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 |
|---|---|---|---|---|---|---|
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 839.6075 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001299 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,535.9518 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 |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 2,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-006294 · 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 · 2,085 shares Expires 2017-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F3 · derivative.exercise_date: The Restricted Performance Units vested on December 31, 2017. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2018. F3 · derivative.expiration_date: The Restricted Performance Units vested on December 31, 2017. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2018. F4 · derivative.underlying_shares: Includes 17 Dividend Equivalent Units acquired in the Reporting Person's Long-Term Incentive Performance account between March 2, 2018 and March 14, 2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 946 | $119.15 | $112,715.90 |
DisclosureSEC source: 0001225208-18-006294 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,596.5074 F1 · balance_after: Includes 12.4441 shares acquired in the Reporting Person's 401(k) account between January 25, 2018 and March 14, 2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 2,085 | $119.15 | $248,427.75 |
DisclosureSEC source: 0001225208-18-006294 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,542.5074 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 2,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005125 · doc4.xml · derivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,068 Underlying: Class A Common Stock · 2,068 shares Expires 2017-12-31 F4 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Long-Term Incentive Performance Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F5 · derivative.underlying_shares: Includes 188.04 Dividend Equivalent Units. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 4,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-005125 · doc4.xml · derivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,098 Underlying: Class A Common Stock · 4,098 shares Expires 2023-01-15 F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning January 15, 2019. Read SEC document |
| March 01, 2018 Filed Mar 2, 2018 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 9,836 | $0.00 Strike: $106.43 | $0.00 |
DisclosureSEC source: 0001225208-18-005125 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,836 Underlying: Class A Common Stock · 9,836 shares Expires 2028-03-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 1, 2019. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 609.693 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · derivative · entry 15 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,439 Underlying: Class A Common Stock · 609.693 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 144.8457 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 306.1126 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · derivative · entry 14 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 · 306.1126 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 144.8457 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 232.6097 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · derivative · entry 13 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466 Underlying: Class A Common Stock · 232.6097 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 144.8457 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 235.8918 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · derivative · entry 12 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235 Underlying: Class A Common Stock · 235.8918 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 144.8457 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 255.5386 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001611 · 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 · 255.5386 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. 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 144.8457 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 27, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 291 | $134.09 | $39,020.19 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 10 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,445.0633 F1 · balance_after: Includes 93.8677 shares acquired in the Reporting Person's 401(k) account between March 15, 2017 and January 24, 2018. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 145 | $134.09 | $19,443.05 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 9 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,736.0633 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 137 | $134.09 | $18,370.33 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 8 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,881.0633 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 126 | $134.09 | $16,895.34 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 7 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,018.0633 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 120 | $134.09 | $16,090.80 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 6 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,144.0633 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 232.6097 | $134.09 | $31,190.63 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 5 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,264.0633 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 235.8918 | $134.09 | $31,630.73 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,031.4536 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 255.5386 | $134.09 | $34,265.17 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,795.5618 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 306.1126 | $134.09 | $41,046.64 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,540.0232 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 609.693 | $134.09 | $81,753.73 |
DisclosureSEC source: 0001225208-18-001611 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Info. & Engineering Off. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,233.9106 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006295 · doc4.xml · derivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,672 shares Expires 2016-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F3 · derivative.exercise_date: The Restricted Performance Units vested on December 31, 2016. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2017. F3 · derivative.expiration_date: The Restricted Performance Units vested on December 31, 2016. Vested shares of Class A common stock were delivered to the reporting person on March 14, 2017. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 802 | $114.64 | $91,941.28 |
DisclosureSEC source: 0001225208-17-006295 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,530.3499 F1 · balance_after: Includes 10.9013 shares acquired in the Reporting Person's 401(k) account between January 27, 2017 and March 14, 2017. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:12 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,672 | $114.64 | $191,678.08 |
DisclosureSEC source: 0001225208-17-006295 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,332.3499 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 21:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 2,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006073 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,982 Underlying: Class A Common Stock · 2,982 shares Expires 2022-01-15 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: Securities vest at the rate of 20% annually beginning January 15, 2018. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 1,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005516 · doc4.xml · derivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,672 Underlying: Class A Common Stock · 1,672 shares Expires 2016-12-31 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. F3 · derivative.underlying_shares: Includes 138.3610 Dividend Equivalent Units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 9,712 | $0.00 Strike: $106.87 | $0.00 |
DisclosureSEC source: 0001225208-17-005516 · doc4.xml · derivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,712 Underlying: Class A Common Stock · 9,712 shares Expires 2027-03-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 1, 2018. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionOption to Purchase UPS Class A Common · Derivative | 1,198 | $0.00 Strike: $70.90 | $0.00 |
DisclosureSEC source: 0001225208-17-005067 · doc4.xml · derivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,198 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 |
| February 28, 2017 Filed Mar 1, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 795.8231 | $106.73 | $84,938.20 |
DisclosureSEC source: 0001225208-17-005067 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,649.4486 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 134.126 | $106.73 | $14,315.27 |
DisclosureSEC source: 0001225208-17-005067 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,445.2717 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,198 | $70.90 | $84,938.20 |
DisclosureSEC source: 0001225208-17-005067 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,579.3977 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 297.3456 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · derivative · entry 15 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,188 Underlying: Class A Common Stock · 297.3456 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 100.8233 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 225.881 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · derivative · entry 14 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 Underlying: Class A Common Stock · 225.881 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 100.8233 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 228.6318 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · derivative · entry 13 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457 Underlying: Class A Common Stock · 228.6318 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 100.8233 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 248.208 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · derivative · entry 12 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248 Underlying: Class A Common Stock · 248.208 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. 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 100.8233 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 340.7569 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · derivative · entry 11 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 340.7569 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. 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 at the rate of 20% on January 15th of each year during the vesting period. F4 · balance_after: Includes 100.8233 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 182 | $114.24 | $20,791.68 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 10 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,381.3977 F1 · balance_after: Includes 69.0129 shares acquired in the Reporting Person's 401(k) account between May 14, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 140 | $114.24 | $15,993.60 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 9 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,563.3977 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 133 | $114.24 | $15,193.92 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 8 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,703.3977 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 119 | $114.24 | $13,594.56 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 7 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,836.3977 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 107 | $114.24 | $12,223.68 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 6 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,955.3977 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 225.881 | $114.24 | $25,804.65 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 5 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,062.3977 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 228.6318 | $114.24 | $26,118.90 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 4 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,836.5167 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 248.208 | $114.24 | $28,355.28 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 3 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,607.8849 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 297.3456 | $114.24 | $33,968.76 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 2 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,359.6769 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 21:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 340.7569 | $114.24 | $38,928.07 |
DisclosureSEC source: 0001225208-17-002003 · doc4.xml · nonDerivative · entry 1 Perez Juan R. · CIK 0001665986 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,062.3313 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.