UPS Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for UPS. 5 published articles.
Insider Activity
Over the trailing 90-day window, UPS insiders have recorded zero open-market purchases and zero open-market sales, resulting in net insider buying of $0. The insider sentiment score stands at 50/100, indicating a neutral stance with no cluster buying activity or first-buy-in-quarters events. The stock declined 3.8% over the three-month period, while institutional 13F holdings show a mixed trend. The absence of insider accumulation during a period of price decline and mixed institutional positioning suggests a lack of conviction from both company insiders and large shareholders.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 15, 2026 | Guffey Matthew Wofficer: CHF Commercial & Strategy Off | Tax | 1,189 | $100.78 |
| May 15, 2026 | Ford Darrell Lofficer: Chief Human Resources Officer | Tax | 969 | $100.78 |
| May 15, 2026 | Cesarone Nandoofficer: President, US Operations | Tax | 1,582 | $100.78 |
| May 15, 2026 | Ford Darrell Lofficer: Chief Human Resources Officer | Option | 2,174 | — |
| May 15, 2026 | Dykes Brian Mofficer: Chief Financial Officer | Tax | 1,398 | $100.78 |
| May 15, 2026 | Gutmann Kathleen M.officer: Pres Intl, Healthcare and SCS | Option | 3,552 | — |
| May 15, 2026 | Brothers Norman M. Jrofficer: Chief Legal & Compliance Off | Tax | 1,116 | $100.78 |
| May 15, 2026 | Cesarone Nandoofficer: President, US Operations | Option | 3,552 | — |
| May 15, 2026 | Guffey Matthew Wofficer: CHF Commercial & Strategy Off | Option | 2,668 | — |
| May 15, 2026 | Subramanian Balaofficer: Chief Digital & Tech Officer | Option | 3,086 | — |
| May 15, 2026 | Gutmann Kathleen M.officer: Pres Intl, Healthcare and SCS | Tax | 1,582 | $100.78 |
| May 15, 2026 | Dykes Brian Mofficer: Chief Financial Officer | Option | 3,138 | — |
| May 15, 2026 | Subramanian Balaofficer: Chief Digital & Tech Officer | Tax | 1,027 | $100.78 |
| May 15, 2026 | Brothers Norman M. Jrofficer: Chief Legal & Compliance Off | Option | 2,505 | — |
| May 8, 2026 | Shi Christiana Smithdirector | Grant | 1,948 | — |
Source: UPS SEC Form 4 filings, latest May 15, 2026. For informational purposes only — not investment advice.
Research
Hormuz Blockade Hits Copper Hard: FCX Bleeds While XOM, CVX, OXY Rally
Bloomberg's April 13 Hormuz blockade report tanked copper and spiked aluminum spreads, bearish for FCX miners and UPS/FDX shippers but bullish for XOM/CVX/OXY on oil premiums. Energy majors' low leverage and production exposure position them for gains amid shipping chaos.
XOMCVXOXYHormuz Blockade Oil Crunch: XOM, OXY Win Big While UPS, RCL Face Fuel Cost Pain
Strait of Hormuz blockade as of April 9, 2026, tightens oil supply, favoring XOM, OXY, HAL, and BKR with production/margin tailwinds while pressuring UPS and RCL via fuel costs. OXY tops conviction on valuation and leverage.
XOMOXYHALStrait of Hormuz Closure: COP and XOM Win Big While DAL, UPS, and Ford Bleed
Strait of Hormuz closure from Iran conflict spikes crude into backwardation, boosting oil producers like COP, XOM, and CVX while slamming DAL, UPS, and F. COP tops conviction for pure upstream exposure; Ford ranks worst on ICE demand hit.
XOMCVXCOPRecord US Fuel Exports Crush VLO and MPC Rivals — While UPS and FDX Pay the Price
Record March US fuel exports to Europe/Asia amid Middle East gaps boost refiner margins for VLO, MPC, PSX, while diesel costs pressure FDX, UPS, CSX. MPC tops conviction list at 17.8x P/E with midstream tailwinds; UPS lags with -17% 1Y return.
VLOMPCPSXHormuz Shipping at Risk After UN Veto — XOM, CVX, OXY Primed as Oil Spikes
China and Russia's veto of a UN resolution protecting Strait of Hormuz shipping heightens risks to 20% of global oil flows, potentially boosting prices and favoring XOM, CVX, and OXY amid strong financials and low leverage. Logistics firms like UPS and FDX face headwinds from higher costs, while the market's muted reaction leaves room for catch-up rallies.
XOMCVXOXY
Track UPS with Drillr
SEC filings, earnings calls, insider activity, alt-data signals — all queryable through Drillr's AI terminal and MCP API.
Try Drillr for free