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 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 44,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009706 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 698,695.822 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2014-2016. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009706 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,488.822 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 8 from the years 2018 through 2021. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 21:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,766 | $160.51 | $283,460.66 |
DisclosureSEC source: 0001209191-17-008679 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,080.822 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 330.823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155438 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,846.822 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 21:53 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 384.593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142534 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 644,515.999 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 28, 2016 Filed Jun 29, 2016 20:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 379.445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-130079 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,918.906 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 22, 2016 Filed Mar 24, 2016 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 327.624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-110457 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,539.461 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 02, 2016 Filed Mar 4, 2016 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 150,000 | $0.00 Strike: $48.58 | $0.00 |
DisclosureSEC source: 0001209191-16-106104 · doc4.xml · derivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 150,000 shares Expires 2016-05-02 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 2 from the years 2007 through 2010. Read SEC document |
| March 02, 2016 Filed Mar 4, 2016 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 103,324 | $121.67 | $12,571,431.08 |
DisclosureSEC source: 0001209191-16-106104 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 643,211.837 Read SEC document |
| March 02, 2016 Filed Mar 4, 2016 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 150,000 | $48.58 | $7,287,000.00 |
DisclosureSEC source: 0001209191-16-106104 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746,535.837 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 |
| February 12, 2016 Filed Feb 17, 2016 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,993 | $111.82 | $222,857.26 |
DisclosureSEC source: 0001209191-16-099376 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,535.837 Read SEC document |
| February 10, 2016 Filed Feb 12, 2016 01:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,303 | $112.74 | $146,900.22 |
DisclosureSEC source: 0001209191-16-097709 · doc4.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598,528.837 F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 9, 2016, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 29,687. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy · Derivative | 83,485 | $0.00 Strike: $111.16 | $0.00 |
DisclosureSEC source: 0001209191-16-097709 · doc4.xml · derivative · entry 6 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,485 Underlying: Common Stock · 83,485 shares Expires 2026-02-09 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 9 from the years 2017 through 2020. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 26,462 | $111.16 | $2,941,515.92 |
DisclosureSEC source: 0001209191-16-097709 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,831.837 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2013-2015. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 54,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097709 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626,293.837 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2013-2015. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097709 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571,394.837 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 9 from the years 2017 through 2020. Read SEC document |
| February 05, 2016 Filed Feb 9, 2016 21:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,736 | $111.72 | $193,945.92 |
DisclosureSEC source: 0001209191-16-096836 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,550.837 Read SEC document |
| December 15, 2015 Filed Dec 17, 2015 22:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 347.817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-085856 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,514.729 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 22, 2015 Filed Sep 24, 2015 20:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 331.419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072112 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,939.02 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 20:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 340.446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056809 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,359.556 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 24, 2015 Filed Mar 26, 2015 22:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 256.789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029633 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,019.11 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 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 65,000 | $0.00 Strike: $59.00 | $0.00 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · derivative · entry 10 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 65,000 shares Expires 2015-10-31 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 |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 75,000 | $0.00 Strike: $48.36 | $0.00 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · derivative · entry 9 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2015-05-02 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 |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Options (right to buy) · Derivative | 25,000 | $0.00 Strike: $49.79 | $0.00 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · derivative · entry 8 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2015-05-02 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 |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 49,429 | $109.76 | $5,425,327.04 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · nonDerivative · entry 6 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,762.321 Read SEC document |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 65,000 | $59.00 | $3,835,000.00 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · nonDerivative · entry 5 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,191.321 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 |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 17,925 | $109.76 | $1,967,448.00 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541,191.321 Read SEC document |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 25,000 | $49.79 | $1,244,725.00 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559,116.321 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 |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 53,266 | $109.76 | $5,846,476.16 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 534,116.321 Read SEC document |
| February 17, 2015 Filed Feb 18, 2015 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 75,000 | $48.36 | $3,626,625.00 |
DisclosureSEC source: 0001209191-15-015522 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587,382.321 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 |
| February 12, 2015 Filed Feb 17, 2015 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,962 | $109.84 | $215,506.08 |
DisclosureSEC source: 0001209191-15-014650 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,382.321 Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy · Derivative | 73,185 | $0.00 Strike: $108.97 | $0.00 |
DisclosureSEC source: 0001209191-15-012871 · doc4.xml · derivative · entry 5 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,185 Underlying: Common Stock · 73,185 shares Expires 2025-02-10 F5 · derivative.exercise_date: The stock options vest at a rate of 25% annually on February 10 from the years 2016 through 2019. Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 30,433 | $108.97 | $3,316,284.01 |
DisclosureSEC source: 0001209191-15-012871 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,344.321 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2012-2014. F4 · balance_after: Amount does not include Performance Share Awards granted to the executive officer on February 10, 2015, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of Performance Shares that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of Performance Shares is 30,284. Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-012871 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 544,777.321 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2012-2014. Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15,142 | $108.97 | $1,650,023.74 |
DisclosureSEC source: 0001209191-15-012871 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,639.321 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 10 from the years 2016 through 2019. Read SEC document |
| February 09, 2015 Filed Feb 10, 2015 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 30,381 | $106.49 | $3,235,272.69 |
DisclosureSEC source: 0001209191-15-011419 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,497.321 Read SEC document |
| February 06, 2015 Filed Feb 10, 2015 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,700 | $107.60 | $182,920.00 |
DisclosureSEC source: 0001209191-15-011419 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,878.321 Read SEC document |
| February 06, 2015 Filed Feb 10, 2015 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 6,660 | $107.60 | $716,616.00 |
DisclosureSEC source: 0001209191-15-011419 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498,578.321 Read SEC document |
| December 16, 2014 Filed Dec 18, 2014 21:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 596.266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-076692 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,238.321 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 23, 2014 Filed Sep 25, 2014 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 657.185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059800 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,642.055 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 25, 2014 Filed Jun 27, 2014 20:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 687.972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044171 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503,649.644 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 25, 2014 Filed Mar 26, 2014 21:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 519.746 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023218 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,961.672 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| February 12, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy · Derivative | 50,351 | $0.00 Strike: $70.24 | $0.00 |
DisclosureSEC source: 0001209191-14-011013 · doc4.xml · derivative · entry 6 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,351 Underlying: Common Stock · 50,351 shares Expires 2024-02-12 F6 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on February 12 from the years 2015 through 2018. Read SEC document |
| February 12, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 51,558 | $70.24 | $3,621,433.92 |
DisclosureSEC source: 0001209191-14-011013 · doc4.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 502,441.926 F4 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2011-2013. F5 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 12, 2014, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of performance-based restricted stock units that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of performance-based restricted stock units is 32,034. Read SEC document |
| February 12, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 106,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-011013 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 553,999.926 F3 · shares: Represents the settlement of Performance Share Awards for the performance period 2011-2013. Read SEC document |
| February 12, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 42,711 | $70.24 | $3,000,020.64 |
DisclosureSEC source: 0001209191-14-011013 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,033.926 F2 · shares: The restricted stock units will vest 100% on the third anniversary of the grant date. Read SEC document |
| February 12, 2014 Filed Feb 15, 2014 00:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16,017 | $70.24 | $1,125,034.08 |
DisclosureSEC source: 0001209191-14-011013 · doc4.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,322.926 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 12 from the years 2015 through 2018. Read SEC document |
| February 07, 2014 Filed Feb 10, 2014 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 5,837 | $71.36 | $416,528.32 |
DisclosureSEC source: 0001209191-14-008701 · doc4.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,305.926 Read SEC document |
| February 07, 2014 Filed Feb 10, 2014 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,652 | $71.36 | $260,606.72 |
DisclosureSEC source: 0001209191-14-008701 · doc4.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,142.926 Read SEC document |
| February 07, 2014 Filed Feb 10, 2014 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,968 | $71.36 | $639,956.48 |
DisclosureSEC source: 0001209191-14-008701 · doc4.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397,794.926 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.