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Insider Information:   Montgomery Rice Valerie Md
Relationship:   Director
City:   Minnetonka
State:   MN
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   344,993    

Indirect Shares

  0      
Direct Value   $2,884,391    

Indirect Value

  $0      
Total Shares   344,993      
Total Value   $2,884,391      


Unitedhealth Group Inc
 $2,699,271 23andMe Holding Co.
 $185,119 Unitedhealth Group Inc
 $2,699,271 23andMe Holding Co.
 $185,119
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Unitedhealth Group Inc UNH Director 2024-04-01 5,449 2017-10-02 0    Premium*  
            23andMe Holding Co. ME Director 2023-09-06 339,544 2021-09-14 0    Premium*  
* Premium Members only  

Records found :    56         Free Registration Required For Full Results.    Limit: 25

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  Page 3 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
UNH Unitedhealth Group Inc Director   –       •      –    2024-03-19 4 A $0.00 $0 D/D 19 5,257 0 -
UNH Unitedhealth Group Inc Director   –       •      –    2024-04-01 4 A $0.00 $0 D/D 192 5,449 0 -
ME 23andMe Holding Co. Director   –       •      –    2021-09-14 4 A $0.00 $0 D/D 55,263 55,263 0 -
ME 23andMe Holding Co. Director   –       •      –    2022-08-25 4 A $0.00 $53,998 D/D 75,576 130,839 0 -
ME 23andMe Holding Co. Director   –       •      –    2022-09-06 4 A $0.00 $11,017 D/D 18,210 149,049 0 -
ME 23andMe Holding Co. Director   –       •      –    2023-09-06 4 A $0.00 $65,000 D/D 190,495 339,544 0 -

  56  Records found
  1   2   3     
  Page 3 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed