Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | CHF Crp Aff, Com & Sustain Off | August 08, 2024 | August 09, 2024 |
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 August 08, 2024 · Filed August 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 25,282.0084 |
Reported balance
After 2024-08-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-08-08 · Gift · Disposed 1,175 · Balance 25,282.0084 F1: Includes 901.7169 shares in the reporting person's 401(k) account. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 901.7169 shares in the reporting person's 401(k) account.
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 |
|---|---|---|---|---|---|---|
| March 17, 2021 Filed Mar 19, 2021 20:22 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 1,040.6848 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005692 · doc4.xml · nonDerivative · entry 1 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,699.7929 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 · shares: Includes dividend equivalent units attributable to the restricted units prior to conversion. F2 · balance_after: Includes 700.4854 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 26, 2021 Filed Feb 26, 2021 22:13 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | SaleClass A Common Stock | 2,375 | $157.93 | $375,092.06 |
DisclosureSEC source: 0001225208-21-003943 · doc4.xml · nonDerivative · entry 1 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,654.8104 F1 · balance_after: Includes 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:37 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 9,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003195 · doc4.xml · derivative · entry 3 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 9,875 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: The RPUs were vested when earned on February 10, 2021. F3 · derivative.expiration_date: The RPUs were vested when earned on February 10, 2021. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:37 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 4,454 | $168.40 | $750,053.60 |
DisclosureSEC source: 0001225208-21-003195 · doc4.xml · nonDerivative · entry 2 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,029.8104 F1 · balance_after: Includes 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 22:37 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 9,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-003195 · doc4.xml · nonDerivative · entry 1 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,483.8104 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 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Units · Derivative | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002457 · doc4.xml · derivative · entry 3 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,401 Underlying: Class A Common Stock · 3,401 shares Expires not disclosed F3 · derivative.exercise_price: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. F3 · derivative.exercise_date: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. F3 · derivative.expiration_date: Restricted units granted as annual incentive awards under the Company's Management Incentive Program. Each unit vests and converts into one share of Class A common stock on the first anniversary of the grant date. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Performance Units · Derivative | 9,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002457 · doc4.xml · derivative · entry 2 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,875 Underlying: Class A Common Stock · 9,875 shares Expires not disclosed F2 · derivative.exercise_price: Restricted performance units granted as long-term incentive awards under the Company's Long-Term Incentive Program. Each unit automatically converts into one share of Class A common stock. F2 · derivative.exercise_date: Restricted performance units granted as long-term incentive awards under the Company's Long-Term Incentive Program. Each unit automatically converts into one share of Class A common stock. F2 · derivative.expiration_date: Restricted performance units granted as long-term incentive awards under the Company's Long-Term Incentive Program. Each unit automatically converts into one share of Class A common stock. Read SEC document |
| February 10, 2021 Filed Feb 12, 2021 23:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantOption to Purchase Class A Common · Derivative | 6,294 | $0.00 Strike: $165.66 | $0.00 |
DisclosureSEC source: 0001225208-21-002457 · doc4.xml · derivative · entry 1 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,294 Underlying: Class A Common Stock · 6,294 shares Expires 2031-02-10 F1 · derivative.exercise_date: Securities vest at the rate of 20% annually beginning February 10, 2022. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 399.1402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · derivative · entry 9 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 798 Underlying: Class A Common Stock · 399.1402 shares Expires 2023-01-15 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 ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 338.105 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · derivative · entry 8 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338 Underlying: Class A Common Stock · 338.105 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 ratably over five years from the date of grant. F4 · balance_after: Includes dividend equivalent units attributed to the RPUs. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionRestricted Performance Units · Derivative | 507.5957 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · derivative · entry 7 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 507.5957 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 ratably over five years from the date of grant. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 256 | $158.90 | $40,678.40 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · nonDerivative · entry 6 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,608.8104 F1 · balance_after: Includes 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 179 | $158.90 | $28,443.10 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · nonDerivative · entry 5 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,864.8104 F1 · balance_after: Includes 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Tax withholdingClass A Common Stock | 158 | $158.90 | $25,106.20 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · nonDerivative · entry 4 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,043.8104 F1 · balance_after: Includes 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 338.105 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · nonDerivative · entry 3 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,201.8104 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 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 399.1402 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · nonDerivative · entry 2 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,863.7054 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 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| January 27, 2021 Filed Jan 29, 2021 22:31 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | Exercise / conversionClass A Common Stock | 507.5957 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001308 · doc4.xml · nonDerivative · entry 1 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,464.5652 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 696.1877 shares in the Reporting Person's 401(k) account. Read SEC document |
| August 28, 2020 Filed Jan 29, 2021 21:08 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GiftClass A Common Stock | 75 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-001280 · doc5.xml · nonDerivative · entry 1 Lane Laura J · CIK 0001820024 · CHF Crp Aff, Com & Sustain Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,956.9695 F1 · balance_after: Includes 696.1877 shares in the Reporting Person's 401(k) account. 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.