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 06, 2014 Filed Feb 10, 2014 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,671 | $70.87 | $118,423.77 |
DisclosureSEC source: 0001209191-14-008701 · 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: 406,762.926 Read SEC document |
| December 17, 2013 Filed Dec 19, 2013 22:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 513.599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-058015 · 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: 408,433.926 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| September 24, 2013 Filed Sep 26, 2013 21:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 500.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-045793 · 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: 407,920.327 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 26, 2013 Filed Jun 28, 2013 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 556.205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-034076 · 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: 406,961.2043 F1 · shares: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. Read SEC document |
| March 26, 2013 Filed Mar 28, 2013 21:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 489.506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-018854 · 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: 406,404.9993 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 08, 2013 Filed Feb 12, 2013 22:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,546 | $57.74 | $147,006.04 |
DisclosureSEC source: 0001209191-13-008082 · 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: 405,915.4933 Read SEC document |
| February 06, 2013 Filed Feb 8, 2013 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 59,587 | $0.00 Strike: $57.38 | $0.00 |
DisclosureSEC source: 0001209191-13-007402 · doc4.xml · derivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,587 Underlying: Common Stock · 59,587 shares Expires 2023-02-06 F3 · derivative.exercise_date: The non-qualified stock options vest at a rate of 25% annually on February 6 from the years 2014 through 2017. Read SEC document |
| February 06, 2013 Filed Feb 8, 2013 21:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 19,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-007402 · 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: 408,461.4933 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 6 from the years 2014 through 2017. F2 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 6, 2013, as performance awards not tied to stock price are not derivative securities for purposes of Section 16 under guidance from the staff of the SEC. The number of performance-based restricted stock units that the executive officer will receive will be determined at the end of the 3-year performance period and will be dependent upon the achievement of cumulative 3-year EPS and average return-on-equity performance metrics approved by the Compensation and Human Resources Committee. The target number of performance-based restricted stock units is 39,213. Read SEC document |
| February 01, 2013 Filed Feb 5, 2013 22:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,229 | $55.77 | $180,081.33 |
DisclosureSEC source: 0001209191-13-006573 · 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: 388,854.4933 Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 00:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 51,759 | $54.24 | $2,807,408.16 |
DisclosureSEC source: 0001209191-13-000342 · 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: 392,083.4933 Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 00:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 121,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-000342 · 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: 443,842.4933 F1 · shares: Represents the settlement of Performance Share Awards for the performance period 2010-2012. Read SEC document |
| December 28, 2012 Filed Jan 3, 2013 00:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 6,243 | $53.86 | $336,247.98 |
DisclosureSEC source: 0001209191-13-000342 · 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: 322,628.4933 Read SEC document |
| December 28, 2012 Filed Jan 3, 2013 00:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 7,819 | $53.86 | $421,131.34 |
DisclosureSEC source: 0001209191-13-000342 · 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: 328,871.4933 Read SEC document |
| December 21, 2012 Filed Dec 26, 2012 21:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 544.369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059356 · 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: 336,690.4933 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 154,000 | $0.00 Strike: $39.85 | $0.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · derivative · entry 16 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 154,000 shares Expires 2014-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: The stock options vested at a rate of 50% annually on December 7 in the years 2007 and 2008. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 154,000 | $0.00 Strike: $42.30 | $0.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · derivative · entry 15 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 154,000 shares Expires 2014-12-07 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. F6 · derivative.exercise_date: The stock options vested at a rate of 50% annually on December 7 in the years 2005 and 2006. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $33.12 | $0.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · derivative · entry 14 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2014-08-06 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. F5 · derivative.exercise_date: The stock options vested at a rate of 50% annually on August 6 in the years 2005 and 2006. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $31.54 | $0.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · derivative · entry 13 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2014-08-06 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. F4 · derivative.exercise_date: The stock options vested at a rate of 50% annually on August 6 in the years 2007 and 2008. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $26.95 | $0.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · derivative · entry 12 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2013-11-28 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 |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 112,500 | $0.00 Strike: $29.40 | $0.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · derivative · entry 11 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 112,500 shares Expires 2013-11-28 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. F3 · derivative.exercise_date: The stock options vested at a rate of 33% annually on November 28 from the years 2004 through 2006. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $22.51 | $0.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · derivative · entry 10 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2013-02-12 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. F2 · derivative.exercise_date: The stock options vested at a rate of 25% annually on February 12 from the years 2004 through 2007. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 808,000 | $53.88 | $43,538,756.80 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · nonDerivative · entry 8 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,146.1243 F1 · price: This transaction was executed in multiple trades ranging from $53.53 to $54.565 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 154,000 | $39.85 | $6,136,900.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · nonDerivative · entry 7 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,144,146.1243 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 |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 154,000 | $42.30 | $6,513,984.40 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · nonDerivative · entry 6 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 990,146.1243 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 |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 75,000 | $33.12 | $2,484,270.00 |
DisclosureSEC source: 0001209191-12-055374 · doc4.xml · nonDerivative · entry 5 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 836,146.1243 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 |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 75,000 | $31.54 | $2,365,125.00 |
DisclosureSEC source: 0001209191-12-055374 · 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: 761,146.1243 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 |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 37,500 | $26.95 | $1,010,625.00 |
DisclosureSEC source: 0001209191-12-055374 · 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: 686,146.1243 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 |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 112,500 | $29.40 | $3,307,342.50 |
DisclosureSEC source: 0001209191-12-055374 · 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: 648,646.1243 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 |
| November 29, 2012 Filed Dec 3, 2012 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 200,000 | $22.51 | $4,501,720.00 |
DisclosureSEC source: 0001209191-12-055374 · 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: 536,146.1243 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 |
| September 21, 2012 Filed Sep 25, 2012 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 531.215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-046666 · 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: 336,146.1243 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 22, 2012 Filed Jun 25, 2012 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 503.415 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-035246 · 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: 335,121.641 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. Read SEC document |
| June 05, 2012 Filed Jun 7, 2012 21:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,892 | $56.04 | $218,107.68 |
DisclosureSEC source: 0001209191-12-032852 · 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: 334,618.226 Read SEC document |
| March 19, 2012 Filed Mar 20, 2012 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 403.959 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-019225 · 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: 338,510.226 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. Read SEC document |
| February 09, 2012 Filed Feb 10, 2012 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $22.11 | $0.00 |
DisclosureSEC source: 0001209191-12-009069 · 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: 0 Underlying: Common Stock · 200,000 shares Expires 2012-08-05 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. F2 · derivative.exercise_date: The stock options vested at a rate of 25% annually on August 5 from the years 2003 through 2006. Read SEC document |
| February 09, 2012 Filed Feb 10, 2012 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 200,000 | $53.21 | $10,641,280.00 |
DisclosureSEC source: 0001209191-12-009069 · 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: 338,106.267 F1 · price: This transaction was executed in multiple trades ranging from $53.045 to $53.40 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| February 09, 2012 Filed Feb 10, 2012 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 200,000 | $22.11 | $4,422,000.00 |
DisclosureSEC source: 0001209191-12-009069 · 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: 538,106.267 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 09, 2012 Filed Feb 10, 2012 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,235 | $53.06 | $171,649.10 |
DisclosureSEC source: 0001209191-12-009069 · 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: 338,106.267 Read SEC document |
| February 09, 2012 Filed Feb 10, 2012 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 6,754 | $53.06 | $358,367.24 |
DisclosureSEC source: 0001209191-12-009069 · 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: 341,341.267 Read SEC document |
| February 07, 2012 Filed Feb 9, 2012 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 65,693 | $52.03 | $3,418,006.79 |
DisclosureSEC source: 0001209191-12-008723 · 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: 348,095.267 F3 · shares: Represents the withholding of shares to satisfy tax obligations upon the settlement of Performance Share Awards for the performance period 2009-2011. F4 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 7, 2012, 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 43,245. Read SEC document |
| February 07, 2012 Filed Feb 9, 2012 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 153,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-008723 · 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: 413,788.267 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2009-2011. Read SEC document |
| February 07, 2012 Filed Feb 9, 2012 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 43,245 | $52.03 | $2,250,037.35 |
DisclosureSEC source: 0001209191-12-008723 · 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: 259,942.267 F1 · shares: The restricted stock units will vest at a rate of 33% on December 28, 2012; February 7, 2014; and February 7, 2015. Read SEC document |
| February 03, 2012 Filed Feb 7, 2012 21:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,152 | $51.31 | $161,729.12 |
DisclosureSEC source: 0001209191-12-008177 · 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: 216,697.267 Read SEC document |
| December 21, 2011 Filed Dec 22, 2011 23:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 370.481 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-062901 · 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: 219,849.267 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| October 28, 2011 Filed Oct 31, 2011 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-qualified stock option (right to buy) · Derivative | 300,000 | $0.00 Strike: $18.24 | $0.00 |
DisclosureSEC source: 0001209191-11-053370 · doc4.xml · derivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · EVP & CFO, Pres UHG Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300,000 shares Expires 2012-01-07 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. F2 · derivative.exercise_date: The stock options vested at a rate of 25% annually on January 7 from the years 2003 through 2006. Read SEC document |
| October 28, 2011 Filed Oct 31, 2011 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 300,000 | $48.88 | $14,663,520.00 |
DisclosureSEC source: 0001209191-11-053370 · 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: 218,786.604 F1 · price: This transaction was executed in multiple trades ranging from $48.75 to $49.19 per share. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares and prices at which the transactions were effected. Read SEC document |
| October 28, 2011 Filed Oct 31, 2011 20:52 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 300,000 | $18.24 | $5,471,250.00 |
DisclosureSEC source: 0001209191-11-053370 · 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: 518,786.604 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 |
| September 21, 2011 Filed Sep 22, 2011 22:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 384.459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-048800 · 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: 218,786.604 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. Read SEC document |
| June 21, 2011 Filed Sep 22, 2011 22:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 352.368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-048800 · 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: 218,402.145 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. Read SEC document |
| June 05, 2011 Filed Jun 7, 2011 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,892 | $48.85 | $190,124.20 |
DisclosureSEC source: 0001209191-11-033559 · 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: 218,049.777 Read SEC document |
| March 21, 2011 Filed Mar 22, 2011 22:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 326.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-019272 · 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: 221,941.777 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. 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.