Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ATLAS AIR WORLDWIDE HOLDINGS INCAAWW · Entity 115323 | Director | March 17, 2023 | March 21, 2023 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | President, US Operations | May 13, 2020 | May 15, 2020 |
| Vulcan Materials COVMC · Entity 3118 | Director | May 08, 2026 | May 12, 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.
ATLAS AIR WORLDWIDE HOLDINGS INC
Report date March 17, 2023 · Filed March 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-17 · Disposition to issuer · Disposed 1,578 · Balance 0 F1: On March 17, 2023 (the "Effective Time"), pursuant to that certain Agreement and Plan of Merger, dated as of August 4, 2022 (the "Merger Agreement"), by and among Atlas Air Worldwide Holdings, Inc. (the "Company"), Rand Parent, LLC, a Delaware limited liability company ("Parent"), and Rand Merger Sub, Inc., a wholly owned subsidiary of Parent ("MergerCo"), MergerCo merged with and into the Company with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, each outstanding restricted stock unit ("RSU") vested and was canceled in exchange for a cash payment equal to the number of shares of the Company's common stock underlying such RSU immediately prior to the Effective Time multiplied by $102.50, less any applicable withholding for taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 17, 2023 (the "Effective Time"), pursuant to that certain Agreement and Plan of Merger, dated as of August 4, 2022 (the "Merger Agreement"), by and among Atlas Air Worldwide Holdings, Inc. (the "Company"), Rand Parent, LLC, a Delaware limited liability company ("Parent"), and Rand Merger Sub, Inc., a wholly owned subsidiary of Parent ("MergerCo"), MergerCo merged with and into the Company with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent. Pursuant to the Merger Agreement, each outstanding restricted stock unit ("RSU") vested and was canceled in exchange for a cash payment equal to the number of shares of the Company's common stock underlying such RSU immediately prior to the Effective Time multiplied by $102.50, less any applicable withholding for taxes.
UNITED PARCEL SERVICE INC
Report date May 13, 2020 · Filed May 15, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2023-05-13 | Direct | 44,082 |
Reported balance
After 2020-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-05-13 · Grant · Acquired 44,082 · Balance 44,082 F1: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis. F2: Grant of Restricted Stock Units (RSUs) pursuant to UPS incentive compensation plan. RSUs vest as follows: 25% on each of May 13, 2021 and 2022; 50% on May 13, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units (RSUs) granted under the United Parcel Service, Inc. Incentive Compensation Plan. These RSUs will convert into shares of UPS Class A common stock on a one for one basis.
F2: Grant of Restricted Stock Units (RSUs) pursuant to UPS incentive compensation plan. RSUs vest as follows: 25% on each of May 13, 2021 and 2022; 50% on May 13, 2023.
Vulcan Materials CO
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 617 |
Reported balance
After 2026-05-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 617 · Balance 617 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2: Annual stock grant made to the reporting person under the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan. F3: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person on June 1, 2037. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock.
F2: Annual stock grant made to the reporting person under the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan.
F3: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person on June 1, 2037.
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 | Tax withholdingClass A Common Stock | 256 | $97.56 | $24,975.36 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 10 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,558.0761 F1 · balance_after: Includes 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 179 | $97.56 | $17,463.24 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 9 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,814.0761 F1 · balance_after: Includes 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 158 | $97.56 | $15,414.48 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 8 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,993.0761 F1 · balance_after: Includes 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 157 | $97.56 | $15,316.92 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 7 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,151.0761 F1 · balance_after: Includes 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 147 | $97.56 | $14,341.32 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 6 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,308.0761 F1 · balance_after: Includes 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 275.625 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 5 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,455.0761 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 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 290.3091 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 4 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,179.4511 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 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 306.1884 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 3 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,889.142 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 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 342.8243 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 2 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,582.9536 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 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 23, 2019 Filed Jan 25, 2019 22:11 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 449.1562 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001300 · doc4.xml · nonDerivative · entry 1 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,240.1293 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 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| October 15, 2018 Filed Jan 25, 2019 22:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001289 · doc5.xml · nonDerivative · entry 1 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790.9731 F1 · balance_after: Includes 44.4899 shares in the Reporting Person's 401(k) account. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass B Common Stock | 4,312 | $121.34 | $523,218.08 |
DisclosureSEC source: 0001225208-18-012904 · doc4.xml · nonDerivative · entry 3 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass B Common Stock | 4,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012904 · doc4.xml · nonDerivative · entry 2 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,312 F1 · kind: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 21:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherClass A Common Stock | 4,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-012904 · doc4.xml · nonDerivative · entry 1 Willis George · CIK 0001739314 · President, US Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,879.7682 F1 · kind: Conversion of shares of Class A common stock into Class B common stock in accordance with the terms thereof. F2 · balance_after: Includes 43.2850 shares in the Reporting Person's 401(k) account as of August 23, 2018. 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.