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UNITEDHEALTH GROUP (UNH) SEC Filings, Jul-Aug 2026

UNH NYSE
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UnitedHealth Group executive Patrick Hugh Conway, Chief Executive Officer of Optum, reported a sale of 500 shares of Common Stock on 2026-08-05. The shares were sold in a sale in open market or private transaction at $410.00 per share, for an implied value of about $205,000. Following this transaction, he directly holds 16,496.797 shares of UnitedHealth Group common stock. The Rule 10b5-1 trading-plan checkbox was not marked as affirmed for this sale.

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State Street Corporation reported a significant ownership position in UnitedHealth Group Inc. common stock. State Street beneficially owned 45,684,412 shares, representing 5% of the outstanding class as of the reporting date. All of these shares are held with shared, not sole, authority: State Street reported shared voting power over 24,261,527 shares and shared dispositive power over 45,633,267 shares, with no sole voting or dispositive power. The holdings are attributed to various investment adviser subsidiaries, including several State Street Global Advisors entities across the U.S., Europe, Asia, Australia, Singapore, and Saudi Arabia. The filing states that no other person’s economic interest over 5% needs to be separately identified.

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UnitedHealth Group is notifying of a proposed sale of 500 shares of its common stock, with an aggregate value of $205,000.00, to be sold through Fidelity Brokerage Services LLC on or after 08/05/2026 on the NYSE. The filing also lists earlier equity compensation events where restricted stock vested in amounts of 238, 57, and 205 shares on various dates as compensation from the issuer.

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UnitedHealth Group reported second quarter 2026 revenue of $112.0 billion and earnings from operations of $8.0 billion, producing a net margin of 4.9%. Diluted EPS was $6.04 and adjusted EPS $6.38. The medical cost ratio was 86.7%, compared with 89.4% a year earlier, while the operating cost ratio was 12.7%. Cash flows from operations were $11.1 billion (1.9x net income), and the debt‑to‑capital ratio stood at 41.2% as of June 30, 2026. UnitedHealthcare generated $86.0 billion of revenue and $3.9 billion of operating earnings, serving 48.5 million people, while Optum delivered $65.7 billion of revenue and $4.0 billion of operating earnings with margin expansion.

The company raised its full‑year 2026 diluted EPS outlook to $18.45–$18.95 and adjusted EPS to $19.50–$20.00, with operating cash flows projected at about $24 billion and at least $5.0 billion of share repurchases. Management highlighted ongoing reforms including a $1 billion commitment to the United Health Foundation, plans to eliminate and rebate 2026 profits from individual Affordable Care Act coverage to about 1 million members, substantial reductions in prior approval requirements, and a transparent, fee‑based pharmacy care model with a commitment to 100% pass‑through of manufacturer rebates by 2028.

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Noseworthy John H reported acquisition or exercise transactions in this Form 4 filing.

UNITEDHEALTH GROUP INC director John H. Noseworthy received a grant of 206 shares of common stock in the form of deferred stock units as regular quarterly compensation for board service. These units are immediately vested but must be held until he completes his service on the Board, bringing his direct holdings to 7,616 shares.

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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.

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MCNABB FREDERICK WILLIAM III reported acquisition or exercise transactions in this Form 4 filing.

UNITEDHEALTH GROUP INC director Frederick William McNabb III received an award of 250 deferred stock units of Common Stock as regular quarterly compensation for board service. These units are immediately vested but must be held until he completes his service on the Board. Following this award, he directly holds 15,462 shares/units.

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UnitedHealth Group director Scott Gottlieb reported a routine equity grant of 210 deferred stock units of common stock. The units were granted as regular quarterly compensation for his service on the board and carry no cash exercise price. After this award, he directly holds 659 deferred stock units. According to the disclosure, these units vest immediately but must be retained until he completes his service on the board, so they function as long-term, stock-based director compensation rather than a short-term trading position.

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Gil Kristen reported acquisition or exercise transactions in this Form 4 filing.

UnitedHealth Group director Kristen Gil received an award of 206 shares of common stock in the form of deferred stock units. The units are granted as regular quarterly compensation for board service, are immediately vested, and must be held until Gil’s service on the Board ends. After this grant, Gil directly holds 2,617 shares, with an additional 3,800 shares held indirectly through a trust.

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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.

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FAQ

How many UNITEDHEALTH GROUP (UNH) SEC filings are available on StockTitan?

StockTitan tracks 208 SEC filings for UNITEDHEALTH GROUP (UNH), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for UNITEDHEALTH GROUP (UNH)?

The most recent SEC filing for UNITEDHEALTH GROUP (UNH) was filed on August 7, 2026.