Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | EVP & Chief Legal Officer | February 25, 2022 | March 01, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNITEDHEALTH GROUP INC
Report date February 25, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 138,314.7 |
Reported balance
After 2022-02-25 transaction · row 1
1 source rowRow 1 · 2022-02-25 · Tax withholding · Disposed 485 · Balance 138,314.7 |
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 |
|---|---|---|---|---|---|---|
| February 26, 2019 Filed Feb 28, 2019 22:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 24,049 | $0.00 Strike: $262.98 | $0.00 |
DisclosureSEC source: 0001209191-19-014636 · doc4.xml · derivative · entry 4 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,049 Underlying: Common Stock · 24,049 shares Expires 2029-02-26 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 26 from the years 2020 through 2023. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014636 · doc4.xml · nonDerivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,933.163 F3 · shares: The restricted stock units vest at a rate of 25% annually on February 26 from the years 2020 through 2023. F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 26, 2019, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 8,556. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 9,538 | $262.98 | $2,508,303.24 |
DisclosureSEC source: 0001209191-19-014636 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,655.163 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2016-2018. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 20,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014636 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,193.163 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2016-2018. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 23:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 510 | $263.80 | $134,538.00 |
DisclosureSEC source: 0001209191-19-010403 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,277.163 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 448 | $261.90 | $117,331.20 |
DisclosureSEC source: 0001209191-19-009308 · doc4.xml · nonDerivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,787.163 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 559 | $261.90 | $146,402.10 |
DisclosureSEC source: 0001209191-19-009308 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,235.163 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 782 | $261.90 | $204,805.80 |
DisclosureSEC source: 0001209191-19-009308 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,794.163 Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 22:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76.853 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062988 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,576.163 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 79.168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051808 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,499.31 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 83.154 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039893 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,307.104 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 76.068 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021094 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,223.95 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 23,574 | $0.00 Strike: $226.64 | $0.00 |
DisclosureSEC source: 0001209191-18-010046 · doc4.xml · derivative · entry 6 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,574 Underlying: Common Stock · 23,574 shares Expires 2028-02-13 F6 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 13 from the years 2019 through 2022. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 8,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010046 · doc4.xml · nonDerivative · entry 5 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,147.882 F4 · shares: The restricted stock units vest 100% on the second anniversary of the grant date. F5 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 13, 2018, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 8,825. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010046 · doc4.xml · nonDerivative · entry 4 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,322.882 F3 · shares: The restricted stock units vest at a rate of 25% annually on February 13 from the years 2019 through 2022. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 7,525 | $226.64 | $1,705,466.00 |
DisclosureSEC source: 0001209191-18-010046 · doc4.xml · nonDerivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,909.882 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2015-2017. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010046 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,434.882 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2015-2017. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,298 | $225.69 | $292,945.62 |
DisclosureSEC source: 0001209191-18-010046 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,933.882 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 551 | $220.96 | $121,748.96 |
DisclosureSEC source: 0001209191-18-009282 · doc4.xml · nonDerivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,231.882 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 652 | $220.96 | $144,065.92 |
DisclosureSEC source: 0001209191-18-009282 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,782.882 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 443 | $216.46 | $95,891.78 |
DisclosureSEC source: 0001209191-18-009282 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,434.882 Read SEC document |
| December 12, 2017 Filed Dec 15, 2017 00:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 59.481 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065770 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,877.882 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 22:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 67.726 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053509 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,818.401 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 20:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71.124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042134 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,594.471 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 65.001 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022589 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,523.347 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 7,205 | $160.75 | $1,158,203.75 |
DisclosureSEC source: 0001209191-17-010040 · doc4.xml · nonDerivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,458.346 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,351 | $160.75 | $217,173.25 |
DisclosureSEC source: 0001209191-17-010040 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,663.346 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 886 | $160.75 | $142,424.50 |
DisclosureSEC source: 0001209191-17-010040 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,014.346 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 855 | $160.44 | $137,176.20 |
DisclosureSEC source: 0001209191-17-009705 · doc4.xml · nonDerivative · entry 4 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,900.346 F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 8, 2017, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 11,291. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 31,539 | $0.00 Strike: $160.31 | $0.00 |
DisclosureSEC source: 0001209191-17-009705 · doc4.xml · derivative · entry 5 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,539 Underlying: Common Stock · 31,539 shares Expires 2027-02-08 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 8 from the years 2018 through 2021. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 14,206 | $160.31 | $2,277,363.86 |
DisclosureSEC source: 0001209191-17-009705 · doc4.xml · nonDerivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,755.346 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2014-2016. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 29,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009705 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,961.346 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2014-2016. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 5,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009705 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,489.346 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 8 from the years 2018 through 2021. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,587 | $160.51 | $575,749.37 |
DisclosureSEC source: 0001209191-17-008678 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,843.346 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 164.621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155436 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,430.346 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 191.377 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142532 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,265.725 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 28, 2016 Filed Jun 29, 2016 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 188.815 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-130076 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,861.848 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 22, 2016 Filed Mar 24, 2016 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 163.03 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-110456 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,673.033 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 12, 2016 Filed Feb 17, 2016 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,329 | $111.82 | $148,608.78 |
DisclosureSEC source: 0001209191-16-099374 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,510.003 Read SEC document |
| February 10, 2016 Filed Feb 12, 2016 01:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 871 | $112.74 | $98,196.54 |
DisclosureSEC source: 0001209191-16-097708 · doc4.xml · nonDerivative · entry 4 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,839.003 F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 9, 2016, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 13,944. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 39,213 | $0.00 Strike: $111.16 | $0.00 |
DisclosureSEC source: 0001209191-16-097708 · doc4.xml · derivative · entry 5 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,213 Underlying: Common Stock · 39,213 shares Expires 2026-02-09 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 9 from the years 2017 through 2020. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 11,761 | $111.16 | $1,307,352.76 |
DisclosureSEC source: 0001209191-16-097708 · doc4.xml · nonDerivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,710.003 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2013-2015. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 24,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097708 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,471.003 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2013-2015. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 6,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097708 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,071.003 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 9 from the years 2017 through 2020. Read SEC document |
| February 05, 2016 Filed Feb 9, 2016 21:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,117 | $111.72 | $348,231.24 |
DisclosureSEC source: 0001209191-16-096838 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,099.003 Read SEC document |
| December 15, 2015 Filed Dec 17, 2015 22:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 205.204 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-085855 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,308.643 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 22, 2015 Filed Sep 24, 2015 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 195.528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072111 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,010.799 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 200.855 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056808 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,567.226 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 24, 2015 Filed Mar 26, 2015 22:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 151.499 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029630 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,366.371 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 27, 2015 Filed Mar 26, 2015 22:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029630 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,214.872 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.