Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FREEPORT-MCMORAN INCFCX · Entity 2905 | Director | June 01, 2026 | June 02, 2026 |
| Macy's, Inc.M · Entity 3820 | Director | July 09, 2020 | July 10, 2020 |
| NORTHROP GRUMMAN CORP /DE/NOC · Entity 2963 | Director | May 20, 2026 | May 21, 2026 |
| TARGET CORPTGT · Entity 2967 | Director | March 11, 2026 | March 13, 2026 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director | August 27, 2020 | August 28, 2020 |
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.
FREEPORT-MCMORAN INC
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,200 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 2,800 · Balance 25,200 F1: Represents a grant of Common Stock Restricted Stock Units ("RSUs"). F2: Amount beneficially owned following the reported transaction includes 2,800 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of Common Stock Restricted Stock Units ("RSUs").
F2: Amount beneficially owned following the reported transaction includes 2,800 RSUs.
Macy's, Inc.
Report date July 09, 2020 · Filed July 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 23,379 |
Reported balance
After 2020-07-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-07-09 · Grant · Acquired 23,379 · Balance 23,379 F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock.
F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends.
NORTHROP GRUMMAN CORP /DE/
Report date May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,824 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 349 · Balance 2,824 F1: Represents shares of common stock deferred into a stock unit account pursuant to the Northrop Grumman 2024 Long-Term Incentive Stock Plan (the "Plan") in a transaction exempt pursuant to Rule 16b-3. F2: Amount includes (i) 2,475 shares of common stock; and (ii) 349 shares of common stock, including dividends, held in a stock unit account pursuant to the Plan. Dividends earned on shares held in the stock unit account were exempt from Section 16 and not reportable under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock deferred into a stock unit account pursuant to the Northrop Grumman 2024 Long-Term Incentive Stock Plan (the "Plan") in a transaction exempt pursuant to Rule 16b-3.
F2: Amount includes (i) 2,475 shares of common stock; and (ii) 349 shares of common stock, including dividends, held in a stock unit account pursuant to the Plan. Dividends earned on shares held in the stock unit account were exempt from Section 16 and not reportable under Rule 16a-11.
TARGET CORP
Report date March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,815 |
Reported balance
After 2026-03-11 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-11 · Grant · Acquired 1,676 · Balance 7,815 F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan. F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units pursuant to the Target Corporation 2020 Long-Term Incentive Plan.
F2: Includes dividend equivalents paid on restricted stock units since the date of the reporting person's last filing through the date of the reported transaction that have been reinvested in additional restricted stock units.
UNITED PARCEL SERVICE INC
Report date August 27, 2020 · Filed August 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 220,853.0453 |
Last balance in matching sequence
After 2020-08-27 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2020-08-27 · Other · Disposed 1,264 · Balance 282,289.2538 F1: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. F2: Includes 2,556.9644 shares in the Reporting Person's 401(k) account. Row 2 · 2020-08-27 · Sale · Disposed 61,436.2085 · Balance 220,853.0453 F2: Includes 2,556.9644 shares in the Reporting Person's 401(k) account. |
| Class B Common StockSEC Table I · non-derivative | Direct | 1,452 |
Ending reported balance
After 2020-08-28 transaction · row 4
2 source rows · reconciled sequenceRow 3 · 2020-08-27 · Other · Acquired 1,264 · Balance 2,716 F1: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. Row 4 · 2020-08-28 · Sale · Disposed 1,264 · Balance 1,452 |
| Class A Common StockSEC Table I · non-derivative | IndirectSpouse | 26,500 |
Reported balance
Holding disclosure · report date 2020-08-27 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 26,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof.
F2: Includes 2,556.9644 shares in the Reporting Person's 401(k) account.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHNSON CONTROLS INC
Report date September 02, 2016 · Filed September 06, 2016
Section 16 reporting ended · disclosed 2016-09-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2016-09-02 · Disposition to issuer · Disposed 6,775 · Balance 0 F1: Each share of Johnson Controls, Inc. ("Johnson Controls") was converted into 0.8357 ordinary shares of Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") and $5.7293 in cash in connection with the closing of the merger between Johnson Controls and JCI plc (the "merger"). Row 2 · 2016-09-02 · Exercise / conversion · Acquired 30,809.649 · Balance 30,809.649 F2: The phantom stock units accrued under the Johnson Controls Directors' Deferred Compensation Plan and were settled 100% in cash in connection with the merger. Row 3 · 2016-09-02 · Disposition to issuer · Disposed 30,809.649 · Balance 0 |
| Phantom Stock Units / Directors' Deferred Compensation PlanSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-02 · Exercise / conversion · Disposed 30,809.649 · Balance 0 F3: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock. F2: The phantom stock units accrued under the Johnson Controls Directors' Deferred Compensation Plan and were settled 100% in cash in connection with the merger. F4: The phantom stock units accrue under the Johnson Controls Directors' Deferred Compensation Plan and settle 100% in cash upon the reporting person's retirement. The reporting person has the right to transfer the value of the phantom stock account into an alternative investment account within the plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Johnson Controls, Inc. ("Johnson Controls") was converted into 0.8357 ordinary shares of Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") and $5.7293 in cash in connection with the closing of the merger between Johnson Controls and JCI plc (the "merger").
F2: The phantom stock units accrued under the Johnson Controls Directors' Deferred Compensation Plan and were settled 100% in cash in connection with the merger.
F3: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock.
F4: The phantom stock units accrue under the Johnson Controls Directors' Deferred Compensation Plan and settle 100% in cash upon the reporting person's retirement. The reporting person has the right to transfer the value of the phantom stock account into an alternative investment account within the plan.
Johnson Controls International plc
Report date March 07, 2018 · Filed March 09, 2018
Section 16 reporting ended · disclosed 2018-03-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 7,683 |
Reported balance
After 2018-03-07 transaction · row 1
1 source rowRow 1 · 2018-03-07 · Tax withholding · Disposed 1,868 · Balance 7,683 |
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 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,483.3042 | $134.09 | $198,896.26 |
DisclosureSEC source: 0001225208-18-001603 · doc4.xml · nonDerivative · entry 3 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,655.377 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,990.1247 | $134.09 | $266,855.82 |
DisclosureSEC source: 0001225208-18-001603 · doc4.xml · nonDerivative · entry 2 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,172.0728 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:16 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 2,700.6903 | $134.09 | $362,135.56 |
DisclosureSEC source: 0001225208-18-001603 · doc4.xml · nonDerivative · entry 1 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,181.9481 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 2,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 17 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,481.2578 F1 · balance_after: Includes 46.7986 shares acquired in the Reporting Person's 401(k) account between May 27, 2017 and December 31, 2017. Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 16 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,838.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 15 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,688.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 14 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,921.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 13 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,154.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 12 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,387.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 11 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,553.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 10 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,719.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 9 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,885.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 8 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,051.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 7 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,217.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 6 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,383.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 5 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,499.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 4 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,615.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 3 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,731.2578 Read SEC document |
| December 18, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 2 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,847.2578 Read SEC document |
| August 29, 2017 Filed Jan 26, 2018 21:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 226 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001583 · doc5.xml · nonDerivative · entry 1 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,932.9807 Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionOption to Purchase UPS Class A Common · Derivative | 8,619 | $0.00 Strike: $71.58 | $0.00 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · derivative · entry 9 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 8,619 shares Expires 2018-05-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Securities vested at the rate of 20% annually beginning on May 7, 2009 or immediately upon retirement, death or disability. Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionOption to Purchase UPS Class A Common · Derivative | 13,315 | $0.00 Strike: $55.83 | $0.00 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · derivative · entry 8 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 13,315 shares Expires 2019-05-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Securities vested at the rate of 20% annually beginning on May 6, 2010 or immediately upon retirement, death or disability. Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 7,016.9572 | $105.94 | $743,376.45 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · nonDerivative · entry 6 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,142.4592 F1 · balance_after: Includes 64.3654 shares acquired in the Reporting Person's 401(k) account between March 15, 2017 and May 26, 2017. Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 5,823.5607 | $105.94 | $616,948.02 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · nonDerivative · entry 5 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,159.4164 Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 3,019.9115 | $105.94 | $319,929.42 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · nonDerivative · entry 4 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,982.9771 Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,340.4132 | $105.94 | $142,003.37 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · nonDerivative · entry 3 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,002.8886 Read SEC document |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 8,619 | $71.58 | $616,948.02 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · nonDerivative · entry 2 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,343.3018 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 |
| May 26, 2017 Filed May 30, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 13,315 | $55.83 | $743,376.45 |
DisclosureSEC source: 0001225208-17-010513 · doc4.xml · nonDerivative · entry 1 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,724.3018 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 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 23,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006286 · doc4.xml · derivative · entry 4 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 23,418 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 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 11,229 | $114.64 | $1,287,292.56 |
DisclosureSEC source: 0001225208-17-006286 · doc4.xml · nonDerivative · entry 2 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,344.9364 F1 · balance_after: Includes 15.9286 shares acquired in the Reporting Person's 401(k) account between January 1, 2017 and March 14, 2017. Read SEC document |
| March 14, 2017 Filed Mar 15, 2017 20:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 23,418 | $114.64 | $2,684,639.52 |
DisclosureSEC source: 0001225208-17-006286 · doc4.xml · nonDerivative · entry 1 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,573.9364 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 09, 2017 Filed Mar 13, 2017 22:15 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 3,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011471 · form4.xml · nonDerivative · entry 1 ABNEY DAVID P · CIK 0001229820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,458 F1 · shares: Reflects grant of restricted stock units. Restricted stock units accrue dividend equivalent units and convert to ordinary shares upon vesting. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 23,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005507 · doc4.xml · derivative · entry 3 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,418 Underlying: Class A Common Stock · 23,418 shares Expires 2016-12-31 F4 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Long-Term Incentive Performance Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F5 · derivative.underlying_shares: Includes 1,937.8980 Dividend Equivalent Units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 7,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-005507 · doc4.xml · derivative · entry 2 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,257 Underlying: Class A Common Stock · 7,257 shares Expires 2022-01-15 F2 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F3 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning January 15, 2018. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:05 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase UPS Class A Common · Derivative | 71,794 | $0.00 Strike: $106.87 | $0.00 |
DisclosureSEC source: 0001225208-17-005507 · doc4.xml · derivative · entry 1 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,794 Underlying: Class A Common Stock · 71,794 shares Expires 2027-03-01 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning March 1, 2018. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 2,620.5481 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · derivative · entry 16 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,484 Underlying: Class A Common Stock · 2,620.5481 shares Expires 2021-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 648.1084 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 1,931.1969 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · derivative · entry 15 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,794 Underlying: Class A Common Stock · 1,931.1969 shares Expires 2020-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 648.1084 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 770.1469 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · derivative · entry 14 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,540 Underlying: Class A Common Stock · 770.1469 shares Expires 2019-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 648.1084 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 847.5195 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · derivative · entry 13 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 847 Underlying: Class A Common Stock · 847.5195 shares Expires 2018-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 648.1084 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 1,246.697 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · derivative · entry 12 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,246.697 shares Expires 2017-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents Restricted Performance Units (RPUs) granted as Management Incentive Awards under the United Parcel Service, Inc. Incentive Compensation Plan. Each RPU represents the right to receive one share of Class A common stock. F2 · derivative.exercise_date: RPUs vest at the rate of 20% on January 15th of each year during the vesting period. F3 · balance_after: Includes 648.1084 Dividend Equivalent Units acquired in the Restricted Performance Plan account between January 29, 2016 and January 26, 2017. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,257 | $114.24 | $143,599.68 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 10 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,140.0078 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 927 | $114.24 | $105,900.48 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 9 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,397.0078 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 606 | $114.24 | $69,229.44 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 8 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,324.0078 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 407 | $114.24 | $46,495.68 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 7 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,930.0078 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 370 | $114.24 | $42,268.80 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 6 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,337.0078 Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 770.1469 | $114.24 | $87,981.58 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 5 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,707.0078 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 847.5195 | $114.24 | $96,820.63 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 4 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,936.8609 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,246.697 | $114.24 | $142,422.67 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 3 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,089.3414 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,931.1969 | $114.24 | $220,619.93 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 2 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,842.6444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 27, 2017 Filed Jan 30, 2017 21:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 2,620.5481 | $114.24 | $299,371.41 |
DisclosureSEC source: 0001225208-17-001994 · doc4.xml · nonDerivative · entry 1 ABNEY DAVID P · CIK 0001229820 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,911.4475 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.