Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | October 02, 2006 | October 03, 2006 |
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 October 02, 2006 · Filed October 03, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.43 · Expires 2016-10-02 | Direct | 5,000 |
Reported balance
After 2006-10-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2006-10-02 · Grant · Acquired 5,000 · Balance 5,000 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2004 Filed Apr 5, 2004 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 16,000 | $11.94 | $191,000.00 |
DisclosureSEC source: 0000731766-04-000048 · edgardoc.xml · nonDerivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,448 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 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2003. Read SEC document |
| February 03, 2004 Filed Feb 5, 2004 20:20 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 820 | $0.00 Strike: $60.09 | $0.00 |
DisclosureSEC source: 0000731766-04-000024 · edgardoc.xml · derivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820 Underlying: Common Stock · 820 shares Expires 2014-02-03 Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 22:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 32,000 | $60.00 Strike: $11.94 | $1,920,000.00 |
DisclosureSEC source: 0000731766-04-000017 · edgardoc.xml · derivative · entry 3 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,000 Underlying: Common Stock · 32,000 shares Expires 2005-02-12 F1 · date: Transaction(s) executed in accordance with shareholder's 10b5-1selling plan. F2 · derivative.exercise_date: Options were fully vested and exercisable 6 months from the date of grant. Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 22:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 32,000 | $60.00 | $1,920,000.00 |
DisclosureSEC source: 0000731766-04-000017 · edgardoc.xml · nonDerivative · entry 2 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,448 Read SEC document |
| January 22, 2004 Filed Jan 26, 2004 22:34 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 32,000 | $11.94 | $382,000.00 |
DisclosureSEC source: 0000731766-04-000017 · edgardoc.xml · nonDerivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,448 Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 28,000 | $59.05 Strike: $10.63 | $1,653,400.00 |
DisclosureSEC source: 0000731766-04-000004 · edgardoc.xml · derivative · entry 3 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,000 shares Expires 2004-02-12 Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 28,000 | $59.05 | $1,653,400.00 |
DisclosureSEC source: 0000731766-04-000004 · edgardoc.xml · nonDerivative · entry 2 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,448 Read SEC document |
| January 02, 2004 Filed Jan 5, 2004 17:22 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherCommon Stock | 28,000 | $10.63 | $297,500.00 |
DisclosureSEC source: 0000731766-04-000004 · edgardoc.xml · nonDerivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,448 Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 21:41 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $59.04 | $0.00 |
DisclosureSEC source: 0000731766-04-000014 · edgardoc.xml · derivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2014-01-02 Read SEC document |
| October 28, 2003 Filed Oct 29, 2003 21:16 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 960 | $0.00 Strike: $52.35 | $0.00 |
DisclosureSEC source: 0000905023-03-000013 · edgardoc.xml · derivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 960 shares Expires 2013-10-28 Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 21:35 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option · Derivative | 5,000 | $51.76 Strike: $51.76 | $258,800.00 |
DisclosureSEC source: 0001209191-03-024674 · bmn79954_bmn1wgs.xml · derivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2013-10-01 Read SEC document |
| July 29, 2003 Filed Jul 31, 2003 18:56 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | OtherNon-Qualified Stock Option (right to buy) · Derivative | 820 | $45,223.00 Strike: $55.15 | $37,082,860.00 |
DisclosureSEC source: 0001209191-03-014637 · bmn78088_bmn11wgs.xml · derivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 820 Underlying: Common Stock · 820 shares Expires 2013-07-29 Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 21:09 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option · Derivative | 5,000 | $251,550.00 Strike: $50.31 | $1,257,750,000.00 |
DisclosureSEC source: 0001209191-03-010271 · bmn78088_bmn1wgs.xml · derivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2013-07-01 Read SEC document |
| May 07, 2003 Filed May 9, 2003 20:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option · Derivative | 510 | $47,307.60 Strike: $92.76 | $24,126,876.00 |
DisclosureSEC source: 0001209191-03-003733 · bmn76918_bmn4wgs.xml · derivative · entry 1 SPEARS WILLIAM G · CIK 0001024348 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510 Underlying: Common Stock · 510 shares Expires 2013-05-07 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.