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 |
|---|---|---|---|---|---|---|
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 743.5652 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · derivative · entry 12 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743 Underlying: Class A Common Stock · 743.5652 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 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 | 1,091.2458 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002001 · 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 · 1,091.2458 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 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 | Tax withholdingClass A Common Stock | 557 | $114.24 | $63,631.68 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 10 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,522.6677 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 | 477 | $114.24 | $54,492.48 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 9 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,079.6677 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 | 355 | $114.24 | $40,555.20 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 8 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,556.6677 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 | 336 | $114.24 | $38,384.64 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 7 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,911.6677 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 | 329 | $114.24 | $37,584.96 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 6 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,247.6677 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 | 684.807 | $114.24 | $78,232.35 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 5 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,576.6677 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 / conversionClass A Common Stock | 700.2665 | $114.24 | $79,998.44 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 4 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,891.8607 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 | 743.5652 | $114.24 | $84,944.89 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,191.5942 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 | 992.7727 | $114.24 | $113,414.35 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,448.029 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 | 1,091.2458 | $114.24 | $124,663.92 |
DisclosureSEC source: 0001225208-17-002001 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,455.2563 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 28, 2016 Filed Dec 29, 2016 21:34 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionOption to Purchase UPS Class A Common · Derivative | 9,652 | $0.00 Strike: $70.90 | $0.00 |
DisclosureSEC source: 0001225208-16-043748 · doc4.xml · derivative · entry 6 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 · 9,652 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 |
| December 28, 2016 Filed Dec 29, 2016 21:34 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,892.765 | $116.13 | $684,326.80 |
DisclosureSEC source: 0001225208-16-043748 · doc4.xml · nonDerivative · entry 5 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,364.0105 F1 · balance_after: Includes 73.1486 shares acquired in the Reporting Person's 401(k) account between May 14, 2016 and December 28, 2016. Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 21:34 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,802.5532 | $116.13 | $209,330.50 |
DisclosureSEC source: 0001225208-16-043748 · doc4.xml · nonDerivative · entry 4 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,256.7755 Read SEC document |
| December 28, 2016 Filed Dec 29, 2016 21:34 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 9,652 | $70.90 | $684,326.80 |
DisclosureSEC source: 0001225208-16-043748 · doc4.xml · nonDerivative · entry 3 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,059.3287 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 |
| November 15, 2016 Filed Dec 29, 2016 21:34 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043748 · doc4.xml · nonDerivative · entry 2 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,394.0624 Read SEC document |
| November 15, 2016 Filed Dec 29, 2016 21:34 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-043748 · doc4.xml · nonDerivative · entry 1 McClure Teri P · CIK 0001346705 · CHRO & SVP, Labor Relations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,694.0624 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.