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 |
|---|---|---|---|---|---|---|
| August 01, 2019 Filed Aug 5, 2019 18:02 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 6,519 | $8.82 | $57,497.58 |
DisclosureSEC source: 0001209191-19-044669 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,978 F3 · shares: The reported securities are Restricted Stock Units ("RSUs") that entitle the holder to receive one share of Common Stock per RSU upon vesting. All of these RSUs shall vest on January 2, 2020, subject to the Reporting Person remaining a service provider through such date. Read SEC document |
| August 01, 2019 Filed Nov 19, 2019 19:03 UTC Amendment | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 19,841 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057343 · doc4a.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,819 F5 · shares: Due to administrative error, these shares were incorrectly listed as Stock Option (right to buy) shares in the original filing. These shares are RSUs and 1/36th of the RSUs shall vest on each monthly anniversary measured from August 1, 2019 (the "Vesting Commencement Date"), such that 100% of the RSUs 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. F3 · price: This Form 4/A amends and restates the Form 4 filed on August 5, 2019 which reported an incorrect price for the reported transaction. The correct price for the reported transaction is presented above. F6 · balance_after: Includes 26,360 shares granted as RSUs. As of the transaction date, none of the RSUs were vested. As of the amended filing date of this Form 4/A, 1,653 of the RSUs were vested. Read SEC document |
| August 01, 2019 Filed Nov 19, 2019 19:03 UTC Amendment | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 6,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-057343 · doc4a.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,978 F4 · shares: The reported securities are Restricted Stock Units ("RSUs") that entitle the holder to receive one share of Common Stock per RSU upon vesting. All of these RSUs shall vest on January 2, 2020, subject to the Reporting Person remaining a service provider through such date. F3 · price: This Form 4/A amends and restates the Form 4 filed on August 5, 2019 which reported an incorrect price for the reported transaction. The correct price for the reported transaction is presented above. Read SEC document |
| July 16, 2019 Filed Aug 5, 2019 18:02 UTC | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 2,459 | $9.19 | $22,598.21 |
DisclosureSEC source: 0001209191-19-044669 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,459 F1 · shares: The reported securities are Deferred Stock Units ("DSUs") that entitle the holder to receive on 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) July 16, 2029 (the tenth anniversary of the grant date). 1/6th of these DSUs shall vest on the last day of each calendar month beginning on July 31, 2018, such that 100% of the shares will be vested on December 31, 2019, 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 $22,500. Read SEC document |
| July 16, 2019 Filed Nov 19, 2019 19:03 UTC Amendment | ViewRay, Inc. VRAY · Entity 111118 | GrantCommon Stock | 2,459 | $9.15 | $22,499.85 |
DisclosureSEC source: 0001209191-19-057343 · doc4a.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,459 F1 · shares: The reported securities are Deferred Stock Units ("DSUs") that entitle the holder 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) July 16, 2029 (the tenth anniversary of the grant date). 1/6th of these DSUs shall vest on the last day of each calendar month beginning on July 31, 2019, such that 100% of the shares will be vested on December 31, 2019, 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 $22,500. F3 · price: This Form 4/A amends and restates the Form 4 filed on August 5, 2019 which reported an incorrect price for the reported transaction. The correct price for the reported transaction is presented above. Read SEC document |
| July 01, 2019 Filed Jul 3, 2019 20:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041081 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,013 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 |
| July 01, 2019 Filed Jul 3, 2019 20:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-041081 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,002 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 |
| June 25, 2019 Filed Jun 27, 2019 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-039320 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,801 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. F2 · balance_after: Excludes 43,735 shares previously owned directly which were contributed to a trust account on May 3, 2019. Read SEC document |
| May 14, 2019 Filed May 16, 2019 16:38 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-19-000137 · wf-form4_155803912282309.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,951 F1 · security: Represents an award of restricted stock units. Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.16 | $0.00 |
DisclosureSEC source: 0001209191-19-026217 · doc4.xml · derivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $228.68 | $571,700.25 |
DisclosureSEC source: 0001209191-19-026217 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,441 F1 · price: This transaction was executed in multiple trades ranging from $228.671 to $228.687 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the sales were effected. Read SEC document |
| April 24, 2019 Filed Apr 26, 2019 20:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $25.16 | $125,800.00 |
DisclosureSEC source: 0001209191-19-026217 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,941 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, 2019 Filed Apr 2, 2019 20:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 209 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-022483 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,941 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 19, 2019 Filed Mar 21, 2019 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-020788 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,732 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 860 | $0.00 Strike: $28.10 | $0.00 |
DisclosureSEC source: 0001209191-19-019685 · doc4.xml · derivative · entry 6 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 860 shares Expires 2019-06-02 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 |
| March 14, 2019 Filed Mar 15, 2019 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $20.68 | $0.00 |
DisclosureSEC source: 0001209191-19-019685 · doc4.xml · derivative · entry 5 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 430 | $253.48 | $108,996.40 |
DisclosureSEC source: 0001209191-19-019685 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,656 Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 860 | $28.10 | $24,166.00 |
DisclosureSEC source: 0001209191-19-019685 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,086 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 14, 2019 Filed Mar 15, 2019 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,500 | $253.38 | $633,439.50 |
DisclosureSEC source: 0001209191-19-019685 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,226 F1 · price: This transaction was executed in multiple trades ranging from $253.368 to $253.38 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the sales were effected. Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $20.68 | $103,400.00 |
DisclosureSEC source: 0001209191-19-019685 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,726 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 |
| February 22, 2019 Filed Feb 25, 2019 20:08 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionStock Options (Right to Buy) · Derivative | 8,000 | $51.55 Strike: $51.55 | $412,400.00 |
DisclosureSEC source: 0001022079-19-000050 · wf-form4_155114330739944.xml · derivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2019-05-14 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 on the first annual anniversary of the grant date. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 20:08 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | SaleCommon Stock | 8,000 | $87.78 | $702,216.00 |
DisclosureSEC source: 0001022079-19-000050 · wf-form4_155114330739944.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,604 F1 · price: This transaction was executed in multiple trades at prices ranging from $87.77 to $87.79. 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 |
| February 22, 2019 Filed Feb 25, 2019 20:08 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | Exercise / conversionCommon Stock | 8,000 | $51.55 | $412,400.00 |
DisclosureSEC source: 0001022079-19-000050 · wf-form4_155114330739944.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,604 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, 2019 Filed Jan 3, 2019 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-000877 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,726 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 13, 2018 Filed Dec 17, 2018 22:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062982 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,515 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 880 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0001209191-18-060267 · doc4.xml · derivative · entry 6 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 880 shares Expires 2019-02-03 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 |
| November 28, 2018 Filed Nov 29, 2018 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $27.59 | $0.00 |
DisclosureSEC source: 0001209191-18-060267 · doc4.xml · derivative · entry 5 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2019-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 880 | $279.59 | $246,040.96 |
DisclosureSEC source: 0001209191-18-060267 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,444 Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 880 | $29.74 | $26,171.20 |
DisclosureSEC source: 0001209191-18-060267 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,324 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 |
| November 28, 2018 Filed Nov 29, 2018 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $279.81 | $1,399,025.00 |
DisclosureSEC source: 0001209191-18-060267 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,444 Read SEC document |
| November 28, 2018 Filed Nov 29, 2018 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $27.59 | $137,950.00 |
DisclosureSEC source: 0001209191-18-060267 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 01, 2018 Filed Oct 2, 2018 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053210 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,444 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 |
| October 01, 2018 Filed Oct 2, 2018 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 47 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-053210 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,327 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 |
| September 18, 2018 Filed Sep 20, 2018 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051803 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,280 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 740 | $0.00 Strike: $22.43 | $0.00 |
DisclosureSEC source: 0001209191-18-050860 · doc4.xml · derivative · entry 5 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 740 shares Expires 2018-11-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.08 | $0.00 |
DisclosureSEC source: 0001209191-18-050860 · doc4.xml · derivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-10-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,740 | $263.45 | $1,512,186.35 |
DisclosureSEC source: 0001209191-18-050860 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,207 F1 · price: This transaction was executed in multiple trades ranging from $263.28 to $263.52 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the sales were effected. Read SEC document |
| September 12, 2018 Filed Sep 13, 2018 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 740 | $22.43 | $16,598.20 |
DisclosureSEC source: 0001209191-18-050860 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,947 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 12, 2018 Filed Sep 13, 2018 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $25.08 | $125,400.00 |
DisclosureSEC source: 0001209191-18-050860 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,207 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 18, 2018 Filed Jul 19, 2018 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 890 | $0.00 Strike: $27.02 | $0.00 |
DisclosureSEC source: 0001209191-18-043386 · doc4.xml · derivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 890 shares Expires 2018-07-24 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 18, 2018 Filed Jul 19, 2018 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,090 | $252.10 | $779,001.36 |
DisclosureSEC source: 0001209191-18-043386 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,207 F1 · price: This transaction was executed in multiple trades ranging from $251.996 to $252.16 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 |
| July 18, 2018 Filed Jul 19, 2018 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 890 | $27.02 | $24,047.80 |
DisclosureSEC source: 0001209191-18-043386 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-041562 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,407 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 |
| June 29, 2018 Filed Jul 2, 2018 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.63 | $0.00 |
DisclosureSEC source: 0001209191-18-040387 · doc4.xml · derivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 523 | $245.34 | $128,312.82 |
DisclosureSEC source: 0001209191-18-040387 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,230 Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $25.63 | $128,150.00 |
DisclosureSEC source: 0001209191-18-040387 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,753 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039921 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,753 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| May 15, 2018 Filed May 17, 2018 17:40 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-18-000125 · wf-form4_152659316799257.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,604 F1 · security: Represents an award of restricted share units. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 202 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-023727 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,677 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 20, 2018 Filed Mar 21, 2018 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021088 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,475 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.