Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC.AIG · Entity 3083 | Director | October 01, 2026 | October 02, 2026 |
| HERSHEY COHSY · Entity 795 | Director | September 15, 2025 | September 17, 2025 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Chief Info. & Engineering Off. | February 18, 2022 | February 22, 2022 |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPWAB · Entity 1492 | Director | May 13, 2026 | May 15, 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.
AMERICAN INTERNATIONAL GROUP, INC.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitSEC Table II · derivative / convertible security | Direct | 5,404 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 34 · Balance 5,404 F1: This form reports the accrual of dividend equivalents on deferred stock units ("DSUs") previously granted to the reporting person as non-employee director compensation in the form of additional DSUs. All DSUs will be settled in shares of AIG common stock on a 1-to-1 basis on the last trading day of the month in which the director's service on the Board of Directors ends, unless the director has elected to defer the vesting date. F2: Reflects DSUs previously granted as compensation for service as a non-employee director. |
Filing footnotes · ownership attribution and instrument terms
F1: This form reports the accrual of dividend equivalents on deferred stock units ("DSUs") previously granted to the reporting person as non-employee director compensation in the form of additional DSUs. All DSUs will be settled in shares of AIG common stock on a 1-to-1 basis on the last trading day of the month in which the director's service on the Board of Directors ends, unless the director has elected to defer the vesting date.
F2: Reflects DSUs previously granted as compensation for service as a non-employee director.
HERSHEY CO
Report date September 15, 2025 · Filed September 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,690.521 |
Reported balance
After 2025-09-15 transaction · row 1
1 source rowRow 1 · 2025-09-15 · Grant · Acquired 33.682 · Balance 6,690.521 |
UNITED PARCEL SERVICE INC
Report date February 18, 2022 · Filed February 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 39,043.343 |
Last balance in matching sequence
After 2022-02-18 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2022-02-16 · Gift · Disposed 88 · Balance 19,032.9237 F1: Includes 1,929.9570 shares in the reporting person's 401(k) account. Row 2 · 2022-02-18 · Exercise / conversion · Acquired 31,771 · Balance 50,803.9237 F1: Includes 1,929.9570 shares in the reporting person's 401(k) account. Row 3 · 2022-02-18 · Exercise / conversion · Acquired 4,678.4193 · Balance 55,482.343 F2: Includes dividend equivalent units attributable to the restricted units prior to conversion. F1: Includes 1,929.9570 shares in the reporting person's 401(k) account. Row 4 · 2022-02-18 · Tax withholding · Disposed 2,110 · Balance 53,372.343 F1: Includes 1,929.9570 shares in the reporting person's 401(k) account. Row 5 · 2022-02-18 · Tax withholding · Disposed 14,329 · Balance 39,043.343 F1: Includes 1,929.9570 shares in the reporting person's 401(k) account. |
| Restricted Performance UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-02-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-02-18 · Exercise / conversion · Disposed 31,771 · Balance 0 F3: One unit is equivalent to one share of UPS Class A common stock. F4: RPUs were vested when earned on February 9, 2022. |
| Restricted Units 2021SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-02-18 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-02-18 · Exercise / conversion · Disposed 4,678.4193 · Balance 0 F3: One unit is equivalent to one share of UPS Class A common stock. F5: Restricted units vested one year after the date of grant. F2: Includes dividend equivalent units attributable to the restricted units prior to conversion. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,929.9570 shares in the reporting person's 401(k) account.
F2: Includes dividend equivalent units attributable to the restricted units prior to conversion.
F3: One unit is equivalent to one share of UPS Class A common stock.
F4: RPUs were vested when earned on February 9, 2022.
F5: Restricted units vested one year after the date of grant.
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock - DirectSEC Table I · non-derivative | Direct | 2,011 |
Reported balance
After 2026-05-13 transaction · row 1
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 765 · Balance 2,011 F1: Fair Market Value of the stock on May 13, 2026 was $268.035 per share. F2: Shares vest on the first anniversary of grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Fair Market Value of the stock on May 13, 2026 was $268.035 per share.
F2: Shares vest on the first anniversary of grant date.
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 |
|---|---|---|---|---|---|---|
| February 09, 2022 Filed Feb 11, 2022 23:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units 2022 · Derivative | 4,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001947 · doc4.xml · derivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,213 Underlying: Class A Common Stock · 4,213 shares Expires not disclosed F2 · derivative.exercise_price: Each unit vests on the first anniversary of the grant date and then converts into one share of Class A common stock. F2 · derivative.exercise_date: Each unit vests on the first anniversary of the grant date and then converts into one share of Class A common stock. F2 · derivative.expiration_date: Each unit vests on the first anniversary of the grant date and then converts into one share of Class A common stock. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 23:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 31,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001947 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,771 Underlying: Class A Common Stock · 31,771 shares Expires not disclosed F1 · derivative.exercise_price: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.exercise_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.expiration_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001672 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,120.9237 F1 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 12,996.3518 | $223.54 | $2,905,143.40 |
DisclosureSEC source: 0001225208-22-001672 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,208.9237 F1 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 00:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units 2018 · Derivative | 917.6156 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001137 · doc4.xml · derivative · entry 6 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 918 Underlying: Class A Common Stock · 917.6156 shares Expires not disclosed 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_price: One unit is equivalent to one share of UPS Class A common stock. F4 · derivative.exercise_date: RSUs vest ratably over five years from the date of grant. F4 · derivative.expiration_date: RSUs vest ratably over five years from the date of grant. F1 · derivative.underlying_shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F1 · balance_after: Includes dividend equivalent units attributable to the restricted units prior to conversion. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 00:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units 2017 · Derivative | 688.4835 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001137 · doc4.xml · derivative · entry 5 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 688.4835 shares Expires not disclosed 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_price: One unit is equivalent to one share of UPS Class A common stock. F4 · derivative.exercise_date: RSUs vest ratably over five years from the date of grant. F4 · derivative.expiration_date: RSUs vest ratably over five years from the date of grant. F1 · derivative.underlying_shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 00:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 435 | $206.54 | $89,844.90 |
DisclosureSEC source: 0001225208-22-001137 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,205.2755 F2 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 00:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 311 | $206.54 | $64,233.94 |
DisclosureSEC source: 0001225208-22-001137 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,640.2755 F2 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 00:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 688.4835 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001137 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,951.2755 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 · shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F2 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| January 26, 2022 Filed Jan 29, 2022 00:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 917.6156 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001137 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,262.792 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 · shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F2 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 01:13 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 208.127 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000188 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,367.998 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 4.294 shares acquired on December 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| December 15, 2021 Filed Dec 15, 2021 21:18 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 22 | $176.85 | $3,890.70 |
DisclosureSEC source: 0001127602-21-030989 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,155.577 Read SEC document |
| November 12, 2021 Filed Jan 29, 2022 00:09 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001129 · doc5.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,345.1764 F2 · shares: Reflects multiple gifts made on this date. F1 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| October 01, 2021 Filed Oct 1, 2021 20:22 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 235.377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026307 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,133.577 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 5.159 shares acquired on September 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| September 22, 2021 Filed Jan 29, 2022 00:09 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 83 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-001129 · doc5.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,435.6082 F1 · balance_after: Includes 1,929.9570 shares in the reporting person's 401(k) account. Read SEC document |
| September 15, 2021 Filed Sep 16, 2021 12:32 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 22 | $176.41 | $3,881.02 |
DisclosureSEC source: 0001127602-21-025363 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,893.041 Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 20:22 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 28,881.5391 | $191.84 | $5,540,732.66 |
DisclosureSEC source: 0001225208-21-011065 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,508.3004 F1 · balance_after: Includes 1,910.0810 shares in the Reporting Person's 401(k) account. Read SEC document |
| July 01, 2021 Filed Jul 1, 2021 14:09 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 230.455 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020911 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,871.041 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 4.336 shares acquired on June 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 15, 2021 Filed Jun 15, 2021 13:49 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 24 | $161.30 | $3,871.20 |
DisclosureSEC source: 0001127602-21-019852 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,636.25 Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Stock Units · Derivative | 8,500.1319 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008237 · doc4.xml · derivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,499 Underlying: Class A Common Stock · 8,500.1319 shares Expires 2023-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis. F3 · derivative.exercise_date: RSUs vest 25% the first year, 25% the second year and 50% the third year. F4 · balance_after: Includes dividend equivalent units attributed to the RSUs. Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 3,833.5595 | $215.67 | $826,783.78 |
DisclosureSEC source: 0001225208-21-008237 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,365.7689 F1 · balance_after: Includes 1,886.0104 shares in the Reporting Person's 401(k) account. Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:40 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 8,500.1319 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008237 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,199.3284 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,886.0104 shares in the Reporting Person's 401(k) account. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 14:24 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 250.973 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012884 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,612.25 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 5.308 shares acquired on March 15, 2021, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders Read SEC document |
| March 15, 2021 Filed Mar 15, 2021 17:47 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 26 | $149.43 | $3,885.18 |
DisclosureSEC source: 0001127602-21-010541 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355.969 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 21:49 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 6,290 | $159.97 | $1,006,180.48 |
DisclosureSEC source: 0001225208-21-003762 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,664.5935 F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Units · Derivative | 2,282.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003192 · doc4.xml · derivative · entry 6 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,282.63 shares Expires not disclosed 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_price: One unit is equivalent to one share of UPS Class A common stock. F2 · shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F5 · derivative.exercise_date: The restricted units vested one year after the date of grant. F5 · derivative.expiration_date: The restricted units vested one year after the date of grant. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 24,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003192 · doc4.xml · derivative · entry 5 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 24,410 shares Expires not disclosed 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_price: One unit is equivalent to one share of UPS Class A common stock. F4 · derivative.exercise_date: The RPUs were vested when earned on February 10, 2021. F4 · derivative.expiration_date: The RPUs were vested when earned on February 10, 2021. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 10,642 | $168.40 | $1,792,112.80 |
DisclosureSEC source: 0001225208-21-003192 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,954.5935 F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,030 | $163.39 | $168,291.70 |
DisclosureSEC source: 0001225208-21-003192 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,596.5935 F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 2,282.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003192 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,626.5935 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 · shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 24,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003192 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,343.9635 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:30 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units · Derivative | 4,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002459 · doc4.xml · derivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,580 Underlying: Class A Common Stock · 4,580 shares Expires not disclosed F3 · derivative.exercise_price: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. F3 · derivative.exercise_date: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. F3 · derivative.expiration_date: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:30 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 24,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002459 · doc4.xml · derivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,410 Underlying: Class A Common Stock · 24,410 shares Expires not disclosed F2 · derivative.exercise_price: Restricted performance units granted as long-term incentive awards under the Company's Long-Term Incentive Program. Each unit automatically converts into one share of Class A common stock. F2 · derivative.exercise_date: Restricted performance units granted as long-term incentive awards under the Company's Long-Term Incentive Program. Each unit automatically converts into one share of Class A common stock. F2 · derivative.expiration_date: Restricted performance units granted as long-term incentive awards under the Company's Long-Term Incentive Program. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:30 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 8,458 | $0.00 Strike: $165.66 | $0.00 |
DisclosureSEC source: 0001225208-21-002459 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,458 Underlying: Class A Common Stock · 8,458 shares Expires 2031-02-10 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 10, 2022. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 6,086.4142 | $162.39 | $988,372.80 |
DisclosureSEC source: 0001225208-21-001952 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,933.9635 F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 898.1161 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · derivative · entry 9 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,797 Underlying: Class A Common Stock · 898.1161 shares Expires 2023-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 674.0749 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · derivative · entry 8 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674 Underlying: Class A Common Stock · 674.0749 shares Expires 2022-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 338.0526 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · derivative · entry 7 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 338.0526 shares Expires 2021-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 297 | $158.90 | $47,193.30 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · nonDerivative · entry 6 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,020.3777 F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 203 | $158.90 | $32,256.70 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · nonDerivative · entry 5 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,317.3777 F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 102 | $158.90 | $16,207.80 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,520.3777 F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 338.0526 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,622.3777 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 674.0749 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,284.3251 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 898.1161 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001309 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,610.2502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,851.4074 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:34 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 264.148 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000375 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,329.969 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 6.139 shares acquired on December 15, 2020, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| December 15, 2020 Filed Dec 15, 2020 20:40 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 27 | $145.46 | $3,927.42 |
DisclosureSEC source: 0001127602-20-031341 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,059.682 Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 13:49 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 282.386 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-026428 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032.682 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 5.522 shares acquired on September 15, 2020, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| September 15, 2020 Filed Sep 16, 2020 18:14 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 29 | $138.02 | $4,002.58 |
DisclosureSEC source: 0001127602-20-025168 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,744.774 Read SEC document |
| July 01, 2020 Filed Jul 1, 2020 18:31 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 313.259 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-020602 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,715.774 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 7.138 shares acquired on June 15, 2020, pursuant to a dividend reinvestment feature of the Company's Directors' Compensation Plan, the provisions of which are substantially similar to the dividend reinvestment features of the broad-based dividend reinvestment plan available generally to Company stockholders. Read SEC document |
| June 15, 2020 Filed Jun 16, 2020 13:35 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 29 | $136.45 | $3,957.05 |
DisclosureSEC source: 0001127602-20-019649 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,395.377 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.