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 |
|---|---|---|---|---|---|---|
| October 01, 2015 Filed Oct 2, 2015 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 630 | $0.00 Strike: $59.00 | $0.00 |
DisclosureSEC source: 0001209191-15-073308 · doc4.xml · derivative · entry 6 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 630 shares Expires 2015-11-01 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 |
| October 01, 2015 Filed Oct 2, 2015 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $56.78 | $0.00 |
DisclosureSEC source: 0001209191-15-073308 · 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 · 10,000 shares Expires 2015-10-03 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, 2015 Filed Oct 2, 2015 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-073308 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,071,387 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 |
| October 01, 2015 Filed Oct 2, 2015 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 630 | $59.00 | $37,170.00 |
DisclosureSEC source: 0001209191-15-073308 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,071,011 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, 2015 Filed Oct 2, 2015 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $56.78 | $567,800.00 |
DisclosureSEC source: 0001209191-15-073308 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,070,381 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 22, 2015 Filed Sep 24, 2015 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072101 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060,381 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 11, 2015 Filed Sep 14, 2015 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 25,000 | $117.79 | $2,944,627.50 |
DisclosureSEC source: 0001209191-15-070533 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,060,305 F2 · price: This transaction was executed in multiple trades ranging from $117.71 to $117.85 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the sales were effected. Read SEC document |
| September 10, 2015 Filed Sep 14, 2015 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 25,000 | $117.45 | $2,936,272.50 |
DisclosureSEC source: 0001209191-15-070533 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,085,305 F1 · price: This transaction was executed in multiple trades ranging from $117.40 to $117.57 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 27, 2015 Filed Jul 28, 2015 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,020 | $0.00 Strike: $53.03 | $0.00 |
DisclosureSEC source: 0001209191-15-062681 · 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 · 1,020 shares Expires 2015-08-02 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 |
| July 27, 2015 Filed Jul 28, 2015 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,020 | $53.03 | $54,090.60 |
DisclosureSEC source: 0001209191-15-062681 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,110,305 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 01, 2015 Filed Jul 2, 2015 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $52.81 | $0.00 |
DisclosureSEC source: 0001209191-15-058969 · 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 · 10,000 shares Expires 2015-07-01 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 |
| July 01, 2015 Filed Jul 2, 2015 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-058969 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,109,285 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 |
| July 01, 2015 Filed Jul 2, 2015 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $52.81 | $528,100.00 |
DisclosureSEC source: 0001209191-15-058969 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,108,981 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 24, 2015 Filed Jun 26, 2015 20:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056787 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,098,981 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| May 02, 2015 Filed May 4, 2015 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 920 | $0.00 Strike: $48.36 | $0.00 |
DisclosureSEC source: 0001209191-15-038499 · 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 · 920 shares Expires 2015-05-03 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 02, 2015 Filed May 4, 2015 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 920 | $48.36 | $44,486.60 |
DisclosureSEC source: 0001209191-15-038499 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,098,904 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 01, 2015 Filed Apr 3, 2015 20:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $47.92 | $0.00 |
DisclosureSEC source: 0001209191-15-032309 · 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 · 10,000 shares Expires 2015-04-01 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 |
| April 01, 2015 Filed Apr 3, 2015 20:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-032309 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,097,984 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 |
| April 01, 2015 Filed Apr 3, 2015 20:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $47.92 | $479,150.00 |
DisclosureSEC source: 0001209191-15-032309 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,097,664 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 24, 2015 Filed Mar 26, 2015 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029637 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087,664 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| January 29, 2015 Filed Jan 30, 2015 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 940 | $0.00 Strike: $45.34 | $0.00 |
DisclosureSEC source: 0001209191-15-007927 · 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 · 940 shares Expires 2015-02-01 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 |
| January 29, 2015 Filed Jan 30, 2015 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 940 | $108.15 | $101,662.03 |
DisclosureSEC source: 0001209191-15-007927 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087,607 F1 · price: This transaction was executed in multiple trades ranging from $108.15 to $108.16 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 29, 2015 Filed Jan 30, 2015 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 940 | $45.34 | $42,619.60 |
DisclosureSEC source: 0001209191-15-007927 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,088,547 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, 2015 Filed Jan 7, 2015 00:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-002583 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087,607 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, 2014 Filed Dec 18, 2014 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Disposition to issuerCommon Stock | 25,000 | $101.32 | $2,532,942.50 |
DisclosureSEC source: 0001209191-14-076678 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087,234 F2 · price: This transaction was executed in multiple trades ranging from $101.30 to $101.36 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 |
| December 18, 2014 Filed Jan 7, 2015 00:21 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 25,000 | $101.32 | $2,532,942.50 |
DisclosureSEC source: 0001209191-15-002580 · doc4a.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,087,234 F1 · kind: In the reporting person's original Form 4 filing, the code entered in the "Transaction Code" column was incorrectly reported. F2 · price: This transaction was executed in multiple trades ranging from $101.30 to $101.36 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 |
| December 16, 2014 Filed Dec 18, 2014 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-076678 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,112,234 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| October 20, 2014 Filed Oct 22, 2014 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 50,000 | $88.49 | $4,424,390.00 |
DisclosureSEC source: 0001209191-14-064326 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,112,165 F1 · price: This transaction was executed in multiple trades ranging from $88.40 to $88.57 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, 2014 Filed Oct 3, 2014 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-061760 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,162,165 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 23, 2014 Filed Sep 25, 2014 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059786 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,161,723 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 17, 2014 Filed Sep 19, 2014 20:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 100,000 | $87.03 | $8,703,450.00 |
DisclosureSEC source: 0001209191-14-058772 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,162,689 F1 · price: This transaction was executed in multiple trades ranging from $87.00 to $87.17 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 10, 2014 Filed Sep 11, 2014 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $43.31 | $0.00 |
DisclosureSEC source: 0001209191-14-057489 · 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 · 10,000 shares Expires 2015-01-03 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 10, 2014 Filed Sep 11, 2014 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,040 | $0.00 Strike: $38.88 | $0.00 |
DisclosureSEC source: 0001209191-14-057489 · doc4.xml · derivative · entry 6 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,040 shares Expires 2014-11-04 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 10, 2014 Filed Sep 11, 2014 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $36.88 | $0.00 |
DisclosureSEC source: 0001209191-14-057489 · 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 · 10,000 shares Expires 2014-10-01 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 10, 2014 Filed Sep 11, 2014 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $43.31 | $433,100.00 |
DisclosureSEC source: 0001209191-14-057489 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,262,689 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 10, 2014 Filed Sep 11, 2014 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,040 | $38.88 | $40,430.00 |
DisclosureSEC source: 0001209191-14-057489 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,251,649 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 10, 2014 Filed Sep 11, 2014 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $36.88 | $368,800.00 |
DisclosureSEC source: 0001209191-14-057489 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250,609 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 01, 2014 Filed Jul 1, 2014 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044752 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,240,609 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, 2014 Filed Jun 27, 2014 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044150 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,240,151 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 13, 2014 Filed Jun 16, 2014 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,300 | $0.00 Strike: $31.16 | $0.00 |
DisclosureSEC source: 0001209191-14-041640 · 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 · 1,300 shares Expires 2014-08-03 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 13, 2014 Filed Jun 16, 2014 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $30.90 | $0.00 |
DisclosureSEC source: 0001209191-14-041640 · 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 · 10,000 shares Expires 2014-07-01 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 13, 2014 Filed Jun 16, 2014 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,300 | $31.16 | $40,501.50 |
DisclosureSEC source: 0001209191-14-041640 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,240,076 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 13, 2014 Filed Jun 16, 2014 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $30.90 | $309,000.00 |
DisclosureSEC source: 0001209191-14-041640 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,238,776 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 01, 2014 Filed Apr 3, 2014 20:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-025457 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,228,776 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 25, 2014 Filed Mar 26, 2014 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023205 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,228,317 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 12, 2014 Filed Mar 13, 2014 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,720 | $0.00 Strike: $30.94 | $0.00 |
DisclosureSEC source: 0001209191-14-020320 · 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 · 1,720 shares Expires 2014-05-12 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 12, 2014 Filed Mar 13, 2014 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $32.49 | $0.00 |
DisclosureSEC source: 0001209191-14-020320 · 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 · 10,000 shares Expires 2014-04-01 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 12, 2014 Filed Mar 13, 2014 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,720 | $30.94 | $53,216.80 |
DisclosureSEC source: 0001209191-14-020320 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,228,262 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 12, 2014 Filed Mar 13, 2014 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $32.49 | $324,850.00 |
DisclosureSEC source: 0001209191-14-020320 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,226,542 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, 2014 Filed Jan 6, 2014 23:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-002006 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,216,542 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.