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 |
|---|---|---|---|---|---|---|
| January 03, 2007 Filed Jan 5, 2007 02:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $52.57 | $0.00 |
DisclosureSEC source: 0000731766-07-000003 · 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 2017-01-03 Read SEC document |
| October 31, 2006 Filed Nov 3, 2006 00:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 990 | $0.00 Strike: $48.78 | $0.00 |
DisclosureSEC source: 0000731766-06-000096 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 990 shares Expires 2016-10-31 F1 · date: 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. F1 · shares: 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 |
| October 02, 2006 Filed Oct 3, 2006 21:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $49.43 | $0.00 |
DisclosureSEC source: 0000731766-06-000078 · 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 2016-10-02 Read SEC document |
| August 01, 2006 Filed Aug 3, 2006 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 840 | $0.00 Strike: $47.82 | $0.00 |
DisclosureSEC source: 0000731766-06-000069 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840 Underlying: Common Stock · 840 shares Expires 2016-08-01 F1 · date: 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. F1 · shares: 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 |
| July 03, 2006 Filed Jul 5, 2006 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $45.01 | $0.00 |
DisclosureSEC source: 0000731766-06-000059 · 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 2016-07-03 Read SEC document |
| May 01, 2006 Filed May 3, 2006 22:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,290 | $0.00 Strike: $49.80 | $0.00 |
DisclosureSEC source: 0000731766-06-000044 · edgardoc.xml · derivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,290 Underlying: Common Stock · 1,290 shares Expires 2016-05-01 Read SEC document |
| May 01, 2006 Filed May 3, 2006 22:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 64,000 | $0.00 Strike: $6.83 | $0.00 |
DisclosureSEC source: 0000731766-06-000044 · 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 · 64,000 shares Expires 2006-05-09 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 01, 2006 Filed May 3, 2006 22:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 64,000 | $6.83 | $437,004.80 |
DisclosureSEC source: 0000731766-06-000044 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,936,300 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 |
| April 03, 2006 Filed Apr 5, 2006 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $55.47 | $0.00 |
DisclosureSEC source: 0000731766-06-000029 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2016-04-03 Read SEC document |
| January 31, 2006 Filed Feb 2, 2006 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 760 | $0.00 Strike: $59.42 | $0.00 |
DisclosureSEC source: 0000731766-06-000017 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 760 Underlying: Common Stock · 760 shares Expires 2016-01-31 Read SEC document |
| January 03, 2006 Filed Jan 4, 2006 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.73 | $0.00 |
DisclosureSEC source: 0000731766-06-000002 · edgardoc.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2016-01-03 Read SEC document |
| December 29, 2005 Filed Jan 4, 2006 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-06-000002 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,872,300 Read SEC document |
| November 01, 2005 Filed Nov 2, 2005 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 630 | $0.00 Strike: $59.00 | $0.00 |
DisclosureSEC source: 0000731766-05-000124 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630 Underlying: Common Stock · 630 shares Expires 2015-11-01 Read SEC document |
| October 03, 2005 Filed Oct 5, 2005 20:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $56.78 | $0.00 |
DisclosureSEC source: 0000731766-05-000112 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2015-10-03 Read SEC document |
| August 02, 2005 Filed Aug 4, 2005 20:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,020 | $0.00 Strike: $53.03 | $0.00 |
DisclosureSEC source: 0000731766-05-000096 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Underlying: Common Stock · 1,020 shares Expires 2015-08-02 Read SEC document |
| July 01, 2005 Filed Jul 5, 2005 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $52.81 | $0.00 |
DisclosureSEC source: 0000731766-05-000089 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2015-07-01 Read SEC document |
| May 20, 2005 Filed May 23, 2005 20:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 64,000 | $96.50 | $6,176,179.20 |
DisclosureSEC source: 0000731766-05-000076 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442,400 Read SEC document |
| May 03, 2005 Filed May 4, 2005 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 460 | $0.00 Strike: $96.71 | $0.00 |
DisclosureSEC source: 0000731766-05-000058 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 Underlying: Common Stock · 460 shares Expires 2015-05-03 Read SEC document |
| April 01, 2005 Filed Apr 5, 2005 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $95.83 | $0.00 |
DisclosureSEC source: 0000731766-05-000047 · 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 2015-04-01 Read SEC document |
| February 24, 2005 Filed Feb 24, 2005 22:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 50,000 | $88.82 | $4,441,110.00 |
DisclosureSEC source: 0000731766-05-000042 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,506,400 Read SEC document |
| February 09, 2005 Filed Feb 11, 2005 16:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 128,000 | $0.00 Strike: $11.03 | $0.00 |
DisclosureSEC source: 0000731766-05-000040 · edgardoc.xml · derivative · entry 5 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 128,000 shares Expires 2005-03-01 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 |
| February 09, 2005 Filed Feb 11, 2005 16:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 64,000 | $0.00 Strike: $9.75 | $0.00 |
DisclosureSEC source: 0000731766-05-000040 · edgardoc.xml · derivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 64,000 shares Expires 2005-05-11 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 |
| February 09, 2005 Filed Feb 11, 2005 16:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 64,000 | $9.75 | $624,000.00 |
DisclosureSEC source: 0000731766-05-000040 · edgardoc.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,556,400 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 |
| February 09, 2005 Filed Feb 11, 2005 16:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 128,000 | $11.03 | $1,412,006.40 |
DisclosureSEC source: 0000731766-05-000040 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492,400 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 |
| February 01, 2005 Filed Feb 3, 2005 21:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 470 | $0.00 Strike: $90.68 | $0.00 |
DisclosureSEC source: 0000731766-05-000027 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 470 Underlying: Common Stock · 470 shares Expires 2015-02-01 Read SEC document |
| January 03, 2005 Filed Jan 5, 2005 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $86.62 | $0.00 |
DisclosureSEC source: 0000731766-05-000012 · 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 2015-01-03 Read SEC document |
| November 04, 2004 Filed Nov 8, 2004 15:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 520 | $0.00 Strike: $77.75 | $0.00 |
DisclosureSEC source: 0000731766-04-000152 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Underlying: Common Stock · 520 shares Expires 2014-11-04 Read SEC document |
| October 01, 2004 Filed Oct 4, 2004 15:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $73.76 | $0.00 |
DisclosureSEC source: 0000731766-04-000134 · 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 2014-10-01 Read SEC document |
| August 03, 2004 Filed Aug 4, 2004 18:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 650 | $0.00 Strike: $62.31 | $0.00 |
DisclosureSEC source: 0000731766-04-000098 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 650 shares Expires 2014-08-03 Read SEC document |
| July 01, 2004 Filed Jul 2, 2004 17:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $61.80 | $0.00 |
DisclosureSEC source: 0000731766-04-000082 · 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 2014-07-01 Read SEC document |
| May 12, 2004 Filed May 14, 2004 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 860 | $0.00 Strike: $61.88 | $0.00 |
DisclosureSEC source: 0000731766-04-000055 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 860 Underlying: Common Stock · 860 shares Expires 2014-05-12 Read SEC document |
| April 01, 2004 Filed Apr 5, 2004 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $64.97 | $0.00 |
DisclosureSEC source: 0000731766-04-000040 · 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 2014-04-01 Read SEC document |
| February 18, 2004 Filed Feb 20, 2004 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 500,000 | $60.00 | $30,000,000.00 |
DisclosureSEC source: 0000731766-04-000029 · edgardoc.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,364,400 Read SEC document |
| February 03, 2004 Filed Feb 5, 2004 20:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 700 | $0.00 Strike: $60.09 | $0.00 |
DisclosureSEC source: 0000731766-04-000019 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 700 Underlying: Common Stock · 700 shares Expires 2014-02-03 Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $59.04 | $0.00 |
DisclosureSEC source: 0000731766-04-000006 · 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 2014-01-02 Read SEC document |
| October 28, 2003 Filed Oct 29, 2003 20:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 860 | $0.00 Strike: $52.35 | $0.00 |
DisclosureSEC source: 0000905023-03-000002 · edgardoc.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 860 Underlying: Common Stock · 860 shares Expires 2013-10-28 Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option · Derivative | 5,000 | $51.76 Strike: $51.76 | $258,800.00 |
DisclosureSEC source: 0001209191-03-024688 · bmn79954_bmn1rtb.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 2013-10-01 Read SEC document |
| July 29, 2003 Filed Jul 30, 2003 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 770 | $42,465.50 Strike: $55.15 | $32,698,435.00 |
DisclosureSEC source: 0001209191-03-014440 · bmn78088_bmn10rtb.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 770 shares Expires 2013-07-29 Read SEC document |
| July 29, 2003 Filed Jul 30, 2003 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 18,800 | $54.90 | $1,032,120.00 |
DisclosureSEC source: 0001209191-03-014440 · bmn78088_bmn10rtb.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,930,524 F1 · security: Indirect holdings = 66,124 shares held by spouse Read SEC document |
| July 28, 2003 Filed Jul 30, 2003 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,200 | $55.00 | $66,000.00 |
DisclosureSEC source: 0001209191-03-014440 · bmn78088_bmn10rtb.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,949,324 Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 21:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $251,550.00 Strike: $50.31 | $1,257,750,000.00 |
DisclosureSEC source: 0001209191-03-010287 · bmn78088_bmn1rtb.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 2013-07-01 Read SEC document |
| May 07, 2003 Filed May 9, 2003 19:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option · Derivative | 440 | $40,814.40 Strike: $92.76 | $17,958,336.00 |
DisclosureSEC source: 0001209191-03-003710 · bmn76918_bmn3rtb.xml · derivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440 Underlying: Common Stock · 440 shares Expires 2013-05-07 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.