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Insider Information:   Peretz Richard N.
Relationship:   Director
City:   Atlanta
State:   GA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   101,664    

Indirect Shares

  220      
Direct Value   $6,710,661    

Indirect Value

  $32,833      
Total Shares   101,884      
Total Value   $6,743,493      


United Parcel Service Inc
 $6,466,271 Altus Power Ord Shs Class A
 $223,062 Chefs Warehouse Holdings, Llc
 $21,328 United Parcel Service Inc
 $6,466,271 Altus Power Ord Shs Class A
 $223,062 Chefs Warehouse Holdings, Llc
 $21,328
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            United Parcel Service Inc UPS SVP 2020-02-21 43,328 2020-02-21 220    Premium*  
            Altus Power Ord Shs Class A AMPS Director 2023-12-11 57,788 2021-12-09 0    Premium*  
            Chefs Warehouse Holdings, Llc CHEF Director 2024-03-04 548 2024-03-04 0    Premium*  
* Premium Members only  

Records found :    38         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
UPS United Parcel Service Inc CFO & Senior Vice PresidentOff   •       –      –    2015-07-01 3 IO $0.00 $0 D/D 0 18,943 -
UPS United Parcel Service Inc CFO & Senior Vice PresidentOff   •       –      –    2015-07-01 3 IO $0.00 $0 I/I 0 40 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2015-07-10 4 GD $0.00 $0 D/D 40 18,904 0 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2015-07-10 4 GA $0.00 $0 I/I 40 30 0 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2015-12-23 5 GD $0.00 $0 D/D 109 18,961 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2016-04-22 4 GD $0.00 $0 D/D 221 21,346 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2016-11-30 5 GD $0.00 $0 D/D 90 21,546 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2019-01-23 4 OE $0.00 $0 D/D 2,945 30,583 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2019-02-14 4 GD $0.00 $0 D/D 330 19,768 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2019-02-25 4 OE $0.00 $0 D/D 16,117 35,885 0 -
UPS United Parcel Service Inc SVP   •       •      –    2020-01-22 4 OE $0.00 $0 D/D 2,714 30,646 0 -
UPS United Parcel Service Inc SVP   •       •      –    2020-02-21 4 OE $0.00 $0 D/D 25,401 54,785 0 -
AMPS Altus Power Ord Shs Class... Director   –       •      –    2021-12-09 4 A $0.00 $0 D/D 20,000 20,000 0 -
AMPS Altus Power Ord Shs Class... Director   –       •      –    2022-02-15 4 A $0.00 $0 D/D 17,500 37,500 0 -
AMPS Altus Power Ord Shs Class... Director   –       •      –    2023-02-07 4 A $0.00 $0 D/D 10,014 47,514 0 -
AMPS Altus Power Ord Shs Class... Director   –       •      –    2023-12-11 4 A $0.00 $0 D/D 10,274 57,788 0 -
CHEF Chefs Warehouse Holdings,... Director   –       •      –    2024-03-04 4 A $0.00 $0 D/D 548 548 0 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2015-10-30 4 D $103.80 $6,124 D/D (59) 19,069 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2016-05-13 4 D $103.11 $13,095 D/D (127) 21,597 0 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2015-10-30 4 OE $103.80 $18,361 D/D 177 19,128 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2016-05-13 4 OE $103.11 $38,973 D/D 378 21,724 0 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2016-01-29 4 D $90.04 $43,940 D/D (488) 19,797 0 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2016-03-11 4 D $93.20 $81,457 D/D (874) 21,540 0 -
UPS United Parcel Service Inc CFO & Senior Vice President   •       •      –    2016-01-29 4 OE $90.04 $119,245 D/D 1,324 20,285 0 -
UPS United Parcel Service Inc Chief Financial Officer   •       •      –    2017-03-14 4 D $114.64 $122,894 D/D (1,072) 23,847 0 -

  38  Records found
  1  2      
  Page 1 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed