Some UnitedHealth Group shareholders were shareholders in predecessor companies that we acquired in tax-free stock-for-stock exchange transactions. In these cases, the shareholder's cost basis in the predecessor company generally carries forward to their UnitedHealth Group shares. We have provided the following stock exchange ratio information to assist in the calculation of cost basis for these situations. For questions relating to tax issues, please consult a professional tax advisor.
UnitedHealth Group
Acquisition
Date
Stock Price
Stock Exchange Ratio
PacifiCare Health Systems, Inc.
12/20/2005
$63.06
Oxford Health Plans, Inc.
07/29/2004
$32.00
Mid Atlantic Medical Services, Inc
02/10/2004
$30.00
Virginia's Physician Network Inc.
03/07/2001
$15.12*
.13916 UnitedHealth Group to 1 Virginia's Physician Network Inc.**
Lifemark Corporation
02/09/2001
$15.47*
.18672 UnitedHealth Group to 1 Lifemark Corporation**
FHP Internationaln
02/14/1997
Class A: $79.00
Class B: $83.75
0.056 PacifiCare Class A common stock plus 0.176 PacifiCare Class B common stock to 1 FHP International.
PacifiCare later combined its two classes of common stock into one, and the shares then subsequently split two for one.
Healthwise of America Inc.
04/12/1996
$7.57*
.6475 UnitedHealth Group to 1 Healthwise of America Inc.**
Surgical Care Affiliates
--
--
.10 Healthwise of America to 1 Surgical Care Affiliates
HMO America
08/31/1993
$3.70*
.64 UnitedHealth Group to 1 HMO America for both common and preferred.**
*split adjusted
**Original ratio at time of acquisition. Subsequent UNH stock splits could change the number of UNH shares held.
UnitedHealth Group Stock Split History
Stock Split Ratio
Ownership Record Date
