Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Pres, Supply Chain Solutions | March 23, 2022 | March 25, 2022 |
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.
UNITED PARCEL SERVICE INC
Report date March 23, 2022 · Filed March 25, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to Purchase Class A CommonSEC Table II · derivative / convertible security · Conversion / exercise price $214.58 · Expires 2032-03-23 | Direct | 3,566 |
Reported balance
After 2022-03-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-03-23 · Grant · Acquired 3,566 · Balance 3,566 F1: Securities vest at the rate of 20% annually beginning March 23, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities vest at the rate of 20% annually beginning March 23, 2023.
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 |
|---|---|---|---|---|---|---|
| March 23, 2022 Filed Mar 25, 2022 20:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 3,566 | $0.00 Strike: $214.58 | $0.00 |
DisclosureSEC source: 0001225208-22-005084 · doc4.xml · derivative · entry 1 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,566 Underlying: Class A Common Stock · 3,566 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 03, 2022 Filed Mar 4, 2022 21:44 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass B Common Stock | 3,897 | $215.37 | $839,281.30 |
DisclosureSEC source: 0001225208-22-004240 · doc4.xml · nonDerivative · entry 1 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported on this Form 4 was effected pursuant to a previously adopted Rule 10b5-1 plan. F2 · price: The price shown is the weighted average price at which shares were sold in multiple sales transactions made pursuant to a single market order. The range of prices for the transactions made was $215.00 to $215.74. 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 |
| February 18, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units 2021 · Derivative | 3,513.922 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · derivative · entry 10 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,513.922 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. F6 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F8 · derivative.exercise_date: Restricted units vested one year after the date of grant. F8 · 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 18, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass B Common Stock | 7,790 | $208.24 | $1,622,189.60 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 8 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,897 F4 · kind: The sale reported on this Form 4 was effected pursuant to a previously adopted Rule 10b5-1 plan. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass B Common Stock | 3,895 | $210.07 | $818,239.79 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 7 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,687 F4 · kind: The sale reported on this Form 4 was effected pursuant to a previously adopted Rule 10b5-1 plan. F5 · price: The price shown is the weighted average price at which shares were sold in multiple sales transactions made pursuant to a single market order. The range of prices for the transactions made was $210.00 to $210.17. 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 |
| February 18, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 15,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 6 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,582 F3 · kind: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass A Common Stock | 15,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 5 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,794.9548 F3 · kind: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. F1 · balance_after: Includes 201.7154 shares in the reporting person's 401(k) account and 25.4544 shares acquired in the reporting person's Dividend Reinvestment Plan. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,585 | $220.68 | $349,777.80 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 4 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376.9548 F1 · balance_after: Includes 201.7154 shares in the reporting person's 401(k) account and 25.4544 shares acquired in the reporting person's Dividend Reinvestment Plan. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 3,513.922 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 3 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,961.9548 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 201.7154 shares in the reporting person's 401(k) account and 25.4544 shares acquired in the reporting person's Dividend Reinvestment Plan. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 28,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · derivative · entry 9 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 28,383 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. F6 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F7 · derivative.exercise_date: RPUs were vested when earned on February 9, 2022. F7 · derivative.expiration_date: RPUs were vested when earned on February 9, 2022. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 12,801 | $214.34 | $2,743,766.34 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 2 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,448.0328 F1 · balance_after: Includes 201.7154 shares in the reporting person's 401(k) account and 25.4544 shares acquired in the reporting person's Dividend Reinvestment Plan. Read SEC document |
| February 17, 2022 Filed Feb 22, 2022 23:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 28,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002986 · doc4.xml · nonDerivative · entry 1 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,249.0328 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 201.7154 shares in the reporting person's 401(k) account and 25.4544 shares acquired in the reporting person's Dividend Reinvestment Plan. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units 2022 · Derivative | 3,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001943 · doc4.xml · derivative · entry 2 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,376 Underlying: Class A Common Stock · 3,376 shares Expires not disclosed F2 · 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. F2 · 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. F2 · 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 |
| February 09, 2022 Filed Feb 11, 2022 23:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 28,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001943 · doc4.xml · derivative · entry 1 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,383 Underlying: Class A Common Stock · 28,383 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 |
| February 10, 2021 Filed Feb 12, 2021 23:30 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units · Derivative | 3,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002455 · doc4.xml · derivative · entry 2 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,440 Underlying: Class A Common Stock · 3,440 shares Expires not disclosed F2 · derivative.exercise_price: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. F2 · derivative.exercise_date: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. F2 · derivative.expiration_date: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:30 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 6,647 | $0.00 Strike: $165.66 | $0.00 |
DisclosureSEC source: 0001225208-21-002455 · doc4.xml · derivative · entry 1 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,647 Underlying: Class A Common Stock · 6,647 shares Expires 2031-02-10 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 10, 2022. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 11,967 | $0.00 Strike: $105.54 | $0.00 |
DisclosureSEC source: 0001225208-20-002358 · doc4.xml · derivative · entry 3 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,967 Underlying: Class A Common Stock · 11,967 shares Expires 2030-02-12 F3 · derivative.exercise_date: Securites vest at the rate of 20% annually beginning February 12, 2021. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 705.7191 | $105.54 | $74,481.59 |
DisclosureSEC source: 0001225208-20-002358 · doc4.xml · nonDerivative · entry 2 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713.7442 F2 · balance_after: Includes 74.8812 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantClass A Common Stock | 2,344.5821 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002358 · doc4.xml · nonDerivative · entry 1 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,419.4633 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 74.8812 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 8,457 | $0.00 Strike: $111.80 | $0.00 |
DisclosureSEC source: 0001225208-19-002761 · doc4.xml · derivative · entry 1 Gilbert Philippe R · CIK 0001765062 · Pres, Supply Chain Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,457 Underlying: Class A Common Stock · 8,457 shares Expires 2029-02-14 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 14, 2020. 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.