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 |
|---|---|---|---|---|---|---|
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,500 | $51.67 | $77,505.00 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 14 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 125,346 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 556 | $51.66 | $28,722.96 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 13 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 126,846 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 277 | $51.65 | $14,307.05 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 12 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 127,402 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 208 | $51.64 | $10,741.12 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 11 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 127,679 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 461 | $51.62 | $23,796.82 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 10 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 127,887 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 623 | $51.61 | $32,153.03 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 9 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 128,348 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 622 | $51.60 | $32,095.20 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 8 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 128,971 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 278 | $51.59 | $14,342.02 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 7 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 129,593 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 138 | $51.58 | $7,118.04 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 6 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 129,871 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 554 | $51.54 | $28,553.16 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 5 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 130,009 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 161 | $51.51 | $8,293.11 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 130,563 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 762 | $51.51 | $39,250.62 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 130,724 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 416 | $51.49 | $21,419.84 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 131,486 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| November 09, 2007 Filed Nov 13, 2007 23:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 346 | $51.48 | $17,812.08 |
DisclosureSEC source: 0000731766-07-000140 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 131,902 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| October 30, 2007 Filed Nov 1, 2007 22:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,090 | $0.00 Strike: $47.90 | $0.00 |
DisclosureSEC source: 0000731766-07-000127 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090 Underlying: Common Stock · 1,090 shares Expires 2017-10-30 F1 · kind: These options are being granted as compensation for attendance at the regularly scheduled quarterly meetings of the Board of Directors and committee meeting(s) of UnitedHealth Group Incorporated. The reporting person previously elected to convert cash meeting attendance fees into stock options pursuant to a previously approved policy. Read SEC document |
| October 01, 2007 Filed Oct 2, 2007 21:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $48.14 | $0.00 |
DisclosureSEC source: 0000731766-07-000116 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-10-01 Read SEC document |
| July 31, 2007 Filed Aug 2, 2007 22:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,080 | $0.00 Strike: $48.43 | $0.00 |
DisclosureSEC source: 0000731766-07-000101 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,080 Underlying: Common Stock · 1,080 shares Expires 2017-07-31 F1 · kind: These options are being granted as compensation for attendance at the regularly scheduled quarterly meetings of the Board of Directors and committee meeting(s) of UnitedHealth Group Incorporated. The reporting person previously elected to convert cash meeting attendance fees into stock options pursuant to a previously approved policy. Read SEC document |
| July 02, 2007 Filed Jul 3, 2007 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $52.22 | $0.00 |
DisclosureSEC source: 0000731766-07-000091 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-07-02 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 400 | $54.89 | $21,956.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 25 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,793,300 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 400 | $54.88 | $21,952.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 24 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,793,700 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 400 | $54.86 | $21,944.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 23 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,794,100 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 800 | $54.79 | $43,832.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 22 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,794,500 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 700 | $54.78 | $38,346.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 21 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,795,300 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 400 | $54.76 | $21,904.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 20 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,796,000 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 500 | $54.74 | $27,370.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 19 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,796,400 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 400 | $54.73 | $21,892.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 18 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,796,900 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 800 | $54.72 | $43,776.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 17 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,797,300 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 400 | $54.71 | $21,884.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 16 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,798,100 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 135 | $54.69 | $7,383.15 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 15 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,798,500 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,000 | $54.68 | $109,360.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 14 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,798,635 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,082 | $54.67 | $59,152.94 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 13 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800,635 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 700 | $54.66 | $38,262.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 12 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,801,717 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,418 | $54.65 | $132,143.70 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 11 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,802,417 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,200 | $54.64 | $65,568.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 10 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,804,835 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,065 | $54.63 | $222,070.95 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 9 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,806,035 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,200 | $54.62 | $65,544.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 8 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,810,100 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,183 | $54.61 | $119,213.63 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 7 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,811,300 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 6,317 | $54.60 | $344,908.20 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 6 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,813,483 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,600 | $54.59 | $578,654.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 5 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,819,800 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 8,200 | $54.58 | $447,556.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,830,400 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 7,900 | $54.57 | $431,103.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,838,600 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 13,400 | $54.56 | $731,104.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,846,500 Read SEC document |
| May 30, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 8,400 | $54.55 | $458,220.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,859,900 Read SEC document |
| May 29, 2007 Filed May 31, 2007 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 960 | $0.00 Strike: $54.57 | $0.00 |
DisclosureSEC source: 0000731766-07-000080 · edgardoc.xml · derivative · entry 27 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 960 shares Expires 2017-05-29 F1 · kind: These options are being granted as compensation for attendance at the regularly scheduled quarterly meetings of the Board of Directors and committee meeting(s) of the Issuer. The reporting person previously elected to convert cash meeting attendance fees into stock options pursuant to a previously approved policy. Read SEC document |
| May 09, 2007 Filed May 9, 2007 22:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 32,000 | $0.00 Strike: $6.34 | $0.00 |
DisclosureSEC source: 0000731766-07-000064 · edgardoc.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,000 shares Expires 2007-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2007 Filed May 9, 2007 22:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 32,000 | $6.34 | $203,001.60 |
DisclosureSEC source: 0000731766-07-000064 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,868,300 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2007 Filed Jan 3, 2008 23:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 940 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-001198 · rrd186477.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 116,308 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| April 20, 2007 Filed Apr 24, 2007 22:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 100,000 | $52.89 | $5,288,850.00 |
DisclosureSEC source: 0000731766-07-000042 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,836,300 F1 · price: Reflects the average per share price of 100,000 shares of common stock of UnitedHealth Group Incorporated sold by the reporting person in multiple transactions on April 20, 2007, with sales prices ranging from $52.50 to $53.21 per share. Mr. Burke has had no purchase transactions within the last six months. Read SEC document |
| April 02, 2007 Filed Apr 4, 2007 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $53.73 | $0.00 |
DisclosureSEC source: 0000731766-07-000022 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-04-02 Read SEC document |
| January 30, 2007 Filed Feb 1, 2007 23:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 890 | $0.00 Strike: $52.21 | $0.00 |
DisclosureSEC source: 0000731766-07-000012 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890 Underlying: Common Stock · 890 shares Expires 2017-01-30 F1 · kind: These options are being granted as compensation for attendance at the regularly scheduled quarterly meetings of the Board of Directors and committee meeting(s) of the Issuer. Filing person previously elected to convert cash meeting attendance fees into stock options pursuant to a previously approved policy. 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.