| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Walmart Inc. | Director | Common | 150K | $12.1M | $80.64 | Sep 30, 2024 | Direct |
| JPMORGAN CHASE & CO | Director | Common Stock | 60.4K | $12.1M | $200.30 | Mar 29, 2024 | Direct |
| Walmart Inc. | Director | Common | 149K | $10.1M | $67.58 | Jun 30, 2024 | Direct |
| UNITEDHEALTH GROUP INC | Director | Common Stock | 10.2K | $5.9M | $579.03 | Oct 1, 2024 | Direct |
| JPMORGAN CHASE & CO | Director | Common Stock | 10K | $2M | $200.30 | Mar 29, 2024 | By Spouse's Family Trust |
| UNITEDHEALTH GROUP INC | Director | Common Stock | 2K | $1.16M | $579.03 | Oct 1, 2024 | By Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | Oct 1, 2024 | 1 | $0 | 4 | Oct 3, 2024 | Director |
| WMT | Walmart Inc. | Sep 30, 2024 | 1 | $0 | 4 | Oct 2, 2024 | Director |
| UNH | UNITEDHEALTH GROUP INC | Sep 24, 2024 | 1 | $0 | 4 | Sep 26, 2024 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jul 1, 2024 | 1 | $0 | 4 | Jul 2, 2024 | Director |
| WMT | Walmart Inc. | Jun 30, 2024 | 1 | $0 | 4 | Jul 2, 2024 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jun 25, 2024 | 1 | $0 | 4 | Jun 27, 2024 | Director |
| WMT | Walmart Inc. | Jun 5, 2024 | 1 | $0 | 4 | Jun 7, 2024 | Director |
| WMT | Walmart Inc. | May 21, 2024 | 1 | -$1.94M | 4 | May 23, 2024 | Director |
| JPM | JPMORGAN CHASE & CO | May 20, 2024 | 0 | $0 | 4 | May 21, 2024 | Director |
| UNH | UNITEDHEALTH GROUP INC | Apr 1, 2024 | 1 | $0 | 4 | Apr 3, 2024 | Director |
| WMT | Walmart Inc. | Mar 31, 2024 | 1 | $0 | 4 | Apr 2, 2024 | Director |
| JPM | JPMORGAN CHASE & CO | Mar 29, 2024 | 1 | $45K | 4 | Apr 2, 2024 | Director |
| UNH | UNITEDHEALTH GROUP INC | Mar 19, 2024 | 1 | $0 | 4 | Mar 21, 2024 | Director |
| JPM | JPMORGAN CHASE & CO | Jan 16, 2024 | 1 | $265K | 4 | Jan 18, 2024 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jan 2, 2024 | 1 | $0 | 4 | Jan 4, 2024 | Director |
| WMT | Walmart Inc. | Dec 31, 2023 | 1 | $0 | 4 | Jan 3, 2024 | Director |
| JPM | JPMORGAN CHASE & CO | Dec 31, 2023 | 1 | $38.8K | 4 | Jan 3, 2024 | Director |
| UNH | UNITEDHEALTH GROUP INC | Dec 12, 2023 | 1 | $0 | 4 | Dec 14, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Oct 2, 2023 | 1 | $0 | 4 | Oct 4, 2023 | Director |
| WMT | Walmart Inc. | Sep 30, 2023 | 1 | $0 | 4 | Oct 3, 2023 | Director |
| JPM | JPMORGAN CHASE & CO | Sep 30, 2023 | 1 | $38.7K | 4 | Oct 2, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Sep 19, 2023 | 1 | $0 | 4 | Sep 21, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jul 3, 2023 | 1 | $0 | 4 | Jul 6, 2023 | Director |
| WMT | Walmart Inc. | Jun 30, 2023 | 1 | $0 | 4 | Jul 5, 2023 | Director |
| JPM | JPMORGAN CHASE & CO | Jun 30, 2023 | 1 | $38.8K | 4 | Jul 3, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jun 27, 2023 | 1 | $0 | 4 | Jun 29, 2023 | Director |
| WMT | Walmart Inc. | May 31, 2023 | 1 | $0 | 4 | Jun 2, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Apr 3, 2023 | 1 | $0 | 4 | Apr 5, 2023 | Director |
| WMT | Walmart Inc. | Mar 31, 2023 | 1 | $0 | 4 | Apr 4, 2023 | Director |
| JPM | JPMORGAN CHASE & CO | Mar 31, 2023 | 1 | $38.7K | 4 | Apr 3, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Mar 21, 2023 | 1 | $0 | 4 | Mar 23, 2023 | Director |
| JPM | JPMORGAN CHASE & CO | Jan 17, 2023 | 1 | $250K | 4 | Jan 19, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jan 3, 2023 | 1 | $0 | 4 | Jan 5, 2023 | Director |
| WMT | Walmart Inc. | Dec 31, 2022 | 1 | $0 | 4 | Jan 4, 2023 | Director |
| JPM | JPMORGAN CHASE & CO | Dec 31, 2022 | 1 | $38.8K | 4 | Jan 4, 2023 | Director |
| UNH | UNITEDHEALTH GROUP INC | Dec 13, 2022 | 1 | $0 | 4 | Dec 15, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Oct 3, 2022 | 1 | $0 | 4 | Oct 4, 2022 | Director |
| WMT | Walmart Inc. | Sep 30, 2022 | 1 | $0 | 4 | Oct 4, 2022 | Director |
| JPM | JPMORGAN CHASE & CO | Sep 30, 2022 | 1 | $38.8K | 4 | Oct 3, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Sep 20, 2022 | 1 | $0 | 4 | Sep 21, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jul 1, 2022 | 1 | $0 | 4 | Jul 5, 2022 | Director |
| WMT | Walmart Inc. | Jun 30, 2022 | 1 | $0 | 4 | Jul 1, 2022 | Director |
| JPM | JPMORGAN CHASE & CO | Jun 30, 2022 | 1 | $38.8K | 4 | Jul 1, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jun 28, 2022 | 1 | $0 | 4 | Jun 30, 2022 | Director |
| WMT | Walmart Inc. | Jun 1, 2022 | 1 | $0 | 4 | Jun 3, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Apr 1, 2022 | 1 | $0 | 4 | Apr 5, 2022 | Director |
| WMT | Walmart Inc. | Mar 31, 2022 | 1 | $0 | 4 | Apr 1, 2022 | Director |
| JPM | JPMORGAN CHASE & CO | Mar 31, 2022 | 1 | $38.7K | 4 | Apr 1, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Mar 22, 2022 | 1 | $0 | 4 | Mar 24, 2022 | Director |
| JPM | JPMORGAN CHASE & CO | Jan 18, 2022 | 1 | $250K | 4 | Jan 20, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jan 3, 2022 | 1 | $0 | 4 | Jan 5, 2022 | Director |
| WMT | Walmart Inc. | Dec 31, 2021 | 1 | $0 | 4 | Jan 4, 2022 | Director |
| JPM | JPMORGAN CHASE & CO | Dec 31, 2021 | 1 | $38.8K | 4 | Jan 4, 2022 | Director |
| UNH | UNITEDHEALTH GROUP INC | Dec 14, 2021 | 1 | $0 | 4 | Dec 16, 2021 | Director |
| UNH | UNITEDHEALTH GROUP INC | Oct 1, 2021 | 1 | $0 | 4 | Oct 5, 2021 | Director |
| WMT | Walmart Inc. | Sep 30, 2021 | 1 | $0 | 4 | Oct 1, 2021 | Director |
| JPM | JPMORGAN CHASE & CO | Sep 30, 2021 | 1 | $38.8K | 4 | Oct 1, 2021 | Director |
| UNH | UNITEDHEALTH GROUP INC | Sep 21, 2021 | 1 | $0 | 4 | Sep 23, 2021 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jul 1, 2021 | 1 | $0 | 4 | Jul 6, 2021 | Director |
| WMT | Walmart Inc. | Jun 30, 2021 | 1 | $0 | 4 | Jul 2, 2021 | Director |
| JPM | JPMORGAN CHASE & CO | Jun 30, 2021 | 1 | $38.8K | 4 | Jul 1, 2021 | Director |
| UNH | UNITEDHEALTH GROUP INC | Jun 29, 2021 | 1 | $0 | 4 | Jul 1, 2021 | Director |
| WMT | Walmart Inc. | Jun 3, 2021 | 1 | $0 | 4 | Jun 4, 2021 | Director |