Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | SVP, Eng & Sustainability | January 24, 2018 | January 26, 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 January 24, 2018 · Filed January 26, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,992.0691 |
Reported balance
After 2018-01-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-24 · Exercise / conversion · Acquired 839.0663 · Balance 20,992.0691 |
| Class A Common StockSEC Table I · non-derivative | Direct | 21,505.2505 |
Reported balance
After 2018-01-24 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2018-01-24 · Exercise / conversion · Acquired 513.1814 · Balance 21,505.2505 |
| Class A Common StockSEC Table I · non-derivative | Direct | 21,815.6998 |
Reported balance
After 2018-01-24 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2018-01-24 · Exercise / conversion · Acquired 310.4493 · Balance 21,815.6998 |
| Class A Common StockSEC Table I · non-derivative | Direct | 22,081.5424 |
Reported balance
After 2018-01-24 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2018-01-24 · Exercise / conversion · Acquired 265.8426 · Balance 22,081.5424 |
| Class A Common StockSEC Table I · non-derivative | Direct | 22,330.1941 |
Reported balance
After 2018-01-24 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2018-01-24 · Exercise / conversion · Acquired 248.6517 · Balance 22,330.1941 |
| Class A Common StockSEC Table I · non-derivative | Direct | 22,197.1941 |
Reported balance
After 2018-01-24 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2018-01-24 · Tax withholding · Disposed 133 · Balance 22,197.1941 |
| Class A Common StockSEC Table I · non-derivative | Direct | 22,055.1941 |
Reported balance
After 2018-01-24 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2018-01-24 · Tax withholding · Disposed 142 · Balance 22,055.1941 |
| Class A Common StockSEC Table I · non-derivative | Direct | 21,899.1941 |
Reported balance
After 2018-01-24 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2018-01-24 · Tax withholding · Disposed 156 · Balance 21,899.1941 |
| Class A Common StockSEC Table I · non-derivative | Direct | 21,652.1941 |
Reported balance
After 2018-01-24 transaction · row 9
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 9 · 2018-01-24 · Tax withholding · Disposed 247 · Balance 21,652.1941 |
| Class A Common StockSEC Table I · non-derivative | Direct | 21,253.1941 |
Reported balance
After 2018-01-24 transaction · row 10
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 10 · 2018-01-24 · Tax withholding · Disposed 399 · Balance 21,253.1941 F1: Includes .5301 shares acquired in the Reporting Person's Discounted Employee Stock Purchase Plan account between December 31, 2017 and January 24, 2018. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2018-01-15 | Direct | 0 |
Reported balance
After 2018-01-24 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2018-01-24 · Exercise / conversion · Disposed 265.8426 · Balance 0 F2: 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2019-01-15 | Direct | 248 |
Reported balance
After 2018-01-24 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2018-01-24 · Exercise / conversion · Disposed 248.6517 · Balance 248 F2: 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2020-01-15 | Direct | 620 |
Reported balance
After 2018-01-24 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2018-01-24 · Exercise / conversion · Disposed 310.4493 · Balance 620 F2: 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2021-01-15 | Direct | 2,519 |
Reported balance
After 2018-01-24 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2018-01-24 · Exercise / conversion · Disposed 839.0663 · Balance 2,519 F2: 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2022-01-15 | Direct | 2,055 |
Reported balance
After 2018-01-24 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2018-01-24 · Exercise / conversion · Disposed 513.1814 · Balance 2,055 F2: 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes .5301 shares acquired in the Reporting Person's Discounted Employee Stock Purchase Plan account between December 31, 2017 and January 24, 2018.
F2: 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period.
F4: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 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 |
|---|---|---|---|---|---|---|
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 513.1814 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · derivative · entry 15 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,055 Underlying: Class A Common Stock · 513.1814 shares Expires 2022-01-15 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. 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 839.0663 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · derivative · entry 14 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,519 Underlying: Class A Common Stock · 839.0663 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. 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 310.4493 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · derivative · entry 13 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620 Underlying: Class A Common Stock · 310.4493 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. 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 248.6517 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · derivative · entry 12 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248 Underlying: Class A Common Stock · 248.6517 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. 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 265.8426 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · derivative · entry 11 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 265.8426 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. 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: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 205.1913 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 399 | $134.09 | $53,501.91 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 10 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,253.1941 F1 · balance_after: Includes .5301 shares acquired in the Reporting Person's Discounted Employee Stock Purchase Plan account between December 31, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 247 | $134.09 | $33,120.23 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 9 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,652.1941 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 156 | $134.09 | $20,918.04 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 8 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,899.1941 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 142 | $134.09 | $19,040.78 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 7 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,055.1941 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 133 | $134.09 | $17,833.97 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 6 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,197.1941 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 248.6517 | $134.09 | $33,341.71 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 5 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,330.1941 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 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 265.8426 | $134.09 | $35,646.83 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 4 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,081.5424 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 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 310.4493 | $134.09 | $41,628.15 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 3 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,815.6998 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 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 513.1814 | $134.09 | $68,812.49 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 2 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,505.2505 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 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 839.0663 | $134.09 | $112,510.40 |
DisclosureSEC source: 0001225208-18-001612 · doc4.xml · nonDerivative · entry 1 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,992.0691 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 27, 2017 Filed Jan 26, 2018 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001591 · doc5.xml · nonDerivative · entry 2 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,152.4727 F1 · balance_after: Includes 95.5511 shares acquired in the Reporting Person's 401(k) account between March 15, 2017 and December 31, 2017 and 1.6856 shares acquired in the Reporting Person's Discounted Employee Stock Purchase Plan account between March 15, 2017 and December 31, 2017. Read SEC document |
| December 27, 2017 Filed Jan 26, 2018 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001591 · doc5.xml · nonDerivative · entry 1 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,242.4727 Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 1,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006296 · doc4.xml · derivative · entry 3 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,765 shares Expires 2016-12-31 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: 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. F3 · derivative.expiration_date: 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. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 847 | $114.64 | $97,100.08 |
DisclosureSEC source: 0001225208-17-006296 · doc4.xml · nonDerivative · entry 2 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,235.236 F1 · balance_after: Includes 11.5297 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 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,765 | $114.64 | $202,339.60 |
DisclosureSEC source: 0001225208-17-006296 · doc4.xml · nonDerivative · entry 1 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,082.236 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 | 1,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005517 · doc4.xml · derivative · entry 3 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765 Underlying: Class A Common Stock · 1,765 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 146.0261 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 | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005517 · doc4.xml · derivative · entry 2 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,512 Underlying: Class A Common Stock · 2,512 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 | 9,665 | $0.00 Strike: $106.87 | $0.00 |
DisclosureSEC source: 0001225208-17-005517 · doc4.xml · derivative · entry 1 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,665 Underlying: Class A Common Stock · 9,665 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 814.9739 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · derivative · entry 15 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,259 Underlying: Class A Common Stock · 814.9739 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 166.0341 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 301.4884 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · derivative · entry 14 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 903 Underlying: Class A Common Stock · 301.4884 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 166.0341 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 240.693 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · derivative · entry 13 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482 Underlying: Class A Common Stock · 240.693 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 166.0341 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 257.7681 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · derivative · entry 12 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258 Underlying: Class A Common Stock · 257.7681 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 166.0341 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 353.1107 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · derivative · entry 11 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 353.1107 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 166.0341 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 389 | $114.24 | $44,439.36 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 10 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,305.7063 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 189 | $114.24 | $21,591.36 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 9 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,694.7063 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 142 | $114.24 | $16,222.08 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 8 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,883.7063 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 138 | $114.24 | $15,765.12 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 7 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,025.7063 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 124 | $114.24 | $14,165.76 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 6 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,163.7063 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 240.693 | $114.24 | $27,496.77 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 5 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,287.7063 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 257.7681 | $114.24 | $29,447.43 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 4 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,047.0133 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 301.4884 | $114.24 | $34,442.03 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 3 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,789.2452 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 353.1107 | $114.24 | $40,339.37 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 2 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,487.7568 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 814.9739 | $114.24 | $93,102.62 |
DisclosureSEC source: 0001225208-17-002004 · doc4.xml · nonDerivative · entry 1 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,134.6461 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 23, 2016 Filed Jan 27, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001869 · doc5.xml · nonDerivative · entry 2 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,319.1213 F1 · balance_after: Includes 67.0123 shares acquired in the Reporting Person's 401(k) account between May 14, 2016 and December 31, 2016. Read SEC document |
| December 23, 2016 Filed Jan 27, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 104 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001869 · doc5.xml · nonDerivative · entry 1 Wallace Mark R. · CIK 0001642292 · SVP, Eng & Sustainability 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,423.1213 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.