Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | President & COO, UHG | 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 | 70,546.918 |
Reported balance
After 2024-03-19 transaction · row 1
1 source rowRow 1 · 2024-03-19 · Grant · Acquired 41.192 · Balance 70,546.918 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 Spouse | 3,500 |
Reported balance
Holding disclosure · report date 2024-03-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,500 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 23,500 |
Reported balance
Holding disclosure · report date 2024-03-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 23,500 |
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 20:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 41.192 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-24-000107 · wk-form4_1711051816.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,546.918 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 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 618.238 | $527.24 | $325,959.80 |
DisclosureSEC source: 0000731766-24-000069 · wk-form4_1708982730.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,505.726 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 979.599 | $526.50 | $515,758.87 |
DisclosureSEC source: 0000731766-24-000069 · wk-form4_1708982730.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,123.964 Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,248.128 | $521.97 | $4,305,275.37 |
DisclosureSEC source: 0000731766-24-000056 · wk-form4_1708723419.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,103.563 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: 0000731766-24-000056 · wk-form4_1708723419.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,351.691 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 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 726.031 | $516.94 | $375,314.47 |
DisclosureSEC source: 0000731766-24-000040 · wk-form4_1708032368.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,263.691 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 562.821 | $516.85 | $290,894.03 |
DisclosureSEC source: 0000731766-24-000040 · wk-form4_1708032368.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,989.722 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 22:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 298.702 | $549.01 | $163,990.39 |
DisclosureSEC source: 0000731766-23-000109 · wk-form4_1702591705.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,552.543 Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 22:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63.352 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-23-000109 · wk-form4_1702591705.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · President & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,851.245 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: 0001209191-23-050264 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,787.893 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 |
| 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: 0001209191-23-050270 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,787.893 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 |
| June 27, 2023 Filed Jun 29, 2023 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71.088 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040226 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,669.093 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 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 62.496 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020811 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,598.005 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 00:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 600.245 | $484.33 | $290,716.66 |
DisclosureSEC source: 0001209191-23-013404 · doc4.xml · nonDerivative · entry 4 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,535.509 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:25 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: 0001209191-23-013404 · doc4.xml · derivative · entry 7 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 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 00:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6,814 | $491.69 | $3,350,375.66 |
DisclosureSEC source: 0001209191-23-013404 · doc4.xml · nonDerivative · entry 3 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,135.754 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 00:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 7,944.889 | $491.69 | $3,906,422.47 |
DisclosureSEC source: 0001209191-23-013404 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,321.754 Read SEC document |
| February 23, 2023 Filed Feb 28, 2023 00:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 17,423 | $491.69 | $8,566,714.87 |
DisclosureSEC source: 0001209191-23-013404 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,266.643 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 21:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 965.34 | $488.89 | $471,945.07 |
DisclosureSEC source: 0001209191-23-012145 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,385.68 Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 21:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 2,232 | $488.89 | $1,091,202.48 |
DisclosureSEC source: 0001209191-23-012145 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,351.02 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 579.933 | $492.83 | $285,808.38 |
DisclosureSEC source: 0001209191-23-009866 · doc4.xml · nonDerivative · entry 4 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,119.02 Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,367.438 | $492.83 | $673,914.47 |
DisclosureSEC source: 0001209191-23-009866 · doc4.xml · nonDerivative · entry 3 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,698.953 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 548.785 | $495.35 | $271,840.65 |
DisclosureSEC source: 0001209191-23-009866 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,331.515 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,942.599 | $495.35 | $962,266.41 |
DisclosureSEC source: 0001209191-23-009866 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,880.3 Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 21:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 285.801 | $538.36 | $153,863.83 |
DisclosureSEC source: 0001209191-22-061457 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,937.701 Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 56.804 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-061457 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,223.502 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 20:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 58.295 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-050883 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,166.698 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 18, 2022 Filed Aug 19, 2022 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 14,715 | $543.32 | $7,994,939.09 |
DisclosureSEC source: 0001209191-22-046845 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,108.403 F1 · price: This transaction was executed in multiple trades ranging from $543.15 to $543.92 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. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 28, 2022 Filed Jun 30, 2022 20:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 59.749 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039911 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,775.084 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 25, 2022 01:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 52.68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021046 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,715.335 Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 23:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 593 | $475.75 | $282,119.75 |
DisclosureSEC source: 0001209191-22-014305 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,662.655 Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 23:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 789 | $462.51 | $364,920.39 |
DisclosureSEC source: 0001209191-22-012790 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,255.655 Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 23:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 26,885 | $0.00 Strike: $474.40 | $0.00 |
DisclosureSEC source: 0001209191-22-010284 · doc4.xml · derivative · entry 6 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 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 23:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010284 · doc4.xml · nonDerivative · entry 3 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,044.655 F3 · shares: The restricted stock units will 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 23:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 6,391 | $474.40 | $3,031,890.40 |
DisclosureSEC source: 0001209191-22-010284 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,509.655 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 23:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14,014 | $474.40 | $6,648,241.60 |
DisclosureSEC source: 0001209191-22-010284 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,900.655 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2019-2021. Read SEC document |
| February 14, 2022 Filed Mar 25, 2022 01:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 26,885 | $0.00 Strike: $474.40 | $0.00 |
DisclosureSEC source: 0001209191-22-021046 · doc4.xml · derivative · entry 4 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,885 Underlying: Common Stock · 26,885 shares Expires 2032-02-14 F1 · 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 13, 2022 Filed Feb 15, 2022 22:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 759 | $478.13 | $362,900.67 |
DisclosureSEC source: 0001209191-22-009855 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,886.655 Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 456 | $478.13 | $218,027.28 |
DisclosureSEC source: 0001209191-22-009855 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,645.655 Read SEC document |
| December 16, 2021 Filed Dec 16, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 380.911 | $494.38 | $188,314.78 |
DisclosureSEC source: 0001209191-21-070050 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,101.655 F2 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 57.071 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070050 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,482.566 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 |
| October 27, 2021 Filed Dec 16, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 23,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070050 · doc4.xml · nonDerivative · entry 4 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 23,500 F3 · shares: This transaction involved the transfer of shares from the reporting person's spouse to a trust. Read SEC document |
| October 27, 2021 Filed Dec 16, 2021 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 23,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070050 · doc4.xml · nonDerivative · entry 3 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 3,500 F3 · shares: This transaction involved the transfer of shares from the reporting person's spouse to a trust. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 66.13 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057453 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,425.495 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 |
| August 05, 2021 Filed Sep 23, 2021 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057453 · doc4.xml · nonDerivative · entry 3 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 27,000 F3 · balance_after: This transaction involved a gift of securities by the reporting person to his wife, who shares the reporting person's household. Read SEC document |
| August 05, 2021 Filed Sep 23, 2021 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 27,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057453 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,425.495 F3 · balance_after: This transaction involved a gift of securities by the reporting person to his wife, who shares the reporting person's household. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 68.246 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044497 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,297.621 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 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63.345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023049 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,229.375 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 26, 2021 Filed Mar 2, 2021 22:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 585 | $332.22 | $194,348.70 |
DisclosureSEC source: 0001209191-21-016182 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,166.03 Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 40,703 | $0.00 Strike: $327.64 | $0.00 |
DisclosureSEC source: 0001209191-21-013888 · doc4.xml · derivative · entry 4 McMahon Dirk C · CIK 0001781821 · Pres. & COO, UHG & CEO, UHC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.