Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | April 01, 2015 | April 03, 2015 |
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 01, 2015 · Filed April 03, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 921,644 |
Reported balance
After 2015-04-01 transaction · row 1
1 source rowRow 1 · 2015-04-01 · Grant · Acquired 320 · Balance 921,644 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. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 1 | 2,200 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,200 F2: These shares are held in an irrevocable trust for the benefit of the reporting person's grandchild. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 2 | 2,200 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,200 F2: These shares are held in an irrevocable trust for the benefit of the reporting person's grandchild. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 3 | 2,200 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,200 F2: These shares are held in an irrevocable trust for the benefit of the reporting person's grandchild. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 4 | 8,000 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 8,000 F3: These shares are held in an irrevocable trust for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership of the shares held by his child's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 5 | 8,000 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 8,000 F3: These shares are held in an irrevocable trust for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership of the shares held by his child's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 6 | 8,000 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 8,000 F3: These shares are held in an irrevocable trust for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership of the shares held by his child's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 7 | 8,000 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 8,000 F3: These shares are held in an irrevocable trust for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership of the shares held by his child's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby Trust 8 | 15 |
Reported balance
Holding disclosure · report date 2015-04-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 15 F4: These shares are held in an irrevocable trust for the benefit of the reporting person's grandchildren. The reporting person disclaims beneficial ownership of the shares held by his grandchildren's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose. |
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.
F2: These shares are held in an irrevocable trust for the benefit of the reporting person's grandchild. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose.
F3: These shares are held in an irrevocable trust for the benefit of the reporting person's child. The reporting person disclaims beneficial ownership of the shares held by his child's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose.
F4: These shares are held in an irrevocable trust for the benefit of the reporting person's grandchildren. The reporting person disclaims beneficial ownership of the shares held by his grandchildren's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for the purposes of Section 16 or for any other purpose.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 16, 2009 Filed Jan 5, 2010 22:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-10-000005 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899,128 Read SEC document |
| October 01, 2009 Filed Oct 5, 2009 22:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-09-000086 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 906,128 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 departure from the Board. Read SEC document |
| August 26, 2009 Filed Aug 26, 2009 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 20,000 | $29.00 | $580,000.00 |
DisclosureSEC source: 0000731766-09-000078 · edgardoc.xml · nonDerivative · entry 2 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904,615 Read SEC document |
| July 31, 2009 Filed Aug 26, 2009 22:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-09-000078 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924,615 Read SEC document |
| July 28, 2009 Filed Jul 30, 2009 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 14,000 | $29.00 | $406,000.00 |
DisclosureSEC source: 0000731766-09-000074 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 925,615 Read SEC document |
| July 01, 2009 Filed Jul 6, 2009 22:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.16 | $0.00 |
DisclosureSEC source: 0000731766-09-000070 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2019-07-01 Read SEC document |
| June 02, 2009 Filed Jun 4, 2009 20:37 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,890 | $0.00 Strike: $28.10 | $0.00 |
DisclosureSEC source: 0000731766-09-000056 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,890 Underlying: Common Stock · 1,890 shares Expires 2019-06-02 F1 · kind: The reporting person previously elected to convert eligible cash compensation into stock options pursuant to a previously approved policy. Read SEC document |
| April 01, 2009 Filed Apr 1, 2009 22:12 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $20.68 | $0.00 |
DisclosureSEC source: 0000731766-09-000046 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2019-04-01 Read SEC document |
| February 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $7.76 | $0.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · derivative · entry 11 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2010-04-03 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 · kind: Represents an exercise of stock options where cash was used to pay the exercise price and all shares were retained by Mr. Leatherdale. Read SEC document |
| February 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $7.61 | $0.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · derivative · entry 10 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2009-07-01 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 · kind: Represents an exercise of stock options where cash was used to pay the exercise price and all shares were retained by Mr. Leatherdale. Read SEC document |
| February 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $6.72 | $0.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · derivative · entry 9 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2010-01-03 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 · kind: Represents an exercise of stock options where cash was used to pay the exercise price and all shares were retained by Mr. Leatherdale. Read SEC document |
| February 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · derivative · entry 8 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2009-10-01 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 · kind: Represents an exercise of stock options where cash was used to pay the exercise price and all shares were retained by Mr. Leatherdale. Read SEC document |
| February 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $7.76 | $77,579.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · nonDerivative · entry 4 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939,615 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 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $6.72 | $67,188.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · nonDerivative · entry 3 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 929,615 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 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $5.72 | $57,188.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · nonDerivative · entry 2 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 919,615 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 12, 2009 Filed Feb 13, 2009 21:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $7.61 | $76,094.00 |
DisclosureSEC source: 0000731766-09-000022 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 909,615 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 03, 2009 Filed Feb 4, 2009 22:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,920 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0000731766-09-000015 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,920 Underlying: Common Stock · 1,920 shares Expires 2019-02-03 F1 · kind: The reporting person previously elected to convert eligible cash compensation into stock options pursuant to a previously approved policy. Read SEC document |
| January 02, 2009 Filed Jan 5, 2009 23:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $27.59 | $0.00 |
DisclosureSEC source: 0000731766-09-000005 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2019-01-02 Read SEC document |
| November 07, 2008 Filed Nov 10, 2008 22:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,550 | $0.00 Strike: $22.43 | $0.00 |
DisclosureSEC source: 0000731766-08-000132 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,550 Underlying: Common Stock · 2,550 shares Expires 2018-11-07 F1 · kind: The reporting person previously elected to convert eligible cash compensation into stock options pursuant to a previously approved policy. Read SEC document |
| October 01, 2008 Filed Oct 2, 2008 22:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.08 | $0.00 |
DisclosureSEC source: 0000731766-08-000124 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-10-01 Read SEC document |
| July 24, 2008 Filed Jul 28, 2008 20:10 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,970 | $0.00 Strike: $27.02 | $0.00 |
DisclosureSEC source: 0000731766-08-000112 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,970 Underlying: Common Stock · 1,970 shares Expires 2018-07-24 F1 · kind: The reporting person previously elected to convert eligible cash compensation into stock options pursuant to a previously approved policy. Read SEC document |
| July 01, 2008 Filed Jul 1, 2008 21:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.63 | $0.00 |
DisclosureSEC source: 0000731766-08-000105 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-07-01 Read SEC document |
| June 05, 2008 Filed Jun 9, 2008 23:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,580 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0000731766-08-000088 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,580 Underlying: Common Stock · 1,580 shares Expires 2018-06-05 F1 · kind: These stock options are being granted as compensation for attendance at the regularly scheduled quarterly meetings of the Board of Directors and committee meeting(s) of the Issuer. The reporting person previously elected to convert eligible cash compensation into stock options pursuant to a previously approved policy. Read SEC document |
| April 01, 2008 Filed Apr 1, 2008 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0000731766-08-000057 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-04-01 Read SEC document |
| March 06, 2008 Filed Mar 10, 2008 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 32,000 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0000731766-08-000040 · edgardoc.xml · derivative · entry 5 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,000 shares Expires 2008-05-14 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 |
| March 06, 2008 Filed Mar 10, 2008 22:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 32,000 | $9.09 | $291,001.60 |
DisclosureSEC source: 0000731766-08-000040 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899,615 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 19, 2008 Filed Feb 21, 2008 22:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 960 | $0.00 Strike: $48.08 | $0.00 |
DisclosureSEC source: 0000731766-08-000035 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 960 shares Expires 2018-02-19 F1 · kind: The reporting person previously elected to convert eligible cash compensation into stock options pursuant to a previously approved policy. Read SEC document |
| January 02, 2008 Filed Jan 3, 2008 22:59 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $56.67 | $0.00 |
DisclosureSEC source: 0000731766-08-000007 · edgardoc.xml · derivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-01-02 Read SEC document |
| December 18, 2007 Filed Feb 8, 2008 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000015 · edgardoc.xml · nonDerivative · entry 7 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust 3 Disclosed balance after: 1,150 F1 · kind: These shares were gifted to an irrevocable trust for the benefit of the reporting person's grandchild and the reporting person is the trustee of the irrevocable trust. F2 · balance_after: These shares are owned directly by an irrevocable trust for the benefit of the reporting person's grandchild. The total includes 250 shares gifted by the reporting person on December 18, 2007 as well as 900 shares previously gifted to the trust. The prior gifts were reported on the reporting person's Forms 4 filed on February 11, 2003, January 6, 2004, January 5, 2005 and December 22, 2005, but those Forms 4 did not list the trust's holdings as indirectly owned. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for purposes of Section16 or for any other purpose. Read SEC document |
| December 18, 2007 Filed Feb 8, 2008 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000015 · edgardoc.xml · nonDerivative · entry 6 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust 2 Disclosed balance after: 1,150 F1 · kind: These shares were gifted to an irrevocable trust for the benefit of the reporting person's grandchild and the reporting person is the trustee of the irrevocable trust. F2 · balance_after: These shares are owned directly by an irrevocable trust for the benefit of the reporting person's grandchild. The total includes 250 shares gifted by the reporting person on December 18, 2007 as well as 900 shares previously gifted to the trust. The prior gifts were reported on the reporting person's Forms 4 filed on February 11, 2003, January 6, 2004, January 5, 2005 and December 22, 2005, but those Forms 4 did not list the trust's holdings as indirectly owned. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for purposes of Section16 or for any other purpose. Read SEC document |
| December 18, 2007 Filed Feb 8, 2008 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000015 · edgardoc.xml · nonDerivative · entry 5 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,150 F1 · kind: These shares were gifted to an irrevocable trust for the benefit of the reporting person's grandchild and the reporting person is the trustee of the irrevocable trust. F2 · balance_after: These shares are owned directly by an irrevocable trust for the benefit of the reporting person's grandchild. The total includes 250 shares gifted by the reporting person on December 18, 2007 as well as 900 shares previously gifted to the trust. The prior gifts were reported on the reporting person's Forms 4 filed on February 11, 2003, January 6, 2004, January 5, 2005 and December 22, 2005, but those Forms 4 did not list the trust's holdings as indirectly owned. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for purposes of Section16 or for any other purpose. Read SEC document |
| December 18, 2007 Filed Feb 8, 2008 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000015 · edgardoc.xml · nonDerivative · entry 4 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867,615 F1 · kind: These shares were gifted to an irrevocable trust for the benefit of the reporting person's grandchild and the reporting person is the trustee of the irrevocable trust. Read SEC document |
| December 18, 2007 Filed Feb 8, 2008 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000015 · edgardoc.xml · nonDerivative · entry 3 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 867,865 F1 · kind: These shares were gifted to an irrevocable trust for the benefit of the reporting person's grandchild and the reporting person is the trustee of the irrevocable trust. Read SEC document |
| December 18, 2007 Filed Feb 8, 2008 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000015 · edgardoc.xml · nonDerivative · entry 2 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,115 F1 · kind: These shares were gifted to an irrevocable trust for the benefit of the reporting person's grandchild and the reporting person is the trustee of the irrevocable trust. Read SEC document |
| December 18, 2007 Filed Feb 8, 2008 22:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000015 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 868,365 Read SEC document |
| December 18, 2007 Filed Mar 10, 2008 22:26 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-017652 · rrd199047.xml · nonDerivative · entry 2 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust 2 Disclosed balance after: 2,200 F1 · balance_after: The number of shares reported on the original Form 5 as owned directly by an irrevocable trust for the benefit of the reporting person's grandchild did not reflect stock splits by the Issuer after the acquisition of shares by the trust. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for purposes of Section 16 or any other purposes. Read SEC document |
| December 18, 2007 Filed Mar 10, 2008 22:26 UTC Amendment | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-08-017652 · rrd199047.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 2,200 F1 · balance_after: The number of shares reported on the original Form 5 as owned directly by an irrevocable trust for the benefit of the reporting person's grandchild did not reflect stock splits by the Issuer after the acquisition of shares by the trust. The reporting person disclaims beneficial ownership of the shares held by his grandchild's irrevocable trust, and this report should not be deemed an admission that the reporting person is the beneficial owner of the shares held by the irrevocable trust for purposes of Section 16 or any other purposes. Read SEC document |
| December 10, 2007 Filed Dec 11, 2007 23:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,500 | $57.82 | $86,730.00 |
DisclosureSEC source: 0000731766-07-000150 · edgardoc.xml · nonDerivative · entry 6 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 869,865 Read SEC document |
| December 10, 2007 Filed Dec 11, 2007 23:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,500 | $57.81 | $202,335.00 |
DisclosureSEC source: 0000731766-07-000150 · edgardoc.xml · nonDerivative · entry 5 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 871,365 Read SEC document |
| December 10, 2007 Filed Dec 11, 2007 23:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $57.80 | $289,000.00 |
DisclosureSEC source: 0000731766-07-000150 · edgardoc.xml · nonDerivative · entry 4 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874,865 Read SEC document |
| December 10, 2007 Filed Dec 11, 2007 23:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,700 | $57.79 | $213,823.00 |
DisclosureSEC source: 0000731766-07-000150 · edgardoc.xml · nonDerivative · entry 3 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 879,865 Read SEC document |
| December 10, 2007 Filed Dec 11, 2007 23:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 6,300 | $57.78 | $364,014.00 |
DisclosureSEC source: 0000731766-07-000150 · edgardoc.xml · nonDerivative · entry 2 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 883,565 Read SEC document |
| December 10, 2007 Filed Dec 11, 2007 23:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,000 | $57.75 | $288,750.00 |
DisclosureSEC source: 0000731766-07-000150 · edgardoc.xml · nonDerivative · entry 1 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 889,865 Read SEC document |
| November 20, 2007 Filed Nov 21, 2007 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 900 | $53.86 | $48,474.00 |
DisclosureSEC source: 0000731766-07-000146 · edgardoc.xml · nonDerivative · entry 13 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 894,865 Read SEC document |
| November 20, 2007 Filed Nov 21, 2007 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 4,348 | $53.85 | $234,139.80 |
DisclosureSEC source: 0000731766-07-000146 · edgardoc.xml · nonDerivative · entry 12 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 895,765 Read SEC document |
| November 20, 2007 Filed Nov 21, 2007 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,100 | $53.84 | $59,224.00 |
DisclosureSEC source: 0000731766-07-000146 · edgardoc.xml · nonDerivative · entry 11 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900,113 Read SEC document |
| November 20, 2007 Filed Nov 21, 2007 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 352 | $53.83 | $18,948.16 |
DisclosureSEC source: 0000731766-07-000146 · edgardoc.xml · nonDerivative · entry 10 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,213 Read SEC document |
| November 20, 2007 Filed Nov 21, 2007 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,000 | $53.81 | $161,430.00 |
DisclosureSEC source: 0000731766-07-000146 · edgardoc.xml · nonDerivative · entry 9 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901,565 Read SEC document |
| November 20, 2007 Filed Nov 21, 2007 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,600 | $53.80 | $86,080.00 |
DisclosureSEC source: 0000731766-07-000146 · edgardoc.xml · nonDerivative · entry 8 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 904,565 Read SEC document |
| November 20, 2007 Filed Nov 21, 2007 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 300 | $53.79 | $16,137.00 |
DisclosureSEC source: 0000731766-07-000146 · edgardoc.xml · nonDerivative · entry 7 LEATHERDALE DOUGLAS W · CIK 0001024367 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 906,165 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.