Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| C. H. ROBINSON WORLDWIDE, INC.CHRW · Entity 3306 | Director | March 31, 2025 | April 02, 2025 |
| US Foods Holding Corp.USFD · Entity 3215 | Director | May 18, 2023 | May 22, 2023 |
| Vestis CorpVSTS · Entity 1759 | Director · President & CEO | September 02, 2026 | September 03, 2026 |
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.
C. H. ROBINSON WORLDWIDE, INC.
Report date March 31, 2025 · Filed April 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Restricted Stock Units)SEC Table II · derivative / convertible security | Direct | 4,315 |
Reported balance
After 2025-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-03-31 · Grant · Acquired 427 · Balance 4,315 F1: Each phantom share/restricted stock unit will be paid in one share of common stock. F2: The reporting person was granted 427 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom share/restricted stock unit will be paid in one share of common stock.
F2: The reporting person was granted 427 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director.
F3: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person.
US Foods Holding Corp.
Report date May 18, 2023 · Filed May 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,793 |
Reported balance
After 2023-05-18 transaction · row 1
1 source rowRow 1 · 2023-05-18 · Grant · Acquired 3,885 · Balance 8,793 F1: The restricted stock units were granted on May 18, 2023 and vest on the one-year anniversary of the grant date. Each restricted stock unit represents a right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units were granted on May 18, 2023 and vest on the one-year anniversary of the grant date. Each restricted stock unit represents a right to receive one share of the Issuer's common stock.
Vestis Corp
Report date September 02, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 867,222 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Purchase · Acquired 84,500 · Balance 867,222 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
UNITED PARCEL SERVICE INC
Report date December 31, 2019 · Filed January 03, 2020
Section 16 reporting ended · disclosed 2020-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 47,876.5189 |
Reported balance
After 2019-12-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-19 · Gift · Disposed 511.494 · Balance 47,876.5189 F1: Includes 719.3856 shares in Reporting Person's 401k account |
| Class B Common StockSEC Table I · non-derivative | Direct | 75 |
Reported balance
Holding disclosure · report date 2019-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 75 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 719.3856 shares in Reporting Person's 401k account
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 02, 2026 Filed Sep 3, 2026 20:20 UTC | Vestis Corp VSTS · Entity 1759 | PurchaseCommon Stock, par value $0.01 per share | 84,500 | $12.37 | $1,045,383.30 |
DisclosureSEC source: 0001571166-26-000003 · wk-form4_1788466802.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 867,222 Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:20 UTC | Vestis Corp VSTS · Entity 1759 | GrantStock Option (Right to Buy) · Derivative | 355,872 | $0.00 Strike: $7.13 | $0.00 |
DisclosureSEC source: 0001213900-25-120694 · marketforms-71503.xml · derivative · entry 2 Barber James J. · CIK 0001571166 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,872 Underlying: Common Stock, par value $0.01 per share · 355,872 shares Expires 2035-12-09 F2 · derivative.exercise_date: These options to purchase shares of common stock vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 21:20 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 140,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-120694 · marketforms-71503.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 782,722 F1 · shares: Represents restricted stock units, which vest in three equal annual installments beginning on the first anniversary of the date of grant. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:04 UTC | Vestis Corp VSTS · Entity 1759 | PurchaseCommon Stock, par value $0.01 per share | 82,367 | $6.36 | $524,043.56 |
DisclosureSEC source: 0001213900-25-118813 · marketforms-71438.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 642,469 Read SEC document |
| December 03, 2025 Filed Dec 5, 2025 22:04 UTC | Vestis Corp VSTS · Entity 1759 | PurchaseCommon Stock, par value $0.01 per share | 81,633 | $6.34 | $517,920.57 |
DisclosureSEC source: 0001213900-25-118813 · marketforms-71438.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,102 Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 22:06 UTC | Vestis Corp VSTS · Entity 1759 | GrantCommon Stock, par value $0.01 per share | 478,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-051267 · marketforms-69696.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 478,469 F1 · shares: Represents restricted stock units, which vest in full on the third anniversary of the date of grant. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 22:14 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-010768 · rdgdoc.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,315 Underlying: Common Stock · 427 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 427 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 22:00 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-000312 · rdgdoc.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,888 Underlying: Common Stock · 423 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 423 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:49 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 396 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-030515 · rdgdoc.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,465 Underlying: Common Stock · 396 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 396 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:35 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 496 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-021985 · rdgdoc.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,069 Underlying: Common Stock · 496 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 496 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:42 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 574 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-010643 · rdgdoc.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,573 Underlying: Common Stock · 574 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 574 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:02 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 506 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-000404 · rdgdoc.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,999 Underlying: Common Stock · 506 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 506 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 21:17 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-051626 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,493 Underlying: Common Stock · 507 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 507 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:12 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040996 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 986 Underlying: Common Stock · 463 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 463 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| May 18, 2023 Filed May 22, 2023 21:09 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantCommon Stock | 3,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001665918-23-000106 · wf-form4_168478975745417.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,793 F1 · price: The restricted stock units were granted on May 18, 2023 and vest on the one-year anniversary of the grant date. Each restricted stock unit represents a right to receive one share of the Issuer's common stock. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:16 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 440 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-022831 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 523 Underlying: Common Stock · 440 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 440 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F2 · price: The reporting person was granted 440 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 22:34 UTC | C. H. ROBINSON WORLDWIDE, INC. CHRW · Entity 3306 | GrantPhantom Stock (Restricted Stock Units) · Derivative | 83 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001217 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83 Underlying: Common Stock · 83 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom share/restricted stock unit will be paid in one share of common stock. F2 · shares: The reporting person was granted 83 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F2 · price: The reporting person was granted 83 restricted stock units at no cost as a quarterly installment of the annual equity-based award provided to each non-employee director. F3 · derivative.exercise_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. F3 · derivative.expiration_date: The restricted stock units are immediately vested, and following the reporting person's termination of service as a director, become payable in shares of common stock according to the schedule previously chosen by the reporting person. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:20 UTC | US Foods Holding Corp. USFD · Entity 3215 | GrantCommon Stock | 4,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001665918-22-000140 · wf-form4_165307799952016.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,908 F1 · price: The restricted stock units were granted on May 18, 2022 and will vest on the one-year anniversary of the grant date (subject to certain exceptions). Each restricted stock unit represents a right to receive one share of the Issuer's common stock. Read SEC document |
| December 19, 2019 Filed Jan 3, 2020 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 511.494 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000249 · doc5.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Ret. Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,876.5189 F1 · balance_after: Includes 719.3856 shares in Reporting Person's 401k account Read SEC document |
| November 01, 2019 Filed Nov 4, 2019 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 1,500 | $116.43 | $174,640.95 |
DisclosureSEC source: 0001225208-19-014044 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,344.3298 F1 · balance_after: Includes 713.5046 shares in the Reporting Person's 401(k) account. Read SEC document |
| September 11, 2019 Filed Nov 4, 2019 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-014044 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,831.3368 F1 · balance_after: Includes 713.5046 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 16,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003849 · doc4.xml · derivative · entry 4 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 16,629 shares Expires 2019-02-14 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 RPUs were vested when earned on February 14, 2019. F3 · derivative.expiration_date: The RPUs were vested when earned on February 14, 2019. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 7,501 | $97.53 | $731,572.53 |
DisclosureSEC source: 0001225208-19-003849 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,846.7034 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 16,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003849 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,347.7034 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 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 8,033 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002754 · doc4.xml · derivative · entry 3 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,033 Underlying: Class A Common Stock · 8,033 shares Expires 2020-02-14 F3 · 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. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 16,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002754 · doc4.xml · derivative · entry 2 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,629 Underlying: Class A Common Stock · 16,629 shares Expires 2019-02-14 F2 · 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. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 21,965 | $0.00 Strike: $111.80 | $0.00 |
DisclosureSEC source: 0001225208-19-002754 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,965 Underlying: Class A Common Stock · 21,965 shares Expires 2029-02-14 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 14, 2020. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 1,038.759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · derivative · entry 16 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,152 Underlying: Class A Common Stock · 1,038.759 shares Expires 2023-01-15 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 ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 625.3361 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · derivative · entry 15 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,878 Underlying: Class A Common Stock · 625.3361 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 ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 1,010.8755 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · derivative · entry 14 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,021 Underlying: Class A Common Stock · 1,010.8755 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 ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 714.7081 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · derivative · entry 13 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 Underlying: Class A Common Stock · 714.7081 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 ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 704.031 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · derivative · entry 12 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 704.031 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 ratably over five years from the date of grant. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 469 | $97.56 | $45,755.64 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 10 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,718.7034 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 456 | $97.56 | $44,487.36 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 9 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,187.7034 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 355 | $97.56 | $34,633.80 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 8 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,643.7034 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 319 | $97.56 | $31,121.64 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 7 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,998.7034 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 283 | $97.56 | $27,609.48 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 6 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,317.7034 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 625.3361 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 5 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,600.7034 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 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 704.031 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 4 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,975.3673 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 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 714.7081 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 3 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,271.3363 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 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,010.8755 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,556.6282 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 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,038.759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001293 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,545.7527 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 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| November 07, 2018 Filed Jan 25, 2019 22:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 921 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001285 · doc5.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,506.9937 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| September 27, 2018 Filed Jan 25, 2019 22:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001285 · doc5.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,405.7485 F1 · balance_after: Includes 632.8782 shares in the Reporting Person's 401(k) account. Read SEC document |
| August 20, 2018 Filed Aug 21, 2018 20:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 2,500 | $121.94 | $304,858.00 |
DisclosureSEC source: 0001225208-18-012809 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,480.0136 F1 · balance_after: Includes 43.7922 shares acquired in the Reporting Person's 401(k) account between March 15, 2018 and August 20, 2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 11,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006287 · doc4.xml · derivative · entry 3 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,055 shares Expires 2017-12-31 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, 2017. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2018. F3 · derivative.expiration_date: 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 · derivative.underlying_shares: Includes 91 Dividend Equivalent Units acquired in the Reporting Person's Long-Term Incentive Performance account between March 2, 2018 and March 14, 2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,014 | $119.15 | $597,418.10 |
DisclosureSEC source: 0001225208-18-006287 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,936.2214 F1 · balance_after: Includes 4.6038 shares acquired in the Reporting Person's 401(k) account between January 1, 2018 and March 14, 2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 11,055 | $119.15 | $1,317,203.25 |
DisclosureSEC source: 0001225208-18-006287 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,950.2214 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, 2018 Filed Mar 2, 2018 21:09 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 10,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005118 · doc4.xml · derivative · entry 3 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,964 Underlying: Class A Common Stock · 10,964 shares Expires 2017-12-31 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 997.16 Dividend Equivalent Units. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:09 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 5,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005118 · doc4.xml · derivative · entry 2 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,070 Underlying: Class A Common Stock · 5,070 shares Expires 2023-01-15 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, 2019. 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.