Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | President, US Operations | March 14, 2018 | March 16, 2018 |
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 14, 2018 · Filed March 16, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 120,648.5555 |
Reported balance
After 2018-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-03-14 · Exercise / conversion · Acquired 11,569 · Balance 120,648.5555 |
| Class A Common StockSEC Table I · non-derivative | Direct | 115,401.5555 |
Reported balance
After 2018-03-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-03-14 · Tax withholding · Disposed 5,247 · Balance 115,401.5555 F1: Includes 18.3338 shares acquired in the Reporting Person's 401(k) account between January 1, 2018 and March 14, 2018. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2017-12-31 | Direct | 0 |
Reported balance
After 2018-03-14 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-03-14 · Exercise / conversion · Disposed 11,569 · 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, 2017. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2018. F4: Includes 96 Dividend Equivalent Units acquired in the Reporting Person's Long-Term Incentive Performance account between March 2, 2018 and March 14, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 18.3338 shares acquired in the Reporting Person's 401(k) account between January 1, 2018 and March 14, 2018.
F2: One unit is equivalent to one share of UPS Class A Common stock.
F3: The Restricted Performance Units vested on December 31, 2017. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2018.
F4: Includes 96 Dividend Equivalent Units acquired in the Reporting Person's Long-Term Incentive Performance account between March 2, 2018 and March 14, 2018.
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 |
|---|---|---|---|---|---|---|
| September 16, 2016 Filed Sep 16, 2016 21:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 7,807 | $0.00 Strike: $106.86 | $0.00 |
DisclosureSEC source: 0001225208-16-039453 · doc4.xml · derivative · entry 1 Gray Myron A · CIK 0001454109 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,807 Underlying: Class A Common Stock · 7,807 shares Expires 2026-09-16 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning September 16, 2017. 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.