UnitedHealth director Garcia granted stock awards
GARCIA PAUL R reported acquisition or exercise transactions in this Form 4 filing.
Rhea-AI Filing Summary
GARCIA PAUL R reported acquisition or exercise transactions in this Form 4 filing.
UnitedHealth Group director Paul R. Garcia reported routine equity awards and updated his indirect holdings. On July 1, 2026, he received 88 shares of common stock and 132 deferred stock units as regular quarterly compensation for board service, both at a stated price of $0.00 per share.
After these awards, Garcia directly holds 3,906 shares following the 88-share grant and 3,818 shares following the 132-unit grant, and also reports indirect holdings of 55 shares in Trust 3, 45 shares in Trust 2, and 2,146 shares in a revocable trust. The deferred stock units are immediately vested but must be retained until he completes board service.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 220 shares
Grant/Award
5 txns
Insider
GARCIA PAUL R
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 132 | $0.00 | $0.00 |
| Grant/Award | Common Stock | 88 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 3,906 shares (Direct);
Common Stock — 2,146 shares (Indirect, By Revocable Trust);
Common Stock — 45 shares (Indirect, By Trust 2);
Common Stock — 55 shares (Indirect, By Trust 3)
Footnotes (2)
- 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. Represents shares of common stock that are granted as regular quarterly compensation for service as a director of UnitedHealth Group.
Key Figures
Common share grant: 88 shares
Deferred stock unit grant: 132 units
Direct holdings after grant: 3,906 shares
+4 more
7 metrics
Common share grant
88 shares
Quarterly director compensation grant at $0.00 per share on July 1, 2026
Deferred stock unit grant
132 units
Quarterly director compensation deferred stock units at $0.00 per unit
Direct holdings after grant
3,906 shares
Total common stock directly held after 88-share award
Direct holdings after DSU award
3,818 shares
Total common stock directly held after 132-unit award entry
Revocable trust holdings
2,146 shares
Common stock held indirectly by revocable trust
Trust 3 holdings
55 shares
Common stock held indirectly by Trust 3
Trust 2 holdings
45 shares
Common stock held indirectly by Trust 2
Key Terms
deferred stock units, immediately vested, revocable trust, indirect ownership, +1 more
5 terms
deferred stock units financial
"Represents deferred stock units that are granted as regular quarterly compensation"
Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.
immediately vested financial
"Deferred stock units are immediately vested, but must be retained by the director"
revocable trust financial
"nature_of_ownership: By Revocable Trust"
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
indirect ownership financial
"direct_or_indirect: I, ownership_type: indirect"
grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Paul R. Garcia receive in this UnitedHealth (UNH) Form 4 filing?
Paul R. Garcia received equity awards consisting of 88 common shares and 132 deferred stock units as regular quarterly compensation for serving as a director, with a stated price of $0.00 per share for both grants.
Are the UnitedHealth (UNH) equity awards to Paul R. Garcia part of his regular compensation?
Yes, both the deferred stock units and common shares are described as regular quarterly compensation for Garcia’s service as a UnitedHealth Group director, indicating they are routine board compensation rather than discretionary market purchases or sales.
What indirect UnitedHealth (UNH) holdings does Paul R. Garcia report?
Garcia reports indirect holdings of 55 shares held by Trust 3, 45 shares held by Trust 2, and 2,146 shares held by a revocable trust. These are listed as indirect ownership positions in UnitedHealth common stock.
What restrictions apply to Paul R. Garcia’s UnitedHealth deferred stock units?
The deferred stock units are immediately vested but must be retained until completion of board service. This means Garcia cannot take delivery of the underlying UnitedHealth shares until he finishes serving on the company’s board.
Does this UnitedHealth (UNH) Form 4 show any stock sales by Paul R. Garcia?
The filing does not report any stock sales. It shows two acquisition transactions coded as grants or awards and several entries updating indirect holdings, with no transactions flagged as open-market purchases or sales.
AI-generated analysis. How Rhea-AI works. Not financial advice.
