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 |
|---|---|---|---|---|---|---|
| January 02, 2013 Filed Jan 3, 2013 19:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 362,852 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000003 · f4forgmr1.xml · derivative · entry 5 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,369,536.979 Underlying: Common · 362,852 shares Expires not disclosed F4 · derivative.exercise_price: 1 for 1. 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. F5 · 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. F6 · derivative.expiration_date: Units 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 02, 2013 Filed Jan 3, 2013 19:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Tax withholdingCommon | 8,687 | $21.53 | $187,031.11 |
DisclosureSEC source: 0000080661-13-000003 · f4forgmr1.xml · nonDerivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,383,738.093 F3 · kind: Delivery of shares to pay taxes upon delivery of Common Shares related to dividend equivalent units as described in footnote 1. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 19:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 183,082 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000003 · f4forgmr1.xml · nonDerivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,392,425.093 F2 · price: 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. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 19:31 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 25,700.093 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-13-000003 · f4forgmr1.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,575,507.093 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. F1 · price: 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. Read SEC document |
| January 02, 2013 Filed Jan 3, 2013 22:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-001432 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,481 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 departure from the Board. Read SEC document |
| December 21, 2012 Filed Dec 26, 2012 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059347 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,151 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 20:19 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantRestricted Stock Unit · Derivative | 9,136.878 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000107 · f4forgmr1.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,470.093 Underlying: Common · 9,136.878 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F5 · shares: These units were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan. F6 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the Restricted Stock Units to which they relate. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 20:19 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 89,166.184 | $21.51 Strike: $0.00 | $1,917,518.79 |
DisclosureSEC source: 0000080661-12-000107 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,006,684.979 Underlying: Common · 89,166.184 shares Expires not disclosed F1 · shares: These units were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F2 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the deferred comp. units to which they relate. F3 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| October 01, 2012 Filed Oct 2, 2012 20:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,285 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-047620 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,070 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 departure from the Board. Read SEC document |
| September 21, 2012 Filed Sep 25, 2012 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 74 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-046656 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,785 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| July 12, 2012 Filed Jul 16, 2012 18:43 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 312,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000084 · f4forgmr1.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,917,518.795 Underlying: Common · 312,500 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: Units 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 |
| July 12, 2012 Filed Jul 16, 2012 18:43 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 312,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000080661-12-000084 · f4forgmr1.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,549,807 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 |
| July 02, 2012 Filed Jul 3, 2012 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-036995 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,711 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 departure from the Board. Read SEC document |
| June 22, 2012 Filed Jun 25, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-035256 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,489 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| April 02, 2012 Filed Apr 4, 2012 21:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,163 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-022032 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,423 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 departure from the Board. Read SEC document |
| March 19, 2012 Filed Mar 20, 2012 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-019204 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,260 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| March 14, 2012 Filed Mar 14, 2012 15:41 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 178,260 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000042 · f4forgmr1.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,605,018.795 Underlying: Common · 178,260 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F3 · derivative.exercise_date: Units deferred will be exercisable six (6) months and one (1) day from the date of the transaction reported herein. F4 · derivative.expiration_date: Units deferred will be paid out in cash at the time elected by the reporting person, subject to the payment provisions of the plan. Read SEC document |
| March 14, 2012 Filed Mar 14, 2012 15:41 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 178,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000042 · f4forgmr1.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,862,307 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 |
| February 03, 2012 Filed Feb 7, 2012 20:11 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantRestricted Stock Unit · Derivative | 3,705.156 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000020 · f4forgmr1.xml · derivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,333.215 Underlying: Common · 3,705.156 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F5 · shares: These units were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan. F6 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the Restricted Stock Units to which they relate. F7 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 03, 2012 Filed Feb 7, 2012 20:11 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 26,908.632 | $21.18 Strike: $0.00 | $570,019.01 |
DisclosureSEC source: 0000080661-12-000020 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426,758.795 Underlying: Common · 26,908.632 shares Expires not disclosed F1 · shares: These units were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F2 · 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. F3 · derivative.expiration_date: Units deferred from restricted stock awards made prior to 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 05, 2012 Filed Jan 9, 2012 20:03 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | OtherDeferred Comp Unit · Derivative | 11,687.354 | $19.25 Strike: $0.00 | $224,934.82 |
DisclosureSEC source: 0000080661-12-000014 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,399,850.163 Underlying: Common · 11,687.354 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · derivative.exercise_date: Immediately. F3 · derivative.expiration_date: The Expiration Date is the same as the Transaction Date. Read SEC document |
| January 03, 2012 Filed Jan 4, 2012 22:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-001388 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,210 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 departure from the Board. Read SEC document |
| January 01, 2012 Filed Jan 4, 2012 20:53 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 242,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000003 · f4forgmr1.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411,537.517 Underlying: Common · 242,635 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: Units 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 01, 2012 Filed Jan 4, 2012 20:53 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 242,635 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000003 · f4forgmr1.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,894,446 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 |
| January 01, 2012 Filed Jan 23, 2012 22:12 UTC Amendment | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 242,635 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000017 · primary_doc.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411,537.517 Underlying: Common · 242,635 shares Expires not disclosed F3 · derivative.exercise_price: 1 for 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: Units 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 01, 2012 Filed Jan 23, 2012 22:12 UTC Amendment | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 242,635 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-12-000017 · primary_doc.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,040,567 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. F2 · balance_after: The reporting person's January 4, 2012 Form 4 mistakenly reported the amount of common shares beneficially owned by the reporting person following the transaction on January 1, 2012 as 2,894,446. This Form 4 amends the January 4, 2012 Form 4 to report the correct number of common shares beneficially owned by the reporting person following the January 1, 2012 transaction. Read SEC document |
| December 21, 2011 Filed Dec 22, 2011 23:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 51 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-062890 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,874 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 21:44 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversion2002 Employee Option · Derivative | 251,044 | $0.00 Strike: $11.28 | $0.00 |
DisclosureSEC source: 0000080661-11-000088 · f4forgmr1.xml · derivative · entry 5 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 251,044 shares Expires 2011-12-31 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. F3 · derivative.exercise_price: This option previously was reported as an option covering 238,946 shares at an exercise price of $11.8556 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1995 Incentive Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. F3 · shares: This option previously was reported as an option covering 238,946 shares at an exercise price of $11.8556 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1995 Incentive Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 21:44 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversion2002 Employee Option · Derivative | 376,587 | $0.00 Strike: $11.28 | $0.00 |
DisclosureSEC source: 0000080661-11-000088 · f4forgmr1.xml · derivative · entry 4 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,044 Underlying: Common · 376,587 shares Expires 2011-12-31 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. F1 · derivative.exercise_price: This option previously was reported as an option covering 358,439 shares at an exercise price of $11.8556 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1995 Incentive Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. F1 · shares: This option previously was reported as an option covering 358,439 shares at an exercise price of $11.8556 per share, and it has been adjusted by the Board of Directors pursuant to the terms of The Progressive Corporation 1995 Incentive Plan, as approved by shareholders, in connection with the $1.00 per Common Share extraordinary dividend paid on December 29, 2010 to shareholders of record on December 20, 2010. F2 · derivative.exercise_date: The option vests in three equal annual installments beginning January 1, 2005. Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 21:44 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Tax withholdingCommon | 481,510 | $18.68 | $8,994,606.80 |
DisclosureSEC source: 0000080661-11-000088 · f4forgmr1.xml · nonDerivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,283,202 Read SEC document |
| December 15, 2011 Filed Dec 19, 2011 21:44 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversionCommon | 627,631 | $11.28 | $7,082,376.49 |
DisclosureSEC source: 0000080661-11-000088 · f4forgmr1.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,764,712 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 03, 2011 Filed Oct 5, 2011 20:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-050702 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,823 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 departure from the Board. Read SEC document |
| September 21, 2011 Filed Sep 22, 2011 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 48 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-048787 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,221 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| July 01, 2011 Filed Jul 5, 2011 20:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-037664 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,173 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 departure from the Board. Read SEC document |
| June 21, 2011 Filed Jun 23, 2011 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-036099 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,879 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-021735 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,839 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 departure from the Board. Read SEC document |
| March 21, 2011 Filed Mar 22, 2011 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-019266 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,331 F1 · shares: Represents dividend equivalents paid on outstanding deferred stock units. Read SEC document |
| February 04, 2011 Filed Feb 7, 2011 21:08 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantRestricted Stock Unit · Derivative | 3,755.78 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-11-000033 · f4forgmr1.xml · derivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,628.059 Underlying: Common · 3,755.78 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F5 · shares: These units were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan. F6 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the Restricted Stock Units to which they relate. F7 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 04, 2011 Filed Feb 7, 2011 21:08 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 22,765.156 | $20.07 Strike: $0.00 | $456,964.98 |
DisclosureSEC source: 0000080661-11-000033 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168,902.517 Underlying: Common · 22,765.156 shares Expires not disclosed F1 · shares: These units were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F2 · 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. F3 · derivative.expiration_date: Units deferred from restricted stock awards made prior to 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 |
| February 04, 2011 Filed Dec 19, 2011 20:46 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantRestricted Stock Unit · Derivative | 3,755.78 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-11-000087 · f4forgmr1.xml · derivative · entry 2 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,628.059 Underlying: Common · 3,755.78 shares Expires not disclosed F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F5 · shares: These units were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan. F6 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the Restricted Stock Units to which they relate. F7 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| February 04, 2011 Filed Dec 19, 2011 20:46 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 22,765.156 | $20.07 Strike: $0.00 | $456,964.98 |
DisclosureSEC source: 0000080661-11-000087 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168,902.517 Underlying: Common · 22,765.156 shares Expires not disclosed F1 · shares: These units were acquired upon the reinvestment of dividends pursuant to the terms of the plan. F2 · 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. F3 · derivative.expiration_date: Units deferred from restricted stock awards made prior to 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 05, 2011 Filed Jan 7, 2011 19:25 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | OtherDeferred Comp Unit · Derivative | 7,092.528 | $20.07 Strike: $0.00 | $142,343.49 |
DisclosureSEC source: 0000080661-11-000022 · f4forgmr1.xml · derivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146,137.361 Underlying: Common · 7,092.528 shares Expires not disclosed F1 · derivative.exercise_price: 1 for 1. F2 · derivative.exercise_date: Immediately. F3 · derivative.expiration_date: The Expiration Date is the same as the Transaction Date. Read SEC document |
| January 03, 2011 Filed Jan 4, 2011 21:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-000912 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,298 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 departure from the Board. Read SEC document |
| January 01, 2011 Filed Jan 3, 2011 21:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 185,684 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000080661-11-000009 · f4forgmr1.xml · derivative · entry 4 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,153,229.889 Underlying: Common · 185,684 shares Expires not disclosed F5 · derivative.exercise_price: 1 for 1. 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: Units 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 01, 2011 Filed Jan 3, 2011 21:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Disposition to issuerCommon | 185,684 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-11-000009 · f4forgmr1.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,137,081 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 |
| December 29, 2010 Filed Jan 3, 2011 21:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantRestricted Stock Unit · Derivative | 9,102.279 | $0.00 | $0.00 |
DisclosureSEC source: 0000080661-11-000009 · f4forgmr1.xml · derivative · entry 5 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,872.279 Underlying: Common · 9,102.279 shares Expires not disclosed F8 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Common Share of the Company's stock. F9 · shares: These units were acquired upon the reinvestment of dividend equivalents pursuant to the terms of the plan. F10 · derivative.exercise_date: These units, which were acquired upon the reinvestment of dividend equivalents, will vest at the same time as the Restricted Stock Units to which they relate. F11 · derivative.expiration_date: Expiration Date is the same as the Date Exercisable. Read SEC document |
| December 29, 2010 Filed Jan 3, 2011 21:14 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | GrantDeferred Comp Unit · Derivative | 46,537.437 | $19.79 Strike: $0.00 | $920,975.88 |
DisclosureSEC source: 0000080661-11-000009 · f4forgmr1.xml · derivative · entry 3 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967,545.889 Underlying: Common · 46,537.437 shares Expires not disclosed F2 · shares: 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. F4 · derivative.expiration_date: Units deferred from restricted stock awards made prior to 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 |
| December 21, 2010 Filed Dec 22, 2010 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 33 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-062246 · doc4.xml · nonDerivative · entry 1 RENWICK GLENN M · CIK 0001198119 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,446 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. Read SEC document |
| December 02, 2010 Filed Dec 3, 2010 21:36 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversion2001 Employee Option · Derivative | 244,161 | $0.00 Strike: $6.99 | $0.00 |
DisclosureSEC source: 0000080661-10-000105 · f4forgmr1.xml · derivative · entry 5 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 244,161 shares Expires 2010-12-31 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 |
| December 02, 2010 Filed Dec 3, 2010 21:36 UTC | PROGRESSIVE CORP/OH/ PGR · Entity 193 | Exercise / conversion2001 Employee Option · Derivative | 467,962 | $0.00 Strike: $6.99 | $0.00 |
DisclosureSEC source: 0000080661-10-000105 · f4forgmr1.xml · derivative · entry 4 RENWICK GLENN M · CIK 0001198119 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,161 Underlying: Common · 467,962 shares Expires 2010-12-31 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. F1 · derivative.exercise_date: The option vests in three equal annual installments beginning January 1, 2004. 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.