Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Chief Financial Officer | May 15, 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.
UNITED PARCEL SERVICE INC
Report date May 15, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 15,970.0367 |
Last balance in matching sequence
After 2026-05-15 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-05-15 · Exercise / conversion · Acquired 3,137.5006 · Balance 17,368.0367 F1: Includes 538.2532 shares in the reporting person's 401(k) account. Row 2 · 2026-05-15 · Tax withholding · Disposed 1,398 · Balance 15,970.0367 F1: Includes 538.2532 shares in the reporting person's 401(k) account. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,413 |
Reported balance
After 2026-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-15 · Exercise / conversion · Disposed 3,137.5006 · Balance 9,413 F2: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis for no cash consideration. F3: Restricted stock units vest 25% in May 2026, 25% in May 2027 and 50% in May 2028. Current vesting represents the first tranche of the 3 year vesting cycle. F4: Includes units credited upon the payment of dividends on the underlying Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 538.2532 shares in the reporting person's 401(k) account.
F2: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis for no cash consideration.
F3: Restricted stock units vest 25% in May 2026, 25% in May 2027 and 50% in May 2028. Current vesting represents the first tranche of the 3 year vesting cycle.
F4: Includes units credited upon the payment of dividends on the underlying Class A common stock.
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 15, 2026 Filed May 15, 2026 20:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Stock Units · Derivative | 3,137.5006 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005390 · doc4.xml · derivative · entry 3 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,413 Underlying: Class A Common Stock · 3,137.5006 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis for no cash consideration. F3 · derivative.exercise_date: Restricted stock units vest 25% in May 2026, 25% in May 2027 and 50% in May 2028. Current vesting represents the first tranche of the 3 year vesting cycle. F3 · derivative.expiration_date: Restricted stock units vest 25% in May 2026, 25% in May 2027 and 50% in May 2028. Current vesting represents the first tranche of the 3 year vesting cycle. F4 · balance_after: Includes units credited upon the payment of dividends on the underlying Class A common stock. Read SEC document |
| May 15, 2026 Filed May 15, 2026 20:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,398 | $100.78 | $140,890.44 |
DisclosureSEC source: 0001225208-26-005390 · doc4.xml · nonDerivative · entry 2 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,970.0367 F1 · balance_after: Includes 538.2532 shares in the reporting person's 401(k) account. Read SEC document |
| May 15, 2026 Filed May 15, 2026 20:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 3,137.5006 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005390 · doc4.xml · nonDerivative · entry 1 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,368.0367 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 538.2532 shares in the reporting person's 401(k) account. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units 2026 · Derivative | 12,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005022 · doc4.xml · derivative · entry 1 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,504 Underlying: Class A Common Stock · 12,504 shares Expires 2029-05-06 F1 · derivative.exercise_price: Restricted stock units awarded as a component of Long Term Incentive Program award. Each unit automatically converts into one share of Class A common stock. F2 · derivative.exercise_date: Restricted stock units vest as follows: 1/3rd on each of May 6, 2027, 2028 and 2029. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001850 · doc4.xml · derivative · entry 3 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 499 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F3 · derivative.exercise_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 4, 2026. F3 · derivative.expiration_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 4, 2026. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 249 | $99.19 | $24,698.31 |
DisclosureSEC source: 0001225208-26-001850 · doc4.xml · nonDerivative · entry 2 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,222.1856 F1 · balance_after: Includes 529.9027 shares in the reporting person's 401(k) account. Read SEC document |
| February 13, 2026 Filed Feb 13, 2026 21:25 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001850 · doc4.xml · nonDerivative · entry 1 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,471.1856 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 529.9027 shares in the reporting person's 401(k) account. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001426 · doc4.xml · derivative · entry 2 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 499 Underlying: Class A Common Stock · 499 shares Expires not disclosed F2 · derivative.exercise_price: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F2 · derivative.exercise_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F2 · derivative.expiration_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 21:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 45,387 | $0.00 Strike: $116.74 | $0.00 |
DisclosureSEC source: 0001225208-26-001426 · doc4.xml · derivative · entry 1 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,387 Underlying: Class A Common Stock · 45,387 shares Expires 2036-02-04 F1 · derivative.exercise_date: Options vest at the rate of 20% annually beginning February 4, 2027. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:14 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 11,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005017 · doc4.xml · derivative · entry 2 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,739 Underlying: Class A Common Stock · 11,739 shares Expires 2028-05-09 F2 · derivative.exercise_price: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis. F3 · derivative.exercise_date: RSUs vest as follows: 25% on each of May 9, 2026 and 2027; 50% on May 9, 2028. Read SEC document |
| May 09, 2025 Filed May 13, 2025 20:14 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 22,270 | $0.00 Strike: $95.89 | $0.00 |
DisclosureSEC source: 0001225208-25-005017 · doc4.xml · derivative · entry 1 Dykes Brian M · CIK 0002030119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,270 Underlying: Class A Common Stock · 22,270 shares Expires 2035-05-09 F1 · derivative.exercise_date: Options vest at the rate of 20% annually beginning May 9, 2026. Read SEC document |
| March 24, 2025 Filed Mar 25, 2025 20:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Stock Units · Derivative | 2,638.9126 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003619 · doc4.xml · derivative · entry 3 Dykes Brian M · CIK 0002030119 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,638.9126 shares Expires 2025-03-23 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: Restricted Stock Units (RSUs) converted into shares of UPS Class A common stock on a one for one basis. F3 · derivative.exercise_date: RSUs vested 25% in March 2023, 25% in March 2024 and 50% in March 2025. Current vesting represents the final tranche of the 3 year vesting cycle. F4 · derivative.underlying_shares: Includes dividend equivalent units attributed to the RSUs. Read SEC document |
| March 24, 2025 Filed Mar 25, 2025 20:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 1,180.6494 | $115.10 | $135,892.75 |
DisclosureSEC source: 0001225208-25-003619 · doc4.xml · nonDerivative · entry 2 Dykes Brian M · CIK 0002030119 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,944.7445 F1 · balance_after: Includes 502.4616 shares in the reporting person's 401(k) account. Read SEC document |
| March 24, 2025 Filed Mar 25, 2025 20:52 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 2,638.9126 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003619 · doc4.xml · nonDerivative · entry 1 Dykes Brian M · CIK 0002030119 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,125.3939 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 502.4616 shares in the reporting person's 401(k) account. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 1,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001833 · doc4.xml · derivative · entry 3 Dykes Brian M · CIK 0002030119 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,633 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F3 · derivative.exercise_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 5, 2025. F3 · derivative.expiration_date: RPUs vested upon completion of the performance period, and were considered earned upon certification of financial results by the Compensation and Human Capital Committee of the Board, which occurred on February 5, 2025. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 778 | $126.10 | $98,105.80 |
DisclosureSEC source: 0001225208-25-001833 · doc4.xml · nonDerivative · entry 2 Dykes Brian M · CIK 0002030119 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,479.7347 F1 · balance_after: Includes 495.7150 shares in the reporting person's 401(k) account. Read SEC document |
| February 14, 2025 Filed Feb 18, 2025 21:36 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001833 · doc4.xml · nonDerivative · entry 1 Dykes Brian M · CIK 0002030119 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,257.7347 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 495.7150 shares in the reporting person's 401(k) account. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:10 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 1,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001393 · doc4.xml · derivative · entry 1 Dykes Brian M · CIK 0002030119 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,633 Underlying: Class A Common Stock · 1,633 shares Expires not disclosed F1 · derivative.exercise_price: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.exercise_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. F1 · derivative.expiration_date: Restricted performance units awarded under the Company's Long Term Incentive Compensation Program following the completion of the performance period. Each unit automatically converts into one share of Class A common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.