UNITED PARCEL SERVICE INC [UPS]

Reporting date: 02/13/2026

⚠️ Neutral Insider Mix Detected

πŸ“ What Happened

  • Insider: TOME CAROL B
  • Role: Chief Executive Officer (Officer, Director)
  • Company: UNITED PARCEL SERVICE INC (UPS)
  • Transaction Date(s): 2026-02-13
  • Table I (Non-Derivative Securities)
    • Sale : 2,331.0000
    • Average Sale Price: $99.1900
    • Total Value: 2,331.0000 * $99.19 = ~$231,211.89
    • Post-Transaction Direct Holdings: 172,694.2557 Class A shares
    • Indirect Holdings: None reported
    • 10b5-1 Plan Used? No

πŸ“„ Summary

TOME CAROL B, Chief Executive Officer at UNITED PARCEL SERVICE INC (UPS), mixed acquired 7,790 shares (RPUs vested) and sold 2,331 shares on February 13, 2026, at an average price of $99.19, realizing proceeds of about ~$231,211.89. After the transaction, she now holds 172,694.2557 Class A shares (and 24,718 Class B shares). For retail traders, this is a neutral-to-slightly bearish event: routine vesting followed by modest profit-taking by the CEO.

πŸ”‘ Interpretation

  • Type: Comp-related β€” vesting of Restricted Performance Units (RPUs) that converted to shares, followed by partial sale.
  • Disposition: Shares were sold immediately (same trade date as vesting), indicating sell-to-cover or opportunistic profit-taking rather than long-term divestment.
  • Size Context: The sale of 2,331 shares is small relative to post-transaction holdings (~172,694 Class A shares; ~1.35% of Class A holdings), consistent with routine profit-taking rather than a material exit.
  • ATH Metric: Using the reported sale price (~$99.19) as a recent reference point, the sale appears near typical trading levels and not at an extreme all-time high or low; there is no clear sign the timing targeted an ATH or ATL β€” it looks opportunistic around recent market prices rather than driven by extreme price levels.
  • Outlier Check: Not unusually large compared to the insider's total holdings and similar simultaneous vest/sell activity by multiple UPS officers; not an outlier.

πŸ“Š Bullish or Bearish?

Decide: Neutral

Neutral. This filing shows comp-related vesting (RPUs) immediately followed by partial sales by the CEO β€” net effect is modest selling but consistent with routine vest-and-sell behavior. The activity appears transactional (vesting + sell) rather than a directional signal; filings are complete for the reported transactions. Cluster activity cannot be determined from this filing alone.

βœ… Bottom Line (Retail Takeaway)

This transaction looks like routine profit-taking rather than a bearish signal. For retail traders, it’s noise, not a tradeable event β€” not worth short-/mid-term action unless corroborated by coordinated sales from multiple top executives or a change in company outlook.