Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EMERSON ELECTRIC COEMR · Entity 2942 | Director | February 07, 2023 | February 09, 2023 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director | May 10, 2018 | May 11, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
EMERSON ELECTRIC CO
Report date February 07, 2023 · Filed February 09, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,997 |
Reported balance
After 2023-02-07 transaction · row 1
1 source rowRow 1 · 2023-02-07 · Grant · Acquired 1,933 · Balance 23,997 F1: Grant to Reporting Person of 1,933 restricted stock units having a fair market value of $90.5250 per unit on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2: Price is not applicable to acquisitions resulting from grants of restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 1,200 |
Reported balance
Holding disclosure · report date 2023-02-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,200 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant to Reporting Person of 1,933 restricted stock units having a fair market value of $90.5250 per unit on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d).
F2: Price is not applicable to acquisitions resulting from grants of restricted stock units.
UNITED PARCEL SERVICE INC
Report date May 10, 2018 · Filed May 11, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,491 |
Reported balance
After 2018-05-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-05-10 · Grant · Acquired 1,491 · Balance 1,491 F1: One unit is equivalent to one share of UPS Class A Common stock. F2: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis upon separation from service with the company. |
Filing footnotes · ownership attribution and instrument terms
F1: One unit is equivalent to one share of UPS Class A Common stock.
F2: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis upon separation from service with the company.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 07, 2023 Filed Feb 9, 2023 22:10 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-23-000037 · edgar.xml · nonDerivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,997 F1 · kind: Grant to Reporting Person of 1,933 restricted stock units having a fair market value of $90.5250 per unit on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,933 restricted stock units having a fair market value of $90.5250 per unit on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock units. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 20:52 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,905 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-22-000050 · edgar.xml · nonDerivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,064 F1 · kind: Grant to Reporting Person of 1,905 shares of restricted stock having a fair market value of $91.83 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,905 shares of restricted stock having a fair market value of $91.83 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| February 02, 2021 Filed Feb 4, 2021 21:54 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 1,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-21-000105 · edgar.xml · nonDerivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,159 F1 · kind: Grant to Reporting Person of 1,787 shares of restricted stock having a fair market value of $83.905 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 1,787 shares of restricted stock having a fair market value of $83.905 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 21:57 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 2,030 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-20-000078 · edgar.xml · nonDerivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,372 F1 · kind: Grant to Reporting Person of 2,030 shares of restricted stock having a fair market value of $73.865 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 2,030 shares of restricted stock having a fair market value of $73.865 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 21:28 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 2,264 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-19-000077 · edgar.xml · nonDerivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,342 F1 · kind: Grant to Reporting Person of 2,264 shares of restricted stock having a fair market value of $66.24 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 2,264 shares of restricted stock having a fair market value of $66.24 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009150 · doc4.xml · derivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,491 Underlying: Class A Common Stock · 1,491 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · derivative.expiration_date: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis upon separation from service with the company. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 15:43 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 2,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-18-000123 · edgar.xml · nonDerivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,078 F1 · kind: Grant to Reporting Person of 2,038 shares of restricted stock having a fair market value of $68.69 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 2,038 shares of restricted stock having a fair market value of $68.69 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009242 · doc4.xml · derivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588 Underlying: Class A Common Stock · 1,588 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · derivative.expiration_date: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis upon separation from service with the company. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 20:34 UTC | EMERSON ELECTRIC CO EMR · Entity 2942 | GrantCommon Stock | 2,248 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950138-17-000144 · edgar.xml · nonDerivative · entry 1 KENDLE CANDACE B · CIK 0001055097 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,040 F1 · kind: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F1 · shares: Grant to Reporting Person of 2,248 shares of restricted stock having a fair market value of $62.26 per share on the date of grant under shareholder approved benefit plan pursuant to Rule 16b-3(d). F2 · price: Price is not applicable to acquisitions resulting from grants of restricted stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.