Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | EVP & Chief Legal Officer | June 05, 2008 | June 09, 2008 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNITEDHEALTH GROUP INC
Report date June 05, 2008 · Filed June 09, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 147,182 |
Reported balance
After 2008-06-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2008-06-05 · Grant · Acquired 36,452 · Balance 147,182 F1: The restricted stock units will vest at a rate of 25% annually on June 5 from the years 2009 through 2012. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $33.94 · Expires 2018-06-05 | Direct | 203,642 |
Reported balance
After 2008-06-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2008-06-05 · Grant · Acquired 203,642 · Balance 203,642 F2: The stock appreciation rights vest at a rate of 25% annually on June 5 from the years 2009 through 2012. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units will vest at a rate of 25% annually on June 5 from the years 2009 through 2012.
F2: The stock appreciation rights vest at a rate of 25% annually on June 5 from the years 2009 through 2012.
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 |
|---|---|---|---|---|---|---|
| June 05, 2008 Filed Jun 9, 2008 23:15 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 203,642 | $0.00 Strike: $33.94 | $0.00 |
DisclosureSEC source: 0000731766-08-000094 · edgardoc.xml · derivative · entry 2 Strickland Thomas L · CIK 0001401315 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,642 Underlying: Common Stock · 203,642 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 | 36,452 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000094 · edgardoc.xml · nonDerivative · entry 1 Strickland Thomas L · CIK 0001401315 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,182 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 |
| May 28, 2008 Filed May 29, 2008 23:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Tax withholdingCommon Stock | 4,270 | $34.23 | $146,162.10 |
DisclosureSEC source: 0000731766-08-000080 · edgardoc.xml · nonDerivative · entry 1 Strickland Thomas L · CIK 0001401315 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,730 Read SEC document |
| February 19, 2008 Filed Feb 21, 2008 22:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 65,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-08-000028 · edgardoc.xml · nonDerivative · entry 1 Strickland Thomas L · CIK 0001401315 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,000 F1 · security: The restricted stock will vest at a rate of 25% annually on February 19 from the years 2009 through 2012. Read SEC document |
| May 28, 2007 Filed May 31, 2007 01:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantStock Appreciation Rights · Derivative | 175,000 | $0.00 Strike: $54.41 | $0.00 |
DisclosureSEC source: 0001181431-07-036400 · rrd160976.xml · derivative · entry 2 Strickland Thomas L · CIK 0001401315 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 shares Expires 2017-05-28 F2 · derivative.exercise_date: The stock appreciation rights vest at a rate of 25% annually on May 28 from the years 2008 through 2011. Read SEC document |
| May 28, 2007 Filed May 31, 2007 01:43 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-07-036400 · rrd160976.xml · nonDerivative · entry 1 Strickland Thomas L · CIK 0001401315 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 F1 · security: Represents restricted stock granted to Mr. Strickland in connection with his appointment as Executive Vice President and Chief Legal Officer of UnitedHealth Group Incorporated. The restricted stock will vest at a rate of 20% annually on May 28 from the years 2008 through 2010. 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.