Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| TRIMAS CORPTRS · Entity 4738 | Director | March 20, 2026 | March 23, 2026 |
| UNION PACIFIC CORPUNP · Entity 2854 | Director | October 01, 2026 | October 02, 2026 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Chief Mktng & Bus Serv Officer | March 14, 2017 | March 15, 2017 |
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.
TRIMAS CORP
Report date March 20, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,152.301 |
Reported balance
After 2026-03-20 transaction · row 1
1 source rowRow 1 · 2026-03-20 · Tax withholding · Disposed 6,192 · Balance 75,152.301 |
UNION PACIFIC CORP
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,679 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 179 · Balance 3,679 F1: Distribution ratio for Phantom Stock Units is 1:1. F2: Phantom Stock Units are payable in cash only commencing at retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution ratio for Phantom Stock Units is 1:1.
F2: Phantom Stock Units are payable in cash only commencing at retirement.
UNITED PARCEL SERVICE INC
Report date March 14, 2017 · Filed March 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 51,253.7801 |
Reported balance
After 2017-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-14 · Exercise / conversion · Acquired 2,194 · Balance 51,253.7801 |
| Class A Common StockSEC Table I · non-derivative | Direct | 50,200.7801 |
Reported balance
After 2017-03-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-03-14 · Tax withholding · Disposed 1,053 · Balance 50,200.7801 F1: Includes 14.8707 shares acquired in the Reporting Person's 401(k) account between January 1, 2017 and March 14, 2017. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2016-12-31 | Direct | 0 |
Reported balance
After 2017-03-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-14 · Exercise / conversion · Disposed 2,194 · Balance 0 F2: One unit is equivalent to one share of UPS Class A Common stock. F3: The Restricted Performance Units vested on December 31, 2016. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 14.8707 shares acquired in the Reporting Person's 401(k) account between January 1, 2017 and March 14, 2017.
F2: One unit is equivalent to one share of UPS Class A Common stock.
F3: The Restricted Performance Units vested on December 31, 2016. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2017.
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 14, 2017 Filed Mar 15, 2017 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,053 | $114.64 | $120,715.92 |
DisclosureSEC source: 0001225208-17-006289 · doc4.xml · nonDerivative · entry 2 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,200.7801 F1 · balance_after: Includes 14.8707 shares acquired in the Reporting Person's 401(k) account between January 1, 2017 and March 14, 2017. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 2,194 | $114.64 | $251,520.16 |
DisclosureSEC source: 0001225208-17-006289 · doc4.xml · nonDerivative · entry 1 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,253.7801 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 |
| March 01, 2017 Filed Mar 3, 2017 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 2,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005510 · doc4.xml · derivative · entry 3 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,194 Underlying: Class A Common Stock · 2,194 shares Expires 2016-12-31 F4 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Long-Term Incentive Performance Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F5 · derivative.underlying_shares: Includes 181.4933 Dividend Equivalent Units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 2,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005510 · doc4.xml · derivative · entry 2 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,591 Underlying: Class A Common Stock · 2,591 shares Expires 2022-01-15 F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning January 15, 2018. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 10,100 | $0.00 Strike: $106.87 | $0.00 |
DisclosureSEC source: 0001225208-17-005510 · doc4.xml · derivative · entry 1 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,100 Underlying: Class A Common Stock · 10,100 shares Expires 2027-03-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 1, 2018. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 802.702 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · derivative · entry 15 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,211 Underlying: Class A Common Stock · 802.702 shares Expires 2021-01-15 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 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 175.5507 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 300.3999 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · derivative · entry 14 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901 Underlying: Class A Common Stock · 300.3999 shares Expires 2020-01-15 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 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 175.5507 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 299.763 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · derivative · entry 13 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 Underlying: Class A Common Stock · 299.763 shares Expires 2019-01-15 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 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 175.5507 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 321.3937 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · derivative · entry 12 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321 Underlying: Class A Common Stock · 321.3937 shares Expires 2018-01-15 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 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 175.5507 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 429.2921 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · derivative · entry 11 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 429.2921 shares Expires 2017-01-15 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 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 175.5507 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 385 | $114.24 | $43,982.40 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 10 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,044.9094 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 229 | $114.24 | $26,160.96 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 9 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,429.9094 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 172 | $114.24 | $19,649.28 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 8 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,658.9094 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 142 | $114.24 | $16,222.08 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 7 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,830.9094 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 142 | $114.24 | $16,222.08 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 6 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,972.9094 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 299.763 | $114.24 | $34,244.93 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 5 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,114.9094 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 |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 300.3999 | $114.24 | $34,317.68 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 4 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,815.1464 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 |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 321.3937 | $114.24 | $36,716.02 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 3 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,514.7465 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 |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 429.2921 | $114.24 | $49,042.33 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 2 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,193.3528 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 |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 802.702 | $114.24 | $91,700.68 |
DisclosureSEC source: 0001225208-17-001997 · doc4.xml · nonDerivative · entry 1 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,764.0607 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 |
| December 19, 2016 Filed Jan 27, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 87 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001864 · doc5.xml · nonDerivative · entry 3 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,961.3587 F1 · balance_after: Includes 75.2789 shares acquired in the Reporting Person's 401(k) account between May 14, 2016 and December 31, 2016. Read SEC document |
| December 16, 2016 Filed Jan 27, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001864 · doc5.xml · nonDerivative · entry 2 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,048.3587 Read SEC document |
| December 15, 2016 Filed Jan 27, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001864 · doc5.xml · nonDerivative · entry 1 Finley Teresa M. · CIK 0001630153 · Chief Mktng & Bus Serv Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,387.3587 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.