Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Elevance Health, Inc.ELV · Entity 2934 | Director · President and CEO | July 17, 2026 | July 17, 2026 |
| NOVAVAX INCNVAX · Entity 4632 | Director | March 16, 2017 | March 20, 2017 |
| TARGET CORPTGT · Entity 2967 | Director | March 11, 2026 | March 13, 2026 |
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | EVP & CEO, UnitedHealthcare | September 23, 2014 | September 25, 2014 |
| XCEL ENERGY INCXEL · Entity 3042 | Director | December 28, 2017 | January 02, 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.
Elevance Health, Inc.
Report date July 17, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,976 |
Ending reported balance
After 2026-07-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-17 · Purchase · Acquired 680 · Balance 169,931 F1: This transaction was executed in multiple purchases at prices ranging from $366.14 to $366.48. The price reported 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 transaction was effected. Row 2 · 2026-07-17 · Purchase · Acquired 2,045 · Balance 171,976 F2: This transaction was executed in multiple purchases at prices ranging from $367.76 to $368.69. The price reported 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 transaction was effected. |
| Common StockSEC Table I · non-derivative | IndirectShares Held in Spouse's Revocable Trust | 60 |
Reported balance
Holding disclosure · report date 2026-07-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 60 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple purchases at prices ranging from $366.14 to $366.48. The price reported 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 transaction was effected.
F2: This transaction was executed in multiple purchases at prices ranging from $367.76 to $368.69. The price reported 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 transaction was effected.
NOVAVAX INC
Report date March 16, 2017 · Filed March 20, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.38 · Expires 2027-03-16 | Direct | 80,000 |
Reported balance
After 2017-03-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-16 · Grant · Acquired 80,000 · Balance 80,000 F1: One hundred percent (100%) of the shares subject to this option grant under the Novavax, Inc. (the "Company") Amended and Restated 2015 Stock Incentive Plan will vest one (1) year from the March 16, 2017 grant date subject to continued service on the Company's Board of Directors through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: One hundred percent (100%) of the shares subject to this option grant under the Novavax, Inc. (the "Company") Amended and Restated 2015 Stock Incentive Plan will vest one (1) year from the March 16, 2017 grant date subject to continued service on the Company's Board of Directors through the vesting date.
TARGET CORP
Report date March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,192 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 2,682 · Balance 12,192 F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.
F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.
UNITEDHEALTH GROUP INC
Report date September 23, 2014 · Filed September 25, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 184,731.6713 |
Reported balance
After 2014-09-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2014-09-23 · Grant · Acquired 657.185 · Balance 184,731.6713 F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest. F2: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalents paid on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if such units do not vest.
F2: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan.
XCEL ENERGY INC
Report date December 28, 2017 · Filed January 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Equivalent UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 49,473.053 |
Reported balance
After 2017-12-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-12-28 · Grant · Acquired 690.377 · Balance 49,473.053 F1: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash. F2: Of the 690.377 stock equivalent units, 575.314 were granted at a price of $47.80 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 115.063 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer. F3: Includes 348.905 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock equivalent unit is the economic equivalent of one share of common stock. Whole stock equivalent units are payable in shares of common stock following termination of a reporting person's service as a director; fractional units are payable at such time in cash.
F2: Of the 690.377 stock equivalent units, 575.314 were granted at a price of $47.80 per unit in connection with the reporting person's election to defer receipt of quarterly cash director retainers, and 115.063 were granted at no cost to the reporting person as a 20% premium on the amount of such retainer.
F3: Includes 348.905 stock equivalent units acquired pursuant to the reinvestment of dividend equivalents during the current quarter.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ZIMMER BIOMET HOLDINGS, INC.
Report date March 31, 2021 · Filed April 02, 2021
Section 16 reporting ended · disclosed 2019-04-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $161.97 | Direct | 11,743.19 |
Reported balance
After 2021-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-03-31 · Grant · Acquired 169.785 · Balance 11,743.19 F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. F2: The Conversion or Exercise Price of Derivative Security is 1-for-1. F3: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director. F4: Includes 17.692 phantom stock units accrued on January 29, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units were accrued under the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.
F2: The Conversion or Exercise Price of Derivative Security is 1-for-1.
F3: Units are to be settled in cash in a lump sum within sixty days after cessation of the reporting person's service as a Director.
F4: Includes 17.692 phantom stock units accrued on January 29, 2021 under the dividend reinvestment provision of the Zimmer Biomet Holdings, Inc. Deferred Compensation Plan for Non-Employee Directors.
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 27, 2014 Filed Mar 3, 2014 22:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 13,432 | $76.02 | $1,021,100.64 |
DisclosureSEC source: 0001209191-14-015913 · doc4.xml · nonDerivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,209.5423 Read SEC document |
| February 27, 2014 Filed Mar 3, 2014 22:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 19,006 | $33.00 | $627,198.00 |
DisclosureSEC source: 0001209191-14-015913 · doc4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,641.5423 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 27, 2014 Filed Mar 3, 2014 22:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 86,714 | $76.04 | $6,593,732.56 |
DisclosureSEC source: 0001209191-14-015913 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,635.5423 F1 · price: This transaction was executed in multiple trades ranging from $75.61 to $76.395 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 00:13 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: 0001209191-14-011008 · doc4.xml · derivative · entry 5 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 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 00:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 51,558 | $70.24 | $3,621,433.92 |
DisclosureSEC source: 0001209191-14-011008 · doc4.xml · nonDerivative · entry 4 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 267,349.5423 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 00:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 106,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-011008 · doc4.xml · nonDerivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,907.5423 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 00:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 42,711 | $70.24 | $3,000,020.64 |
DisclosureSEC source: 0001209191-14-011008 · doc4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,941.5423 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 00:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 16,017 | $70.24 | $1,125,034.08 |
DisclosureSEC source: 0001209191-14-011008 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,230.5423 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 21:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 5,837 | $71.36 | $416,528.32 |
DisclosureSEC source: 0001209191-14-008689 · doc4.xml · nonDerivative · entry 4 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,213.5423 Read SEC document |
| February 07, 2014 Filed Feb 10, 2014 21:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,652 | $71.36 | $260,606.72 |
DisclosureSEC source: 0001209191-14-008689 · doc4.xml · nonDerivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,050.5423 Read SEC document |
| February 07, 2014 Filed Feb 10, 2014 21:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 8,968 | $71.36 | $639,956.48 |
DisclosureSEC source: 0001209191-14-008689 · doc4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,702.5423 Read SEC document |
| February 06, 2014 Filed Feb 10, 2014 21:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,671 | $70.87 | $118,423.77 |
DisclosureSEC source: 0001209191-14-008689 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,670.5423 Read SEC document |
| December 17, 2013 Filed Dec 19, 2013 22:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 513.599 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-058010 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,341.5423 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 21:02 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 500.37 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-045786 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,827.9433 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. F2 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 26, 2013 Filed Jun 28, 2013 20:27 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 556.205 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-034070 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,865.2643 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 21:21 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 489.506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-018848 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,309.0593 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 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,561 | $53.18 | $136,201.41 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 10 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,819.5533 F2 · price: This transaction was executed in multiple trades ranging from $52.91 to $53.46 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 26, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,880 | $53.18 | $206,349.65 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 7 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,500.5533 F2 · price: This transaction was executed in multiple trades ranging from $52.91 to $53.46 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 26, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 6,650 | $53.18 | $353,666.29 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 4 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,500.5533 F2 · price: This transaction was executed in multiple trades ranging from $52.91 to $53.46 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, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 19,006 | $0.00 Strike: $33.00 | $0.00 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · derivative · entry 13 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,006 Underlying: Common Stock · 19,006 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. F4 · derivative.exercise_date: The stock appreciation rights vest at a rate of 25% annually on February 9 from the years 2011 through 2014. Read SEC document |
| February 25, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 19,006 | $0.00 Strike: $33.00 | $0.00 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · derivative · entry 12 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,012 Underlying: Common Stock · 19,006 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. F4 · derivative.exercise_date: The stock appreciation rights vest at a rate of 25% annually on February 9 from the years 2011 through 2014. Read SEC document |
| February 25, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 28,280 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · derivative · entry 11 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,280 shares Expires 2019-02-23 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 3 from the years 2010 through 2013. Read SEC document |
| February 25, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 15,126 | $54.47 | $823,913.22 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 9 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,380.5533 Read SEC document |
| February 25, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 19,006 | $33.00 | $627,198.00 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 8 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,506.5533 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, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 15,126 | $54.47 | $823,913.22 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 6 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,380.5533 Read SEC document |
| February 25, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 19,006 | $33.00 | $627,198.00 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 5 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,506.5533 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, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 21,630 | $54.47 | $1,178,186.10 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,150.5533 Read SEC document |
| February 25, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 28,280 | $29.74 | $841,047.20 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,780.5533 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, 2013 Filed Feb 27, 2013 23:01 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 72,895 | $54.45 | $3,969,307.70 |
DisclosureSEC source: 0001209191-13-012161 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,500.5533 F1 · price: This transaction was executed in multiple trades ranging from $54.33 to $54.69 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 22:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 2,546 | $57.74 | $147,006.04 |
DisclosureSEC source: 0001209191-13-008073 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,395.5533 Read SEC document |
| February 06, 2013 Filed Feb 8, 2013 21:33 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: 0001209191-13-007393 · doc4.xml · derivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 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 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 19,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-007393 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,941.5533 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 22:24 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 3,229 | $55.77 | $180,081.33 |
DisclosureSEC source: 0001209191-13-006558 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,334.5533 Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 00:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 51,759 | $54.24 | $2,807,408.16 |
DisclosureSEC source: 0001209191-13-000314 · doc4.xml · nonDerivative · entry 4 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,563.5533 Read SEC document |
| December 31, 2012 Filed Jan 3, 2013 00:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 121,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-000314 · doc4.xml · nonDerivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,322.5533 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 00:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 6,243 | $53.86 | $336,247.98 |
DisclosureSEC source: 0001209191-13-000314 · doc4.xml · nonDerivative · entry 2 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,108.5533 Read SEC document |
| December 28, 2012 Filed Jan 3, 2013 00:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 7,819 | $53.86 | $421,131.34 |
DisclosureSEC source: 0001209191-13-000314 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,351.5533 Read SEC document |
| December 21, 2012 Filed Dec 26, 2012 21:42 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 544.369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059351 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,170.5533 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 21:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 529.215 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-046660 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,626.1843 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 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 28,280 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · derivative · entry 11 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,280 Underlying: Common Stock · 28,280 shares Expires 2019-02-23 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. F6 · derivative.exercise_date: The stock appreciation rights vest at a rate of 25% annually on February 3 from the years 2010 through 2013. Read SEC document |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Rights · Derivative | 32,275 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · derivative · entry 10 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,275 shares Expires 2018-06-05 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. F5 · derivative.exercise_date: The stock appreciation rights vest at a rate of 25% annually on June 5 from the years 2009 through 2012. Read SEC document |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 12,229 | $54.95 | $671,946.86 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · nonDerivative · entry 9 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Indirect · by Insurance Trust Disclosed balance after: 0 F4 · price: This transaction was executed in multiple trades ranging from $54.91 to $55.02 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 |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 49,606 | $54.91 | $2,723,939.87 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · nonDerivative · entry 8 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,096.9693 F3 · price: This transaction was executed in multiple trades ranging from $54.88 to $54.985 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 |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 20,856 | $54.89 | $1,144,785.84 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · nonDerivative · entry 7 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,702.9693 Read SEC document |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 28,280 | $29.74 | $841,047.20 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · nonDerivative · entry 6 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,558.9693 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 |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 25,217 | $54.89 | $1,384,161.13 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · nonDerivative · entry 5 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,278.9693 Read SEC document |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 32,275 | $33.94 | $1,095,413.50 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · nonDerivative · entry 4 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,495.9693 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 |
| September 07, 2012 Filed Sep 10, 2012 20:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,771 | $55.03 | $152,479.82 |
DisclosureSEC source: 0001209191-12-044878 · doc4.xml · nonDerivative · entry 3 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,220.9693 F2 · price: This transaction was executed in multiple trades ranging from $55.00 to $55.06 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 |
| June 22, 2012 Filed Jun 25, 2012 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 503.415 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-035239 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,727.701 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 05, 2012 Filed Jun 7, 2012 21:28 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 12,480 | $56.04 | $699,379.20 |
DisclosureSEC source: 0001209191-12-032846 · doc4.xml · nonDerivative · entry 1 BOUDREAUX GAIL · CIK 0001287920 · EVP & CEO, UnitedHealthcare 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,224.286 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.