Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | EVP & Chief Legal Officer | March 19, 2024 | March 21, 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 March 19, 2024 · Filed March 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,606.896 |
Reported balance
After 2024-03-19 transaction · row 1
1 source rowRow 1 · 2024-03-19 · Grant · Acquired 21.579 · Balance 9,606.896 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 19, 2024 Filed Mar 21, 2024 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 21.579 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000118 · wk-form4_1711051996.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,606.896 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 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 278.616 | $527.24 | $146,897.50 |
DisclosureSEC source: 0000731766-24-000070 · wk-form4_1708982758.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,585.317 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 8,173 | $0.00 Strike: $521.97 | $0.00 |
DisclosureSEC source: 0000731766-24-000058 · wk-form4_1708723455.xml · derivative · entry 4 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,173 Underlying: Common Stock · 8,173 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 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2,156 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000058 · wk-form4_1708723455.xml · nonDerivative · entry 3 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,863.933 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 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,555.2 | $521.97 | $811,767.74 |
DisclosureSEC source: 0000731766-24-000058 · wk-form4_1708723455.xml · nonDerivative · entry 2 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,707.933 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 3,240 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000058 · wk-form4_1708723455.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,263.133 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2021 - 2023. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14.031 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000101 · wk-form4_1702591599.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,023.133 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 | 15.868 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050265 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,009.102 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 22:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15.744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040210 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,993.234 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 06, 2023 Filed Jun 7, 2023 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 279.094 | $487.57 | $136,077.86 |
DisclosureSEC source: 0001209191-23-035089 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,977.49 Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15.833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020812 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,256.584 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, 2023 Filed Feb 28, 2023 00:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 8,372 | $0.00 Strike: $491.69 | $0.00 |
DisclosureSEC source: 0001209191-23-013407 · doc4.xml · derivative · entry 4 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,372 Underlying: Common Stock · 8,372 shares Expires 2033-02-23 F3 · 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 00:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2,289 | $491.69 | $1,125,478.41 |
DisclosureSEC source: 0001209191-23-013407 · doc4.xml · nonDerivative · entry 3 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,240.751 F2 · 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 00:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,351.054 | $491.69 | $664,299.74 |
DisclosureSEC source: 0001209191-23-013407 · doc4.xml · nonDerivative · entry 2 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,951.751 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2,985 | $491.69 | $1,467,694.65 |
DisclosureSEC source: 0001209191-23-013407 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,302.805 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2020-2022. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7.084 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061456 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317.805 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 20:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050876 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,310.721 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 28, 2022 Filed Jun 30, 2022 20:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7.451 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039907 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,303.451 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 06, 2022 Filed Jun 8, 2022 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 8,768 | $0.00 Strike: $490.18 | $0.00 |
DisclosureSEC source: 0001209191-22-035084 · doc4.xml · derivative · entry 2 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,768 Underlying: Common Stock · 8,768 shares Expires 2032-06-06 F2 · derivative.exercise_date: The stock options vest at a rate of 25% annually on June 6 from the years 2023 through 2026. Read SEC document |
| June 06, 2022 Filed Jun 8, 2022 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035084 · doc4.xml · nonDerivative · entry 1 Bondy Rupert M · CIK 0001914476 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,296 F1 · shares: The restricted stock units vest at a rate of 25% annually on June 6 from the years 2023 through 2026. 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.