Form 4: UPS Chief Digital & Tech Officer Reports Stock Transactions

UPS Chief Digital & Tech Officer Bala Subramanian reported the vesting of Restricted Performance Units and a subsequent tax-related sale of company stock.

Summary

• Bala Subramanian, Chief Digital & Tech Officer of United Parcel Service Inc (UPS), reported transactions involving Class A Common Stock.
• On February 13, 2026, 1,676 shares of Class A Common Stock were acquired at a price of $0.0000 per share, resulting from the vesting of Restricted Performance Units (RPUs).
• Following the acquisition, beneficial ownership increased to 22,859.6811 shares.
• Concurrently, 470 shares of Class A Common Stock were disposed of at a price of $99.19 per share, likely to cover tax obligations related to the vesting.
• After both transactions, Bala Subramanian's direct beneficial ownership stands at 22,389.6811 shares.
• The reported beneficial ownership includes 23.4721 shares in a 401(k) account and 95.7025 shares acquired through the Discounted Employee Stock Purchase Plan.
• The Restricted Performance Units vested upon completion of the performance period and were considered earned on February 4, 2026, following certification by the Compensation and Human Capital Committee of the Board.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive event, as it signifies the successful vesting of performance-based equity, indicating the executive met specific targets. The subsequent sale is a routine tax-related action.

Positives

• The vesting of 1,676 Restricted Performance Units indicates that performance targets were met, leading to the conversion into Class A Common Stock.
• The acquisition of shares at $0.0000 reflects the successful achievement of long-term incentive goals for the executive.

Negatives

• A disposition of 470 shares occurred, likely for tax withholding purposes, which is a common practice following equity vesting and not indicative of a negative outlook on the company.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that these transactions are routine for executive compensation, reflecting the vesting of previously granted equity awards and subsequent tax-related sales. Such events are common across publicly traded companies as part of their long-term incentive plans for senior management.

Stakeholder Impact

• Shareholders: These transactions are routine and reflect the execution of executive compensation plans, which are typically disclosed in proxy statements. They do not indicate a significant change in company strategy or financial health.
• Employees: No direct impact on general employees is indicated by this filing.

Key Dates

Keywords

UPS, United Parcel Service, Bala Subramanian, Form 4, Insider Transaction, Executive Compensation, Stock Vesting, Restricted Performance Units, Class A Common Stock