| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Walmart Inc. | Director | Common | 155,663 | $17,342,395 | $111.41 | 31 Dec 2025 | Direct |
| JPMORGAN CHASE & CO | Director | Common Stock | 60,359 | $12,089,833 | $200.30 | 29 Mar 2024 | Direct |
| UNITEDHEALTH GROUP INC | Director | Common Stock | 10,160 | $3,353,917 | $330.11 | 02 Jan 2026 | Direct |
| JPMORGAN CHASE & CO | Director | Common Stock | 10,000 | $2,003,000 | $200.30 | 29 Mar 2024 | By Spouse's Family Trust |
| UNITEDHEALTH GROUP INC | Director | Common Stock | 6,033 | $1,991,553 | $330.11 | 02 Jan 2026 | By Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 02 Jan 2026 | 1 | $0 | 4 | Director | 06 Jan 2026, 18:20 |
| WMT | Walmart Inc. | 31 Dec 2025 | 1 | +$37,545 | 4 | Director | 05 Jan 2026, 17:26 |
| UNH | UNITEDHEALTH GROUP INC | 16 Dec 2025 | 1 | $0 | 4 | Director | 18 Dec 2025, 17:12 |
| UNH | UNITEDHEALTH GROUP INC | 01 Oct 2025 | 1 | $0 | 4 | Director | 03 Oct 2025, 16:19 |
| WMT | Walmart Inc. | 30 Sep 2025 | 1 | +$37,514 | 4 | Director | 02 Oct 2025, 16:50 |
| UNH | UNITEDHEALTH GROUP INC | 23 Sep 2025 | 1 | $0 | 4 | Director | 25 Sep 2025, 16:15 |
| UNH | UNITEDHEALTH GROUP INC | 01 Jul 2025 | 1 | $0 | 4 | Director | 02 Jul 2025, 16:09 |
| WMT | Walmart Inc. | 30 Jun 2025 | 1 | $0 | 4 | Director | 01 Jul 2025, 17:56 |
| UNH | UNITEDHEALTH GROUP INC | 24 Jun 2025 | 1 | $0 | 4 | Director | 26 Jun 2025, 16:22 |
| WMT | Walmart Inc. | 05 Jun 2025 | 1 | $0 | 4 | Director | 09 Jun 2025, 18:52 |
| UNH | UNITEDHEALTH GROUP INC | 14 May 2025 | 1 | +$491,786 | 4 | Director | 16 May 2025, 12:28 |
| UNH | UNITEDHEALTH GROUP INC | 01 Apr 2025 | 1 | $0 | 4 | Director | 03 Apr 2025, 16:54 |
| WMT | Walmart Inc. | 31 Mar 2025 | 1 | $0 | 4 | Director | 01 Apr 2025, 19:31 |
| UNH | UNITEDHEALTH GROUP INC | 18 Mar 2025 | 1 | $0 | 4 | Director | 20 Mar 2025, 17:28 |
| UNH | UNITEDHEALTH GROUP INC | 17 Jan 2025 | 1 | +$511,575 | 4 | Director | 22 Jan 2025, 16:05 |
| UNH | UNITEDHEALTH GROUP INC | 02 Jan 2025 | 1 | $0 | 4 | Director | 06 Jan 2025, 17:34 |
| WMT | Walmart Inc. | 31 Dec 2024 | 1 | $0 | 4 | Director | 03 Jan 2025, 16:33 |
| UNH | UNITEDHEALTH GROUP INC | 17 Dec 2024 | 1 | $0 | 4 | Director | 19 Dec 2024, 16:17 |
| UNH | UNITEDHEALTH GROUP INC | 01 Oct 2024 | 1 | $0 | 4 | Director | 03 Oct 2024, 16:46 |
| WMT | Walmart Inc. | 30 Sep 2024 | 1 | $0 | 4 | Director | 02 Oct 2024, 16:30 |
| UNH | UNITEDHEALTH GROUP INC | 24 Sep 2024 | 1 | $0 | 4 | Director | 26 Sep 2024, 16:50 |
| UNH | UNITEDHEALTH GROUP INC | 01 Jul 2024 | 1 | $0 | 4 | Director | 02 Jul 2024, 16:35 |
| WMT | Walmart Inc. | 30 Jun 2024 | 1 | $0 | 4 | Director | 02 Jul 2024, 16:53 |
| UNH | UNITEDHEALTH GROUP INC | 25 Jun 2024 | 1 | $0 | 4 | Director | 27 Jun 2024, 17:02 |
| WMT | Walmart Inc. | 05 Jun 2024 | 1 | $0 | 4 | Director | 07 Jun 2024, 16:21 |
| WMT | Walmart Inc. | 21 May 2024 | 1 | -$1,944,609 | 4 | Director | 23 May 2024, 16:45 |
| JPM | JPMORGAN CHASE & CO | 20 May 2024 | 0 | $0 | 4 | Director | 21 May 2024, 16:16 |
| UNH | UNITEDHEALTH GROUP INC | 01 Apr 2024 | 1 | $0 | 4 | Director | 03 Apr 2024, 16:19 |
| WMT | Walmart Inc. | 31 Mar 2024 | 1 | $0 | 4 | Director | 02 Apr 2024, 16:51 |
| JPM | JPMORGAN CHASE & CO | 29 Mar 2024 | 1 | +$45,000 | 4 | Director | 02 Apr 2024, 16:51 |
| UNH | UNITEDHEALTH GROUP INC | 19 Mar 2024 | 1 | $0 | 4 | Director | 21 Mar 2024, 16:10 |
| JPM | JPMORGAN CHASE & CO | 16 Jan 2024 | 1 | +$265,000 | 4 | Director | 18 Jan 2024, 16:33 |
| UNH | UNITEDHEALTH GROUP INC | 02 Jan 2024 | 1 | $0 | 4 | Director | 04 Jan 2024, 17:30 |
| WMT | Walmart Inc. | 31 Dec 2023 | 1 | $0 | 4 | Director | 03 Jan 2024, 16:28 |
| JPM | JPMORGAN CHASE & CO | 31 Dec 2023 | 1 | +$38,750 | 4 | Director | 03 Jan 2024, 16:19 |
| UNH | UNITEDHEALTH GROUP INC | 12 Dec 2023 | 1 | $0 | 4 | Director | 14 Dec 2023, 17:06 |
| UNH | UNITEDHEALTH GROUP INC | 02 Oct 2023 | 1 | $0 | 4 | Director | 04 Oct 2023, 16:08 |
| WMT | Walmart Inc. | 30 Sep 2023 | 1 | $0 | 4 | Director | 03 Oct 2023, 16:36 |
| JPM | JPMORGAN CHASE & CO | 30 Sep 2023 | 1 | +$38,750 | 4 | Director | 02 Oct 2023, 16:17 |
| UNH | UNITEDHEALTH GROUP INC | 19 Sep 2023 | 1 | $0 | 4 | Director | 21 Sep 2023, 16:30 |
| UNH | UNITEDHEALTH GROUP INC | 03 Jul 2023 | 1 | $0 | 4 | Director | 06 Jul 2023, 17:18 |
| WMT | Walmart Inc. | 30 Jun 2023 | 1 | $0 | 4 | Director | 05 Jul 2023, 16:15 |
| JPM | JPMORGAN CHASE & CO | 30 Jun 2023 | 1 | +$38,750 | 4 | Director | 03 Jul 2023, 16:17 |
| UNH | UNITEDHEALTH GROUP INC | 27 Jun 2023 | 1 | $0 | 4 | Director | 29 Jun 2023, 18:35 |
| WMT | Walmart Inc. | 31 May 2023 | 1 | $0 | 4 | Director | 02 Jun 2023, 16:44 |
| UNH | UNITEDHEALTH GROUP INC | 03 Apr 2023 | 1 | $0 | 4 | Director | 05 Apr 2023, 16:05 |
| WMT | Walmart Inc. | 31 Mar 2023 | 1 | $0 | 4 | Director | 04 Apr 2023, 17:44 |
| JPM | JPMORGAN CHASE & CO | 31 Mar 2023 | 1 | +$38,750 | 4 | Director | 03 Apr 2023, 16:16 |
| UNH | UNITEDHEALTH GROUP INC | 21 Mar 2023 | 1 | $0 | 4 | Director | 23 Mar 2023, 17:23 |
| JPM | JPMORGAN CHASE & CO | 17 Jan 2023 | 1 | +$250,000 | 4 | Director | 19 Jan 2023, 15:30 |
| UNH | UNITEDHEALTH GROUP INC | 03 Jan 2023 | 1 | $0 | 4 | Director | 05 Jan 2023, 15:12 |
| WMT | Walmart Inc. | 31 Dec 2022 | 1 | $0 | 4 | Director | 04 Jan 2023, 17:15 |
| JPM | JPMORGAN CHASE & CO | 31 Dec 2022 | 1 | +$38,750 | 4 | Director | 04 Jan 2023, 15:19 |
| UNH | UNITEDHEALTH GROUP INC | 13 Dec 2022 | 1 | $0 | 4 | Director | 15 Dec 2022, 15:39 |
| UNH | UNITEDHEALTH GROUP INC | 03 Oct 2022 | 1 | $0 | 4 | Director | 04 Oct 2022, 17:25 |
| WMT | Walmart Inc. | 30 Sep 2022 | 1 | $0 | 4 | Director | 04 Oct 2022, 17:30 |
| JPM | JPMORGAN CHASE & CO | 30 Sep 2022 | 1 | +$38,750 | 4 | Director | 03 Oct 2022, 16:20 |
| UNH | UNITEDHEALTH GROUP INC | 20 Sep 2022 | 1 | $0 | 4 | Director | 21 Sep 2022, 16:14 |
| UNH | UNITEDHEALTH GROUP INC | 01 Jul 2022 | 1 | $0 | 4 | Director | 05 Jul 2022, 16:55 |
| WMT | Walmart Inc. | 30 Jun 2022 | 1 | $0 | 4 | Director | 01 Jul 2022, 17:10 |
| JPM | JPMORGAN CHASE & CO | 30 Jun 2022 | 1 | +$38,750 | 4 | Director | 01 Jul 2022, 16:17 |
| UNH | UNITEDHEALTH GROUP INC | 28 Jun 2022 | 1 | $0 | 4 | Director | 30 Jun 2022, 16:09 |
| WMT | Walmart Inc. | 01 Jun 2022 | 1 | $0 | 4 | Director | 03 Jun 2022, 17:39 |
| UNH | UNITEDHEALTH GROUP INC | 01 Apr 2022 | 1 | $0 | 4 | Director | 05 Apr 2022, 17:36 |
| WMT | Walmart Inc. | 31 Mar 2022 | 1 | $0 | 4 | Director | 01 Apr 2022, 17:43 |
| JPM | JPMORGAN CHASE & CO | 31 Mar 2022 | 1 | +$38,750 | 4 | Director | 01 Apr 2022, 16:16 |
| UNH | UNITEDHEALTH GROUP INC | 22 Mar 2022 | 1 | $0 | 4 | Director | 24 Mar 2022, 21:36 |
| JPM | JPMORGAN CHASE & CO | 18 Jan 2022 | 1 | +$250,000 | 4 | Director | 20 Jan 2022, 15:35 |
| UNH | UNITEDHEALTH GROUP INC | 03 Jan 2022 | 1 | $0 | 4 | Director | 05 Jan 2022, 15:35 |
| WMT | Walmart Inc. | 31 Dec 2021 | 1 | $0 | 4 | Director | 04 Jan 2022, 17:22 |
| JPM | JPMORGAN CHASE & CO | 31 Dec 2021 | 1 | +$38,750 | 4 | Director | 04 Jan 2022, 15:17 |
| UNH | UNITEDHEALTH GROUP INC | 14 Dec 2021 | 1 | $0 | 4 | Director | 16 Dec 2021, 17:00 |
| UNH | UNITEDHEALTH GROUP INC | 01 Oct 2021 | 1 | $0 | 4 | Director | 05 Oct 2021, 16:51 |
| WMT | Walmart Inc. | 30 Sep 2021 | 1 | $0 | 4 | Director | 01 Oct 2021, 17:44 |
| JPM | JPMORGAN CHASE & CO | 30 Sep 2021 | 1 | +$38,750 | 4 | Director | 01 Oct 2021, 16:17 |
| UNH | UNITEDHEALTH GROUP INC | 21 Sep 2021 | 1 | $0 | 4 | Director | 23 Sep 2021, 16:43 |
| UNH | UNITEDHEALTH GROUP INC | 01 Jul 2021 | 1 | $0 | 4 | Director | 06 Jul 2021, 16:54 |
| WMT | Walmart Inc. | 30 Jun 2021 | 1 | $0 | 4 | Director | 02 Jul 2021, 17:18 |
| JPM | JPMORGAN CHASE & CO | 30 Jun 2021 | 1 | +$38,750 | 4 | Director | 01 Jul 2021, 16:23 |
| UNH | UNITEDHEALTH GROUP INC | 29 Jun 2021 | 1 | $0 | 4 | Director | 01 Jul 2021, 17:18 |
| WMT | Walmart Inc. | 03 Jun 2021 | 1 | $0 | 4 | Director | 04 Jun 2021, 17:29 |