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 06, 2020 Filed Nov 10, 2020 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 700 | $349.31 | $244,516.02 |
DisclosureSEC source: 0001209191-20-057646 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,360,800 F1 · price: This transaction was executed in multiple trades ranging from $349.11 to $349.49 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, 2020 Filed Oct 5, 2020 20:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053674 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,487 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 |
| September 22, 2020 Filed Sep 24, 2020 21:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051912 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,323 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 |
| August 13, 2020 Filed Aug 17, 2020 20:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,000 | $320.59 | $4,808,820.00 |
DisclosureSEC source: 0001209191-20-046942 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,361,500 F1 · price: This transaction was executed in multiple trades ranging from $320.00 to $321.40 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 |
| July 22, 2020 Filed Jul 23, 2020 20:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $303.50 | $3,035,017.00 |
DisclosureSEC source: 0001209191-20-043479 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,376,500 F1 · price: This transaction was executed in multiple trades ranging from $303.00 to $304.03 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 |
| July 01, 2020 Filed Jul 2, 2020 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040375 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,215 F2 · 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 30, 2020 Filed Jul 2, 2020 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040375 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,042 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 |
| April 01, 2020 Filed Apr 3, 2020 21:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023392 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,936 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. F2 · balance_after: The reporting person does not have a reportable pecuniary interest in 86,000 shares held in an irrevocable trust for the benefit of his children and therefore no longer includes those shares in Table I of his Forms 4. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 122 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021260 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,720 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 20, 2020 Filed Mar 23, 2020 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $228.39 | $2,283,921.00 |
DisclosureSEC source: 0001209191-20-020701 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,386,500 F1 · price: This transaction was executed in multiple trades ranging from $224.90 to $231.9750 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 19, 2020 Filed Mar 20, 2020 21:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $224.40 | $1,122,000.00 |
DisclosureSEC source: 0001209191-20-020484 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Partnership Disclosed balance after: 1,396,500 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 21:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $212.00 | $1,060,000.00 |
DisclosureSEC source: 0001209191-20-020484 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,401,500 Read SEC document |
| March 17, 2020 Filed Mar 18, 2020 20:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $240.10 | $2,401,037.00 |
DisclosureSEC source: 0001209191-20-019998 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,406,500 F1 · price: This transaction was executed in multiple trades ranging from $240.081 to $240.1479 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 16, 2020 Filed Mar 18, 2020 20:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $237.00 | $1,185,000.00 |
DisclosureSEC source: 0001209191-20-019998 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,416,500 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $306.04 | $3,060,385.00 |
DisclosureSEC source: 0001209191-20-011513 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,421,500 F1 · price: This transaction was executed in multiple trades ranging from $306.00 to $306.20 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 sales were effected. Read SEC document |
| January 16, 2020 Filed Jan 21, 2020 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,000 | $299.45 | $4,491,750.00 |
DisclosureSEC source: 0001209191-20-004328 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,431,500 F1 · price: This transaction was executed in multiple trades ranging from $299.00 to $299.90 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 02, 2020 Filed Jan 3, 2020 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000896 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,598 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 18, 2019 Filed Dec 19, 2019 22:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061335 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,422 Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 22:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061335 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,422 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 |
| October 16, 2019 Filed Oct 18, 2019 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 25,000 | $236.56 | $5,914,015.00 |
DisclosureSEC source: 0001209191-19-053603 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,331 F1 · price: This transaction was executed in multiple trades ranging from $235.90 to $237.035 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, 2019 Filed Oct 2, 2019 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051798 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,331 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 24, 2019 Filed Sep 26, 2019 21:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050891 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,095 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 20, 2019 Filed Sep 23, 2019 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $234.20 | $585,500.00 |
DisclosureSEC source: 0001209191-19-050454 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,446,500 Read SEC document |
| September 19, 2019 Filed Sep 23, 2019 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $233.40 | $583,500.00 |
DisclosureSEC source: 0001209191-19-050454 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,449,000 Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $232.60 | $581,500.00 |
DisclosureSEC source: 0001209191-19-050244 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,451,500 Read SEC document |
| September 17, 2019 Filed Sep 19, 2019 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $232.76 | $581,897.00 |
DisclosureSEC source: 0001209191-19-050244 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,454,000 F1 · price: This transaction was executed in multiple trades ranging from $232.7538 to $232.7710 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 |
| August 23, 2019 Filed Aug 26, 2019 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,000 | $231.50 | $463,000.00 |
DisclosureSEC source: 0001209191-19-047422 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,456,500 Read SEC document |
| August 08, 2019 Filed Aug 12, 2019 20:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $246.40 | $1,232,000.00 |
DisclosureSEC source: 0001209191-19-045509 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,979 F1 · price: This transaction was executed in multiple trades ranging from $246.40 to $246.4050 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 |
| July 01, 2019 Filed Jul 3, 2019 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 212 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041067 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,979 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 25, 2019 Filed Jun 27, 2019 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options · Derivative | 5,000 | $0.00 Strike: $25.16 | $0.00 |
DisclosureSEC source: 0001209191-19-039312 · doc4.xml · derivative · entry 5 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-07-01 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 |
| June 25, 2019 Filed Jun 27, 2019 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039312 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,767 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 25, 2019 Filed Jun 27, 2019 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $25.16 | $125,800.00 |
DisclosureSEC source: 0001209191-19-039312 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,663 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 |
| June 11, 2019 Filed Jun 12, 2019 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $248.00 | $2,480,000.00 |
DisclosureSEC source: 0001209191-19-036404 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,458,500 Read SEC document |
| May 29, 2019 Filed May 30, 2019 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $241.99 | $2,419,883.00 |
DisclosureSEC source: 0001209191-19-033441 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,468,500 F1 · price: This transaction was executed in multiple trades ranging from $241.00 to $242.75 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 |
| April 24, 2019 Filed Apr 26, 2019 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $229.75 | $2,297,501.00 |
DisclosureSEC source: 0001209191-19-026216 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,478,500 F1 · price: This transaction was executed in multiple trades ranging from $229.75 to $229.76 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 |
| April 01, 2019 Filed Apr 2, 2019 20:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022457 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,663 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 28, 2019 Filed Mar 29, 2019 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $20.68 | $0.00 |
DisclosureSEC source: 0001209191-19-021763 · doc4.xml · derivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-04-01 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 |
| March 28, 2019 Filed Mar 29, 2019 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $20.68 | $103,400.00 |
DisclosureSEC source: 0001209191-19-021763 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,454 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 |
| March 19, 2019 Filed Mar 21, 2019 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020773 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,454 F2 · 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 19, 2019 Filed Mar 21, 2019 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $257.32 | $1,286,583.50 |
DisclosureSEC source: 0001209191-19-020773 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,488,500 F1 · price: This transaction was executed in multiple trades ranging from $257.311to $257.317 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 12, 2019 Filed Mar 14, 2019 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $245.01 | $1,225,055.00 |
DisclosureSEC source: 0001209191-19-019515 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,493,500 F1 · price: This transaction was executed in multiple trades ranging from $245.00 to $245.05 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 12, 2019 Filed Feb 15, 2019 00:03 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Shares | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-19-000028 · wf-form4_155018898512366.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,500 F1 · shares: Represents grant of restricted shares. The shares will fully vest on third anniversary of the date of grant. F2 · balance_after: Balance represents restricted shares not vested. Read SEC document |
| January 23, 2019 Filed Jan 24, 2019 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 11,500 | $268.00 | $3,082,000.00 |
DisclosureSEC source: 0001209191-19-005147 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,372 Read SEC document |
| January 17, 2019 Filed Jan 18, 2019 21:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,000 | $260.55 | $3,908,259.00 |
DisclosureSEC source: 0001209191-19-004556 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,872 F1 · price: This transaction was executed in multiple trades ranging from $260.50 to $260.79 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 02, 2019 Filed Jan 3, 2019 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000852 · doc4.xml · nonDerivative · entry 5 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,872 F3 · 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 |
| January 01, 2019 Filed Jan 3, 2019 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $27.59 | $0.00 |
DisclosureSEC source: 0001209191-19-000852 · doc4.xml · derivative · entry 7 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-01-02 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 |
| January 01, 2019 Filed Jan 3, 2019 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $27.59 | $137,950.00 |
DisclosureSEC source: 0001209191-19-000852 · doc4.xml · nonDerivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,661 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 |
| December 31, 2018 Filed Jan 3, 2019 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 1,498,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000852 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Partnership Disclosed balance after: 1,498,500 F2 · balance_after: Represents the reporting person's proportionate interest in shares held by the partnership. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000852 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,661 F1 · shares: The reporting person transferred these shares to a limited partnership 99.9% owned by the reporting person. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000852 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,703,661 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.