Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | April 02, 2018 | April 04, 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 April 02, 2018 · Filed April 04, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,035 |
Reported balance
After 2018-04-02 transaction · row 1
1 source rowRow 1 · 2018-04-02 · Grant · Acquired 202 · Balance 28,035 F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
E TRADE FINANCIAL CORP
Report date October 02, 2020 · Filed October 05, 2020
Section 16 reporting ended · disclosed 2020-10-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2020-10-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-10-02 · Grant · Acquired 10,527 · Balance 102,778 F1: Represents the number of shares of Common Stock received in settlement of performance share units, which vested as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of February 20, 2020, by and among E*TRADE Financial Corporation, Moon-Eagle Merger Sub, Inc. and Morgan Stanley, as it may be amended from time to time, referred to as the Merger Agreement. Row 2 · 2020-10-02 · Disposition to issuer · Disposed 102,778 · Balance 0 F2: Disposed of as a result of the merger pursuant to the Merger Agreement. F3: Includes shares underlying previously reported equity awards. F4: Each share of common stock, including shares underlying previously reported equity awards, was cancelled pursuant to the Merger Agreement in exchange for the right to receive the consideration provided in the Merger Agreement (i.e., 1.0432 fully paid and nonassessable shares of voting common stock, $0.01 par value, of Morgan Stanley for each such share, subject to applicable tax withholding and with cash payable in lieu of any fractional shares). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock received in settlement of performance share units, which vested as a result of the merger pursuant to the previously announced Agreement and Plan of Merger, dated as of February 20, 2020, by and among E*TRADE Financial Corporation, Moon-Eagle Merger Sub, Inc. and Morgan Stanley, as it may be amended from time to time, referred to as the Merger Agreement.
F2: Disposed of as a result of the merger pursuant to the Merger Agreement.
F3: Includes shares underlying previously reported equity awards.
F4: Each share of common stock, including shares underlying previously reported equity awards, was cancelled pursuant to the Merger Agreement in exchange for the right to receive the consideration provided in the Merger Agreement (i.e., 1.0432 fully paid and nonassessable shares of voting common stock, $0.01 par value, of Morgan Stanley for each such share, subject to applicable tax withholding and with cash payable in lieu of any fractional shares).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 08, 2018 Filed Feb 9, 2018 21:39 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | SaleCommon Stock | 5,221 | $50.67 | $264,533.97 |
DisclosureSEC source: 0001015780-18-000027 · edgardoc.xml · nonDerivative · entry 6 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,574 F3 · shares: Sale of common stock pursuant to a Rule 10b5-1 plan entered into on February 25, 2017. F5 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $50.17 to $51.16, inclusive. The reporting person undertakes to provide to E*TRADE Financial Corporation, any security holder of E*TRADE Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:39 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | SaleCommon Stock | 3,853 | $51.95 | $200,179.92 |
DisclosureSEC source: 0001015780-18-000027 · edgardoc.xml · nonDerivative · entry 5 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,795 F3 · shares: Sale of common stock pursuant to a Rule 10b5-1 plan entered into on February 25, 2017. F4 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $51.59 to $52.42, inclusive. The reporting person undertakes to provide to E*TRADE Financial Corporation, any security holder of E*TRADE Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:39 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | Tax withholdingCommon Stock | 4,975 | $52.03 | $258,849.25 |
DisclosureSEC source: 0001015780-18-000027 · edgardoc.xml · nonDerivative · entry 4 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,648 F2 · shares: Shares reported were withheld for payment of taxes associated with the vesting of performance share units previously granted on February 3, 2017. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:39 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | GrantCommon Stock | 13,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001015780-18-000027 · edgardoc.xml · nonDerivative · entry 3 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,623 F1 · shares: Represents the number of shares of Common Stock received in settlement of performance share units previously granted to the reporting person on February 3, 2017, which vested based upon the Company's achievement of earnings per share and return on equity targets relating to 2017. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:39 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | Tax withholdingCommon Stock | 6,389 | $52.03 | $332,419.67 |
DisclosureSEC source: 0001015780-18-000027 · edgardoc.xml · nonDerivative · entry 2 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,577 F2 · shares: Shares reported were withheld for payment of taxes associated with the vesting of performance share units previously granted on February 3, 2017. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:39 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | GrantCommon Stock | 13,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001015780-18-000027 · edgardoc.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,966 F1 · shares: Represents the number of shares of Common Stock received in settlement of performance share units previously granted to the reporting person on February 3, 2017, which vested based upon the Company's achievement of earnings per share and return on equity targets relating to 2017. Read SEC document |
| February 03, 2018 Filed Feb 6, 2018 19:57 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | Tax withholdingCommon Stock | 3,256 | $53.35 | $173,699.46 |
DisclosureSEC source: 0001015780-18-000017 · edgardoc.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,920 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock originally made on February 3, 2017. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 22:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 198 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-002026 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,764 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 12, 2017 Filed Dec 15, 2017 00:18 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-065759 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,566 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 222 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-055218 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,496 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 19, 2017 Filed Sep 20, 2017 21:48 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 78 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-053498 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,274 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| September 13, 2017 Filed Sep 14, 2017 17:08 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | SaleCommon Stock | 900 | $40.46 | $36,416.97 |
DisclosureSEC source: 0001015780-17-000092 · edgardoc.xml · nonDerivative · entry 3 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,176 F2 · shares: Sale of common stock pursuant to a Rule 10b5-1 plan entered into on February 25, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $40.4400 to $40.5100, inclusive. The reporting person undertakes to provide to E*TRADE Financial Corporation, any security holder of E*TRADE Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 13, 2017 Filed Sep 14, 2017 17:08 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | SaleCommon Stock | 562 | $40.46 | $22,740.32 |
DisclosureSEC source: 0001015780-17-000092 · edgardoc.xml · nonDerivative · entry 2 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,076 F2 · shares: Sale of common stock pursuant to a Rule 10b5-1 plan entered into on February 25, 2017. F3 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $40.4400 to $40.5100, inclusive. The reporting person undertakes to provide to E*TRADE Financial Corporation, any security holder of E*TRADE Financial Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| September 12, 2017 Filed Sep 14, 2017 17:08 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | Tax withholdingCommon Stock | 1,385 | $40.67 | $56,331.41 |
DisclosureSEC source: 0001015780-17-000092 · edgardoc.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,638 F1 · shares: Shares reported were withheld for payment of taxes associated with the vesting of approximately one-third of a grant of restricted stock units originally made on September 12, 2016. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-044123 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,196 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 20:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-042126 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,961 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 20:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-025648 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,880 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 17:03 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | SaleCommon Stock | 4,887 | $33.04 | $161,481.14 |
DisclosureSEC source: 0001015780-17-000032 · edgardoc.xml · nonDerivative · entry 2 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,023 F1 · shares: Sale of common stock pursuant to a Rule 10b5-1 plan entered into on February 25, 2017. Read SEC document |
| March 27, 2017 Filed Mar 29, 2017 17:03 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | SaleCommon Stock | 3,060 | $33.02 | $101,040.28 |
DisclosureSEC source: 0001015780-17-000032 · edgardoc.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,910 F1 · shares: Sale of common stock pursuant to a Rule 10b5-1 plan entered into on February 25, 2017. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 73 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022580 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,615 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 17:12 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | Tax withholdingCommon Stock | 7,567 | $34.97 | $264,617.99 |
DisclosureSEC source: 0001015780-17-000012 · edgardoc.xml · nonDerivative · entry 3 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,970 F3 · shares: Shares reported were withheld for payment of taxes associated with the vesting of performance share units previously granted on September 12, 2016. Read SEC document |
| February 05, 2017 Filed Feb 7, 2017 17:12 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | GrantCommon Stock | 20,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001015780-17-000012 · edgardoc.xml · nonDerivative · entry 2 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,537 F2 · shares: Represents the number of shares of Common Stock received in settlement of performance share units previously granted to the reporting person on September 12, 2016, which vested based upon the Company's achievement of earnings per share targets relating to 2016. Read SEC document |
| February 03, 2017 Filed Feb 7, 2017 17:12 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | GrantCommon Stock | 28,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001015780-17-000012 · edgardoc.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,136 F1 · shares: Restricted Stock Unit award that will vest over three years, with one-third vesting on February 3, 2018; one-third vesting on February 3, 2019; and the remaining one-third vesting on February 3, 2020. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-002120 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,575 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| January 03, 2017 Filed Jan 9, 2017 22:35 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 271 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-003005 · doc4a.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,542 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. F2 · shares: In the reporting person's original Form 4 filing, the number of shares in the "Securities Acquired or Disposed of" and "Amount of Securities Beneficially Owned Following Reported Transactions" columns were incorrectly reported. F2 · balance_after: In the reporting person's original Form 4 filing, the number of shares in the "Securities Acquired or Disposed of" and "Amount of Securities Beneficially Owned Following Reported Transactions" columns were incorrectly reported. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-155421 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,271 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144971 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,196 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 21:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-142521 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,880 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 17:02 UTC | E TRADE FINANCIAL CORP ETFC · Entity 146174 | GrantCommon Stock | 11,238 | $0.00 | $0.00 |
DisclosureSEC source: 0001015780-16-000174 · edgardoc.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,541 F1 · shares: Restricted Stock Unit award that will vest over three years, with one-third vesting on September 12, 2017; one-third vesting on September 12, 2018; and the remaining one-third vesting on September 12, 2019. Read SEC document |
| July 01, 2016 Filed Jul 5, 2016 21:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-131155 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,794 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 28, 2016 Filed Jun 29, 2016 20:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-130059 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,483 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| April 01, 2016 Filed Apr 5, 2016 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-113199 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,400 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 22, 2016 Filed Mar 24, 2016 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-110447 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,063 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested and are subject to the same terms as the underlying deferred stock units. Read SEC document |
| January 04, 2016 Filed Jan 5, 2016 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-088664 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,992 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 15, 2015 Filed Dec 17, 2015 22:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-085846 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,616 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| October 01, 2015 Filed Oct 2, 2015 20:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 376 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-073314 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,541 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 22, 2015 Filed Sep 24, 2015 20:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-072104 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,165 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| July 01, 2015 Filed Jul 2, 2015 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-058975 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,095 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 24, 2015 Filed Jun 26, 2015 20:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-056792 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,791 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| April 01, 2015 Filed Apr 3, 2015 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-032314 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,720 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 24, 2015 Filed Mar 26, 2015 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 52 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-029641 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,400 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| January 02, 2015 Filed Jan 7, 2015 00:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-002587 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,348 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| December 16, 2014 Filed Dec 18, 2014 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 63 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-076681 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,975 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| October 01, 2014 Filed Oct 3, 2014 20:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-061766 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,912 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| September 23, 2014 Filed Sep 25, 2014 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 67 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-059789 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,470 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| July 01, 2014 Filed Jul 1, 2014 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044755 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,403 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| June 25, 2014 Filed Jun 27, 2014 20:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-044153 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,945 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| April 24, 2014 Filed Apr 25, 2014 20:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 1,000 | $76.21 | $76,209.90 |
DisclosureSEC source: 0001209191-14-029243 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,877 F1 · price: This transaction was executed in multiple trades ranging from $76.20 to $76.22 per share. The price reported above reflects the weighted average purchase 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 purchases were effected. Read SEC document |
| April 01, 2014 Filed Apr 3, 2014 20:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 459 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-025462 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,877 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. Read SEC document |
| March 25, 2014 Filed Mar 26, 2014 21:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-023208 · doc4.xml · nonDerivative · entry 1 LAWSON RODGER A · CIK 0001187442 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,418 F1 · shares: Represents dividend equivalents paid on vested deferred stock units. The dividend equivalents are immediately vested but must be retained by the director until the director's completion of service on the Board. 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.