Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FISERV INCFISV · Entity 3167 | Director | June 30, 2019 | July 01, 2019 |
| PROGRESSIVE CORP/OH/PGR · Entity 193 | Director · Chairman of the Board | February 16, 2018 | February 20, 2018 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | April 01, 2021 | April 05, 2021 |
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.
FISERV INC
Report date June 30, 2019 · Filed July 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Notional UnitsSEC Table II · derivative / convertible security | Direct | 46,435 |
Reported balance
After 2019-06-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-06-30 · Grant · Acquired 612 · Balance 46,435 F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2019 in respect of $55,750 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 28, 2019, the closing price of Fiserv's common stock was $91.16 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2019 in respect of $55,750 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 28, 2019, the closing price of Fiserv's common stock was $91.16 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.
PROGRESSIVE CORP/OH/
Report date February 16, 2018 · Filed February 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 1,725,934.7262 |
Ending reported balance
After 2018-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-16 · Grant · Acquired 87,454.334 · Balance 1,760,456.7262 F1: These shares were issued pursuant to the vesting of performance-based restricted stock unit awards made in 2015, including dividend equivalents accrued since the grant date. Row 2 · 2018-02-16 · Tax withholding · Disposed 34,522 · Balance 1,725,934.7262 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued pursuant to the vesting of performance-based restricted stock unit awards made in 2015, including dividend equivalents accrued since the grant date.
UNITEDHEALTH GROUP INC
Report date April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,130 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 242 · Balance 85,130 F1: Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. |
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.
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 |
|---|---|---|---|---|---|---|
| October 01, 2015 Filed Oct 2, 2015 20:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-073317 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,497 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 20:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072105 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,800 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 17, 2015 Filed Jul 21, 2015 15:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 523,551.08 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-023178 · form4.xml · derivative · entry 4 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,979,989.918 Underlying: Common · 523,551.08 shares Expires not disclosed F4 · derivative.exercise_price: 1 for 1 F2 · kind: The reporting person elected to defer receipt, upon the vesting thereof, of performance-based restricted shares granted in 2007. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of deferred compensation units under the applicable deferral plan. F5 · kind: In addition to the deferral described in footnote 2, the reporting person elected to defer receipt of common shares issuable upon the vesting of performance-based restricted stock units awarded in 2012 (344,896.080 units). F6 · derivative.exercise_date: Units will not be exercisable prior to distribution and will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. F7 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| July 17, 2015 Filed Jul 21, 2015 15:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Tax withholdingCommon | 23,819 | $30.76 | $732,672.44 |
DisclosureSEC source: 0001127602-15-023178 · form4.xml · nonDerivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,082,853.941 F3 · kind: Delivery of shares to satisfy tax withholding obligations related to dividend equivalent units described in footnote 1. Read SEC document |
| July 17, 2015 Filed Jul 21, 2015 15:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 178,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-023178 · form4.xml · nonDerivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,106,672.941 F2 · kind: The reporting person elected to defer receipt, upon the vesting thereof, of performance-based restricted shares granted in 2007. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of deferred compensation units under the applicable deferral plan. Read SEC document |
| July 17, 2015 Filed Jul 21, 2015 15:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 54,116.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-023178 · form4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,285,327.941 F1 · kind: These common shares were acquired upon the vesting of dividend equivalent units related to the performance-based restricted stock unit award granted in 2012 and deferred by the reporting person. These dividend equivalent units are not eligible for deferral under any applicable plan. Read SEC document |
| July 01, 2015 Filed Jul 2, 2015 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 608 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-058977 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,655 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 20:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056795 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,047 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 |
| April 01, 2015 Filed Apr 3, 2015 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-032316 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,900 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 | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029644 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,261 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 |
| February 19, 2015 Filed Feb 23, 2015 17:39 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 98,168 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-007595 · form4.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,456,438.838 Underlying: Common · 98,168 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · kind: The reporting person elected to defer receipt of common shares upon the vesting of a performance-based restricted stock units award made in 2012. F4 · derivative.exercise_date: Units will not be exercisable prior to distribution and will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. F5 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 19, 2015 Filed Feb 23, 2015 17:39 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Tax withholdingCommon | 5,060 | $26.62 | $134,697.20 |
DisclosureSEC source: 0001127602-15-007595 · form4.xml · nonDerivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231,211.391 Read SEC document |
| February 19, 2015 Filed Feb 23, 2015 17:39 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 15,403.228 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-007595 · form4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,271.391 F1 · kind: These common shares were acquired upon the vesting of dividend equivalent units related to the performance-based restricted stock unit award granted in 2012 and deferred by the reporting person. These dividend equivalent units are not eligible for deferral under any applicable plan. Read SEC document |
| February 13, 2015 Filed Feb 18, 2015 18:50 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 83,039.787 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-15-006649 · form4.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,358,270.838 Underlying: Common · 83,039.787 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 02, 2015 Filed Jan 7, 2015 00:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-002589 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,152 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 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-076684 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,407 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 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 884 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-061773 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,276 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 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 127 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059792 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,392 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 10, 2014 Filed Jul 14, 2014 18:01 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 890,670.92 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-023210 · form4.xml · derivative · entry 4 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,275,231.051 Underlying: Common · 890,670.92 shares Expires not disclosed F4 · derivative.exercise_price: 1 for 1 F2 · kind: The reporting person elected to defer receipt, upon the vesting thereof, of performance-based restricted common shares granted in 2005. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of units under the applicable deferral plan. F5 · kind: In addition to the deferral described in footnote 2, the reporting person elected to defer receipt of common shares issuable upon the vesting of performance-based restricted stock units awarded in 2011 (724,390.920 units). F6 · derivative.exercise_date: Units will not be exercisable prior to distribution and will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. F7 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| July 10, 2014 Filed Jul 14, 2014 18:01 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Tax withholdingCommon | 50,872 | $24.67 | $1,255,012.24 |
DisclosureSEC source: 0001127602-14-023210 · form4.xml · nonDerivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,220,868.163 F3 · shares: Delivery of shares to pay taxes upon delivery of Common Shares related to dividend equivalent units as described in footnote 1. Read SEC document |
| July 10, 2014 Filed Jul 14, 2014 18:01 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 166,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-023210 · form4.xml · nonDerivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271,740.163 F2 · price: The reporting person elected to defer receipt, upon the vesting thereof, of performance-based restricted common shares granted in 2005. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of units under the applicable deferral plan. Read SEC document |
| July 10, 2014 Filed Jul 14, 2014 18:01 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 108,626.324 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-023210 · form4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,438,020.163 F1 · kind: These common shares were acquired upon the vesting of dividend equivalent units related to the performance-based restricted stock unit award granted in 2011. These dividend equivalent units are not eligible for deferral under any applicable plan. Read SEC document |
| July 01, 2014 Filed Jul 1, 2014 21:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 916 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044757 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,265 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 25, 2014 Filed Jun 27, 2014 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044158 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,349 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 23, 2014 Filed Jun 24, 2014 21:05 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | SaleCommon | 104,698 | $25.73 | $2,693,879.54 |
DisclosureSEC source: 0001127602-14-021551 · form4.xml · nonDerivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,329,393.839 F3 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $25.60 to $25.78, inclusive. The reporting person undertakes to provide to The Progressive Corporation, any security holder of The Progressive Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 20, 2014 Filed Jun 24, 2014 21:05 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | SaleCommon | 638,461 | $25.85 | $16,504,216.85 |
DisclosureSEC source: 0001127602-14-021551 · form4.xml · nonDerivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434,091.839 F2 · price: The price reported in Column 4 is the weighted average price. These shares were sold in multiple transactions at prices ranging from $25.69 to $26.01, inclusive. The reporting person undertakes to provide to The Progressive Corporation, any security holder of The Progressive Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 20, 2014 Filed Jun 24, 2014 21:05 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | OtherCommon | 129,509.25 | $25.96 | $3,362,060.13 |
DisclosureSEC source: 0001127602-14-021551 · form4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · Chairman, President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 0 F1 · kind: As permitted by the 401(k) plan, the reporting person transferred the value of his investment in the company stock fund to alternative investment funds offered under the plan. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-025466 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,221 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 25, 2014 Filed Mar 26, 2014 21:06 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023210 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,271 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 |
| February 07, 2014 Filed Feb 11, 2014 16:40 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 144,864.301 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-005519 · form4.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President & Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,384,560.131 Underlying: Common · 144,864.301 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1 F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan, will be paid out in cash at the time elected by the reporting person or at such other time determined in accordance with the plan. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 02, 2014 Filed Jan 6, 2014 23:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-002014 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,177 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 01, 2014 Filed Jan 3, 2014 14:47 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 104,167 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-000429 · form4.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President & Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,239,695.83 Underlying: Common · 104,167 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · kind: See footnote 1. F4 · derivative.exercise_date: Units will not be exercisable prior to distribution and will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. F5 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 01, 2014 Filed Jan 3, 2014 14:47 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 104,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-14-000429 · form4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President & Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,072,552.839 F1 · price: The reporting person elected to defer receipt of previously granted restricted Common Shares upon vesting thereof. This Form 4 reports disposition of such restricted shares in exchange for an equal number of units under the applicable deferred compensation plan. Read SEC document |
| December 17, 2013 Filed Dec 19, 2013 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-058006 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,204 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, 2013 Filed Oct 3, 2013 20:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-047193 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,101 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 24, 2013 Filed Sep 26, 2013 21:00 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 97 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-045783 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,102 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 11, 2013 Filed Jul 15, 2013 18:09 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 359,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-022750 · form4.xml · derivative · entry 4 RENWICK GLENN M · CIK 0001198119 · Director · President & Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,135,528.83 Underlying: Common · 359,540 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1 F3 · shares: The reporting person previously elected to defer receipt of Common Shares issuable upon the vesting of performance-based restricted stock unit awards granted in 2010. F4 · derivative.exercise_date: Units will not be exercisable prior to distribution and will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. F5 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| July 11, 2013 Filed Jul 15, 2013 18:09 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Tax withholdingCommon | 26,839 | $25.65 | $688,420.35 |
DisclosureSEC source: 0001127602-13-022750 · form4.xml · nonDerivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · President & Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,176,719.839 Read SEC document |
| July 11, 2013 Filed Jul 15, 2013 18:09 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantCommon | 56,560.746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-13-022750 · form4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President & Chief Exec Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,203,558.839 F1 · kind: These Common Shares were acquired upon the vesting of dividend equivalent units related to a performance-based restricted stock unit award granted in 2010. These dividend equivalent units are not eligible for deferral under an applicable plan. Read SEC document |
| July 01, 2013 Filed Jul 2, 2013 22:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-035132 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,005 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 26, 2013 Filed Jun 28, 2013 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-034086 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,900 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 12, 2013 Filed Jun 14, 2013 14:25 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 236,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000078 · f4forgmr1.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,775,988.83 Underlying: Common · 236,740 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F3 · derivative.exercise_date: Units will not be exercisable prior to distribution and will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. F4 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| June 12, 2013 Filed Jun 14, 2013 14:25 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 236,740 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000078 · f4forgmr1.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,146,998.093 F1 · price: The reporting person elected to defer receipt of previously granted restricted common shares upon vesting thereof. This Form 4 reports the disposition of such restricted shares in exchange for an equal number of units under the applicable deferred compensation plan. Read SEC document |
| May 24, 2013 Filed May 29, 2013 18:06 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | OtherDeferred Comp Unit · Derivative | 853,699.898 | $25.85 Strike: $0.00 | $22,068,142.36 |
DisclosureSEC source: 0000080661-13-000070 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,539,248.83 Underlying: Common · 853,699.898 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · derivative.exercise_date: As permitted by the applicable deferral plan, the reporting person transferred a portion of the value of his phantom stock account into an alternative investment account. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| April 01, 2013 Filed Apr 3, 2013 21:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-020264 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,797 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 26, 2013 Filed Mar 28, 2013 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-018863 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,567 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 |
| February 01, 2013 Filed Feb 4, 2013 21:01 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 29,556.942 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000018 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,392,948.728 Underlying: Common · 29,556.942 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · kind: These units were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F3 · derivative.exercise_date: Units deferred from restricted stock awards made prior to March 2005 will be exercisable six (6) months and one (1) day from the date of the transactions reported herein. Units deferred from restricted stock awards made on or after March 2005 will not be exercisable prior to distribution and will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. Dividend equivalent units related to restricted stock awards made on or after March 2005 will be distributed in cash at the same time as the restricted stock unit awards to which they relate. F4 · derivative.expiration_date: Units deferred from restricted stock awards made prior to March 2005 and dividend equivalent units related to restricted stock awards made on or after March 2005 will be paid out in cash at the time elected by the reporting person subject to the payment provisions of the plan. Units deferred from restricted stock awards made on or after March 2005 will be distributed in an equivalent number of Common Shares at the time elected by the reporting person, subject to the payment provisions of the plan. Read SEC document |
| January 17, 2013 Filed Jan 22, 2013 15:12 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | OtherDeferred Comp Unit · Derivative | 6,145.193 | $22.59 Strike: $0.00 | $138,819.91 |
DisclosureSEC source: 0000080661-13-000013 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,363,391.786 Underlying: Common · 6,145.193 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · derivative.exercise_date: Immediately. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 19:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionRestricted Stock Unit · Derivative | 25,700.093 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000003 · f4forgmr1.xml · derivative · entry 7 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 25,700.093 shares Expires not disclosed 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. F7 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F1 · kind: Represent amounts related to previous dividend equivalent units issued under one or more restricted stock unit awards which were deliverable in Common Shares upon vesting of the RSU awards to which they relate, at the rate of 1 to 1. These dividend equivalent units are not eligible for deferral under an applicable plan. F8 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 19:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerRestricted Stock Unit · Derivative | 179,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000003 · f4forgmr1.xml · derivative · entry 6 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,700.093 Underlying: Common · 179,770 shares Expires not disclosed F7 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F2 · kind: The reporting person elected to defer receipt of previously granted restricted Common Shares and Common Shares issuable under previously granted restricted stock unit awards upon vesting thereof. This Form 4 reports disposition of such restricted shares and restricted stock units in exchange for an equal number of units under the applicable deferred compensation plan. F8 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. 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.