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 |
|---|---|---|---|---|---|---|
| February 10, 2015 Filed Feb 12, 2015 22:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15,142 | $108.97 | $1,650,023.74 |
DisclosureSEC source: 0001209191-15-012868 · 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: 165,537.892 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 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 29,687 | $106.49 | $3,161,368.63 |
DisclosureSEC source: 0001209191-15-011416 · 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: 150,395.892 Read SEC document |
| February 06, 2015 Filed Feb 10, 2015 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,643 | $107.60 | $176,786.80 |
DisclosureSEC source: 0001209191-15-011416 · 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: 180,082.892 Read SEC document |
| February 06, 2015 Filed Feb 10, 2015 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 6,494 | $107.60 | $698,754.40 |
DisclosureSEC source: 0001209191-15-011416 · 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: 181,725.892 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: 0001209191-14-076690 · 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: 188,219.892 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 20:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 657.185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059798 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,623.626 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 25, 2014 Filed Jun 27, 2014 20:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 687.972 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044168 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,966.441 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 21:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 519.746 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023216 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,278.469 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 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 76,024 | $0.00 Strike: $33.00 | $0.00 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · derivative · entry 9 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 76,024 shares Expires 2020-02-09 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 appreciation rights vested at a rate of 25% annually on February 9 from the years 2011 through 2014. Read SEC document |
| February 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 92,800 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · derivative · entry 8 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 92,800 shares Expires 2019-02-03 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 appreciation rights vested at a rate of 25% annually on February 3 from the years 2010 through 2013. Read SEC document |
| February 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 15,156 | $75.34 | $1,141,848.49 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · nonDerivative · entry 7 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,758.723 F1 · price: This transaction was executed in multiple trades ranging from $75.13 to $75.83 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 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 53,290 | $75.32 | $4,013,802.80 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · nonDerivative · entry 6 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,914.723 Read SEC document |
| February 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 76,024 | $33.00 | $2,508,792.00 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · nonDerivative · entry 5 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,204.723 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 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 29,855 | $75.34 | $2,249,266.74 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · nonDerivative · entry 4 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,180.723 F1 · price: This transaction was executed in multiple trades ranging from $75.13 to $75.83 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 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 62,945 | $75.32 | $4,741,017.40 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,035.723 Read SEC document |
| February 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 92,800 | $29.74 | $2,759,872.00 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,980.723 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 25, 2014 Filed Feb 27, 2014 23:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 86,558 | $75.34 | $6,521,253.75 |
DisclosureSEC source: 0001209191-14-015007 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,180.723 F1 · price: This transaction was executed in multiple trades ranging from $75.13 to $75.83 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 12, 2014 Filed Feb 15, 2014 00:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Options (right to buy) · Derivative | 50,351 | $0.00 Strike: $70.24 | $0.00 |
DisclosureSEC source: 0001209191-14-011011 · doc4.xml · derivative · entry 5 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 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 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 00:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 50,435 | $70.24 | $3,542,554.40 |
DisclosureSEC source: 0001209191-14-011011 · doc4.xml · nonDerivative · entry 4 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,738.723 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 00:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 106,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-011011 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315,173.723 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 00:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 42,711 | $70.24 | $3,000,020.64 |
DisclosureSEC source: 0001209191-14-011011 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,207.723 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 00:14 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16,017 | $70.24 | $1,125,034.08 |
DisclosureSEC source: 0001209191-14-011011 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,496.723 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 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 5,681 | $71.36 | $405,396.16 |
DisclosureSEC source: 0001209191-14-008698 · doc4.xml · nonDerivative · entry 4 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,479.723 Read SEC document |
| February 07, 2014 Filed Feb 10, 2014 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,573 | $71.36 | $254,969.28 |
DisclosureSEC source: 0001209191-14-008698 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,160.723 Read SEC document |
| February 07, 2014 Filed Feb 10, 2014 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,773 | $71.36 | $626,041.28 |
DisclosureSEC source: 0001209191-14-008698 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,733.723 Read SEC document |
| February 06, 2014 Filed Feb 10, 2014 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,613 | $70.87 | $114,313.31 |
DisclosureSEC source: 0001209191-14-008698 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,506.723 Read SEC document |
| December 17, 2013 Filed Dec 19, 2013 22:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 513.599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-058013 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,119.723 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 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 500.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-045789 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,606.124 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 26, 2013 Filed Jun 28, 2013 20:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 556.205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-034073 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,105.754 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 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 489.506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-018851 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,549.549 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 26, 2013 Filed Feb 27, 2013 23:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 84,114 | $52.89 | $4,448,436.18 |
DisclosureSEC source: 0001209191-13-012162 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,060.043 F1 · price: This transaction was executed in multiple trades ranging from $52.71 to $53.14 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 08, 2013 Filed Feb 12, 2013 22:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,576 | $57.74 | $206,478.24 |
DisclosureSEC source: 0001209191-13-008079 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,174.043 Read SEC document |
| February 06, 2013 Filed Feb 8, 2013 21:34 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: 0001209191-13-007398 · doc4.xml · derivative · entry 2 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 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 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 19,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-007398 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,750.043 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 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 9,958 | $55.77 | $555,357.66 |
DisclosureSEC source: 0001209191-13-006568 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,143.043 Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 00:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 50,547 | $54.24 | $2,741,669.28 |
DisclosureSEC source: 0001209191-13-000326 · doc4.xml · nonDerivative · entry 4 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,101.043 Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 00:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 121,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-000326 · doc4.xml · nonDerivative · entry 3 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,648.043 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 00:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 6,097 | $53.86 | $328,384.42 |
DisclosureSEC source: 0001209191-13-000326 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,434.043 Read SEC document |
| December 28, 2012 Filed Jan 3, 2013 00:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 7,636 | $53.86 | $411,274.96 |
DisclosureSEC source: 0001209191-13-000326 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,531.043 Read SEC document |
| December 21, 2012 Filed Dec 26, 2012 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 544.369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059354 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,167.043 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 |
| September 21, 2012 Filed Sep 25, 2012 21:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 531.215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-046663 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,622.674 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 22, 2012 Filed Jun 25, 2012 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 503.415 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-035243 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,091.459 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 |
| March 19, 2012 Filed Mar 20, 2012 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 403.959 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-019221 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,588.044 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 13, 2012 Filed Feb 14, 2012 21:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 48,960 | $53.67 | $2,627,859.46 |
DisclosureSEC source: 0001209191-12-009965 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UHG and CEO, Optum 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,184.085 F1 · price: This transaction was executed in multiple trades ranging from $53.65 to $53.70 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 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,235 | $53.06 | $171,649.10 |
DisclosureSEC source: 0001209191-12-009058 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · EVP, UnitedHealth Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,144.085 Read SEC document |
| February 09, 2012 Filed Feb 10, 2012 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 7,709 | $53.06 | $409,039.54 |
DisclosureSEC source: 0001209191-12-009058 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UnitedHealth Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238,379.085 Read SEC document |
| February 07, 2012 Filed Feb 9, 2012 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 43,245 | $52.03 | $2,250,037.35 |
DisclosureSEC source: 0001209191-12-008717 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UnitedHealth Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,088.085 F1 · shares: The restricted stock units will vest at a rate of 33% on December 28, 2012; February 7, 2014; and February 7, 2015. F2 · 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 03, 2012 Filed Feb 7, 2012 21:47 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 9,439 | $51.31 | $484,315.09 |
DisclosureSEC source: 0001209191-12-008171 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UnitedHealth Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,843.085 Read SEC document |
| December 21, 2011 Filed Dec 22, 2011 23:36 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 370.481 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-062887 · doc4.xml · nonDerivative · entry 1 RENFRO LARRY C · CIK 0001235046 · EVP, UnitedHealth Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,282.085 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 |
| September 21, 2011 Filed Sep 22, 2011 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 384.459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-048796 · doc4.xml · nonDerivative · entry 2 RENFRO LARRY C · CIK 0001235046 · EVP, UnitedHealth Group 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,911.604 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.