772 Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 50.282 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044501 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,584.772 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, 2021 Filed Jun 8, 2021 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 9,939 | $0.00 Strike: $400.25 | $0.00 |
DisclosureSEC source: 0001209191-21-038988 · doc4.xml · derivative · entry 2 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,939 Underlying: Common Stock · 9,939 shares Expires 2031-06-07 F2 · derivative.exercise_date: The stock option vests at a rate of 25% annually on June 7 from the years 2022 through 2025. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-038988 · doc4.xml · nonDerivative · entry 1 THOMPSON BRIAN R · CIK 0001857198 · CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,534.49 F1 · shares: The restricted stock units vest at a rate of 25% annually on June 7 from the years 2022 through 2025. 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.