Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Vice Chmn, UHG and CEO, Optum | June 26, 2018 | June 28, 2018 |
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.
UNITEDHEALTH GROUP INC
Report date June 26, 2018 · Filed June 28, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,789.983 |
Reported balance
After 2018-06-26 transaction · row 1
1 source rowRow 1 · 2018-06-26 · Grant · Acquired 111.424 · Balance 153,789.983 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. |
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.
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 |
|---|---|---|---|---|---|---|
| June 26, 2018 Filed Jun 28, 2018 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 111.424 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-039898 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,789.983 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 |
| June 15, 2018 Filed Jun 19, 2018 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 19,652 | $254.55 | $5,002,436.25 |
DisclosureSEC source: 0001209191-18-038567 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,678.559 F1 · price: This transaction was executed in multiple trades ranging from $252.58 to $255.81 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 sales were effected. Read SEC document |
| March 20, 2018 Filed Mar 21, 2018 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 101.929 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021091 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,330.559 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 15, 2018 Filed Mar 19, 2018 21:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 22,184 | $228.94 | $5,078,804.96 |
DisclosureSEC source: 0001209191-18-020636 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,228.63 F1 · price: This transaction was executed in multiple trades ranging from $225.885 to $230.740 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 sales were effected. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 49,505 | $0.00 Strike: $226.64 | $0.00 |
DisclosureSEC source: 0001209191-18-010024 · doc4.xml · derivative · entry 5 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,505 Underlying: Common Stock · 49,505 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 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 9,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010024 · doc4.xml · nonDerivative · entry 4 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,412.63 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 18,532. Read SEC document |
| February 13, 2018 Filed Feb 14, 2018 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 15,616 | $226.64 | $3,539,210.24 |
DisclosureSEC source: 0001209191-18-010024 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,146.63 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 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 35,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010024 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,762.63 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 22:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,797 | $225.69 | $405,564.93 |
DisclosureSEC source: 0001209191-18-010024 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,632.63 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,613 | $220.96 | $356,408.48 |
DisclosureSEC source: 0001209191-18-009269 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,429.63 Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,671 | $220.96 | $369,224.16 |
DisclosureSEC source: 0001209191-18-009269 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,042.63 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,002 | $216.46 | $216,892.92 |
DisclosureSEC source: 0001209191-18-009269 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,713.63 Read SEC document |
| December 15, 2017 Filed Dec 18, 2017 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 22,598 | $221.75 | $5,011,031.93 |
DisclosureSEC source: 0001209191-17-066120 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,715.63 F2 · price: This transaction was executed in multiple trades ranging from $220.77 to $223.23 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 sales were effected. Read SEC document |
| December 14, 2017 Filed Dec 18, 2017 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 574.147 | $221.25 | $127,030.02 |
DisclosureSEC source: 0001209191-17-066120 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,313.63 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 00:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 122.88 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065767 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,887.777 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 21:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 139.916 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053506 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,764.897 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 15, 2017 Filed Sep 18, 2017 20:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 50,574 | $198.11 | $10,019,427.55 |
DisclosureSEC source: 0001209191-17-053161 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,624.981 F1 · price: This transaction was executed in multiple trades ranging from $197.28 to $199.49 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 sales were effected. Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 7,934 | $0.00 Strike: $194.50 | $0.00 |
DisclosureSEC source: 0001209191-17-049444 · doc4.xml · derivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,934 Underlying: Common Stock · 7,934 shares Expires 2027-08-15 F3 · 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 21:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-049444 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,198.981 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: 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 2,571. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 20:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 141.732 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042131 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,912.981 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 21, 2017 Filed Mar 23, 2017 20:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 129.53 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022586 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,771.249 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 10, 2017 Filed Feb 13, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 19,136 | $160.75 | $3,076,112.00 |
DisclosureSEC source: 0001209191-17-010034 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,641.719 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,709 | $160.75 | $274,721.75 |
DisclosureSEC source: 0001209191-17-010034 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,777.719 Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,511 | $160.75 | $242,893.25 |
DisclosureSEC source: 0001209191-17-010034 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,486.719 Read SEC document |
| February 09, 2017 Filed Feb 10, 2017 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,381 | $160.44 | $221,567.64 |
DisclosureSEC source: 0001209191-17-009702 · doc4.xml · nonDerivative · entry 4 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,997.719 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 Awards is 22,816. Read SEC document |
| February 08, 2017 Filed Feb 10, 2017 23:02 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: 0001209191-17-009702 · doc4.xml · derivative · entry 5 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 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 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 20,615 | $160.31 | $3,304,790.65 |
DisclosureSEC source: 0001209191-17-009702 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,378.719 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 |
| February 08, 2017 Filed Feb 10, 2017 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 44,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009702 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,993.719 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 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 11,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-009702 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,786.719 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 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,503 | $160.51 | $241,246.53 |
DisclosureSEC source: 0001209191-17-008676 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,378.719 Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,870.129 | $159.86 | $618,678.82 |
DisclosureSEC source: 0001209191-16-155430 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,881.719 F2 · shares: Represents the cancellation of shares for the payment of a FICA tax liability. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 330.823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155430 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,751.848 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 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 384.593 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142529 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,421.025 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 |
| June 28, 2016 Filed Jun 29, 2016 20:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 379.445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-130070 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,036.432 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 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 327.624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-110453 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,656.987 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, 2016 Filed Feb 17, 2016 22:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,945 | $111.82 | $217,489.90 |
DisclosureSEC source: 0001209191-16-099372 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,329.363 Read SEC document |
| February 10, 2016 Filed Feb 12, 2016 01:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,258 | $112.74 | $141,826.92 |
DisclosureSEC source: 0001209191-16-097706 · doc4.xml · nonDerivative · entry 4 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,274.363 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 Awards is 29,687. Read SEC document |
| February 09, 2016 Filed Feb 12, 2016 01:01 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: 0001209191-16-097706 · doc4.xml · derivative · entry 5 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 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 01:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 25,830 | $111.16 | $2,871,262.80 |
DisclosureSEC source: 0001209191-16-097706 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,532.363 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 01:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 54,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097706 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,362.363 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 01:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 14,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-097706 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,463.363 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 21:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,677 | $111.72 | $187,354.44 |
DisclosureSEC source: 0001209191-16-096843 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,619.363 Read SEC document |
| December 15, 2015 Filed Dec 17, 2015 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 347.817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-085852 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,296.363 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 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 331.419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072110 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,948.546 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 |
| June 24, 2015 Filed Jun 26, 2015 20:08 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 340.446 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056807 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,617.127 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 22:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 256.789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029628 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,276.681 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, 2015 Filed Feb 17, 2015 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,917 | $109.84 | $210,563.28 |
DisclosureSEC source: 0001209191-15-014648 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,019.892 Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:18 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: 0001209191-15-012868 · doc4.xml · derivative · entry 4 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 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 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 29,739 | $108.97 | $3,240,658.83 |
DisclosureSEC source: 0001209191-15-012868 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,936.892 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 Awards is 30,284. Read SEC document |
| February 10, 2015 Filed Feb 12, 2015 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-012868 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · Vice Chmn, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,675.892 F2 · shares: Represents the settlement of Performance Share Awards for the performance period 2012-2014. 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.