Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Coupang, Inc.CPNG · Entity 3157 | Director | June 12, 2025 | June 16, 2025 |
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director | May 06, 2026 | May 08, 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.
Coupang, Inc.
Report date June 12, 2025 · Filed June 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 470,582 |
Reported balance
After 2025-06-12 transaction · row 1
1 source rowRow 1 · 2025-06-12 · Grant · Acquired 11,480 · Balance 470,582 F1: Represents the grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs will vest on the earlier of (i) the date of the next annual meeting of stockholders of the Issuer following June 12, 2025 or (ii) June 12, 2026, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock upon settlement. The RSUs will vest on the earlier of (i) the date of the next annual meeting of stockholders of the Issuer following June 12, 2025 or (ii) June 12, 2026, subject to the Reporting Person's continued service to the Issuer through the applicable vesting date.
UNITED PARCEL SERVICE INC
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 14,622.8519 |
Reported balance
After 2026-05-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 312.8441 · Balance 14,622.8519 F1: One unit is equivalent to one share of UPS Class A common stock. F2: Grant of phantom stock units pursuant to Deferred Compensation Plan. F3: Phantom stock units generally become payable in shares of Class A common stock or cash upon termination of service as a director. F4: Includes units credited upon the payment of dividends on the underlying Class A common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 30,550.7686 |
Reported balance
After 2026-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-07 · Grant · Acquired 1,948 · Balance 30,550.7686 F1: One unit is equivalent to one share of UPS Class A common stock. F5: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F4: Includes units credited upon the payment of dividends on the underlying Class A common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: One unit is equivalent to one share of UPS Class A common stock.
F2: Grant of phantom stock units pursuant to Deferred Compensation Plan.
F3: Phantom stock units generally become payable in shares of Class A common stock or cash upon termination of service as a director.
F4: Includes units credited upon the payment of dividends on the underlying Class A common stock.
F5: Restricted stock units convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director.
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 |
|---|---|---|---|---|---|---|
| August 02, 2017 Filed Aug 3, 2017 20:06 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherPhantom Stock Units · Derivative | 235.9338 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-013230 · doc4.xml · derivative · entry 1 Warsh Kevin M · CIK 0001555065 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,909.3111 Underlying: Class A Common Stock · 235.9338 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · kind: Acquisition of phantom stock units pursuant to Deferred Compensation Plan. F3 · derivative.exercise_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F3 · derivative.expiration_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F4 · balance_after: Includes 28.5478 shares acquired in the Reporting Person's Deferred Compensation Plan account between May 4, 2017 and August 2, 2017. Read SEC document |
| May 04, 2017 Filed May 5, 2017 20:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009249 · doc4.xml · derivative · entry 2 Warsh Kevin M · CIK 0001555065 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588 Underlying: Class A Common Stock · 1,588 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F5 · derivative.expiration_date: 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 upon separation from service with the company. Read SEC document |
| May 03, 2017 Filed May 5, 2017 20:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherPhantom Stock Units · Derivative | 244.5272 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009249 · doc4.xml · derivative · entry 1 Warsh Kevin M · CIK 0001555065 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,644.8295 Underlying: Class A Common Stock · 244.5272 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · kind: Acquisition of phantom stock units pursuant to Deferred Compensation Plan. F3 · derivative.exercise_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F3 · derivative.expiration_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F4 · balance_after: Includes 26.4851 shares acquired in the Reporting Person's Deferred Compensation Plan account between February 8, 2017 and May 3, 2017. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 21:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherPhantom Stock Units · Derivative | 248.3679 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002728 · doc4.xml · derivative · entry 1 Warsh Kevin M · CIK 0001555065 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,373.8172 Underlying: Class A Common Stock · 248.3679 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · kind: Acquisition of phantom stock units pursuant to Deferred Compensation Plan. F3 · derivative.exercise_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F3 · derivative.expiration_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F4 · balance_after: Includes 20.8899 shares acquired in the Reporting Person's Deferred Compensation Plan account between November 3, 2016 and February 7, 2017. Read SEC document |
| November 02, 2016 Filed Nov 3, 2016 20:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | OtherPhantom Stock Units · Derivative | 245.5566 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041089 · doc4.xml · derivative · entry 1 Warsh Kevin M · CIK 0001555065 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,104.5594 Underlying: Class A Common Stock · 245.5566 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · kind: Acquisition of phantom stock units pursuant to Deferred Compensation Plan. F3 · derivative.exercise_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F3 · derivative.expiration_date: The settlement date of the phantom stock generally will be the termination date of service as a director. F4 · balance_after: Includes 20.2729 shares acquired in the Reporting Person's Deferred Compensation Plan account between August 4, 2016 and November 2, 2016. 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.