Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | EVP, Human Capital | May 10, 2013 | May 13, 2013 |
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 May 10, 2013 · Filed May 13, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,660.8544 |
Reported balance
After 2013-05-10 transaction · row 1
1 source rowRow 1 · 2013-05-10 · Sale · Disposed 6,000 · Balance 70,660.8544 F1: This transaction was executed in multiple trades ranging from $62.75 to $62.77 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades ranging from $62.75 to $62.77 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.
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 |
|---|---|---|---|---|---|---|
| October 24, 2011 Filed Oct 26, 2011 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,073 | $48.99 | $150,558.25 |
DisclosureSEC source: 0001209191-11-052745 · doc4.xml · nonDerivative · entry 3 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,085.795 F1 · price: This transaction was executed in multiple trades ranging from $48.99 to $49.00 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 transactions were effected. Read SEC document |
| October 24, 2011 Filed Oct 26, 2011 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 11,067 | $49.03 | $542,615.01 |
DisclosureSEC source: 0001209191-11-052745 · doc4.xml · nonDerivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,158.795 Read SEC document |
| October 24, 2011 Filed Oct 26, 2011 20:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 14,140 | $29.74 | $420,523.60 |
DisclosureSEC source: 0001209191-11-052745 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,225.795 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 21, 2011 Filed Sep 22, 2011 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 80.938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-048797 · doc4.xml · nonDerivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,085.795 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 |
| July 29, 2011 Filed Aug 2, 2011 21:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,971 | $49.63 | $97,820.73 |
DisclosureSEC source: 0001209191-11-042079 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,930.675 F1 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 21, 2011 Filed Sep 22, 2011 22:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 74.182 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-048797 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,004.857 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, 2011 Filed Jun 7, 2011 21:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,946 | $48.85 | $95,062.10 |
DisclosureSEC source: 0001209191-11-033555 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,510.795 Read SEC document |
| May 10, 2011 Filed May 11, 2011 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 8,616 | $50.75 | $437,262.00 |
DisclosureSEC source: 0001209191-11-027630 · doc4.xml · nonDerivative · entry 3 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,456.795 Read SEC document |
| May 09, 2011 Filed May 11, 2011 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Right · Derivative | 45,911 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001209191-11-027630 · doc4.xml · derivative · entry 4 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,910 Underlying: Common Stock · 45,911 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. F1 · 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 |
| May 09, 2011 Filed May 11, 2011 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 37,295 | $50.47 | $1,882,278.65 |
DisclosureSEC source: 0001209191-11-027630 · doc4.xml · nonDerivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,072.795 Read SEC document |
| May 09, 2011 Filed May 11, 2011 20:51 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 45,911 | $33.94 | $1,558,219.34 |
DisclosureSEC source: 0001209191-11-027630 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,367.795 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 21, 2011 Filed Mar 22, 2011 22:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 68.795 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-019268 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,456.795 F1 · shares: Represents payment of dividend equivalents on outstanding restricted stock units. The dividend equivalents are subject to the same terms as the underlying restricted stock units and are forfeited if the related award does not vest. Read SEC document |
| February 11, 2011 Filed Feb 15, 2011 00:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 5,990 | $42.52 | $254,711.57 |
DisclosureSEC source: 0001209191-11-009397 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,388 F1 · price: This transaction was executed in multiple trades ranging from $42.43 to $42.62 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 transactions were effected. Read SEC document |
| February 09, 2011 Filed Feb 11, 2011 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 23,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-008869 · doc4.xml · nonDerivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,378 F1 · shares: The restricted stock units will vest at a rate of 33% on February 9, 2012; December 28, 2012; and February 9, 2014. F2 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 9, 2011, 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 23,770. Read SEC document |
| February 09, 2011 Filed Feb 11, 2011 21:29 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,239 | $42.07 | $52,124.73 |
DisclosureSEC source: 0001209191-11-008869 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,608 Read SEC document |
| February 03, 2011 Filed Feb 4, 2011 23:55 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,573 | $43.04 | $67,701.92 |
DisclosureSEC source: 0001209191-11-007321 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,847 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,950 | $40.78 | $120,301.00 |
DisclosureSEC source: 0001209191-11-005605 · doc4.xml · nonDerivative · entry 4 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,420 F1 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| January 26, 2011 Filed Jan 28, 2011 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Right · Derivative | 14,141 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0001209191-11-005605 · doc4.xml · derivative · entry 6 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,420 Underlying: Common Stock · 14,141 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 vest at a rate of 25% annually on February 3 from the years 2010 through 2013. Read SEC document |
| January 26, 2011 Filed Jan 28, 2011 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionStock Appreciation Right · Derivative | 5,000 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0001209191-11-005605 · doc4.xml · derivative · entry 5 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,821 Underlying: Common Stock · 5,000 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. F2 · 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 |
| January 26, 2011 Filed Jan 28, 2011 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 16,191 | $40.25 | $651,687.75 |
DisclosureSEC source: 0001209191-11-005605 · doc4.xml · nonDerivative · entry 3 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,370 F1 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| January 26, 2011 Filed Jan 28, 2011 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 14,141 | $29.74 | $420,553.34 |
DisclosureSEC source: 0001209191-11-005605 · doc4.xml · nonDerivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,561 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. F1 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| January 26, 2011 Filed Jan 28, 2011 22:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 5,000 | $33.94 | $169,700.00 |
DisclosureSEC source: 0001209191-11-005605 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,420 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. F1 · balance_after: Includes shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| December 02, 2010 Filed Dec 3, 2010 21:44 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,923 | $37.83 | $110,588.20 |
DisclosureSEC source: 0001209191-10-058370 · doc4.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,082 F1 · price: This transaction was executed in multiple trades ranging from $37.815 to $37.87 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 transactions were effected. F2 · balance_after: Includes shares and dividend shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| September 15, 2010 Filed Sep 17, 2010 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 2,880 | $34.41 | $99,111.46 |
DisclosureSEC source: 0000731766-10-000105 · edgardoc.xml · nonDerivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 0 F1 · price: These shares were sold in multiple transactions at prices ranging from $34.41 to $34.42. 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 15, 2010 Filed Sep 17, 2010 21:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 750 | $34.41 | $25,810.28 |
DisclosureSEC source: 0000731766-10-000105 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,499 F1 · price: These shares were sold in multiple transactions at prices ranging from $34.41 to $34.42. 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 |
| July 30, 2010 Filed Aug 3, 2010 21:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,930 | $30.45 | $58,768.50 |
DisclosureSEC source: 0000731766-10-000101 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,249 F1 · balance_after: Includes dividend shares received through UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| June 09, 2010 Filed Jun 10, 2010 21:30 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 750 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-10-000081 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,171 F1 · shares: Shares transferred to her ex-husband pursuant to a property settlement agreement. The reporting person no longer reports as beneficially owned any securities owned by her ex-husband. Read SEC document |
| June 05, 2010 Filed Jun 8, 2010 21:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,927 | $30.34 | $58,465.18 |
DisclosureSEC source: 0000731766-10-000074 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,921 F1 · balance_after: Since the date of the reporting person's last ownership report, she transferred 663 shares of restricted stock and stock settled stock appreciation rights that convert into 8,944 shares of common stock to her ex-husband pursuant to a domestic relations order. These awards were initially granted on July 30, 2007, as reported in the reporting person's Initial Statement of Beneficial Ownership of Securities on Form 3, filed on August 2, 2007. The reporting person no longer reports as beneficially owned any securities owned by her ex-husband. Amount does include dividend shares acquired under UnitedHealth Group Incorporated's Employee Stock Purchase Plan. Read SEC document |
| February 09, 2010 Filed Feb 11, 2010 23:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 38,012 | $0.00 Strike: $33.00 | $0.00 |
DisclosureSEC source: 0000731766-10-000030 · edgardoc.xml · derivative · entry 3 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,012 Underlying: Common Stock · 38,012 shares Expires 2020-02-09 F3 · derivative.exercise_date: The stock appreciation rights will vest at a rate of 25% annually on February 9 from the years 2011 through 2014. Read SEC document |
| February 09, 2010 Filed Feb 11, 2010 23:50 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 15,152 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-10-000030 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,509 F1 · shares: The restricted stock units will vest at a rate of 25% annually on February 9 from the years 2011 through 2014. F2 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 9, 2010, 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 30,304. Amount does include shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| February 03, 2010 Filed Feb 5, 2010 23:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,637 | $33.32 | $54,544.84 |
DisclosureSEC source: 0000731766-10-000017 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,357 F1 · balance_after: Includes shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| January 19, 2010 Filed Jan 21, 2010 23:32 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 3,000 | $35.00 | $105,000.00 |
DisclosureSEC source: 0000731766-10-000010 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,993 F1 · kind: Transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 18, 2009. F2 · balance_after: Includes shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| December 15, 2009 Filed Dec 17, 2009 01:57 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 500 | $31.29 | $15,645.00 |
DisclosureSEC source: 0000731766-09-000100 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,595 F1 · balance_after: Includes shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| July 30, 2009 Filed Jul 31, 2009 21:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,602 | $28.10 | $45,016.20 |
DisclosureSEC source: 0000731766-09-000076 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,095 F1 · balance_after: Includes shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| June 05, 2009 Filed Jun 8, 2009 21:19 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,490 | $27.10 | $40,379.00 |
DisclosureSEC source: 0000731766-09-000063 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,136 F1 · balance_after: Includes dividend shares received through UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| March 02, 2009 Filed Mar 4, 2009 22:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 2,880 | $17.42 | $50,166.72 |
DisclosureSEC source: 0000731766-09-000041 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 2,880 Read SEC document |
| February 23, 2009 Filed Feb 26, 2009 02:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 56,561 | $0.00 Strike: $29.74 | $0.00 |
DisclosureSEC source: 0000731766-09-000037 · edgardoc.xml · derivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,561 Underlying: Common Stock · 56,561 shares Expires 2019-02-23 F3 · 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 |
| February 23, 2009 Filed Feb 26, 2009 02:46 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 19,231 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-09-000037 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,625 F1 · security: The restricted stock units will vest at a rate of 25% annually on February 3 from the years 2010 through 2013. F2 · balance_after: Amount does not include performance-based restricted stock units granted to the executive officer on February 23, 2009, 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 average EPS growth percentanges 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 38,462. Amount does include shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| October 24, 2008 Filed Oct 24, 2008 21:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 1,250 | $22.05 | $27,558.00 |
DisclosureSEC source: 0000731766-08-000128 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,394 F1 · balance_after: Includes shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| July 30, 2008 Filed Jul 30, 2008 22:13 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 1,602 | $27.28 | $43,702.56 |
DisclosureSEC source: 0000731766-08-000115 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,703 Read SEC document |
| June 05, 2008 Filed Jun 9, 2008 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 101,821 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0000731766-08-000095 · edgardoc.xml · derivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,821 Underlying: Common Stock · 101,821 shares Expires 2018-06-05 F2 · 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 |
| June 05, 2008 Filed Jun 9, 2008 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 18,226 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000095 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,305 F1 · security: The restricted stock units will vest at a rate of 25% annually on June 5 from the years 2009 through 2012. Read SEC document |
| April 28, 2008 Filed Apr 29, 2008 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 1,500 | $33.85 | $50,775.00 |
DisclosureSEC source: 0000731766-08-000064 · edgardoc.xml · nonDerivative · entry 2 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,079 F1 · balance_after: Includes 479 shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. Read SEC document |
| April 28, 2008 Filed Apr 29, 2008 21:38 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | PurchaseCommon Stock | 1,500 | $33.50 | $50,250.00 |
DisclosureSEC source: 0000731766-08-000064 · edgardoc.xml · nonDerivative · entry 1 Sweere Lori · CIK 0001407932 · EVP, Human Capital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,579 F1 · balance_after: Includes 479 shares acquired under UnitedHealth Group's Employee Stock Purchase Plan. 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.