UnitedHealth CFO uses 1,208.895 shares for taxes
UnitedHealth Group’s CFO had 1,208.895 UNH shares withheld or delivered to cover option exercise price or tax obligations, leaving 18,569.525 shares held directly.
Rhea-AI Filing Summary
UNITEDHEALTH GROUP INC (UNH) reported that Chief Financial Officer Wayne S. DeVeydt had 1,208.895 shares of common stock disposed of on September 2, 2026 in a transaction classified as a payment of exercise price or tax liability by delivering or withholding securities. The shares were treated as held directly, and his reported direct holdings after this transaction were 18,569.525 shares of UNH common stock. No Rule 10b5-1 trading plan is reported for this transaction.
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Negative
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Insights
Analyzing...
Insider Trade Summary
Exercise Price or Tax Liability: 1,208.895 shares
Exercise Price or Tax Liability
1 txn
Insider
DeVeydt Wayne S
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Common Stock | 1,208.895 | $399.66 | $483K |
Holdings After Transaction:
Common Stock — 18,569.525 shares (Direct)
Key Figures
Shares delivered/withheld: 1,208.895 shares
Per-share value: $399.66 per share
Direct holdings after transaction: 18,569.525 shares
3 metrics
Shares delivered/withheld
1,208.895 shares
Common stock used for payment of exercise price or tax liability on September 2, 2026
Per-share value
$399.66 per share
Valuation applied to the 1,208.895 UNH shares in the September 2, 2026 transaction
Direct holdings after transaction
18,569.525 shares
UNH common stock directly held by the CFO following the September 2, 2026 disposition
Key Terms
Rule 10b5-1, tax liability, beneficial ownership
3 terms
Rule 10b5-1 regulatory
"No Rule 10b5-1 trading plan is reported for this transaction"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
tax liability financial
"payment of exercise price or tax liability by delivering or withholding securities"
beneficial ownership financial
"holdings after this transaction were 18,569.525 shares of UNH common stock"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
FAQ
What insider transaction did UNH’s Chief Financial Officer report on this Form 4?
The Chief Financial Officer, Wayne S. DeVeydt, reported a disposition of 1,208.895 shares of UnitedHealth Group (UNH) common stock on September 2, 2026, classified as shares delivered or withheld to pay an option exercise price or related tax liability.
Was the UNH CFO’s September 2, 2026 transaction made under a Rule 10b5-1 trading plan?
No. The Form 4 for UnitedHealth Group (UNH) indicates that the document-level Rule 10b5-1 checkbox is not checked, so the reported transaction is not affirmed as being made under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.