Umpleby III Donald J
SEC insider (Form 3/4/5 filer). CIK 0001566320. Director at CHEVRON CORP (CVX) and 1 other issuer. 19 reported Form 4/5 transactions since Sep 2024; latest on May 27, 2026. Located in IRVING, TX.
Companies Umpleby III Donald J has filed insider reports for
- CHEVRON CORP (CVX): Director
- CATERPILLAR INC (CAT): Officer, Executive Chairman
Umpleby III Donald J
CIK: 0001566320
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)3 (15.8%)
Position reduction
Option Exercises (M)1 (5.3%)
Derivative conversions
Awards (A)7 (36.8%)
Compensation grants
Other (G, F, J, C, D, …)8 (42.1%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (19 total)
- May 27, 2026CVX
CHEVRON CORP
AwardDirect1.3K shares- - Mar 4, 2026CAT
CATERPILLAR INC
Tax PaymentDirect1.5K shares at avg. $738.42$1.1M - Mar 3, 2026CAT
CATERPILLAR INC
Tax PaymentDirect1.6K shares at avg. $719.13$1.1M - Feb 10, 2026CAT
CATERPILLAR INC
Tax PaymentDirect13.6K shares at avg. $744.83$10.1M - Feb 10, 2026CAT
CATERPILLAR INC
AwardDirect35K shares- - Nov 28, 2025CAT
CATERPILLAR INC
GiftDirect2.4K shares- - Oct 10, 2025CAT
CATERPILLAR INC
SaleDirect17.2K shares at avg. $505.29$8.7M - Sep 22, 2025CAT
CATERPILLAR INC
SaleDirect17.2K shares at avg. $462.65$7.9M - Sep 2, 2025CAT
CATERPILLAR INC
SaleDirect17.2K shares at avg. $412.87$7.1M - Jul 18, 2025CVX
CHEVRON CORP
AwardIndirect3 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| May 27, 2026 |  CVX CHEVRON CORP | Award | 1,272 | - | $0 | Direct |
| Mar 4, 2026 |  CAT CATERPILLAR INC | Tax Payment | 1,546 | $738.42 | $1,141,597 | Direct |
| Mar 3, 2026 | CAT CATERPILLAR INC | Tax Payment | 1,591 | $719.13 | $1,144,136 | Direct |
| Feb 10, 2026 | CAT CATERPILLAR INC | Tax Payment | 13,571 | $744.83 | $10,108,088 | Direct |
| Feb 10, 2026 | CAT CATERPILLAR INC | Award | 34,986 | - | $0 | Direct |
| Nov 28, 2025 | CAT CATERPILLAR INC | Gift | 2,350 | - | - | Direct |
| Oct 10, 2025 | CAT CATERPILLAR INC | Sale | 17,166 | $505.29 | $8,673,808 | Direct |
| Sep 22, 2025 | CAT CATERPILLAR INC | Sale | 17,166 | $462.65 | $7,941,850 | Direct |
| Sep 2, 2025 | CAT CATERPILLAR INC | Sale | 17,168 | $412.87 | $7,088,152 | Direct |
| Jul 18, 2025 | CVX CHEVRON CORP | Award | 3 | - | - | Indirect |
1-10 of 19 transactions