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 |
|---|---|---|---|---|---|---|
| February 08, 2023 Filed Feb 10, 2023 21:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 81,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-001679 · doc4.xml · derivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,125 Underlying: Class A Common Stock · 81,125 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 |
| May 31, 2022 Filed Jun 2, 2022 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 9,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007586 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust 2022 Disclosed balance after: 9,287 F1 · kind: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass A Common Stock | 9,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007586 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust 2021 Disclosed balance after: 15,713 F1 · kind: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. Read SEC document |
| March 23, 2022 Filed Mar 25, 2022 20:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 7,900 | $0.00 Strike: $214.58 | $0.00 |
DisclosureSEC source: 0001225208-22-005087 · doc4.xml · derivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,900 Underlying: Class A Common Stock · 7,900 shares Expires 2032-03-23 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 23, 2023. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 23:41 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units 2021 · Derivative | 5,244.3243 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002989 · doc4.xml · derivative · entry 4 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,244.3243 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: Restricted units vested one year after the date of grant. F4 · derivative.expiration_date: Restricted units vested one year after the date of grant. F1 · 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 23:41 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 2,039 | $220.68 | $449,966.52 |
DisclosureSEC source: 0001225208-22-002989 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,658.6417 F2 · balance_after: Includes 130.2083 shares in the reporting person's 401(k) account. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 23:41 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 5,244.3243 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-002989 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,697.6417 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 · shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F2 · balance_after: Includes 130.2083 shares in the reporting person's 401(k) account. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units 2022 · Derivative | 4,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001946 · doc4.xml · derivative · entry 3 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,611 Underlying: Class A Common Stock · 4,611 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 17, 2021 Filed Feb 11, 2022 23:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001946 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 25,000 Read SEC document |
| February 17, 2021 Filed Feb 11, 2022 23:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001946 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,453.3174 F1 · balance_after: Includes 130.2083 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 | GrantRestricted Units · Derivative | 5,134 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002458 · doc4.xml · derivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,134 Underlying: Class A Common Stock · 5,134 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 23:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 15,805 | $0.00 Strike: $165.66 | $0.00 |
DisclosureSEC source: 0001225208-21-002458 · doc4.xml · derivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,805 Underlying: Class A Common Stock · 15,805 shares Expires 2031-02-10 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 10, 2022. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Stock Units · Derivative | 45,765.541 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005451 · doc4.xml · derivative · entry 3 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 45,765.541 shares Expires 2020-03-15 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 Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. The RSUs convert into shares of UPS Class A common stock on a one for one basis. F2 · derivative.exercise_date: RSUs vested six months after grant. F3 · balance_after: Includes dividend equivalent units attributed to the RSUs prior to conversion. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 20,641 | $94.23 | $1,945,001.43 |
DisclosureSEC source: 0001225208-20-005451 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,323.1091 Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 45,765.541 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-005451 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,964.1091 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 |
| February 12, 2020 Filed Feb 14, 2020 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 30,386 | $0.00 Strike: $105.54 | $0.00 |
DisclosureSEC source: 0001225208-20-002359 · doc4.xml · derivative · entry 3 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,386 Underlying: Class A Common Stock · 30,386 shares Expires 2030-02-12 F2 · 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 | 564.5962 | $105.54 | $59,587.48 |
DisclosureSEC source: 0001225208-20-002359 · doc4.xml · nonDerivative · entry 2 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,198.5681 Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantClass A Common Stock | 1,763.1643 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002359 · doc4.xml · nonDerivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,763.1643 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. Read SEC document |
| September 16, 2019 Filed Sep 18, 2019 20:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 44,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-012654 · doc4.xml · derivative · entry 1 Newman Brian · CIK 0001788049 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,873 Underlying: Class A Common Stock · 44,873 shares Expires 2020-03-15 F1 · derivative.exercise_price: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. Each RSU represents the right to receive one share of Class A common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.