Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| QUEST DIAGNOSTICS INCDGX · Entity 2118 | Director | May 17, 2023 | May 19, 2023 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | April 01, 2022 | April 05, 2022 |
| ViewRay, Inc.VRAY · Entity 111118 | Director | January 03, 2023 | January 04, 2023 |
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.
QUEST DIAGNOSTICS INC
Report date May 17, 2023 · Filed May 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,506 |
Reported balance
After 2023-05-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-17 · Grant · Acquired 1,369 · Balance 20,506 F1: Represents an award of restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 13,375 |
Reported balance
Holding disclosure · report date 2023-05-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,375 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units.
UNITEDHEALTH GROUP INC
Report date April 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,690 |
Reported balance
After 2022-04-01 transaction · row 1
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 100 · Balance 24,690 F1: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 43,735 |
Reported balance
Holding disclosure · report date 2022-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,735 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group.
ViewRay, Inc.
Report date January 03, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 210,393 |
Reported balance
After 2023-01-03 transaction · row 1
1 source rowRow 1 · 2023-01-03 · Grant · Acquired 12,727 · Balance 210,393 F1: The reported securities are DSUs that entitle the Reporting Person to receive one share of Common Stock per DSU upon the earliest of (i) the Reporting Person's termination of service from the Issuer's board of directors, (ii) a Change of Control of the Issuer as defined in the Issuer's Amended & Restated 2015 Equity Incentive Award Plan or (iii) January 3, 2033 (the tenth anniversary of the grant date). 1/12th of these DSUs shall vest on the last day of each calendar month beginning on January 31, 2023 such that 100% of the DSUs will be vested on December 31, 2023, subject to the Reporting Person remaining a service provider through each such vesting date. F2: These DSUs were issued to the reporting person pursuant to ViewRay Inc.'s Non-Employee Director Compensation Policy in lieu of retainer and committee service fees of $56,000. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are DSUs that entitle the Reporting Person to receive one share of Common Stock per DSU upon the earliest of (i) the Reporting Person's termination of service from the Issuer's board of directors, (ii) a Change of Control of the Issuer as defined in the Issuer's Amended & Restated 2015 Equity Incentive Award Plan or (iii) January 3, 2033 (the tenth anniversary of the grant date). 1/12th of these DSUs shall vest on the last day of each calendar month beginning on January 31, 2023 such that 100% of the DSUs will be vested on December 31, 2023, subject to the Reporting Person remaining a service provider through each such vesting date.
F2: These DSUs were issued to the reporting person pursuant to ViewRay Inc.'s Non-Employee Director Compensation Policy in lieu of retainer and committee service fees of $56,000.
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 |
|---|---|---|---|---|---|---|
| May 17, 2023 Filed May 19, 2023 18:17 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-23-000112 · wk-form4_1684534651.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,506 F1 · security: Represents an award of restricted stock units. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 16:44 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 12,727 | $4.40 | $55,998.80 |
DisclosureSEC source: 0001628280-23-000247 · wf-form4_167286864128236.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,393 F1 · shares: The reported securities are DSUs that entitle the Reporting Person to receive one share of Common Stock per DSU upon the earliest of (i) the Reporting Person's termination of service from the Issuer's board of directors, (ii) a Change of Control of the Issuer as defined in the Issuer's Amended & Restated 2015 Equity Incentive Award Plan or (iii) January 3, 2033 (the tenth anniversary of the grant date). 1/12th of these DSUs shall vest on the last day of each calendar month beginning on January 31, 2023 such that 100% of the DSUs will be vested on December 31, 2023, subject to the Reporting Person remaining a service provider through each such vesting date. F2 · price: These DSUs were issued to the reporting person pursuant to ViewRay Inc.'s Non-Employee Director Compensation Policy in lieu of retainer and committee service fees of $56,000. Read SEC document |
| June 13, 2022 Filed Jun 15, 2022 16:11 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 54,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-017231 · wf-form4_165532385595447.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,666 F1 · shares: The reported securities are RSUs that entitle the Reporting Person to receive one share of Common Stock per RSU upon vesting. All of these RSUs shall vest on June 13, 2023, subject to the Reporting Person remaining a service provider through such date. Read SEC document |
| May 18, 2022 Filed May 20, 2022 16:41 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-22-000096 · wf-form4_165307923862619.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,137 F1 · security: Represents an award of restricted stock units. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003859 · form4-04052022_020439.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,690 F1 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| March 22, 2022 Filed Mar 25, 2022 01:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-021037 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,590 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 |
| January 03, 2022 Filed Jan 5, 2022 17:09 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 9,605 | $5.83 | $55,997.15 |
DisclosureSEC source: 0001628280-22-000348 · wf-form4_164142052779536.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,155 F1 · shares: The reported securities are DSUs that entitle the Reporting Person to receive one share of Common Stock per DSU upon the earliest of (i) the Reporting Person's termination of service from the Issuer's board of directors, (ii) a Change of Control of the Issuer as defined in the Issuer's Amended & Restated 2015 Equity Incentive Award Plan or (iii) January 3, 2032 (the tenth anniversary of the grant date). 1/12th of these DSUs shall vest on the last day of each calendar month beginning on January 31, 2022 such that 100% of the DSUs will be vested on December 31, 2022, subject to the Reporting Person remaining a service provider through each such vesting date. F2 · price: These DSUs were issued to the reporting person pursuant to ViewRay Inc.'s Non-Employee Director Compensation Policy in lieu of retainer and committee service fees of $56,000. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-001738 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,522 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 14, 2021 Filed Dec 16, 2021 23:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 72 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-070060 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,419 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059523 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,347 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 21, 2021 Filed Sep 23, 2021 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-057436 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,216 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 |
| July 27, 2021 Filed Jul 28, 2021 16:18 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,111 | $61.23 Strike: $61.23 | $374,145.98 |
DisclosureSEC source: 0001022079-21-000113 · wf-form4_162750349054685.xml · derivative · entry 7 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,111 shares Expires 2023-05-21 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. F4 · derivative.exercise_date: The options vested in three annual installments beginning with the first on May 21, 2014, the second on May 21, 2015 and the final on May 21, 2016. Read SEC document |
| July 27, 2021 Filed Jul 28, 2021 16:18 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,111 | $57.57 Strike: $57.57 | $351,779.72 |
DisclosureSEC source: 0001022079-21-000113 · wf-form4_162750349054685.xml · derivative · entry 6 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,111 shares Expires 2022-05-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options vested in three annual installments beginning with the first on May 11, 2013, the second on May 11, 2014 and the final on May 11, 2015. Read SEC document |
| July 27, 2021 Filed Jul 28, 2021 16:18 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | SaleCommon Stock | 6,111 | $139.27 | $851,066.75 |
DisclosureSEC source: 0001022079-21-000113 · wf-form4_162750349054685.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,845 F2 · price: This transaction was executed in multiple trades at prices ranging from $139.26 to $139.32. 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 transaction was effected. Read SEC document |
| July 27, 2021 Filed Jul 28, 2021 16:18 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionCommon Stock | 6,111 | $61.23 | $374,145.98 |
DisclosureSEC source: 0001022079-21-000113 · wf-form4_162750349054685.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,956 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, 2021 Filed Jul 28, 2021 16:18 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | SaleCommon Stock | 6,111 | $139.32 | $851,402.85 |
DisclosureSEC source: 0001022079-21-000113 · wf-form4_162750349054685.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,845 F1 · price: This transaction was executed in multiple trades at prices ranging from $139.28 to $139.41. 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 transaction was effected. Read SEC document |
| July 27, 2021 Filed Jul 28, 2021 16:18 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionCommon Stock | 6,111 | $57.57 | $351,779.72 |
DisclosureSEC source: 0001022079-21-000113 · wf-form4_162750349054685.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,956 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, 2021 Filed Jul 6, 2021 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045545 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,134 F2 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-045545 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,013 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, 2021 Filed Jul 1, 2021 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-044495 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,006 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| June 14, 2021 Filed Jun 16, 2021 16:18 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 19,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-040906 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,550 F1 · shares: The reported securities are RSUs that entitle the Reporting Person to receive one share of Common Stock per RSU upon vesting. All of these RSUs shall vest on June 14, 2022, subject to the Reporting Person remaining a service provider through such date. Read SEC document |
| May 25, 2021 Filed May 25, 2021 16:46 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-21-000094 · wf-form4_162197554181992.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,845 F1 · security: Represents an award of restricted share units. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 21:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-025304 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,921 F1 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 79 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-023057 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,781 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 |
| January 04, 2021 Filed Jan 5, 2021 08:29 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 7,800 | $6.41 | $49,998.00 |
DisclosureSEC source: 0001209191-21-000639 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,791 F3 · shares: The reported securities are DSUs that entitle the Reporting Person to receive one share of Common Stock per DSU upon the earliest of (i) the Reporting Person's termination of service from the Issuer's board of directors, (ii) a Change of Control of the Issuer as defined in the Issuer's Amended & Restated 2015 Equity Incentive Award Plan or (iii) January 4, 2031 (the tenth anniversary of the grant date). 1/12th of these DSUs shall vest on the last day of each calendar month beginning on January 31, 2021 such that 100% of the DSUs will be vested on December 31, 2021, subject to the Reporting Person remaining a service provider through each such vesting date. F4 · price: These DSUs were issued to the reporting person pursuant to ViewRay Inc.'s Non-Employee Director Compensation Policy in lieu of retainer and committee service fees of $50,000. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-002287 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,702 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 31, 2020 Filed Jan 5, 2021 08:29 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 3,072 | $3.82 | $11,735.04 |
DisclosureSEC source: 0001209191-21-000639 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,991 F1 · shares: The reported securities are DSUs that entitle the Reporting Person to receive one share of Common Stock per DSU upon the earliest of (i) the Reporting Person's termination of service from the Issuer's board of directors, (ii) a Change of Control of the Issuer as defined in the Issuer's Amended & Restated 2015 Equity Incentive Award Plan or (iii) December 31, 2030 (the tenth anniversary of the grant date). These DSUs vested on the date of grant, December 31, 2020. F2 · price: These DSUs were issued to the Reporting Person as reimbursement of previously granted DSUs that were cancelled for no consideration as a result of a 30% reduction in director retainer and committee service fees in April 2020, adjusted for changes to committee rosters for the second half of 2020. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 22:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-064150 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,555 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 24, 2020 Filed Nov 27, 2020 16:38 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionStock Options (Right to Buy) · Derivative | 6,111 | $57.67 Strike: $57.67 | $352,390.82 |
DisclosureSEC source: 0001022079-20-000194 · wf-form4_160651310284414.xml · derivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,111 shares Expires 2021-05-17 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. F2 · derivative.exercise_date: The options vested in three equal annual installments beginning with the first on May 17, 2012, the second on May 17, 2013 and the final on May 17, 2014. Read SEC document |
| November 24, 2020 Filed Nov 27, 2020 16:38 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | SaleCommon Stock | 6,111 | $126.02 | $770,120.44 |
DisclosureSEC source: 0001022079-20-000194 · wf-form4_160651310284414.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,482 F1 · price: This transaction was executed in multiple trades at prices ranging from $125.93 to $126.17. 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 transaction was effected. Read SEC document |
| November 24, 2020 Filed Nov 27, 2020 16:38 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionCommon Stock | 6,111 | $57.67 | $352,390.82 |
DisclosureSEC source: 0001022079-20-000194 · wf-form4_160651310284414.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,593 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, 2020 Filed Oct 5, 2020 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053689 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,470 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 22, 2020 Filed Sep 24, 2020 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051925 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,306 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 |
| July 01, 2020 Filed Jul 2, 2020 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040486 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,209 F3 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040486 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,045 F2 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 96 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040486 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,036 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 18:10 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 52,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-037388 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,919 F1 · shares: The reported securities are RSUs that entitle the Reporting Person to receive one share of Common Stock per RSU upon vesting. All of these RSUs shall vest on June 15, 2021, subject to the Reporting Person remaining a service provider through such date. F2 · balance_after: As part of ViewRay, Inc.'s broader efforts to preserve capital and foster its ability to effectively conduct its business in light of the coronavirus pandemic, the Reporting Person took a 30% annual retainer reduction for the remainder of 2020. As such, effective April 6, 2020, 2,456 of the original January 2, 2020 grant of 11,097 Deferred Stock Units were cancelled for no consideration. The 102,919 total amount of Securities Beneficially Owned takes into account the April 6, 2020 cancellation. Read SEC document |
| May 19, 2020 Filed May 21, 2020 16:44 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-20-000128 · wf-form4_159009383826549.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,482 F1 · security: Represents an award of restricted stock units. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023407 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,940 F1 · shares: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Read SEC document |
| March 24, 2020 Filed Mar 26, 2020 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-021270 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,724 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 |
| January 02, 2020 Filed Jan 6, 2020 18:05 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 12,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-002074 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,623 F3 · shares: The reported securities are RSUs that entitle the Reporting Person to receive one share of Common Stock per RSU upon vesting. All of these RSUs shall vest on June 12, 2020, subject to the Reporting Person remaining a service provider through such date. Read SEC document |
| January 02, 2020 Filed Jan 6, 2020 18:05 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 11,097 | $4.06 | $44,998.34 |
DisclosureSEC source: 0001209191-20-002074 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,916 F1 · shares: The reported securities are DSUs that entitle the Reporting Person to receive one share of Common Stock per DSU upon the earliest of (i) the Reporting Person's termination of service from the Issuer's board of directors, (ii) a Change of Control of the Issuer as defined in the Issuer's 2015 Equity Incentive Award Plan or (iii) January 2, 2030 (the tenth anniversary of the grant date). 1/12th of these DSUs shall vest on the last day of each calendar month beginning on January 31, 2020 such that 100% of the DSUs will be vested on December 31, 2020, subject to the Reporting Person remaining a service provider through each such vesting date. F2 · price: These DSUs were issued to the reporting person pursuant to ViewRay Inc.'s Non-Employee Director Compensation Policy in lieu of retainer and committee service fees of $45,000. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000940 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,613 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 17, 2019 Filed Dec 19, 2019 22:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-061374 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,437 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 26, 2019 Filed Nov 27, 2019 16:43 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionStock Options (Right to Buy) · Derivative | 8,000 | $55.76 Strike: $55.76 | $446,080.00 |
DisclosureSEC source: 0001022079-19-000192 · wf-form4_157489099186199.xml · derivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2020-05-06 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. F2 · derivative.exercise_date: The options vested in three equal annual installments beginning with the first on May 6, 2011, the second on May 6, 2012 and the final on May 6, 2013. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 16:43 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | SaleCommon Stock | 8,000 | $107.17 | $857,352.00 |
DisclosureSEC source: 0001022079-19-000192 · wf-form4_157489099186199.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,951 F1 · price: This transaction was executed in multiple trades at prices ranging from $107.05 to $107.40. 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 transaction was effected. Read SEC document |
| November 26, 2019 Filed Nov 27, 2019 16:43 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionCommon Stock | 8,000 | $55.76 | $446,080.00 |
DisclosureSEC source: 0001022079-19-000192 · wf-form4_157489099186199.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,951 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, 2019 Filed Oct 2, 2019 21:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-051820 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,354 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 24, 2019 Filed Sep 26, 2019 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 105 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-050898 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,118 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 01, 2019 Filed Aug 5, 2019 18:02 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantStock Option (right to buy) · Derivative | 19,841 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001209191-19-044669 · doc4.xml · derivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,841 Underlying: Common Stock · 19,841 shares Expires 2029-08-01 F4 · derivative.exercise_date: 1/36th of the shares subject to the option shall vest and become exercisable on each monthly anniversary measured from August 1, 2018 (the "Vesting Commencement Date"), such that 100% of the shares subject to the option will be fully vested on the third anniversary of the Vesting Commencement Date, subject to the Reporting Person remaining a service provider through each such vesting date. 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.