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 |
|---|---|---|---|---|---|---|
| February 22, 2021 Filed Feb 24, 2021 22:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 8,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013888 · 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: 80,751.03 F3 · shares: The restricted stock units will 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 22:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,410 | $327.64 | $2,755,452.40 |
DisclosureSEC source: 0001209191-21-013888 · 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: 72,052.03 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 22:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 18,444 | $327.64 | $6,042,992.16 |
DisclosureSEC source: 0001209191-21-013888 · 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: 80,462.03 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 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 678 | $328.24 | $222,546.72 |
DisclosureSEC source: 0001209191-21-010872 · 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: 62,018.03 Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 508 | $328.24 | $166,745.92 |
DisclosureSEC source: 0001209191-21-010872 · 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: 62,696.03 Read SEC document |
| February 08, 2021 Filed Feb 9, 2021 22:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 528 | $324.34 | $171,251.52 |
DisclosureSEC source: 0001209191-21-008908 · 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: 63,204.03 Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 327.185 | $339.34 | $111,026.96 |
DisclosureSEC source: 0001209191-20-064134 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,732.03 F2 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61.144 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064134 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,059.215 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 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70.281 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051929 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,998.071 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 30, 2020 Filed Jul 2, 2020 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 69.821 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040416 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,843.822 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 24, 2020 Filed Mar 26, 2020 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 80.556 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021271 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,774.001 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, 2020 Filed Feb 28, 2020 22:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 497 | $263.00 | $130,711.00 |
DisclosureSEC source: 0001209191-20-013981 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,693.445 Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 42,744 | $0.00 Strike: $302.20 | $0.00 |
DisclosureSEC source: 0001209191-20-010103 · doc4.xml · derivative · entry 5 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 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 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010103 · doc4.xml · nonDerivative · entry 4 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,190.445 F3 · shares: The restricted stock units will 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 Awards is 14,891. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 9,921 | $302.20 | $2,998,126.20 |
DisclosureSEC source: 0001209191-20-010103 · doc4.xml · nonDerivative · entry 3 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,744.445 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 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 21,756 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010103 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,665.445 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 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 677 | $302.20 | $204,589.40 |
DisclosureSEC source: 0001209191-20-010103 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,909.445 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 519 | $289.22 | $150,105.18 |
DisclosureSEC source: 0001209191-20-008359 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,586.445 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 921 | $289.22 | $266,371.62 |
DisclosureSEC source: 0001209191-20-008359 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,105.445 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 22:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 179.981 | $292.90 | $52,716.43 |
DisclosureSEC source: 0001209191-19-061360 · doc4.xml · nonDerivative · entry 2 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,026.445 F2 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 22:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 60.629 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061360 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · Chief Executive Officer, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,206.426 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 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77.897 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050899 · doc4.xml · nonDerivative · entry 1 McMahon Dirk C · CIK 0001781821 · President & CEO, UHC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,145.797 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.