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 |
|---|---|---|---|---|---|---|
| December 13, 2018 Filed Dec 17, 2018 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062974 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711,661 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 |
| November 28, 2018 Filed Nov 29, 2018 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 6,090 | $281.72 | $1,715,685.76 |
DisclosureSEC source: 0001209191-18-060266 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711,584 F1 · price: This transaction was executed in multiple trades ranging from $281.701 to $281.78 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 26, 2018 Filed Oct 30, 2018 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 2,320 | $0.00 Strike: $22.43 | $0.00 |
DisclosureSEC source: 0001209191-18-056538 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,320 shares Expires 2018-11-07 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 |
| October 26, 2018 Filed Oct 30, 2018 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 2,320 | $22.43 | $52,037.60 |
DisclosureSEC source: 0001209191-18-056538 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,717,674 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 |
| October 01, 2018 Filed Oct 2, 2018 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053190 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,715,354 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 26, 2018 Filed Sep 27, 2018 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.08 | $0.00 |
DisclosureSEC source: 0001209191-18-052460 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-10-01 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 |
| September 26, 2018 Filed Sep 27, 2018 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $25.08 | $125,400.00 |
DisclosureSEC source: 0001209191-18-052460 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,715,191 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 |
| September 18, 2018 Filed Sep 20, 2018 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051796 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710,191 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 13, 2018 Filed Sep 17, 2018 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $264.90 | $2,649,027.00 |
DisclosureSEC source: 0001209191-18-051209 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,710,112 F1 · price: This transaction was executed in multiple trades ranging from $264.7861 to $265.04 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 |
| September 12, 2018 Filed Sep 13, 2018 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 20,000 | $263.41 | $5,268,164.00 |
DisclosureSEC source: 0001209191-18-050859 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720,112 F1 · price: This transaction was executed in multiple trades ranging from $262.60 to $264.27 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 01, 2018 Filed Aug 3, 2018 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,000 | $254.79 | $3,821,913.00 |
DisclosureSEC source: 0001209191-18-045295 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,740,112 F1 · price: This transaction was executed in multiple trades ranging from $254.571 to $255.000 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 17, 2018 Filed Jul 19, 2018 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 1,780 | $0.00 Strike: $27.02 | $0.00 |
DisclosureSEC source: 0001209191-18-043384 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,780 shares Expires 2018-07-28 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 |
| July 17, 2018 Filed Jul 19, 2018 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,780 | $27.02 | $48,095.60 |
DisclosureSEC source: 0001209191-18-043384 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755,112 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 |
| July 02, 2018 Filed Jul 5, 2018 20:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041540 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753,332 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.63 | $0.00 |
DisclosureSEC source: 0001209191-18-040385 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-07-01 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 29, 2018 Filed Jul 2, 2018 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $25.63 | $128,150.00 |
DisclosureSEC source: 0001209191-18-040385 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,753,155 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 26, 2018 Filed Jun 28, 2018 20:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039906 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,155 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 |
| May 30, 2018 Filed May 31, 2018 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 1,540 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001209191-18-034398 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,540 shares Expires 2018-06-05 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 30, 2018 Filed May 31, 2018 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,540 | $33.94 | $52,267.60 |
DisclosureSEC source: 0001209191-18-034398 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748,073 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 21, 2018 Filed May 23, 2018 23:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,000 | $248.82 | $3,732,261.00 |
DisclosureSEC source: 0001209191-18-032770 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,746,533 F1 · price: This transaction was executed in multiple trades ranging from $248.75 to $248.90 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 |
| April 23, 2018 Filed Apr 25, 2018 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,000 | $234.20 | $3,513,027.00 |
DisclosureSEC source: 0001209191-18-026129 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,761,533 F1 · price: This transaction was executed in multiple trades ranging from $234.20 to $234.27 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 02, 2018 Filed Apr 4, 2018 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 202 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023703 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776,533 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 29, 2018 Filed Mar 30, 2018 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001209191-18-022208 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-04-01 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 29, 2018 Filed Mar 30, 2018 20:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $36.25 | $181,250.00 |
DisclosureSEC source: 0001209191-18-022208 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,776,331 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 20, 2018 Filed Mar 21, 2018 20:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021075 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771,331 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, 2018 Filed Mar 21, 2018 20:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $224.36 | $2,243,610.00 |
DisclosureSEC source: 0001209191-18-021075 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,771,257 F1 · price: This transaction was executed in multiple trades ranging from $223.90 to $224.56 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 400 | $229.00 | $91,600.00 |
DisclosureSEC source: 0001209191-18-015873 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781,257 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $229.90 | $2,299,016.00 |
DisclosureSEC source: 0001209191-18-015873 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781,657 F1 · price: This transaction was executed in multiple trades ranging from $229.22 to $231.11 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 20, 2018 Filed Feb 22, 2018 16:49 UTC | Meritage Homes CORP MTH · Entity 3987 | GrantMTH Common Shares | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000833079-18-000029 · wf-form4_151931818299025.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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 |
| February 16, 2018 Filed Feb 20, 2018 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 1,090 | $0.00 Strike: $48.08 | $0.00 |
DisclosureSEC source: 0001209191-18-011320 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,090 shares Expires 2018-02-19 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 16, 2018 Filed Feb 20, 2018 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,090 | $48.08 | $52,407.20 |
DisclosureSEC source: 0001209191-18-011320 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,791,657 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 18, 2018 Filed Jan 22, 2018 21:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 20,000 | $239.57 | $4,791,386.00 |
DisclosureSEC source: 0001209191-18-004737 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790,567 F1 · price: This transaction was executed in multiple trades ranging from $239.45 to $239.98 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, 2018 Filed Jan 4, 2018 22:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $56.67 | $0.00 |
DisclosureSEC source: 0001209191-18-002014 · 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 2018-01-02 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 02, 2018 Filed Jan 4, 2018 22:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002014 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,810,567 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 |
| January 02, 2018 Filed Jan 4, 2018 22:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $56.67 | $283,350.00 |
DisclosureSEC source: 0001209191-18-002014 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,810,369 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 12, 2017 Filed Dec 15, 2017 00:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065756 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,805,369 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 |
| November 29, 2017 Filed Dec 4, 2017 21:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-063509 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,805,294 Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062321 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,815,294 Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055215 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825,294 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 25, 2017 Filed Sep 26, 2017 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 1,090 | $0.00 Strike: $47.90 | $0.00 |
DisclosureSEC source: 0001209191-17-053988 · 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 · 1,090 shares Expires 2017-10-30 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 |
| September 25, 2017 Filed Sep 26, 2017 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $48.14 | $0.00 |
DisclosureSEC source: 0001209191-17-053988 · 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 2017-10-01 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 |
| September 25, 2017 Filed Sep 26, 2017 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,090 | $47.90 | $52,211.00 |
DisclosureSEC source: 0001209191-17-053988 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,825,072 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 |
| September 25, 2017 Filed Sep 26, 2017 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $48.14 | $240,700.00 |
DisclosureSEC source: 0001209191-17-053988 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,823,982 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 |
| September 19, 2017 Filed Sep 20, 2017 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053495 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,818,982 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 21, 2017 Filed Aug 22, 2017 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,000 | $191.71 | $2,875,626.00 |
DisclosureSEC source: 0001209191-17-049839 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,818,898 F1 · price: This transaction was executed in multiple trades ranging from $191.35 to $192.10 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 21, 2017 Filed Jul 25, 2017 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 1,080 | $0.00 Strike: $48.43 | $0.00 |
DisclosureSEC source: 0001209191-17-046180 · doc4.xml · derivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,080 shares Expires 2017-07-31 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 |
| July 21, 2017 Filed Jul 25, 2017 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,080 | $48.43 | $52,304.40 |
DisclosureSEC source: 0001209191-17-046180 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,833,898 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 |
| July 03, 2017 Filed Jul 6, 2017 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044118 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,832,818 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 27, 2017 Filed Jun 28, 2017 20:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 5,000 | $0.00 Strike: $52.22 | $0.00 |
DisclosureSEC source: 0001209191-17-042119 · 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 2017-07-02 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 |
| June 27, 2017 Filed Jun 28, 2017 20:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $52.22 | $261,100.00 |
DisclosureSEC source: 0001209191-17-042119 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,832,583 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.