Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BOSTON SCIENTIFIC CORPBSX · Entity 1897 | Director | May 07, 2026 | May 11, 2026 |
| Privia Health Group, Inc.PRVA · Entity 1532 | Director | May 21, 2025 | May 23, 2025 |
| TENNANT COTNC · Entity 4843 | Director | December 03, 2020 | December 07, 2020 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director · Chief Executive Officer | December 15, 2020 | December 17, 2020 |
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.
BOSTON SCIENTIFIC CORP
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,382 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 3,800 · Balance 45,382 F1: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $215,000 divided by the closing price of common stock on the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual equity award in the form of restricted stock vesting in full upon the next annual meeting of stockholders. Reflects a value of $215,000 divided by the closing price of common stock on the date of grant.
Privia Health Group, Inc.
Report date May 21, 2025 · Filed May 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 25,709 |
Reported balance
After 2025-05-21 transaction · row 1
1 source rowRow 1 · 2025-05-21 · Grant · Acquired 8,396 · Balance 25,709 F1: On May 21, 2025, the reporting person received 8,396 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant. |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 1,315,340 |
Reported balance
Holding disclosure · report date 2025-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,315,340 F2: Represents shares held by Jory Capital, LLC, which is co-owned by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 21, 2025, the reporting person received 8,396 restricted stock units under the Issuer's 2021 Omnibus Incentive Plan. The restricted stock units will vest on the earlier of (i) the day immediately preceding the Company's 2026 annual meeting of stockholders and (ii) the first anniversary of the date of the grant.
F2: Represents shares held by Jory Capital, LLC, which is co-owned by the Reporting Person.
TENNANT CO
Report date December 03, 2020 · Filed December 07, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,722 |
Ending reported balance
After 2020-12-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-12-03 · Exercise / conversion · Acquired 1,750 · Balance 16,472 Row 2 · 2020-12-03 · Sale · Disposed 1,750 · Balance 14,722 F1: Reflects the weighted average price of 1,750 shares of common stock of Tennant Company sold by the reporting person in multiple transactions on December 3, 2020 with sale prices ranging from $67.6321 to $67.6323 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.81 · Expires 2021-04-28 | Direct | 0 |
Reported balance
After 2020-12-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-12-03 · Exercise / conversion · Disposed 1,750 · Balance 0 F2: Fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects the weighted average price of 1,750 shares of common stock of Tennant Company sold by the reporting person in multiple transactions on December 3, 2020 with sale prices ranging from $67.6321 to $67.6323 per share. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
F2: Fully vested.
UNITEDHEALTH GROUP INC
Report date December 15, 2020 · Filed December 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 967,872.399 |
Ending reported balance
After 2020-12-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-12-15 · Grant · Acquired 113.465 · Balance 968,337.735 F1: 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. Row 2 · 2020-12-16 · Tax withholding · Disposed 465.336 · Balance 967,872.399 F2: Represents the cancellation of shares for the payment of a FICA tax liability. |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) | 242.5838 |
Reported balance
Holding disclosure · report date 2020-12-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 242.5838 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Represents the cancellation of shares for the payment of a FICA tax liability.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 26, 2019 Filed Feb 28, 2019 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 12,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014639 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 884,244.521 F3 · shares: The restricted stock units will vest at a rate of 25% annually on February 26 from the years 2020 through 2023. F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 26, 2019, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Awards is 24,337. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 21,910 | $262.98 | $5,761,891.80 |
DisclosureSEC source: 0001209191-19-014639 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872,075.521 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2016-2018. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 44,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-014639 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 893,985.521 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2016-2018. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 23:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,203 | $263.80 | $317,351.40 |
DisclosureSEC source: 0001209191-19-010404 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 849,454.521 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,375 | $261.90 | $360,112.50 |
DisclosureSEC source: 0001209191-19-009311 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850,657.521 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,820 | $261.90 | $476,658.00 |
DisclosureSEC source: 0001209191-19-009311 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852,032.521 Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,886 | $261.90 | $493,943.40 |
DisclosureSEC source: 0001209191-19-009311 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853,852.521 Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 113,122 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0001209191-19-006765 · doc4.xml · derivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 113,122 shares Expires 2019-02-23 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 stock appreciation rights vested at a rate of 25% on February 23 from the years 2010 through 2013. Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 61,985 | $270.20 | $16,748,347.00 |
DisclosureSEC source: 0001209191-19-006765 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855,738.521 Read SEC document |
| February 01, 2019 Filed Feb 4, 2019 21:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 113,122 | $29.74 | $3,364,248.28 |
DisclosureSEC source: 0001209191-19-006765 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 917,723.521 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 14, 2018 Filed Dec 17, 2018 22:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 536.216 | $265.02 | $142,107.96 |
DisclosureSEC source: 0001209191-18-062989 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,601.521 F2 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 22:07 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 121.083 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-062989 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,137.737 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 18, 2018 Filed Sep 20, 2018 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 124.732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-051809 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,016.654 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 |
| August 15, 2018 Filed Aug 16, 2018 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 473 | $260.61 | $123,268.53 |
DisclosureSEC source: 0001209191-18-047079 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,891.922 F1 · shares: Represents the withholding of shares to satisfy tax obligations upon the vesting of Restricted Stock Units. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 26, 2018 Filed Jun 28, 2018 20:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 134.635 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039890 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,251.884 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 |
| April 26, 2018 Filed Jun 19, 2018 13:31 UTC | TENNANT CO TNC · Entity 4843 | GrantCommon Stock | 1,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008741 · edgar.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,107 F1 · shares: Non-Employee Director restricted stock unit grant. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 20:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 123.162 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021095 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,117.249 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy · Derivative | 65,418 | $0.00 Strike: $226.64 | $0.00 |
DisclosureSEC source: 0001209191-18-010036 · doc4.xml · derivative · entry 6 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,418 Underlying: Common Stock · 65,418 shares Expires 2028-02-13 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 13 from the years 2019 through 2022. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 12,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010036 · doc4.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,994.087 F3 · shares: The restricted stock units vest at a rate of 25% annually on February 13 from the years 2019 through 2022. F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 13, 2018 as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 24,489. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 17,284 | $226.64 | $3,917,245.76 |
DisclosureSEC source: 0001209191-18-010036 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 792,749.087 F2 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2015-2017. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 35,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010036 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 810,033.087 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2015-2017. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,909 | $225.69 | $430,842.21 |
DisclosureSEC source: 0001209191-18-010036 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774,903.087 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,551 | $220.96 | $342,708.96 |
DisclosureSEC source: 0001209191-18-009289 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 776,812.087 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,691 | $220.96 | $373,643.36 |
DisclosureSEC source: 0001209191-18-009289 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778,363.087 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,111 | $216.46 | $240,487.06 |
DisclosureSEC source: 0001209191-18-009289 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 780,054.087 Read SEC document |
| December 22, 2017 Filed Dec 26, 2017 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 24,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-067222 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781,165.087 Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 203,642 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001209191-17-067222 · doc4.xml · derivative · entry 5 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 203,642 shares Expires 2018-06-05 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 stock appreciation rights vested at a rate of 25% on June 5 from the years 2009 through 2012. Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 114,255 | $222.38 | $25,408,026.90 |
DisclosureSEC source: 0001209191-17-067222 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 805,165.087 Read SEC document |
| December 21, 2017 Filed Dec 26, 2017 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 203,642 | $33.94 | $6,911,609.48 |
DisclosureSEC source: 0001209191-17-067222 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 919,420.087 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 14, 2017 Filed Dec 18, 2017 21:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,822.905 | $221.25 | $403,317.73 |
DisclosureSEC source: 0001209191-17-066122 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715,778.087 F1 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 12, 2017 Filed Dec 15, 2017 00:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 134.994 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065771 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,600.992 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 22:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 153.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053510 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,465.998 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 |
| August 15, 2017 Filed Aug 17, 2017 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy · Derivative | 30,031 | $0.00 Strike: $194.50 | $0.00 |
DisclosureSEC source: 0001209191-17-049445 · doc4.xml · derivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,031 Underlying: Common Stock · 30,031 shares Expires 2027-08-15 F4 · derivative.exercise_date: The stock options vest at a rate of 25% annually on August 15 from the years 2018 through 2021. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 4,866 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049445 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 717,312.288 F1 · shares: The restricted stock units will vest at a rate of 25% annually on August 15 from the years 2018 through 2021. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. F3 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on August 15, 2017, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 9,731. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 141.732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042135 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,290.084 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 |
| April 27, 2017 Filed May 1, 2017 20:09 UTC | TENNANT CO TNC · Entity 4843 | GrantStock Option (right to buy) · Derivative | 3,014 | $0.00 Strike: $73.05 | $0.00 |
DisclosureSEC source: 0001179110-17-006312 · edgar.xml · derivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,014 Underlying: Common Stock · 3,014 shares Expires 2027-04-27 F2 · derivative.exercise_date: The option is exercisable in one-third increments on each of April 27, 2018, April 27, 2019 and April 27, 2020. Read SEC document |
| April 27, 2017 Filed May 1, 2017 20:09 UTC | TENNANT CO TNC · Entity 4843 | GrantCommon Stock | 684 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006312 · edgar.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,754 F1 · shares: Non-Employee Director restricted stock grant. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 25,000 | $0.00 Strike: $54.41 | $0.00 |
DisclosureSEC source: 0001209191-17-028144 · doc4.xml · derivative · entry 7 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2017-05-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 150,000 | $0.00 Strike: $54.41 | $0.00 |
DisclosureSEC source: 0001209191-17-028144 · doc4.xml · derivative · entry 6 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 150,000 shares Expires 2017-05-28 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 stock appreciation rights vested at a rate of 25% on May 28 from the years 2008 through 2011. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 16,167 | $171.16 | $2,767,143.72 |
DisclosureSEC source: 0001209191-17-028144 · doc4.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 712,148.352 Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 25,000 | $54.41 | $1,360,250.00 |
DisclosureSEC source: 0001209191-17-028144 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728,315.352 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 97,001 | $171.16 | $16,602,691.16 |
DisclosureSEC source: 0001209191-17-028144 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 703,315.352 Read SEC document |
| April 24, 2017 Filed Apr 25, 2017 20:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 150,000 | $54.41 | $8,161,500.00 |
DisclosureSEC source: 0001209191-17-028144 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800,316.352 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 20:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 129.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022590 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,316.352 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 21,614 | $160.75 | $3,474,450.50 |
DisclosureSEC source: 0001209191-17-010041 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,186.822 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,027 | $160.75 | $325,840.25 |
DisclosureSEC source: 0001209191-17-010041 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,800.822 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,886 | $160.75 | $303,174.50 |
DisclosureSEC source: 0001209191-17-010041 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 673,827.822 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,820 | $160.44 | $292,000.80 |
DisclosureSEC source: 0001209191-17-009706 · doc4.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,713.822 F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 8, 2017, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 22,816. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy · Derivative | 63,730 | $0.00 Strike: $160.31 | $0.00 |
DisclosureSEC source: 0001209191-17-009706 · doc4.xml · derivative · entry 6 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,730 Underlying: Common Stock · 63,730 shares Expires 2027-02-08 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 8 from the years 2018 through 2021. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 21,162 | $160.31 | $3,392,480.22 |
DisclosureSEC source: 0001209191-17-009706 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677,533.822 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2014-2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.