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 |
|---|---|---|---|---|---|---|
| September 20, 2016 Filed Sep 22, 2016 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142525 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,509 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, 2016 Filed Jul 5, 2016 21:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-131160 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,419 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 28, 2016 Filed Jun 29, 2016 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-130065 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,108 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 10, 2016 Filed Jun 13, 2016 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 500 | $0.00 Strike: $48.78 | $0.00 |
DisclosureSEC source: 0001209191-16-127363 · 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 · 500 shares Expires 2016-10-31 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 10, 2016 Filed Jun 13, 2016 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock options (right to buy) · Derivative | 5,000 | $0.00 Strike: $49.43 | $0.00 |
DisclosureSEC source: 0001209191-16-127363 · 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 2016-10-02 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 10, 2016 Filed Jun 13, 2016 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,500 | $139.80 | $768,924.20 |
DisclosureSEC source: 0001209191-16-127363 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,019 F1 · price: This transaction was executed in multiple trades ranging from $139.747 to $139.826 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 |
| June 10, 2016 Filed Jun 13, 2016 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 500 | $48.78 | $24,390.00 |
DisclosureSEC source: 0001209191-16-127363 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,519 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 10, 2016 Filed Jun 13, 2016 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $49.43 | $247,150.00 |
DisclosureSEC source: 0001209191-16-127363 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,019 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, 2016 Filed Apr 5, 2016 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-113203 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,019 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, 2016 Filed Mar 24, 2016 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-110451 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,682 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, 2016 Filed Mar 15, 2016 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 420 | $0.00 Strike: $47.82 | $0.00 |
DisclosureSEC source: 0001209191-16-108572 · 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 · 420 shares Expires 2016-08-01 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, 2016 Filed Mar 15, 2016 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 5,000 | $0.00 Strike: $45.01 | $0.00 |
DisclosureSEC source: 0001209191-16-108572 · 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 2016-07-03 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 |
| March 14, 2016 Filed Mar 15, 2016 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,420 | $124.51 | $674,819.81 |
DisclosureSEC source: 0001209191-16-108572 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,605 Read SEC document |
| March 14, 2016 Filed Mar 15, 2016 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 420 | $47.82 | $20,084.40 |
DisclosureSEC source: 0001209191-16-108572 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,025 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, 2016 Filed Mar 15, 2016 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $45.01 | $225,050.00 |
DisclosureSEC source: 0001209191-16-108572 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,605 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 16, 2016 Filed Feb 17, 2016 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 530 | $0.00 Strike: $49.80 | $0.00 |
DisclosureSEC source: 0001209191-16-099382 · 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 · 530 shares Expires 2016-05-01 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 |
| February 16, 2016 Filed Feb 17, 2016 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 8,000 | $0.00 Strike: $55.47 | $0.00 |
DisclosureSEC source: 0001209191-16-099382 · 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 · 8,000 shares Expires 2016-04-03 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 |
| February 16, 2016 Filed Feb 17, 2016 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 8,530 | $114.00 | $972,420.00 |
DisclosureSEC source: 0001209191-16-099382 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,605 Read SEC document |
| February 16, 2016 Filed Feb 17, 2016 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 530 | $49.80 | $26,394.00 |
DisclosureSEC source: 0001209191-16-099382 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,135 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 16, 2016 Filed Feb 17, 2016 22:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 8,000 | $55.47 | $443,760.00 |
DisclosureSEC source: 0001209191-16-099382 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,605 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 04, 2016 Filed Jan 5, 2016 21:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-088673 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,605 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 15, 2015 Filed Dec 17, 2015 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 82 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-085851 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,229 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| October 01, 2015 Filed Oct 2, 2015 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-073322 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,147 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, 2015 Filed Sep 24, 2015 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072107 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,771 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| July 01, 2015 Filed Jul 2, 2015 21:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-058980 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,695 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 24, 2015 Filed Jun 26, 2015 20:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 77 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056800 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,391 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 280 | $0.00 Strike: $59.42 | $0.00 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · derivative · entry 9 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 280 shares Expires 2016-01-31 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 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 10,000 | $0.00 Strike: $61.73 | $0.00 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · derivative · entry 8 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2016-01-03 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 |
| June 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 340 | $0.00 Strike: $59.00 | $0.00 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · derivative · entry 7 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 340 shares Expires 2015-11-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 10,000 | $0.00 Strike: $56.78 | $0.00 |
DisclosureSEC source: 0001209191-15-053257 · 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 · 10,000 shares Expires 2015-10-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 20,620 | $118.97 | $2,453,064.49 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · nonDerivative · entry 5 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,314 F1 · price: This transaction was executed in multiple trades ranging from $118.96 to $118.993 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 |
| June 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 280 | $59.42 | $16,637.60 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,934 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 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $61.73 | $617,300.00 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,654 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 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 340 | $59.00 | $20,060.00 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,654 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 11, 2015 Filed Jun 15, 2015 20:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $56.78 | $567,800.00 |
DisclosureSEC source: 0001209191-15-053257 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,314 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 20:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-032319 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,314 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 24, 2015 Filed Mar 26, 2015 22:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029646 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,994 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| January 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 430 | $0.00 Strike: $53.03 | $0.00 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · derivative · entry 9 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 430 shares Expires 2015-08-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 10,000 | $0.00 Strike: $52.81 | $0.00 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · derivative · entry 8 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2015-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 420 | $0.00 Strike: $48.36 | $0.00 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · derivative · entry 7 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 420 shares Expires 2015-05-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 10,000 | $0.00 Strike: $47.92 | $0.00 |
DisclosureSEC source: 0001209191-15-006522 · 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 · 10,000 shares Expires 2015-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 20,850 | $109.75 | $2,288,287.50 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · nonDerivative · entry 5 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,937 Read SEC document |
| January 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 430 | $53.03 | $22,802.90 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · nonDerivative · entry 4 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,787 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 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $52.81 | $528,100.00 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · nonDerivative · entry 3 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,357 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 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 420 | $48.36 | $20,309.10 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · nonDerivative · entry 2 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,357 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 22, 2015 Filed Jan 26, 2015 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $47.92 | $479,150.00 |
DisclosureSEC source: 0001209191-15-006522 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,937 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 02, 2015 Filed Jan 7, 2015 00:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-002591 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,937 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 16, 2014 Filed Dec 18, 2014 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-076687 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,564 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| October 01, 2014 Filed Oct 3, 2014 20:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-061777 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,495 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 23, 2014 Filed Sep 25, 2014 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059794 · doc4.xml · nonDerivative · entry 1 WILENSKY GAIL R · CIK 0001018538 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,053 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.