Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CISCO SYSTEMS, INC.CSCO · Entity 2802 | Director | December 10, 2019 | December 13, 2019 |
| HOME DEPOT, INC.HD · Entity 2816 | CFO & EVP - Corp. Services | August 21, 2019 | August 23, 2019 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director · Chief Executive Officer | May 06, 2026 | May 08, 2026 |
| VERIZON COMMUNICATIONS INCVZ · Entity 116 | Director | April 01, 2026 | April 02, 2026 |
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.
CISCO SYSTEMS, INC.
Report date December 10, 2019 · Filed December 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,650 |
Reported balance
After 2019-12-10 transaction · row 1
1 source rowRow 1 · 2019-12-10 · Grant · Acquired 5,215 · Balance 5,650 F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code.
HOME DEPOT, INC.
Report date August 21, 2019 · Filed August 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $.05 Common StockSEC Table I · non-derivative | Direct | 440,974.0835 |
Ending reported balance
After 2019-08-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-08-21 · Gift · Disposed 22,910 · Balance 496,374.0835 Row 2 · 2019-08-21 · Exercise / conversion · Acquired 90,000 · Balance 586,374.0835 Row 3 · 2019-08-21 · Sale · Disposed 145,400 · Balance 440,974.0835 F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.00 to $219.58, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $49.79 · Expires 2022-03-20 | Direct | 406,043 |
Reported balance
After 2019-08-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-08-21 · Exercise / conversion · Disposed 90,000 · Balance 406,043 F2: The options have vested in their entirety and are fully exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.00 to $219.58, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
F2: The options have vested in their entirety and are fully exercisable.
UNITED PARCEL SERVICE INC
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock Units 2026SEC Table II · derivative / convertible security · Expires 2029-05-06 | Direct | 30,228 |
Reported balance
After 2026-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 30,228 · Balance 30,228 F1: Restricted stock units awarded as a component of Long Term Incentive Program award. Each unit automatically converts into one share of Class A common stock. F2: Restricted stock units vest as follows: 1/3rd on each of May 6, 2027, 2028 and 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded as a component of Long Term Incentive Program award. Each unit automatically converts into one share of Class A common stock.
F2: Restricted stock units vest as follows: 1/3rd on each of May 6, 2027, 2028 and 2029.
VERIZON COMMUNICATIONS INC
Report date April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Deferred Compensation Plan | 28,415 |
Reported balance
After 2026-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 5,062 · Balance 28,415 F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2: Includes phantom stock acquired through dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director.
F2: Includes phantom stock acquired through dividend reinvestment.
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 |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 8, 2026 20:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units 2026 · Derivative | 30,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005036 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,228 Underlying: Class A Common Stock · 30,228 shares Expires 2029-05-06 F1 · derivative.exercise_price: Restricted stock units awarded as a component of Long Term Incentive Program award. Each unit automatically converts into one share of Class A common stock. F2 · derivative.exercise_date: Restricted stock units vest as follows: 1/3rd on each of May 6, 2027, 2028 and 2029. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:05 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 5,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001195044-26-000002 · wk-form4_1775160301.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 28,415 Underlying: Common Stock · 5,062 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 7,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001855 · doc4.xml · derivative · entry 4 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,790 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F3 · derivative.exercise_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 4, 2026. F3 · derivative.expiration_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 4, 2026. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 2,331 | $99.19 | $231,211.89 |
DisclosureSEC source: 0001225208-26-001855 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,694.2557 F1 · balance_after: Includes 180.5796 shares in the reporting person's 401(k) account. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 7,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001855 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,025.2557 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 180.5796 shares in the reporting person's 401(k) account. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 7,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001431 · doc4.xml · derivative · entry 2 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,790 Underlying: Class A Common Stock · 7,790 shares Expires not disclosed F2 · derivative.exercise_price: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F2 · derivative.exercise_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F2 · derivative.expiration_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 205,459 | $0.00 Strike: $116.74 | $0.00 |
DisclosureSEC source: 0001225208-26-001431 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205,459 Underlying: Class A Common Stock · 205,459 shares Expires 2036-02-04 F1 · derivative.exercise_date: Options vest at the rate of 20% annually beginning February 4, 2027. Read SEC document |
| August 01, 2025 Filed Aug 1, 2025 20:27 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | PurchaseClass B Common Stock | 11,682 | $85.67 | $1,000,815.63 |
DisclosureSEC source: 0001225208-25-006951 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,718 F1 · price: The price shown is the weighted average price at which shares were acquired in multiple purchase transactions made pursuant to a single market order. The range of prices for the transactions was $85.58 to $85.7099.Upon request by SEC staff, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:14 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 72,583 | $0.00 Strike: $95.89 | $0.00 |
DisclosureSEC source: 0001225208-25-005022 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,583 Underlying: Class A Common Stock · 72,583 shares Expires 2035-05-09 F1 · derivative.exercise_date: Options vest at the rate of 20% annually beginning May 9, 2026. Read SEC document |
| March 18, 2025 Filed Mar 20, 2025 19:00 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 4,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-005977 · form4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 21,908 Underlying: Common Stock · 4,748 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 24,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001838 · doc4.xml · derivative · entry 4 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 24,930 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F3 · derivative.exercise_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 5, 2025. F3 · derivative.expiration_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 5, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 9,984 | $126.10 | $1,258,982.40 |
DisclosureSEC source: 0001225208-25-001838 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,223.6054 F1 · balance_after: Includes 168.9293 shares in the reporting person's 401(k) account. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 24,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001838 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,207.6054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 168.9293 shares in the reporting person's 401(k) account. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 24,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001398 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,930 Underlying: Class A Common Stock · 24,930 shares Expires not disclosed F1 · derivative.exercise_price: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.exercise_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.expiration_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| March 20, 2024 Filed Mar 22, 2024 20:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 39,090 | $0.00 Strike: $154.76 | $0.00 |
DisclosureSEC source: 0001225208-24-004428 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,090 Underlying: Class A Common Stock · 39,090 shares Expires 2034-03-20 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 20, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 17:01 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 5,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005397 · form4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 16,064 Underlying: Common Stock · 5,224 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units 2023 · Derivative | 11,552.782 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002653 · doc4.xml · derivative · entry 7 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,552.782 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F4 · derivative.exercise_date: Each unit automatically converted into one share of Class A common stock following the first anniversary of the grant date. F4 · derivative.expiration_date: Each unit automatically converted into one share of Class A common stock following the first anniversary of the grant date. F5 · derivative.underlying_shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 62,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002653 · doc4.xml · derivative · entry 6 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 62,097 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F3 · derivative.exercise_date: RPUs were vested when earned on February 7, 2024. F3 · derivative.expiration_date: RPUs were vested when earned on February 7, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 26,903 | $157.23 | $4,229,958.69 |
DisclosureSEC source: 0001225208-24-002653 · doc4.xml · nonDerivative · entry 4 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,269.7239 F1 · balance_after: Includes 161.0478 shares in the reporting person's 401(k) account. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,181 | $147.92 | $766,373.52 |
DisclosureSEC source: 0001225208-24-002653 · doc4.xml · nonDerivative · entry 3 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,172.7239 F1 · balance_after: Includes 161.0478 shares in the reporting person's 401(k) account. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 11,552.782 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002653 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,353.7239 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 161.0478 shares in the reporting person's 401(k) account. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 62,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002653 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,800.9419 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 161.0478 shares in the reporting person's 401(k) account. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 23:53 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 62,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001842 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,097 Underlying: Class A Common Stock · 62,097 shares Expires not disclosed F1 · derivative.exercise_price: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.exercise_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.expiration_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| March 22, 2023 Filed Apr 6, 2023 21:22 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 33,076 | $0.00 Strike: $185.54 | $0.00 |
DisclosureSEC source: 0001225208-23-004763 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,076 Underlying: Class A Common Stock · 33,076 shares Expires 2033-03-22 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 22, 2024. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 13:12 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 5,483 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005714 · form4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 10,105 Underlying: Common Stock · 5,483 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units 2022 · Derivative | 12,813.1473 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002555 · doc4.xml · derivative · entry 7 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 12,813.1473 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F5 · derivative.exercise_date: Restricted units vested one year after the date of grant. F5 · derivative.expiration_date: Restricted units vested one year after the date of grant. F2 · derivative.underlying_shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 168,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002555 · doc4.xml · derivative · entry 6 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 168,975 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F4 · derivative.exercise_date: RPUs were vested when earned on February 8, 2023. F4 · derivative.expiration_date: RPUs were vested when earned on February 8, 2023. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 76,208 | $173.84 | $13,247,998.72 |
DisclosureSEC source: 0001225208-23-002555 · doc4.xml · nonDerivative · entry 4 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,697.8381 F1 · balance_after: Includes 154.9440 shares in the reporting person's 401(k) account. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,779 | $184.75 | $1,067,670.25 |
DisclosureSEC source: 0001225208-23-002555 · doc4.xml · nonDerivative · entry 3 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,905.8381 F1 · balance_after: Includes 154.9440 shares in the reporting person's 401(k) account. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 12,813.1473 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002555 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,684.8381 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F1 · balance_after: Includes 154.9440 shares in the reporting person's 401(k) account. Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 168,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002555 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,871.6908 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 154.9440 shares in the reporting person's 401(k) account. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units 2023 · Derivative | 11,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001676 · doc4.xml · derivative · entry 2 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,118 Underlying: Class A Common Stock · 11,118 shares Expires not disclosed F2 · derivative.exercise_price: Each unit automatically converts into one share of Class A common stock following the first anniversary of the grant date. F2 · derivative.exercise_date: Each unit automatically converts into one share of Class A common stock following the first anniversary of the grant date. F2 · derivative.expiration_date: Each unit automatically converts into one share of Class A common stock following the first anniversary of the grant date. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 21:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 168,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001676 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,975 Underlying: Class A Common Stock · 168,975 shares Expires not disclosed F1 · derivative.exercise_price: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.exercise_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.expiration_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 25,357 | $0.00 Strike: $214.58 | $0.00 |
DisclosureSEC source: 0001225208-22-005080 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,357 Underlying: Class A Common Stock · 25,357 shares Expires 2032-03-23 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 23, 2023. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 17:32 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006541 · form4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 4,352 Underlying: Common Stock · 3,264 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:21 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units 2022 · Derivative | 12,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001950 · doc4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,416 Underlying: Class A Common Stock · 12,416 shares Expires not disclosed F1 · derivative.exercise_price: Each unit vests on the first anniversary of the grant date and then converts into one share of Class A common stock. F1 · derivative.exercise_date: Each unit vests on the first anniversary of the grant date and then converts into one share of Class A common stock. F1 · derivative.expiration_date: Each unit vests on the first anniversary of the grant date and then converts into one share of Class A common stock. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 12:14 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 1,062 | $54.94 | $58,346.28 |
DisclosureSEC source: 0001062993-21-008208 · form4.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 1,062 Underlying: Common Stock · 1,062 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 15,873 | $0.00 Strike: $165.66 | $0.00 |
DisclosureSEC source: 0001225208-21-002462 · doc4.xml · derivative · entry 4 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,873 Underlying: Class A Common Stock · 15,873 shares Expires 2031-02-10 F3 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 10, 2022. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 4,267.3975 | $165.66 | $706,937.07 |
DisclosureSEC source: 0001225208-21-002462 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,793.3147 F2 · balance_after: Includes 51.5679 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantClass A Common Stock | 9,462.0786 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002462 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,060.7122 F1 · kind: Management Incentive Plan award under the United Parcel Service, Inc. Incentive Compensation Plan. F1 · price: Management Incentive Plan award under the United Parcel Service, Inc. Incentive Compensation Plan. F2 · balance_after: Includes 51.5679 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 10, 2021 Filed Feb 19, 2021 22:33 UTC Amendment | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 47,619 | $0.00 Strike: $165.66 | $0.00 |
DisclosureSEC source: 0001225208-21-003189 · doc4a.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,619 Underlying: Class A Common Stock · 47,619 shares Expires 2031-02-10 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 10, 2022. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 101,261 | $0.00 Strike: $99.28 | $0.00 |
DisclosureSEC source: 0001225208-20-008449 · doc4.xml · derivative · entry 3 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,261 Underlying: Class A Common Stock · 101,261 shares Expires 2030-06-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning June 1, 2021. Read SEC document |
| May 29, 2020 Filed Jun 2, 2020 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | PurchaseClass B Common Stock | 10,100 | $99.33 | $1,003,233.00 |
DisclosureSEC source: 0001225208-20-008449 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,036 Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 13:08 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001611593-20-000051 · edgar.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 6,085 Underlying: Common Stock · 3,053 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · balance_after: Includes phantom stock acquired through dividend reinvestment. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 16:23 UTC | VERIZON COMMUNICATIONS INC VZ · Entity 116 | GrantPhantom Stock · Derivative | 3,000 | $61.05 | $183,150.00 |
DisclosureSEC source: 0001611593-20-000004 · edgar.xml · derivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Deferred Compensation Plan Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F2 · price: The price set forth in Column 8 reflects the price on January 2, 2020, the first trading day after the grant date, which was a holiday. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and is settled in cash. The shares of phantom stock become payable following the reporting person's termination of service as a director. Read SEC document |
| December 10, 2019 Filed Dec 13, 2019 02:29 UTC | CISCO SYSTEMS, INC. CSCO · Entity 2802 | GrantCommon Stock | 5,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023023 · doc1.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,650 F1 · shares: Represents a fully vested deferred restricted stock unit award covering shares which will settle in shares on, or as soon as practicable after, the reporting person's "separation from service" to Cisco within the meaning of Section 409A of the Internal Revenue Code. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 19:34 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversionEmployee Stock Options · Derivative | 90,000 | $0.00 Strike: $49.79 | $0.00 |
DisclosureSEC source: 0001209191-19-047268 · doc4.xml · derivative · entry 4 TOME CAROL B · CIK 0001195044 · CFO & EVP - Corp. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,043 Underlying: Common Stock · 90,000 shares Expires 2022-03-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options have vested in their entirety and are fully exercisable. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 19:34 UTC | HOME DEPOT, INC. HD · Entity 2816 | Sale$.05 Common Stock | 145,400 | $219.04 | $31,848,416.00 |
DisclosureSEC source: 0001209191-19-047268 · doc4.xml · nonDerivative · entry 3 TOME CAROL B · CIK 0001195044 · CFO & EVP - Corp. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,974.0835 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $219.00 to $219.58, inclusive. The reporting person undertakes to provide to the Company, any security holder of the Company, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 19:34 UTC | HOME DEPOT, INC. HD · Entity 2816 | Exercise / conversion$.05 Common Stock | 90,000 | $49.79 | $4,481,100.00 |
DisclosureSEC source: 0001209191-19-047268 · doc4.xml · nonDerivative · entry 2 TOME CAROL B · CIK 0001195044 · CFO & EVP - Corp. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 586,374.0835 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 21, 2019 Filed Aug 23, 2019 19:34 UTC | HOME DEPOT, INC. HD · Entity 2816 | Gift$.05 Common Stock | 22,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-047268 · doc4.xml · nonDerivative · entry 1 TOME CAROL B · CIK 0001195044 · CFO & EVP - Corp. Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 496,374.0835 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.