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 12, 2015 Filed Feb 17, 2015 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,266 | $109.84 | $139,057.44 |
DisclosureSEC source: 0001209191-15-014649 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,720.872 Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 34,375 | $0.00 Strike: $108.97 | $0.00 |
DisclosureSEC source: 0001209191-15-012869 · doc4.xml · derivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,375 Underlying: Common Stock · 34,375 shares Expires 2025-02-10 F3 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 10 from the years 2016 through 2019. Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 7,113 | $108.97 | $775,103.61 |
DisclosureSEC source: 0001209191-15-012869 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,986.872 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 10 from the years 2016 through 2019. F2 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 10, 2015, 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 14,225. Read SEC document |
| February 06, 2015 Filed Feb 10, 2015 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,031 | $107.60 | $326,135.60 |
DisclosureSEC source: 0001209191-15-011417 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,873.872 Read SEC document |
| December 16, 2014 Filed Dec 18, 2014 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 203.892 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-076691 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,904.872 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 23, 2014 Filed Sep 25, 2014 20:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 224.723 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059799 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,700.98 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 25, 2014 Filed Jun 27, 2014 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 235.251 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044169 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,141.031 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 25, 2014 Filed Mar 26, 2014 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 177.726 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023217 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,905.78 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, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 33,568 | $0.00 Strike: $70.24 | $0.00 |
DisclosureSEC source: 0001209191-14-011012 · doc4.xml · derivative · entry 3 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,568 Underlying: Common Stock · 33,568 shares Expires 2024-02-12 F4 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on February 12 from the years 2015 through 2018. Read SEC document |
| February 12, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14,237 | $70.24 | $1,000,006.88 |
DisclosureSEC source: 0001209191-14-011012 · doc4.xml · nonDerivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,728.054 F2 · shares: The restricted stock units will vest 100% on the third anniversary of the grant date. F3 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 12, 2014, 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-based restricted stock units 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-based restricted stock units is 21,356. Read SEC document |
| February 12, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 10,678 | $70.24 | $750,022.72 |
DisclosureSEC source: 0001209191-14-011012 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,491.054 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 12 from the years 2015 through 2018. Read SEC document |
| February 06, 2014 Filed Feb 10, 2014 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,986 | $70.87 | $211,617.82 |
DisclosureSEC source: 0001209191-14-008700 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,813.054 F1 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| December 17, 2013 Filed Dec 19, 2013 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 139.649 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-058014 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,416.033 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 |
| September 24, 2013 Filed Sep 26, 2013 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 136.052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-045791 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,276.384 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 |
| June 26, 2013 Filed Jun 28, 2013 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 151.234 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-034075 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,140.332 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 26, 2013 Filed Mar 28, 2013 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 133.098 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-018852 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,989.098 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 06, 2013 Filed Feb 8, 2013 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 52,967 | $0.00 Strike: $57.38 | $0.00 |
DisclosureSEC source: 0001209191-13-007399 · doc4.xml · derivative · entry 2 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,967 Underlying: Common Stock · 52,967 shares Expires 2023-02-06 F3 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on February 6 from the years 2014 through 2017. Read SEC document |
| February 06, 2013 Filed Feb 8, 2013 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 34,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-007399 · doc4.xml · nonDerivative · entry 1 SHORT MARIANNE D · CIK 0001565456 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,856 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 6 from the years 2014 through 2017. F2 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 6, 2013, 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-based restricted stock units 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-based restricted stock units is 17,428. 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.