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 17, 2013 Filed Dec 19, 2013 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 21,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-058001 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,216,039 Read SEC document |
| December 17, 2013 Filed Dec 19, 2013 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-058001 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,237,539 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 |
| December 02, 2013 Filed Dec 3, 2013 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,400 | $0.00 Strike: $30.05 | $0.00 |
DisclosureSEC source: 0001209191-13-055016 · 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 · 1,400 shares Expires 2014-02-03 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 |
| December 02, 2013 Filed Dec 3, 2013 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $29.52 | $0.00 |
DisclosureSEC source: 0001209191-13-055016 · 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 2014-01-02 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 |
| December 02, 2013 Filed Dec 3, 2013 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,400 | $30.05 | $42,063.00 |
DisclosureSEC source: 0001209191-13-055016 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,237,478 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 02, 2013 Filed Dec 3, 2013 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $29.52 | $295,200.00 |
DisclosureSEC source: 0001209191-13-055016 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,236,078 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, 2013 Filed Oct 3, 2013 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-047187 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,226,078 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, 2013 Filed Sep 26, 2013 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-045778 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,225,561 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 |
| July 24, 2013 Filed Jul 25, 2013 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 100,000 | $72.94 | $7,294,210.00 |
DisclosureSEC source: 0001209191-13-037889 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,225,504 F1 · price: This transaction was executed in multiple trades ranging from $72.80 to $73.12 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 |
| July 01, 2013 Filed Jul 2, 2013 22:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-035127 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,325,504 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 26, 2013 Filed Jun 28, 2013 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-034079 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,324,932 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 |
| April 01, 2013 Filed Apr 3, 2013 21:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 636 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-020258 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,324,871 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 26, 2013 Filed Mar 28, 2013 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-018857 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,324,235 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 02, 2013 Filed Jan 3, 2013 22:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 688 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-001411 · doc4.xml · nonDerivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,324,183 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 departure from the Board. Read SEC document |
| December 28, 2012 Filed Jan 3, 2013 22:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 86,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-001411 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 86,000 F2 · ownership.nature: These shares are held in an irrevocable trust for the benefit of the reporting person's children. The reporting person disclaims beneficial ownership of the shares held by his children's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. Read SEC document |
| December 28, 2012 Filed Jan 3, 2013 22:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-001411 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 85,808 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| December 28, 2012 Filed Jan 3, 2013 22:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-001411 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,323,495 Read SEC document |
| December 21, 2012 Filed Dec 26, 2012 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059342 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,516,495 F2 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| December 21, 2012 Filed Dec 27, 2012 21:33 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 49 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059487 · doc4a.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,366,495 F3 · shares: Represents dividend equivalents paid on vested deferred stock units. F1 · balance_after: The number of shares beneficially owned was previously reported incorrectly. The number reflected is the correct number of shares beneficially owned. Read SEC document |
| December 20, 2012 Filed Dec 26, 2012 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059342 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 128,808 F1 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| December 20, 2012 Filed Dec 26, 2012 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059342 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,516,446 Read SEC document |
| December 20, 2012 Filed Dec 27, 2012 21:33 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059487 · doc4a.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 128,808 F2 · ownership.nature: The reporting person disclaims beneficial ownership of the common stock of UnitedHealth Group Incorporated held by his spouse except to the extent of his pecuniary interest therein. Read SEC document |
| December 20, 2012 Filed Dec 27, 2012 21:33 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 43,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059487 · doc4a.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,366,446 F1 · balance_after: The number of shares beneficially owned was previously reported incorrectly. The number reflected is the correct number of shares beneficially owned. Read SEC document |
| December 12, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 150,000 | $55.36 | $8,304,645.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 9 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409,446 F1 · price: This transaction was executed in multiple trades ranging from $55.01 to $55.81 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,720 | $0.00 Strike: $26.18 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 18 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,720 shares Expires 2013-10-28 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 |
| December 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $25.88 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 17 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2013-10-01 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 |
| December 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,540 | $0.00 Strike: $27.58 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 16 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,540 shares Expires 2013-07-29 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $25.16 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 15 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2013-07-01 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 |
| December 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,760 | $0.00 Strike: $23.19 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 14 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,760 shares Expires 2013-05-07 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 |
| December 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $22.82 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 13 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2013-04-01 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 |
| December 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,920 | $0.00 Strike: $20.86 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 12 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,920 shares Expires 2013-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $21.43 | $0.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · derivative · entry 11 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2013-01-02 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 |
| December 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,720 | $26.18 | $45,021.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 8 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,559,446 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $25.88 | $258,800.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 7 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,557,726 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,540 | $27.58 | $42,465.50 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 6 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,547,726 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $25.16 | $251,550.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 5 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,546,186 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,760 | $23.19 | $40,814.40 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 4 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,536,186 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $22.82 | $228,200.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 3 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,534,426 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,920 | $20.86 | $40,051.20 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,524,426 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 11, 2012 Filed Dec 13, 2012 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $21.43 | $214,275.00 |
DisclosureSEC source: 0001209191-12-057423 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,522,506 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, 2012 Filed Oct 2, 2012 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-047614 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512,506 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 departure from the Board. Read SEC document |
| September 21, 2012 Filed Sep 25, 2012 21:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-046651 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,511,841 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| September 11, 2012 Filed Sep 12, 2012 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,720 | $0.00 Strike: $23.67 | $0.00 |
DisclosureSEC source: 0001209191-12-045301 · 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 2012-10-29 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 11, 2012 Filed Sep 12, 2012 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $22.12 | $0.00 |
DisclosureSEC source: 0001209191-12-045301 · 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 2012-10-01 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 11, 2012 Filed Sep 12, 2012 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,720 | $23.67 | $40,712.40 |
DisclosureSEC source: 0001209191-12-045301 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,511,795 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 11, 2012 Filed Sep 12, 2012 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $22.12 | $221,175.00 |
DisclosureSEC source: 0001209191-12-045301 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,510,075 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, 2012 Filed Jul 3, 2012 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-036986 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500,075 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 departure from the Board. Read SEC document |
| June 22, 2012 Filed Jun 25, 2012 21:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 41 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-035250 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499,408 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| June 18, 2012 Filed Jun 18, 2012 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 31,920 | $58.51 | $1,867,680.70 |
DisclosureSEC source: 0001209191-12-034293 · doc4.xml · nonDerivative · entry 2 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,499,367 F1 · price: This transaction was executed in multiple trades ranging from $58.50 to $58.72 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 |
| June 08, 2012 Filed Jun 18, 2012 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-034293 · doc4.xml · nonDerivative · entry 1 BURKE RICHARD T · CIK 0000905023 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,531,287 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.