Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Meritage Homes CORPMTH · Entity 3987 | Director | February 12, 2019 | February 15, 2019 |
| Senior Connect Acquisition Corp. ISNRH · Entity 112401 | Chairman, CFO | December 10, 2020 | December 10, 2020 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | May 19, 2022 | May 23, 2022 |
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.
Meritage Homes CORP
Report date February 12, 2019 · Filed February 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| MTH Common SharesSEC Table I · non-derivative | Direct | 19,500 |
Reported balance
After 2019-02-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-12 · Grant · Acquired 4,500 · Balance 19,500 F1: Represents grant of restricted shares. The shares will fully vest on third anniversary of the date of grant. F2: Balance represents restricted shares not vested. |
| MTH Common StockSEC Table I · non-derivative | Direct | 67,500 |
Reported balance
Holding disclosure · report date 2019-02-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 67,500 F3: Balance reflects all other holdings, including restricted shares that have previously vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents grant of restricted shares. The shares will fully vest on third anniversary of the date of grant.
F2: Balance represents restricted shares not vested.
F3: Balance reflects all other holdings, including restricted shares that have previously vested.
Senior Connect Acquisition Corp. I
Report date December 10, 2020 · Filed December 10, 2020
Jointly reported with Health Connect Acquisitions Holdings LLC, Applbaum Isaac, Burke Ryan Matthew
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-12-10 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: The shares of Class B Common Stock are convertible for shares of the Issuer's Class A Common Stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-250932) (the "Registration Statement") and have no expiration date. The shares of Class B Common Stock beneficially owned by the Reporting Person includes up to 1,350,000 shares of Class B Common Stock subject to forfeiture to the Issuer depending on the extent to which the underwriters' over-allotment option is exercised in connection with the Issuer's initial public offering of units, as described in the Registration Statement. F2: Health Connect Acquisitions Holdings LLC (the "Sponsor") is the record holder of the shares reported herein. Each of Isaac Applbaum, Richard Burke and Ryan Burke are the managers of the Sponsor. Any action by the Sponsor with respect to the Issuer or the shares reported herein, including voting and dispositive decisions, requires a majority vote of the managers. No individual manager exercises voting or dispositive control over any of the securities held by the Sponsor, even those in which he directly owns a pecuniary interest. Accordingly, none of Messrs. Applbaum, Burke or Burke will be deemed to have or share beneficial ownership of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Class B Common Stock are convertible for shares of the Issuer's Class A Common Stock as described under the heading "Description of Securities" in the Issuer's Registration Statement on Form S-1 (File No. 333-250932) (the "Registration Statement") and have no expiration date. The shares of Class B Common Stock beneficially owned by the Reporting Person includes up to 1,350,000 shares of Class B Common Stock subject to forfeiture to the Issuer depending on the extent to which the underwriters' over-allotment option is exercised in connection with the Issuer's initial public offering of units, as described in the Registration Statement.
F2: Health Connect Acquisitions Holdings LLC (the "Sponsor") is the record holder of the shares reported herein. Each of Isaac Applbaum, Richard Burke and Ryan Burke are the managers of the Sponsor. Any action by the Sponsor with respect to the Issuer or the shares reported herein, including voting and dispositive decisions, requires a majority vote of the managers. No individual manager exercises voting or dispositive control over any of the securities held by the Sponsor, even those in which he directly owns a pecuniary interest. Accordingly, none of Messrs. Applbaum, Burke or Burke will be deemed to have or share beneficial ownership of such securities.
UNITEDHEALTH GROUP INC
Report date May 19, 2022 · Filed May 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Partnership | 1,215,000 |
Reported balance
After 2022-05-19 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-05-19 · Sale · Disposed 2,500 · Balance 1,215,000 F1: This transaction was executed in multiple trades ranging from $478.50 to $479.42 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. |
| Common StockSEC Table I · non-derivative | Direct | 150,487 |
Reported balance
Holding disclosure · report date 2022-05-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 150,487 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades ranging from $478.50 to $479.42 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.
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 |
|---|---|---|---|---|---|---|
| May 19, 2022 Filed May 23, 2022 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $478.96 | $1,197,410.50 |
DisclosureSEC source: 0001209191-22-031323 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,215,000 F1 · price: This transaction was executed in multiple trades ranging from $478.50 to $479.42 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. Read SEC document |
| May 17, 2022 Filed May 18, 2022 21:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $493.50 | $1,233,750.00 |
DisclosureSEC source: 0001209191-22-030120 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,217,500 Read SEC document |
| May 16, 2022 Filed May 18, 2022 21:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $493.25 | $1,233,125.00 |
DisclosureSEC source: 0001209191-22-030120 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,220,000 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003853 · form4-04052022_020425.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,487 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 24, 2022 Filed Mar 25, 2022 01:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,000 | $508.80 | $1,526,400.00 |
DisclosureSEC source: 0001209191-22-021038 · doc4.xml · nonDerivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,222,500 F4 · price: This transaction was executed in multiple trades ranging from $507.63 to $509.53 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 sales were effected. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 01:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,000 | $505.67 | $1,517,001.00 |
DisclosureSEC source: 0001209191-22-021038 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,225,500 F3 · price: This transaction was executed in multiple trades ranging from $505.50 to $506.00 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 sales were effected. Read SEC document |
| March 22, 2022 Filed Mar 25, 2022 01:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,000 | $511.14 | $2,044,567.60 |
DisclosureSEC source: 0001209191-22-021038 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,228,500 F2 · price: This transaction was executed in multiple trades ranging from $511.09 to $511.25 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 sales were effected. Read SEC document |
| March 22, 2022 Filed Mar 25, 2022 01:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021038 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,387 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| February 25, 2022 Filed Feb 26, 2022 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 6,000 | $470.38 | $2,822,305.20 |
DisclosureSEC source: 0001209191-22-013379 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,232,500 F2 · price: This transaction was executed in multiple trades ranging from $463.00 to $475.37 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. Read SEC document |
| February 23, 2022 Filed Feb 26, 2022 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,000 | $465.30 | $1,861,182.40 |
DisclosureSEC source: 0001209191-22-013379 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,238,500 F1 · price: This transaction was executed in multiple trades ranging from $463.79 to $466.69 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 sales were effected. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 23:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $476.72 | $2,383,587.50 |
DisclosureSEC source: 0001209191-22-011453 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,242,500 F1 · price: This transaction was executed in multiple trades ranging from $474.00 to $480.4349 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 sales were effected. Read SEC document |
| January 21, 2022 Filed Jan 24, 2022 22:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,000 | $468.50 | $1,874,000.00 |
DisclosureSEC source: 0001209191-22-004641 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,247,500 F2 · price: This transaction was executed in multiple trades ranging from $467.50 to $469.50 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. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 22:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $469.41 | $2,347,044.00 |
DisclosureSEC source: 0001209191-22-004641 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,251,500 F1 · price: This transaction was executed in multiple trades ranging from $468.1991 to $470.2153 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. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001714 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,310 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 22:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070038 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,207 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| December 07, 2021 Filed Dec 16, 2021 22:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070038 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,127 Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $450.00 | $1,125,000.00 |
DisclosureSEC source: 0001209191-21-066792 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,256,500 Read SEC document |
| November 23, 2021 Filed Nov 24, 2021 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $444.70 | $1,111,750.00 |
DisclosureSEC source: 0001209191-21-066792 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,259,000 F1 · price: This transaction was executed in multiple trades ranging from $444.50 to $445.00 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 sales were effected. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059501 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,627 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057430 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,496 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $419.00 | $1,047,500.00 |
DisclosureSEC source: 0001209191-21-057045 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,261,500 Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $418.06 | $4,180,625.00 |
DisclosureSEC source: 0001209191-21-056401 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,264,000 F1 · price: This transaction was executed in multiple trades ranging from $416.00 to $419.50 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. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $416.75 | $1,041,875.00 |
DisclosureSEC source: 0001209191-21-056401 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,274,000 Read SEC document |
| July 22, 2021 Filed Jul 26, 2021 20:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 7,000 | $415.70 | $2,909,867.10 |
DisclosureSEC source: 0001209191-21-048201 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,276,500 F1 · price: This transaction was executed in multiple trades ranging from $415.50 to $416.13 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. Read SEC document |
| July 20, 2021 Filed Jul 21, 2021 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 8,000 | $414.31 | $3,314,440.00 |
DisclosureSEC source: 0001209191-21-047600 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,283,500 F1 · price: This transaction was executed in multiple trades ranging from $414.00 to $416.44 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. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045532 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,403 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 29, 2021 Filed Jul 1, 2021 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044484 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,276 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,000 | $398.63 | $1,594,500.00 |
DisclosureSEC source: 0001209191-21-042482 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,291,500 F1 · price: This transaction was executed in multiple trades ranging from $398.25 to $399.00 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 sales were effected. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,000 | $400.25 | $1,601,000.00 |
DisclosureSEC source: 0001209191-21-041448 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,295,500 F1 · price: This transaction was executed in multiple trades ranging from $400.00 to $400.50 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 sales were effected. Read SEC document |
| June 10, 2021 Filed Jun 14, 2021 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,000 | $402.00 | $804,000.00 |
DisclosureSEC source: 0001209191-21-040301 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,299,500 Read SEC document |
| April 20, 2021 Filed Apr 21, 2021 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $395.43 | $3,954,250.00 |
DisclosureSEC source: 0001209191-21-027807 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,301,500 F1 · price: This transaction was executed in multiple trades ranging from $393.75 to $397.20 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. Read SEC document |
| April 20, 2021 Filed Apr 21, 2021 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $391.25 | $978,125.00 |
DisclosureSEC source: 0001209191-21-027807 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,311,500 Read SEC document |
| April 19, 2021 Filed Apr 21, 2021 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $391.25 | $978,125.00 |
DisclosureSEC source: 0001209191-21-027807 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,314,000 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025265 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,181 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023044 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,041 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 6,000 | $354.90 | $2,129,418.60 |
DisclosureSEC source: 0001209191-21-021754 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,316,500 F1 · price: This transaction was executed in multiple trades ranging from $354.61 to $355.00 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. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,000 | $353.33 | $1,413,300.00 |
DisclosureSEC source: 0001209191-21-020964 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,322,500 F1 · price: This transaction was executed in multiple trades ranging from $353.00 to $353.65 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. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 22:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,250 | $329.07 | $411,336.88 |
DisclosureSEC source: 0001209191-21-012821 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,326,500 F3 · shares: This transaction was executed in multiple trades ranging from $329.00 to 329.12 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 sales were effected. F3 · price: This transaction was executed in multiple trades ranging from $329.00 to 329.12 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 sales were effected. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 22:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,250 | $327.36 | $409,194.50 |
DisclosureSEC source: 0001209191-21-012821 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,327,750 F2 · shares: This transaction was executed in multiple trades ranging from $327.30 to $327.47 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 · price: This transaction was executed in multiple trades ranging from $327.30 to $327.47 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. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 22:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $326.99 | $817,463.75 |
DisclosureSEC source: 0001209191-21-012821 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,329,000 F1 · shares: This transaction was executed in multiple trades ranging from $326.90 to $327.23 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 sales were effected. F1 · price: This transaction was executed in multiple trades ranging from $326.90 to $327.23 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 sales were effected. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 22:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $335.80 | $1,678,992.00 |
DisclosureSEC source: 0001209191-21-010866 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,331,500 F1 · price: This transaction was executed in multiple trades ranging from $335.3969 to 336.2000 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 sales were effected. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002298 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,953 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 17, 2020 Filed Dec 17, 2020 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 5,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064128 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,806 Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064128 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,581 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $340.00 | $850,000.00 |
DisclosureSEC source: 0001209191-20-064128 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,336,500 Read SEC document |
| December 11, 2020 Filed Dec 14, 2020 22:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,000 | $336.50 | $1,009,500.00 |
DisclosureSEC source: 0001209191-20-063265 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,339,000 Read SEC document |
| December 10, 2020 Filed Dec 14, 2020 22:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $342.00 | $855,000.00 |
DisclosureSEC source: 0001209191-20-063265 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,342,000 Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 23:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 7,000 | $349.78 | $2,448,443.90 |
DisclosureSEC source: 0001209191-20-062779 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,344,500 F1 · price: This transaction was executed in multiple trades ranging from $349.701 to $349.85 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 sales were effected. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $349.41 | $1,747,064.00 |
DisclosureSEC source: 0001209191-20-057646 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,351,500 F3 · price: This transaction was executed in multiple trades ranging from $349.02 to $349.87 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. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,300 | $350.35 | $1,506,520.05 |
DisclosureSEC source: 0001209191-20-057646 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,356,500 F2 · price: This transaction was executed in multiple trades ranging from $350.16 to $350.67 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. 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.