Director adds 220 deferred stock units at UNITEDHEALTH GROUP (NYSE: UNH)

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

MONTGOMERY RICE VALERIE MD reported acquisition or exercise transactions in this Form 4 filing.

UNITEDHEALTH GROUP INC director Valerie Montgomery Rice received a grant of 220 shares of Common Stock in the form of deferred stock units as regular quarterly compensation for Board service. These units are immediately vested and increase her direct holdings to 7,876 shares following the transaction.

The deferred stock units must be retained until she completes her service on the Board, aligning her compensation with longer-term director tenure rather than short-term trading.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider MONTGOMERY RICE VALERIE MD

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	220	$0.00	--

Holdings After Transaction: Common Stock — 7,876 shares (Direct)

Footnotes (1)

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Key Figures

Shares granted: 220 shares Holdings after transaction: 7,876 shares Grant price per share: $0.00 per share +1 more

4 metrics

Shares granted 220 shares Deferred stock units granted as regular quarterly director compensation

Holdings after transaction 7,876 shares Total Common Stock directly held after grant

Grant price per share $0.00 per share Recorded transaction price for deferred stock unit grant

Transactions acquiring shares 1 acquisition Single grant/award acquisition reported in this Form 4

Key Terms

deferred stock units, regular quarterly compensation, immediately vested, grant, award, or other acquisition

4 terms

deferred stock units financial

"Represents deferred stock units that are granted as regular quarterly compensation for service as a director"

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.

regular quarterly compensation financial

"deferred stock units that are granted as regular quarterly compensation for service as a director"

immediately vested financial

"Deferred stock units are immediately vested, but must be retained by the director"

grant, award, or other acquisition financial

"transaction_code_description": "Grant, award, or other acquisition""

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/06/2026 - 04:46 PM Accepted by SEC EDGAR 07/06/2026 - 04:46 PM

FAQ

What insider transaction did UNH director Valerie Montgomery Rice report?

Director Valerie Montgomery Rice reported an acquisition of 220 deferred stock units of UNITEDHEALTH GROUP INC. These units are granted as regular quarterly compensation for Board service and increased her direct holdings to 7,876 shares after the transaction.

How many UNITEDHEALTH GROUP (UNH) shares does the director hold after this Form 4?

After the grant, Valerie Montgomery Rice directly holds 7,876 shares of UNITEDHEALTH GROUP INC Common Stock. This reflects the addition of 220 deferred stock units granted as part of her regular quarterly director compensation program.

What are deferred stock units in this UNH Form 4 filing?

Deferred stock units here represent Common Stock granted as regular quarterly compensation for serving as a director. They are immediately vested but must be retained until the director completes Board service, encouraging longer-term alignment with UNITEDHEALTH GROUP INC performance.

Was the UNH director’s acquisition an open-market purchase?

No, the acquisition was not an open-market purchase. It was a grant of 220 deferred stock units classified as a “grant, award, or other acquisition,” received as part of regular quarterly compensation for serving on UNITEDHEALTH GROUP INC’s Board.

Does this UNH Form 4 indicate any insider selling activity?

No, the Form 4 shows no insider selling activity. It reports only an acquisition of 220 deferred stock units as compensation, with the director’s total direct holdings rising to 7,876 shares following the transaction with no dispositions recorded.

Are the UNH deferred stock units immediately tradable by the director?

The deferred stock units are immediately vested but not intended for trading. They must be retained by the director until completion of Board service, limiting near-term liquidity and emphasizing long-term alignment with UNITEDHEALTH GROUP INC shareholders.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

MONTGOMERY RICE VALERIE MD

(Last)

(First)

(Middle)

C/O UNITEDHEALTH GROUP INCORPORATED

1 HEALTH DRIVE

(Street)

EDEN PRAIRIE

MINNESOTA

55344

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
UNITEDHEALTH GROUP INC [ UNH ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	07/01/2026		A		220⁽¹⁾	A	$0	7,876	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. 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.

Remarks:

	Faraz A. Choudhry, Attorney-in-Fact for Valerie C. Montgomery Rice M.D.	07/06/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR