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 |
|---|---|---|---|---|---|---|
| May 13, 2020 Filed May 15, 2020 20:22 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 33,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007829 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,062 Underlying: Class A Common Stock · 33,062 shares Expires 2023-05-13 F1 · 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. F2 · derivative.exercise_date: Grant of Restricted Stock Units (RSUs) pursuant to UPS incentive compensation plan. RSUs vest as follows: 25% on each of May 13, 2021 and 2022; 50% on May 13, 2023. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 19:27 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 299.155 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012638 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366.377 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 5.956 shares acquired on March 16, 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 |
| March 13, 2020 Filed Mar 13, 2020 17:09 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 26 | $151.23 | $3,931.98 |
DisclosureSEC source: 0001127602-20-010564 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,061.266 Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 5,518.2089 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003123 · 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 · 5,518.2089 shares Expires 2020-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 RPUs prior to conversion. F5 · derivative.exercise_date: The RPUs vested one year after the date of grant. F5 · derivative.expiration_date: The RPUs vested one year after the date of grant. Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 14,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003123 · 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 · 14,199 shares Expires 2020-02-12 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 12, 2020. F4 · derivative.expiration_date: The RPUs were vested when earned on February 12, 2020. Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,440 | $117.06 | $636,806.40 |
DisclosureSEC source: 0001225208-20-003123 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,588.1889 F1 · balance_after: Includes 1,727.4622 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 2,489 | $105.95 | $263,709.55 |
DisclosureSEC source: 0001225208-20-003123 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,028.1889 F1 · balance_after: Includes 1,727.4622 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 5,518.2089 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003123 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,517.1889 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 RPUs prior to conversion. F1 · balance_after: Includes 1,727.4622 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 14,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003123 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,998.98 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 1,727.4622 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 14,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002352 · doc4.xml · derivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,199 Underlying: Class A Common Stock · 14,199 shares Expires 2020-02-12 F3 · derivative.exercise_price: Restricted Performance Units (RPUs) granted as Long-Term Incentive Performance awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 2,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-002352 · doc4.xml · derivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,208 Underlying: Class A Common Stock · 2,208 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Performance Units (RPUs) granted as Management 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. RPUs vest and convert to shares of Class A common stock on the first anniversary of the grant date. F2 · derivative.exercise_date: Restricted Performance Units (RPUs) granted as Management 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. RPUs vest and convert to shares of Class A common stock on the first anniversary of the grant date. F2 · derivative.expiration_date: Restricted Performance Units (RPUs) granted as Management 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. RPUs vest and convert to shares of Class A common stock on the first anniversary of the grant date. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 14,565 | $0.00 Strike: $105.54 | $0.00 |
DisclosureSEC source: 0001225208-20-002352 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,565 Underlying: Class A Common Stock · 14,565 shares Expires 2021-02-12 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 12, 2021 Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 868.1565 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · derivative · entry 12 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,607 Underlying: Class A Common Stock · 868.1565 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 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 651.0344 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · derivative · entry 11 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,304 Underlying: Class A Common Stock · 651.0344 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 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 327.4395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · derivative · entry 10 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 Underlying: Class A Common Stock · 327.4395 shares Expires 2021-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 249.5568 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · derivative · entry 9 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 · 249.5568 shares Expires 2020-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 261 | $117.93 | $30,779.73 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 8 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,799.98 F1 · balance_after: Includes 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 202 | $117.93 | $23,821.86 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 7 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,060.98 F1 · balance_after: Includes 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 116 | $117.93 | $13,679.88 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 6 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,262.98 F1 · balance_after: Includes 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 89 | $117.93 | $10,495.77 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 5 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,378.98 F1 · balance_after: Includes 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 249.5568 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,467.98 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 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 327.4395 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,218.4232 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 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 651.0344 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,890.9837 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 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 868.1565 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-001122 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,239.9493 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 1,727.4622 shares in the Reporting Person's 401(k) account Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 17:25 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 271.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-000402 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035.266 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 3.659 shares acquired on December 16, 2019, 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 13, 2019 Filed Dec 16, 2019 15:34 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 25 | $150.39 | $3,759.75 |
DisclosureSEC source: 0001127602-19-034969 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759.757 Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 18:34 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 251.053 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-029651 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 734.757 F1 · ownership.direct: The total amount of securities reported as directly owned in Column 5 includes 2.305 shares acquired on September 13, 2019, 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 13, 2019 Filed Sep 13, 2019 13:44 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 26 | $145.45 | $3,781.70 |
DisclosureSEC source: 0001127602-19-028306 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481.399 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 17:22 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 441.399 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023427 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 455.399 Read SEC document |
| June 14, 2019 Filed Jun 14, 2019 14:14 UTC | HERSHEY CO HSY · Entity 795 | GrantCommon Stock | 14 | $119.02 | $1,666.28 |
DisclosureSEC source: 0001127602-19-021597 · form4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14 Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 11,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003854 · doc4.xml · derivative · entry 3 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 · 11,578 shares Expires 2019-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F3 · derivative.exercise_date: The RPUs were vested when earned on February 14, 2019. F3 · derivative.expiration_date: The RPUs were vested when earned on February 14, 2019. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,223 | $97.53 | $509,399.19 |
DisclosureSEC source: 0001225208-19-003854 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,250.0393 F1 · balance_after: Includes 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 11,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003854 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,473.0393 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 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 5,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002758 · doc4.xml · derivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,329 Underlying: Class A Common Stock · 5,329 shares Expires 2020-02-14 F3 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 11,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-002758 · doc4.xml · derivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,578 Underlying: Class A Common Stock · 11,578 shares Expires 2019-02-14 F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Long-Term Incentive Performance Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 9,466 | $0.00 Strike: $111.80 | $0.00 |
DisclosureSEC source: 0001225208-19-002758 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,466 Underlying: Class A Common Stock · 9,466 shares Expires 2029-02-14 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 14, 2020. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 839.6075 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · derivative · entry 15 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,356 Underlying: Class A Common Stock · 839.6075 shares Expires 2023-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 629.7882 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · derivative · entry 14 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,888 Underlying: Class A Common Stock · 629.7882 shares Expires 2022-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 315.6547 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · derivative · entry 13 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 632 Underlying: Class A Common Stock · 315.6547 shares Expires 2021-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 240.0534 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · derivative · entry 12 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241 Underlying: Class A Common Stock · 240.0534 shares Expires 2020-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 242.5912 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · derivative · entry 11 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 · 242.5912 shares Expires 2019-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: RPUs vest ratably over five years from the date of grant. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 378 | $97.56 | $36,877.68 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 10 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,895.0393 F1 · balance_after: Includes 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 287 | $97.56 | $27,999.72 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 9 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,273.0393 F1 · balance_after: Includes 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 160 | $97.56 | $15,609.60 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 8 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,560.0393 F1 · balance_after: Includes 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 123 | $97.56 | $11,999.88 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 7 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,720.0393 F1 · balance_after: Includes 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 121 | $97.56 | $11,804.76 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 6 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,843.0393 F1 · balance_after: Includes 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 240.0534 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 5 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,964.0393 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 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 242.5912 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,723.9859 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 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 315.6547 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,481.3947 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 1,605.7087 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 629.7882 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,165.74 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 1,605.7087 shares in the Reporting Person's 401(k) account. 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.