Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED PARCEL SERVICE INCUPS · Entity 2301 | Director | May 02, 2024 | May 03, 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 May 02, 2024 · Filed May 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,792.3025 |
Reported balance
After 2024-05-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-05-02 · Grant · Acquired 1,256 · Balance 33,792.3025 F1: One unit is equivalent to one share of UPS Class A common stock. F2: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F3: 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: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director.
F3: 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 02, 2024 Filed May 3, 2024 20:20 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005546 · doc4.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,792.3025 Underlying: Class A Common Stock · 1,256 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F2 · derivative.expiration_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F3 · balance_after: Includes units credited upon the payment of dividends on the underlying Class A common stock. Read SEC document |
| May 04, 2023 Filed May 5, 2023 21:19 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005493 · doc4.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,254.9617 Underlying: Class A Common Stock · 1,038 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F2 · derivative.expiration_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F3 · balance_after: Includes units credited upon the payment of dividends on the underlying Class A common stock. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:17 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 973 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006707 · doc4.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,238.6042 Underlying: Class A Common Stock · 973 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F2 · derivative.expiration_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F3 · balance_after: Includes units credited upon the payment of dividends on the underlying Class A common stock. Read SEC document |
| May 13, 2021 Filed May 17, 2021 21:38 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 811 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008227 · doc4.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,640.6722 Underlying: Class A Common Stock · 811 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A common stock. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F2 · derivative.expiration_date: Restricted Stock Units (RSUs) convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F3 · balance_after: Includes units credited upon the payment of dividends on the underlying Class A common stock. Read SEC document |
| May 14, 2020 Filed May 15, 2020 20:46 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007833 · doc4.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,090.155 Underlying: Class A Common Stock · 1,908 shares Expires not disclosed F1 · derivative.exercise_price: One Unit is equivalent to one share of UPS Class A common stock. F2 · derivative.exercise_date: Grant of Restricted Stock Units (RSUs) pursuant to incentive compensation plan. RSUs convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F2 · derivative.expiration_date: Grant of Restricted Stock Units (RSUs) pursuant to incentive compensation plan. RSUs convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. Read SEC document |
| May 09, 2019 Filed May 10, 2019 20:09 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001090727-19-000029 · wf-form4_155751896005140.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,289.1837 Underlying: Class A Common Stock · 1,736 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · derivative.exercise_date: Acquisition of Restricted Stock Units (RSUs) pursuant to Incentive Compensation Plan. RSUs convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. F2 · derivative.expiration_date: Acquisition of Restricted Stock Units (RSUs) pursuant to Incentive Compensation Plan. RSUs convert into shares of UPS Class A common stock on a one for one basis upon termination of service as a director. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,491 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009148 · doc4.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,491 Underlying: Class A Common Stock · 1,491 shares Expires not disclosed F1 · derivative.exercise_price: One unit is equivalent to one share of UPS Class A Common stock. F2 · 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 04, 2017 Filed May 5, 2017 20:07 UTC | UNITED PARCEL SERVICE INC UPS · Entity 2301 | GrantRestricted Stock Units · Derivative | 1,588 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009239 · doc4.xml · derivative · entry 1 BURNS MICHAEL J · CIK 0001181768 · 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. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.