United Therapeutics (UTHR): Martine Rothblatt reports 5.3% ownership stake
Rhea-AI Filing Summary
United Therapeutics Corporation has an updated ownership report from Martine A. Rothblatt on its common stock. Rothblatt reports beneficial ownership of 2,333,721 shares of common stock, representing 5.3% of the class.
The holdings include 843,023 shares over which Rothblatt has sole voting and dispositive power and 1,490,698 shares over which voting and dispositive power is shared. The position includes currently exercisable options held directly and through a family trust, as well as shares held through various trusts, a spouse, and charitable organizations where Rothblatt or related parties have differing levels of investment and voting power.
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Key Figures
Beneficially owned shares: 2,333,721 shares
Percent of class: 5.3%
Sole voting and dispositive power: 843,023 shares
+4 more
7 metrics
Beneficially owned shares
2,333,721 shares
Total United Therapeutics common stock beneficially owned by Martine A. Rothblatt
Percent of class
5.3%
Percentage of United Therapeutics common stock class beneficially owned
Sole voting and dispositive power
843,023 shares
Shares over which Rothblatt has sole voting and dispositive power
Shared voting and dispositive power
1,490,698 shares
Shares over which Rothblatt shares voting and dispositive power
Directly held options
793,868 shares
Currently exercisable options held directly by Rothblatt
Family trust options
849,192 shares
Currently exercisable options held by a family trust
Charitable organization holdings
21,933 shares
Shares held by charitable organizations with shared investment and voting power
Key Terms
beneficially owned, sole voting power, shared voting power, dispositive power, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 2,333,721 shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 843,023"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole power to dispose or to direct the disposition of: 843,023"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13G regulatory
"Ownership of more than 5 Percent on Behalf of Another Person."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
What percentage of United Therapeutics (UTHR) does Martine A. Rothblatt own?
Martine A. Rothblatt reports beneficial ownership of 5.3% of United Therapeutics’ common stock. This percentage reflects all shares and options aggregated across direct holdings, family trusts, other trusts, a spouse’s holdings, and related charitable organizations.
What options are included in Martine A. Rothblatt’s United Therapeutics (UTHR) beneficial ownership?
The reported beneficial ownership includes currently exercisable options to purchase 793,868 shares held directly by Martine A. Rothblatt and options to purchase 849,192 shares held by a family trust over which Rothblatt shares both investment power and voting power.
How are trusts and charitable organizations involved in Martine A. Rothblatt’s UTHR holdings?
Rothblatt’s beneficial ownership includes shares held by multiple trusts and 21,933 shares held by charitable organizations. Various individuals and entities are beneficiaries or co‑trustees of these trusts, and directors of the charities oversee shares where the organizations are the beneficiaries.
AI-generated analysis. How Rhea-AI works. Not financial advice.