Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLGATE PALMOLIVE COCL · Entity 2972 | Director | October 01, 2026 | October 03, 2026 |
| CVS HEALTH CorpCVS · Entity 2884 | EVP, Chief Financial Officer | May 31, 2026 | June 01, 2026 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Chief Financial Officer | March 20, 2024 | March 22, 2024 |
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.
COLGATE PALMOLIVE CO
Report date October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,058 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 214 · Balance 8,058 F1: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 36 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36 |
Filing footnotes · ownership attribution and instrument terms
F1: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors.
CVS HEALTH Corp
Report date May 31, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,008 |
Reported balance
After 2026-05-31 transaction · row 1
1 source rowRow 1 · 2026-05-31 · Tax withholding · Disposed 2,478 · Balance 3,008 F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award. |
Filing footnotes · ownership attribution and instrument terms
F1: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award.
UNITED PARCEL SERVICE INC
Report date March 20, 2024 · Filed March 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to Purchase Class A CommonSEC Table II · derivative / convertible security · Conversion / exercise price $154.76 · Expires 2034-03-20 | Direct | 12,051 |
Reported balance
After 2024-03-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-03-20 · Grant · Acquired 12,051 · Balance 12,051 F1: Securities vest at the rate of 20% annually beginning March 20, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Securities vest at the rate of 20% annually beginning March 20, 2025.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 214 | $87.42 | $18,707.88 |
DisclosureSEC source: 0001225208-26-008101 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,058 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 20:15 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 209 | $89.45 | $18,695.05 |
DisclosureSEC source: 0001225208-26-006374 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,831 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 31, 2026 Filed Jun 1, 2026 21:02 UTC | CVS HEALTH Corp CVS · Entity 2884 | Tax withholdingCommon Stock | 2,478 | $90.98 | $225,448.44 |
DisclosureSEC source: 0000064803-26-000088 · form4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,008 F1 · kind: Surrender of shares in payment of withholding taxes due upon the vesting and settlement of a restricted stock unit award. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:46 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 2,424 | $0.00 Strike: $86.74 | $0.00 |
DisclosureSEC source: 0001225208-26-005240 · doc4.xml · derivative · entry 3 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,424 Underlying: Common Stock · 2,424 shares Expires 2034-05-11 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 11, 2026 grant date. Read SEC document |
| May 11, 2026 Filed May 13, 2026 20:46 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 2,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005240 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,621 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 210 | $89.05 | $18,700.50 |
DisclosureSEC source: 0001225208-26-004362 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,534 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:57 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 125,748 | $71.82 Strike: $71.82 | $9,031,221.36 |
DisclosureSEC source: 0000064803-26-000042 · form4.xml · derivative · entry 2 Newman Brian · CIK 0001788049 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,748 Underlying: Common Stock · 125,748 shares Expires 2036-03-31 F2 · security: Option becomes exercisable in three equal annual installments, commencing 3/31/2027. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:57 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (RSUs) | 19,493 | $71.82 | $1,399,987.26 |
DisclosureSEC source: 0000064803-26-000042 · form4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,354 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in three equal installments, commencing 3/31/2027. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 21:07 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 238 | $78.66 | $18,721.08 |
DisclosureSEC source: 0001225208-26-000336 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,313 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 228 | $82.13 | $18,725.64 |
DisclosureSEC source: 0001225208-25-008431 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,065 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 208 | $89.91 | $18,701.28 |
DisclosureSEC source: 0001225208-25-006335 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,830 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 31, 2025 Filed Jun 3, 2025 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantStock Option · Derivative | 94,786 | $0.00 Strike: $64.04 | $0.00 |
DisclosureSEC source: 0001127602-25-016519 · form4.xml · derivative · entry 2 Newman Brian · CIK 0001788049 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,786 Underlying: Common Stock · 94,786 shares Expires 2035-05-31 F2 · security: Option becomes exercisable in four equal annual installments, commencing 5/31/2026. Read SEC document |
| May 31, 2025 Filed Jun 3, 2025 20:35 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock (RSUs) | 21,861 | $64.04 | $1,399,978.44 |
DisclosureSEC source: 0001127602-25-016519 · form4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,861 F1 · kind: Consists of restricted stock units awarded pursuant to Issuer's 2017 Incentive Compensation Plan. Restrictions lapse in four equal installments, commencing 5/31/2026. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:21 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 2,272 | $0.00 Strike: $89.14 | $0.00 |
DisclosureSEC source: 0001225208-25-005095 · doc4.xml · derivative · entry 3 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,272 Underlying: Common Stock · 2,272 shares Expires 2033-05-12 F2 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 12, 2025 grant date. Read SEC document |
| May 12, 2025 Filed May 14, 2025 20:21 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 2,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005095 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,621 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:16 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 203 | $91.99 | $18,673.97 |
DisclosureSEC source: 0001225208-25-004007 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,597 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 21:15 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 201 | $93.18 | $18,729.18 |
DisclosureSEC source: 0001225208-25-000336 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,388 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:05 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 178 | $105.24 | $18,732.72 |
DisclosureSEC source: 0001225208-24-009089 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,184 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:26 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 196 | $95.61 | $18,739.56 |
DisclosureSEC source: 0001225208-24-007285 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,004 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 1,834 | $0.00 Strike: $94.46 | $0.00 |
DisclosureSEC source: 0001225208-24-006056 · doc4.xml · derivative · entry 3 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,834 Underlying: Common Stock · 1,834 shares Expires 2032-05-13 F3 · kind: Annual director stock option grant under the issuer's incentive compensation plan. F4 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the May 13, 2024 grant date. Read SEC document |
| May 13, 2024 Filed May 15, 2024 20:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 1,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006056 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,808 F1 · kind: Annual director stock grant under the issuer's incentive compensation plan. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:14 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 212 | $88.36 | $18,732.32 |
DisclosureSEC source: 0001225208-24-004868 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256 F1 · kind: Portion of annual cash retainer deferred to a stock unit account pursuant to the Deferred Compensation Plan for Non-Employee Directors. 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 | 12,051 | $0.00 Strike: $154.76 | $0.00 |
DisclosureSEC source: 0001225208-24-004426 · doc4.xml · derivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,051 Underlying: Class A Common Stock · 12,051 shares Expires 2034-03-20 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 20, 2025. 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 | 4,063.9441 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002651 · doc4.xml · derivative · entry 10 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,063.9441 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 | 26,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002651 · doc4.xml · derivative · entry 9 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 26,847 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 | 12,070 | $157.23 | $1,897,766.10 |
DisclosureSEC source: 0001225208-24-002651 · doc4.xml · nonDerivative · entry 4 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,858.2773 F1 · balance_after: Includes 191.8423 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 | 1,823 | $147.92 | $269,658.16 |
DisclosureSEC source: 0001225208-24-002651 · doc4.xml · nonDerivative · entry 3 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,928.2773 F1 · balance_after: Includes 191.8423 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 | 4,063.9441 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002651 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,751.2773 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 191.8423 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 | 26,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002651 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,687.3332 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 191.8423 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 | 26,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001840 · doc4.xml · derivative · entry 8 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,847 Underlying: Class A Common Stock · 26,847 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 |
| August 10, 2023 Filed Feb 9, 2024 23:53 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 6,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001840 · doc4.xml · nonDerivative · entry 6 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Trust 2022 Disclosed balance after: 2,705 Read SEC document |
| August 10, 2023 Filed Feb 9, 2024 23:53 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 6,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001840 · doc4.xml · nonDerivative · entry 3 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,295 Read SEC document |
| May 30, 2023 Filed Feb 9, 2024 23:53 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 4,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001840 · doc4.xml · nonDerivative · entry 5 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust 2023 Disclosed balance after: 0 Read SEC document |
| May 30, 2023 Filed Feb 9, 2024 23:53 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001840 · doc4.xml · nonDerivative · entry 4 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Family Trust 2023 Disclosed balance after: 17,500 Read SEC document |
| May 30, 2023 Filed Feb 9, 2024 23:53 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 4,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001840 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,713 Read SEC document |
| May 30, 2023 Filed Feb 9, 2024 23:53 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass A Common Stock | 17,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-001840 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,834.7094 F1 · balance_after: Includes 186.2185 shares in the reporting person's 401(k) account. 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 | 9,900 | $0.00 Strike: $185.54 | $0.00 |
DisclosureSEC source: 0001225208-23-004769 · doc4.xml · derivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,900 Underlying: Class A Common Stock · 9,900 shares Expires 2033-03-22 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 22, 2024. Read SEC document |
| February 21, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass A Common Stock | 15,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 10 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust 2021 Disclosed balance after: 0 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 21, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 4,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 9 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Family Trust 2023 Disclosed balance after: 4,036 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 21, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 11,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 8 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,677 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 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units 2022 · Derivative | 4,758.4909 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · derivative · entry 14 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,758.4909 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. F5 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F7 · derivative.exercise_date: Restricted units vested one year after the date of grant. F7 · 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 | 81,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · derivative · entry 13 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 81,125 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. F5 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F6 · derivative.exercise_date: RPUs were vested when earned on February 8, 2023. F6 · 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 | SaleClass B Common Stock | 19,000 | $182.46 | $3,466,770.40 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 7 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · 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 $182.40 to $182.5950. 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 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 6 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 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 17, 2023 Filed Feb 22, 2023 22:39 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 36,588 | $173.84 | $6,360,457.92 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 5 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,333.0623 F1 · balance_after: Includes 184.5714 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 | OtherClass A Common Stock | 19,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 4 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,921.0623 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 184.5714 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 | 2,147 | $184.75 | $396,658.25 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 3 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,921.0623 F1 · balance_after: Includes 184.5714 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 | 4,758.4909 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,068.0623 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 184.5714 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 | 81,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002550 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,309.5714 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 184.5714 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 | 3,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001679 · doc4.xml · derivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,911 Underlying: Class A Common Stock · 3,911 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.