Juan R. Perez - 18 Feb 2022 Form 4 Insider Report for UNITED PARCEL SERVICE INC (UPS)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
22 Feb 2022, 17:41:26 UTC
Prior SEC filing
11 Feb 2022
Next SEC filing
15 Mar 2022
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Eli Brown, Power of Attorney

Key filing fact

Juan R. Perez filed Form 4 for UNITED PARCEL SERVICE INC (UPS) on 22 Feb 2022.

Key facts

  • This page summarizes Juan R. Perez's Form 4 filing for UNITED PARCEL SERVICE INC (UPS).
  • 7 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 22 Feb 2022, 17:41.

Change

  • Previous filing in this sequence was filed on 11 Feb 2022.
  • Current net transaction value: -$3,536,913.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

UPS transaction

Class A Common Stock

Gift

Transaction value
$0
Shares
-88
Change %
-0.46%
Price
$0.000000
Shares after
19,033
Date
16 Feb 2022
Ownership
Direct
Footnotes
F1
UPS transaction

Class A Common Stock

Options Exercise

Transaction value
$0
Shares
+31,771
Change %
+167%
Price
$0.000000
Shares after
50,804
Date
18 Feb 2022
Ownership
Direct
Footnotes
F1
UPS transaction

Class A Common Stock

Options Exercise

Transaction value
$0
Shares
+4,678
Change %
+9.2%
Price
$0.000000
Shares after
55,482
Date
18 Feb 2022
Ownership
Direct
Footnotes
F1, F2
UPS transaction

Class A Common Stock

Tax liability

Transaction value
$465,635
Shares
-2,110
Change %
-3.8%
Price
$220.68
Shares after
53,372
Date
18 Feb 2022
Ownership
Direct
Footnotes
F1
UPS transaction

Class A Common Stock

Tax liability

Transaction value
$3,071,278
Shares
-14,329
Change %
-27%
Price
$214.34
Shares after
39,043
Date
18 Feb 2022
Ownership
Direct
Footnotes
F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

UPS transaction Derivative

Restricted Performance Units

Options Exercise

Transaction value
$0
Shares
-31,771
Change %
-100%
Price
$0.000000*
Shares after
0
Date
18 Feb 2022
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
31,771
Exercise price
Footnotes
F3, F4
UPS transaction Derivative

Restricted Units 2021

Options Exercise

Transaction value
$0
Shares
-4,678
Change %
-100%
Price
$0.000000*
Shares after
0
Date
18 Feb 2022
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
4,678
Exercise price
Footnotes
F2, F3, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Includes 1,929.9570 shares in the reporting person's 401(k) account.

Footnote F2

Includes dividend equivalent units attributable to the restricted units prior to conversion.

Footnote F3

One unit is equivalent to one share of UPS Class A common stock.

Footnote F4

RPUs were vested when earned on February 9, 2022.

Footnote F5

Restricted units vested one year after the date of grant.

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