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Public ownership evidence

United Parcel Service, Inc. Class B (UPS) Ownership Disclosures

Read UPS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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2026-09-042026-09-01Ramos WilfredoA5,413Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-01 and its public availability date is 2026-09-04. Subtracting those calendar dates gives 3 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001225208-26-007662 ↗SEC 0001225208-26-007661 ↗SEC 0001225208-26-007660 ↗

Recent Form 4 activity

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2026-09-042026-09-01Ramos WilfredoA5,413Not reported
2026-09-042026-09-01Subramanian BalaA29,223Not reported
2026-09-042026-09-01Cesarone NandoA58,446Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29103$11,073None
Cornerstone Financial Management LLC2026-03-312026-08-2958$5,706None
Cornerstone Financial Management LLC2025-12-312026-08-2954$5,356None
NWM ADVISORS, LLC2026-06-302026-08-2915,718$1,689,685None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2918,255$2,007,853None
Advisors Asset Management, Inc.2021-12-312026-08-28238,023$51,017,850None
Advisors Asset Management, Inc.2022-12-312026-08-28245,076$42,604,012None
Advisors Asset Management, Inc.2020-06-302026-08-28211,842$23,552,594None
Advisors Asset Management, Inc.2022-06-302026-08-28257,067$46,925,000None
Advisors Asset Management, Inc.2021-09-302026-08-28219,862$40,037,000None
Corient Private Wealth LP2026-06-302026-08-286,337$681,269None
Corient Private Wealth LP2026-06-302026-08-28257,747$27,707,510None
Redwood Investment Management, LLC2024-12-312026-08-2812,604$1,589,000None
Redwood Investment Management, LLC2025-03-312026-08-2816,912$1,860,000None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2839,265$3,894,696None
Formuepleje A/S2024-03-312026-08-2859,837$8,893,573None
Formuepleje A/S2023-12-312026-08-2865,660$10,323,722None
Formuepleje A/S2023-09-302026-08-2868,003$10,599,628None
Formuepleje A/S2023-06-302026-08-2861,956$11,105,613None
Formuepleje A/S2023-03-312026-08-2866,240$12,849,898None
Formuepleje A/S2022-12-312026-08-2865,968$11,467,877None
Formuepleje A/S2022-09-302026-08-2832,502$5,250,373None
Formuepleje A/S2014-03-312026-08-285,824$567,141None
Principia Wealth Advisory, LLC2026-06-302026-08-2751$5,483None
Principia Wealth Advisory, LLC2026-03-312026-08-2749$4,821None
Brown Financial Advisors2026-06-302026-08-274,272$459,202None
Advisors Asset Management, Inc.2024-03-312026-08-27199,100$29,592,233None
Advisors Asset Management, Inc.2025-03-312026-08-27244,513$26,893,985None
Advisors Asset Management, Inc.2022-09-302026-08-27258,613$41,776,000None
Advisors Asset Management, Inc.2020-12-312026-08-27220,142$37,072,000None
Advisors Asset Management, Inc.2022-03-312026-08-27256,585$55,027,219None
Advisors Asset Management, Inc.2023-06-302026-08-27227,151$40,716,817None
Advisors Asset Management, Inc.2023-09-302026-08-27215,983$33,665,270None
Advisors Asset Management, Inc.2023-03-312026-08-27233,987$45,391,138None
Advisors Asset Management, Inc.2021-03-312026-08-27220,951$37,559,460None
Advisors Asset Management, Inc.2021-06-302026-08-27211,115$43,906,000None
Advisors Asset Management, Inc.2020-09-302026-08-27217,211$36,193,869None
Advisors Asset Management, Inc.2025-09-302026-08-27293,909$24,550,219None
Advisors Asset Management, Inc.2023-12-312026-08-27204,831$32,205,578None
Dakota Wealth Management2025-09-302026-08-2711,051$923,091None
Dakota Wealth Management2025-12-312026-08-2710,141$1,005,911None
Dakota Wealth Management2026-03-312026-08-278,156$802,342None
Redwood Investment Management, LLC2025-06-302026-08-2719,314$1,950,000None
Redwood Investment Management, LLC2025-09-302026-08-2715,069$1,259,000None
Redwood Investment Management, LLC2025-12-312026-08-279,716$964,000None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2742,437$4,174,953None
Advus Financial Partners, LLC2024-03-312026-08-261,469$218,337None
Advus Financial Partners, LLC2023-12-312026-08-261,672$262,942None
Advus Financial Partners, LLC2023-09-302026-08-261,386$216,048None
Advus Financial Partners, LLC2023-06-302026-08-261,422$254,833None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗NWM ADVISORS, LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

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Ro Khanna2026-10-072026-09-25purchase$1,001 - $15,000
Ro Khanna2026-10-072026-09-04sale$1,001 - $15,000
Ro Khanna2026-10-072026-09-11purchase$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.