Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLUOR CORPFLR · Entity 3672 | Director | May 06, 2026 | May 08, 2026 |
| JETBLUE AIRWAYS CORPJBLU · Entity 808 | Director | March 10, 2026 | March 13, 2026 |
| LENNAR CORP /NEW/LEN, LEN.B · Entity 1032 | Director | October 07, 2026 | October 08, 2026 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | CHRO & SVP, Labor Relations | February 25, 2019 | February 27, 2019 |
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.
FLUOR CORP
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,652 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 3,506 · Balance 42,652 F1: Granted as restricted stock units that vested on May 6, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Granted as restricted stock units that vested on May 6, 2026.
JETBLUE AIRWAYS CORP
Report date March 10, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,713 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Exercise / conversion · Acquired 22,094 · Balance 42,713 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,867 |
Reported balance
After 2026-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-10 · Grant · Acquired 29,867 · Balance 29,867 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F2: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-10 · Exercise / conversion · Disposed 22,094 · Balance 0 F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit. F3: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon vesting, the Reporting Person is entitled to receive one share of common stock for each restricted stock unit.
F2: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2026.
F3: The director restricted stock units vest on the one year anniversary of the grant date of March 10, 2025.
LENNAR CORP /NEW/
Report date October 07, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 32,013 |
Reported balance
After 2026-10-07 transaction · row 1
1 source rowRow 1 · 2026-10-07 · Grant · Acquired 15 · Balance 32,013 F1: Represents restricted stock units ("RSUs") issued in respect of the Reporting Person's unvested annual RSU grant (including dividend equivalents in respect thereof) as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. Such RSUs will vest at the same time as the annual RSU grant to which they relate. Fractional amounts have been rounded to the nearest whole number. F2: Represents the closing price per share of Issuer's common stock as of the record date. |
| Class B Common StockSEC Table I · non-derivative | Direct | 275 |
Reported balance
Holding disclosure · report date 2026-10-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 275 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") issued in respect of the Reporting Person's unvested annual RSU grant (including dividend equivalents in respect thereof) as a result of the dividend on the Issuer's common stock with a record date of October 7, 2026, in accordance with the Issuer's outside directors' compensation program. Such RSUs will vest at the same time as the annual RSU grant to which they relate. Fractional amounts have been rounded to the nearest whole number.
F2: Represents the closing price per share of Issuer's common stock as of the record date.
UNITED PARCEL SERVICE INC
Report date February 25, 2019 · Filed February 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 76,779.7771 |
Last balance in matching sequence
After 2019-02-25 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2019-02-25 · Exercise / conversion · Acquired 13,822 · Balance 83,014.7771 F1: Includes 2,241.0139 shares in the Reporting Person's 401(k) account. Row 2 · 2019-02-25 · Tax withholding · Disposed 6,235 · Balance 76,779.7771 F1: Includes 2,241.0139 shares in the Reporting Person's 401(k) account. |
| Class B Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-02-25 transaction · row 3
1 source rowRow 3 · 2019-02-25 · Sale · Disposed 5,000 · Balance 0 F2: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2018. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security · Expires 2019-02-14 | Direct | 0 |
Reported balance
After 2019-02-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-02-25 · Exercise / conversion · Disposed 13,822 · Balance 0 F3: One unit is equivalent to one share of UPS Class A Common stock. F4: The RPUs were vested when earned on February 14, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,241.0139 shares in the Reporting Person's 401(k) account.
F2: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 14, 2018.
F3: One unit is equivalent to one share of UPS Class A Common stock.
F4: The RPUs were vested when earned on February 14, 2019.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
GMS Inc.
Report date September 04, 2025 · Filed September 08, 2025
Section 16 reporting ended · disclosed 2025-09-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-09-04 transaction · row 1
1 source rowRow 1 · 2025-09-04 · Other · Disposed 17,834 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger dated June 29, 2025 (the "Merger Agreement"), among The Home Depot, Inc. ("Parent"), Gold Acquisition Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub") and GMS Inc. (the "Issuer"), on September 4, 2025, Merger Sub completed a cash tender offer for shares of common stock of the Issuer and thereafter merged with and into the Issuer (the "Merger"). F2: Represents shares of Issuer common stock that were tendered in the tender offer at a price of $110.00 per share in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-09-04 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-09-04 · Disposition to issuer · Disposed 1,141 · Balance 0 F3: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4: Immediately prior to the effective time of the Merger, each outstanding Issuer restricted stock unit, other than a Rollover RSU (as defined in the Merger Agreement), whether vested or unvested, was cancelled and converted into the right to receive $110.00 in cash less applicable tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger dated June 29, 2025 (the "Merger Agreement"), among The Home Depot, Inc. ("Parent"), Gold Acquisition Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub") and GMS Inc. (the "Issuer"), on September 4, 2025, Merger Sub completed a cash tender offer for shares of common stock of the Issuer and thereafter merged with and into the Issuer (the "Merger").
F2: Represents shares of Issuer common stock that were tendered in the tender offer at a price of $110.00 per share in cash.
F3: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
F4: Immediately prior to the effective time of the Merger, each outstanding Issuer restricted stock unit, other than a Rollover RSU (as defined in the Merger Agreement), whether vested or unvested, was cancelled and converted into the right to receive $110.00 in cash less applicable tax withholding.
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 14, 2018 Filed Mar 16, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,234 | $119.15 | $623,631.10 |
DisclosureSEC source: 0001225208-18-006292 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,808.0907 F1 · balance_after: Includes 17.5684 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 | 11,540 | $119.15 | $1,374,991.00 |
DisclosureSEC source: 0001225208-18-006292 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,042.0907 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 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 11,444 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005123 · doc4.xml · derivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,444 Underlying: Class A Common Stock · 11,444 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 1,040.86 Dividend Equivalent Units. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 4,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005123 · doc4.xml · derivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,946 Underlying: Class A Common Stock · 4,946 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 |
| March 01, 2018 Filed Mar 2, 2018 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 11,715 | $0.00 Strike: $106.43 | $0.00 |
DisclosureSEC source: 0001225208-18-005123 · doc4.xml · derivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,715 Underlying: Class A Common Stock · 11,715 shares Expires 2028-03-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 1, 2019. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 21:09 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass B Common Stock | 4,500 | $106.80 | $480,600.00 |
DisclosureSEC source: 0001225208-18-004366 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2017. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | ConversionClass B Common Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002140 · doc4.xml · nonDerivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 02, 2018 Filed Feb 5, 2018 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | ConversionClass A Common Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002140 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,484.5223 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 25, 2018 Filed Feb 5, 2018 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 608 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002140 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,984.5223 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 | 644.495 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · derivative · entry 15 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,578 Underlying: Class A Common Stock · 644.495 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 319.3619 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 | 1,023.74 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · derivative · entry 14 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,069 Underlying: Class A Common Stock · 1,023.74 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 319.3619 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 | 722.9266 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · derivative · entry 13 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444 Underlying: Class A Common Stock · 722.9266 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 319.3619 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 | 705.6146 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · derivative · entry 12 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 705 Underlying: Class A Common Stock · 705.6146 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 319.3619 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 | 765.5857 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · derivative · entry 11 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 765.5857 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 319.3619 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 | 491 | $134.09 | $65,838.19 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 10 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,592.5223 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 | 397 | $134.09 | $53,233.73 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 9 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,083.5223 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 | 347 | $134.09 | $46,529.23 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 8 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,480.5223 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 | 336 | $134.09 | $45,054.24 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 7 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,827.5223 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 | 310 | $134.09 | $41,567.90 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 6 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,163.5223 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 | 644.495 | $134.09 | $86,420.33 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 5 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,473.5223 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 | 705.6146 | $134.09 | $94,615.86 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 4 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,829.0273 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 | 722.9266 | $134.09 | $96,937.23 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,123.4127 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 | 765.5857 | $134.09 | $102,657.39 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,400.4861 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 | 1,023.74 | $134.09 | $137,273.30 |
DisclosureSEC source: 0001225208-18-001609 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,634.9004 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 06, 2017 Filed Jan 26, 2018 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001589 · doc5.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,611.1604 F1 · balance_after: Includes 14.5990 shares acquired in the Reporting Person's 401(k) account between September 1, 2017 and December 31, 2017 Read SEC document |
| November 10, 2017 Filed Nov 29, 2017 21:59 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | OtherClass B Common Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-062859 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275 F1 · shares: The reporting person received the shares of Class B common stock as a result of a dividend of Class B common stock to holders of Class A common stock and Class B common stock as of the record date, November 10, 2017. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionOption to Purchase UPS Class A Common · Derivative | 7,268 | $0.00 Strike: $71.58 | $0.00 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · derivative · entry 9 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,268 shares Expires 2018-05-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Securities vested at the rate of 20% annually beginning on May 7, 2009 or immediately upon retirement, death or disability. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionOption to Purchase UPS Class A Common · Derivative | 11,228 | $0.00 Strike: $55.83 | $0.00 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · derivative · entry 8 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 11,228 shares Expires 2019-05-06 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_date: Securities vested at the rate of 20% annually beginning on May 6, 2010 or immediately upon retirement, death or disability. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,452.3723 | $114.97 | $626,859.24 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · nonDerivative · entry 7 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,721.5614 F1 · balance_after: Includes 93.3856 shares acquired in the Reporting Person's 401(k) account between March 15, 2017 and August 31, 2017. Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 4,525.0364 | $114.97 | $520,243.43 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · nonDerivative · entry 6 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,173.9337 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 2,769.4135 | $114.97 | $318,399.47 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · nonDerivative · entry 5 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,698.9701 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,315.251 | $114.97 | $151,214.41 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · nonDerivative · entry 4 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,468.3836 Read SEC document |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 7,268 | $71.58 | $520,243.44 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · nonDerivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,783.6346 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 |
| August 31, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 11,228 | $55.83 | $626,859.24 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,515.6346 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 20, 2017 Filed Sep 5, 2017 20:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-014560 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,228.5157 Read SEC document |
| April 18, 2017 Filed Apr 20, 2017 20:55 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | GrantClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-027733 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,753 F1 · shares: Shares issued in accordance with the Issuer's outside directors' compensation program. Shares are fully vested and fifty percent (50%) of the shares are subject to a two-year minimum holding period from the date of issuance. Read SEC document |
| April 06, 2017 Filed Apr 7, 2017 20:41 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $39.62 | $0.00 |
DisclosureSEC source: 0001209191-17-026281 · doc4.xml · derivative · entry 2 McClure Teri P · CIK 0001346705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,500 shares Expires 2017-04-09 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 06, 2017 Filed Apr 7, 2017 20:41 UTC | LENNAR CORP /NEW/ LEN, LEN.B · Entity 1032 | Exercise / conversionClass A Common Stock | 2,500 | $39.62 | $99,050.00 |
DisclosureSEC source: 0001209191-17-026281 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,753 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 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 9,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006293 · doc4.xml · derivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,138 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 | 4,382 | $114.64 | $502,352.48 |
DisclosureSEC source: 0001225208-17-006293 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,794.249 F1 · balance_after: Includes 15.5813 shares acquired in the Reporting Person's 401(k) account between December 29, 2016 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 | 9,138 | $114.64 | $1,047,580.32 |
DisclosureSEC source: 0001225208-17-006293 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,176.249 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 | 9,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005514 · doc4.xml · derivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,138 Underlying: Class A Common Stock · 9,138 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 756.1783 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 | 3,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005514 · doc4.xml · derivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,152 Underlying: Class A Common Stock · 3,152 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 | 11,735 | $0.00 Strike: $106.87 | $0.00 |
DisclosureSEC source: 0001225208-17-005514 · doc4.xml · derivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,735 Underlying: Class A Common Stock · 11,735 shares Expires 2027-03-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 1, 2018. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass B Common Stock | 4,500 | $104.85 | $471,840.30 |
DisclosureSEC source: 0001225208-17-004717 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 22, 2016. F2 · price: The price shown is the weighted average price at which shares were sold in multiple sales transactions made pursuant to a single market order. The range of prices for the transactions made was $104.85 to $104.89. Upon request by SEC staff, the issuer or a security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. Read SEC document |
| February 07, 2017 Filed Feb 7, 2017 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | ConversionClass B Common Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002552 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 07, 2017 Filed Feb 7, 2017 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | ConversionClass A Common Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002552 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,022.6677 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 / conversionRestricted Performance Units · Derivative | 992.7727 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · derivative · entry 15 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,972 Underlying: Class A Common Stock · 992.7727 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 317.6572 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 | 700.2665 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · derivative · entry 14 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,103 Underlying: Class A Common Stock · 700.2665 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 317.6572 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 | 684.807 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · derivative · entry 13 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,369 Underlying: Class A Common Stock · 684.807 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 317.6572 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 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.