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 |
|---|---|---|---|---|---|---|
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 22,500 | Not disclosed Strike: $11.70 | Not disclosed |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · derivative · entry 9 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,252 Underlying: Common Stock · 22,500 shares Expires 2008-01-26 F1 · price: Because this is the disposition of a derivative security, sale price does not apply. F4 · derivative.exercise_date: The option is exercisable as follows: 25% on October 13, 2000; 18.75% on each of August 1, 2001, 2002 and 2003; and 18.75% on January 26, 2004. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 35,000 | Not disclosed Strike: $10.03 | Not disclosed |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · derivative · entry 8 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,040 Underlying: Common Stock · 35,000 shares Expires 2009-10-13 F1 · price: Because this is the disposition of a derivative security, sale price does not apply. F3 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning December 1, 2000. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | Not disclosed Strike: $8.34 | Not disclosed |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · derivative · entry 7 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2008-10-01 F1 · price: Because this is the disposition of a derivative security, sale price does not apply. F2 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning December 1, 1999. Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 85,000 | $58.35 | $4,959,350.50 |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · nonDerivative · entry 5 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,401 Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 35,000 | $10.03 | $351,095.50 |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · nonDerivative · entry 4 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,401 Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 20,000 | $8.34 | $166,876.00 |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · nonDerivative · entry 3 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,401 Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 7,500 | $13.06 | $97,968.75 |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · nonDerivative · entry 2 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,401 Read SEC document |
| December 31, 2003 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 22,500 | $11.70 | $263,322.00 |
DisclosureSEC source: 0000731766-04-000003 · edgardoc.xml · nonDerivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,901 Read SEC document |
| November 28, 2003 Filed Dec 2, 2003 19:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 75,000 | $53.90 Strike: $53.90 | $4,042,500.00 |
DisclosureSEC source: 0000731766-03-000018 · edgardoc.xml · derivative · entry 1 WICHMANN DAVID S · CIK 0001268489 · Pres & CEO, SCS; SVP, UHG 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2013-11-28 F1 · derivative.exercise_date: The option is exercisable in four equal annual installments beginning 11/28/04. 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.