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 |
|---|---|---|---|---|---|---|
| January 18, 2018 Filed Jan 22, 2018 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 820 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001209191-18-004740 · 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 · 820 shares Expires 2018-06-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0001209191-18-004740 · 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 2018-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 820 | $240.81 | $197,461.74 |
DisclosureSEC source: 0001209191-18-004740 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,405 Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 820 | $33.94 | $27,830.80 |
DisclosureSEC source: 0001209191-18-004740 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,225 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $240.63 | $1,203,150.00 |
DisclosureSEC source: 0001209191-18-004740 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,405 Read SEC document |
| January 18, 2018 Filed Jan 22, 2018 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $36.25 | $181,250.00 |
DisclosureSEC source: 0001209191-18-004740 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,405 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002046 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,405 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 12, 2017 Filed Dec 15, 2017 00:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065763 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,207 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 600 | $0.00 Strike: $48.08 | $0.00 |
DisclosureSEC source: 0001209191-17-063036 · 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 · 600 shares Expires 2018-02-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $56.67 | $0.00 |
DisclosureSEC source: 0001209191-17-063036 · 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 2018-01-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 600 | $223.48 | $134,086.80 |
DisclosureSEC source: 0001209191-17-063036 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,137 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 600 | $48.08 | $28,848.00 |
DisclosureSEC source: 0001209191-17-063036 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,737 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 29, 2017 Filed Nov 30, 2017 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $223.30 | $1,116,475.00 |
DisclosureSEC source: 0001209191-17-063036 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,137 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $56.67 | $283,350.00 |
DisclosureSEC source: 0001209191-17-063036 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,137 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 02, 2017 Filed Oct 3, 2017 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055226 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,137 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 02, 2017 Filed Oct 3, 2017 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 64 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055226 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,978 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 19, 2017 Filed Sep 20, 2017 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053501 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,914 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 05, 2017 Filed Sep 7, 2017 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 600 | $0.00 Strike: $47.90 | $0.00 |
DisclosureSEC source: 0001209191-17-051892 · 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 · 600 shares Expires 2017-10-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $48.14 | $0.00 |
DisclosureSEC source: 0001209191-17-051892 · 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 2017-10-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 600 | $199.49 | $119,692.20 |
DisclosureSEC source: 0001209191-17-051892 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,834 Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 600 | $47.90 | $28,740.00 |
DisclosureSEC source: 0001209191-17-051892 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,434 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 05, 2017 Filed Sep 7, 2017 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $199.49 | $997,425.00 |
DisclosureSEC source: 0001209191-17-051892 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,834 Read SEC document |
| September 05, 2017 Filed Sep 7, 2017 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $48.14 | $240,700.00 |
DisclosureSEC source: 0001209191-17-051892 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,834 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044129 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,834 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 27, 2017 Filed Jun 28, 2017 20:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042129 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,599 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 02, 2017 Filed Jun 6, 2017 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 540 | $0.00 Strike: $48.43 | $0.00 |
DisclosureSEC source: 0001209191-17-038168 · 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 · 540 shares Expires 2017-07-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $52.22 | $0.00 |
DisclosureSEC source: 0001209191-17-038168 · 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 2017-07-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 540 | $178.75 | $96,527.16 |
DisclosureSEC source: 0001209191-17-038168 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,516 Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 540 | $48.43 | $26,152.20 |
DisclosureSEC source: 0001209191-17-038168 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,056 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 02, 2017 Filed Jun 6, 2017 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $178.74 | $893,700.00 |
DisclosureSEC source: 0001209191-17-038168 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,516 Read SEC document |
| June 02, 2017 Filed Jun 6, 2017 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $52.22 | $261,100.00 |
DisclosureSEC source: 0001209191-17-038168 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,516 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2017 Filed May 18, 2017 16:40 UTC | QUEST DIAGNOSTICS INC DGX · Entity 2118 | GrantCommon Stock | 1,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001022079-17-000132 · wf-form4_149514001975414.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,960 F1 · security: Represents an award of restricted share units granted on May 16, 2017. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025653 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,516 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 21, 2017 Filed Mar 23, 2017 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022584 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,251 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 |
| February 23, 2017 Filed Feb 24, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 310 | $0.00 Strike: $54.57 | $0.00 |
DisclosureSEC source: 0001209191-17-014382 · 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 · 310 shares Expires 2017-05-29 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 |
| February 23, 2017 Filed Feb 24, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $53.73 | $0.00 |
DisclosureSEC source: 0001209191-17-014382 · 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 2017-04-02 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 |
| February 23, 2017 Filed Feb 24, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 310 | $162.36 | $50,330.05 |
DisclosureSEC source: 0001209191-17-014382 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,175 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 310 | $54.57 | $16,916.70 |
DisclosureSEC source: 0001209191-17-014382 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,485 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 23, 2017 Filed Feb 24, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $162.31 | $811,555.00 |
DisclosureSEC source: 0001209191-17-014382 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,175 F1 · price: This transaction was executed in multiple trades ranging from $162.30 to $162.32 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the sales were effected. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $53.73 | $268,650.00 |
DisclosureSEC source: 0001209191-17-014382 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,175 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 03, 2017 Filed Jan 5, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002139 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,434 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| January 03, 2017 Filed Jan 9, 2017 22:36 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003009 · doc4a.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,401 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. F2 · shares: In the reporting person's original Form 4 filing, the number of shares in the "Securities Acquired or Disposed of" and "Amount of Securities Beneficially Owned Following Reported Transactions" columns were incorrectly reported. F2 · balance_after: In the reporting person's original Form 4 filing, the number of shares in the "Securities Acquired or Disposed of" and "Amount of Securities Beneficially Owned Following Reported Transactions" columns were incorrectly reported. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155426 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,130 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 17, 2016 Filed Nov 21, 2016 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 460 | $0.00 Strike: $52.21 | $0.00 |
DisclosureSEC source: 0001209191-16-151429 · 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 · 460 shares Expires 2017-01-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $52.57 | $0.00 |
DisclosureSEC source: 0001209191-16-151429 · 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 2017-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,460 | $150.55 | $821,999.72 |
DisclosureSEC source: 0001209191-16-151429 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,052 F1 · price: This transaction was executed in multiple trades ranging from $150.547 to $150.567 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 |
| November 17, 2016 Filed Nov 21, 2016 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 460 | $52.21 | $24,016.60 |
DisclosureSEC source: 0001209191-16-151429 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,512 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 17, 2016 Filed Nov 21, 2016 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $52.57 | $262,850.00 |
DisclosureSEC source: 0001209191-16-151429 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,052 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 03, 2016 Filed Oct 5, 2016 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144975 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,052 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 |
| October 03, 2016 Filed Oct 5, 2016 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144975 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,735 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.