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 |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 2, 2018 21:09 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 18,441 | $0.00 Strike: $106.43 | $0.00 |
DisclosureSEC source: 0001225208-18-005118 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,441 Underlying: Class A Common Stock · 18,441 shares Expires 2028-03-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 1, 2019. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 606.3127 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · derivative · entry 15 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,425 Underlying: Class A Common Stock · 606.3127 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. 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 292.8977 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 979.542 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · derivative · entry 14 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,937 Underlying: Class A Common Stock · 979.542 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 292.8977 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 691.2211 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · derivative · entry 13 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Class A Common Stock · 691.2211 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 292.8977 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 682.2466 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · derivative · entry 12 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 682 Underlying: Class A Common Stock · 682.2466 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 292.8977 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 324.5753 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · derivative · entry 11 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 324.5753 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 292.8977 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 470 | $134.09 | $63,022.30 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 10 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,890.6176 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 339 | $134.09 | $45,456.51 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 9 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,360.6176 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 331 | $134.09 | $44,383.79 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 8 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,699.6176 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 291 | $134.09 | $39,020.19 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 7 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,030.6176 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 173 | $134.09 | $23,197.57 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 6 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,321.6176 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 324.5753 | $134.09 | $43,522.30 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 5 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,494.6176 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 606.3127 | $134.09 | $81,300.47 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 4 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,170.0423 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 682.2466 | $134.09 | $91,482.45 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 3 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,563.7296 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 691.2211 | $134.09 | $92,685.84 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,881.483 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 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 979.542 | $134.09 | $131,346.79 |
DisclosureSEC source: 0001225208-18-001604 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,190.2619 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 20, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001584 · doc5.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,210.7199 F1 · balance_after: Includes 7.7583 shares acquired in the Reporting Person's 401(k) account between August 1, 2017 and December 31, 2017. Read SEC document |
| July 31, 2017 Filed Aug 1, 2017 20:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 3,556 | $110.85 | $394,166.24 |
DisclosureSEC source: 0001225208-17-013057 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,287.9616 F1 · balance_after: Includes 33.9565 shares acquired in the Reporting Person's 401(k) account between April 29, 2017 and July 31, 2017. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionOption to Purchase UPS Class A Common · Derivative | 1,883 | $0.00 Strike: $70.90 | $0.00 |
DisclosureSEC source: 0001225208-17-008847 · doc4.xml · derivative · entry 4 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,883 shares Expires 2017-05-08 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 |
| April 28, 2017 Filed May 2, 2017 20:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,226.727 | $108.83 | $133,504.70 |
DisclosureSEC source: 0001225208-17-008847 · doc4.xml · nonDerivative · entry 3 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,810.0051 F1 · balance_after: Includes 32.3644 shares acquired in the Reporting Person's 401(k) account between March 15, 2017 and April 28, 2017. Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 314.6829 | $108.83 | $34,246.94 |
DisclosureSEC source: 0001225208-17-008847 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,036.7321 Read SEC document |
| April 28, 2017 Filed May 2, 2017 20:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,883 | $70.90 | $133,504.70 |
DisclosureSEC source: 0001225208-17-008847 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,351.415 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 14, 2017 Filed Mar 15, 2017 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 8,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006287 · doc4.xml · derivative · entry 3 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,754 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 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 4,198 | $114.64 | $481,258.72 |
DisclosureSEC source: 0001225208-17-006287 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,436.0506 F1 · balance_after: Includes 3.7265 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 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 8,754 | $114.64 | $1,003,558.56 |
DisclosureSEC source: 0001225208-17-006287 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,634.0506 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 21:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 8,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005508 · doc4.xml · derivative · entry 3 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,754 Underlying: Class A Common Stock · 8,754 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 724.4138 Dividend Equivalent Units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 2,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005508 · doc4.xml · derivative · entry 2 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,965 Underlying: Class A Common Stock · 2,965 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 21:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 18,472 | $0.00 Strike: $106.87 | $0.00 |
DisclosureSEC source: 0001225208-17-005508 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,472 Underlying: Class A Common Stock · 18,472 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 950.267 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · derivative · entry 15 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,801 Underlying: Class A Common Stock · 950.267 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 263.8951 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 671.9061 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · derivative · entry 14 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,014 Underlying: Class A Common Stock · 671.9061 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 263.8951 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 661.8615 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · derivative · entry 13 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,324 Underlying: Class A Common Stock · 661.8615 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 263.8951 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 314.0106 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · derivative · entry 12 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 315 Underlying: Class A Common Stock · 314.0106 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 263.8951 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 413.8499 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · derivative · entry 11 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 413.8499 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 263.8951 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 456 | $114.24 | $52,093.44 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 10 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,876.3241 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 323 | $114.24 | $36,899.52 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 9 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,332.3241 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 312 | $114.24 | $35,642.88 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 8 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,655.3241 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 221 | $114.24 | $25,247.04 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 7 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,967.3241 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 167 | $114.24 | $19,078.08 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 6 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,188.3241 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 314.0106 | $114.24 | $35,872.57 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 5 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,355.3241 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 413.8499 | $114.24 | $47,278.21 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 4 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,041.3135 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 661.8615 | $114.24 | $75,611.06 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 3 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,627.4636 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 671.9061 | $114.24 | $76,758.55 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 2 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,965.6021 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 950.267 | $114.24 | $108,558.50 |
DisclosureSEC source: 0001225208-17-001995 · doc4.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,293.696 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 22, 2016 Filed Jan 27, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 86 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001862 · doc5.xml · nonDerivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,343.429 F1 · balance_after: Includes 42.9540 shares acquired in the Reporting Person's 401(k) account between May 14, 2016 and December 31, 2016. Read SEC document |
| September 16, 2016 Filed Sep 16, 2016 21:30 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: 0001225208-16-039451 · doc4.xml · derivative · entry 1 Barber James J. · CIK 0001571166 · President, UPS International 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.