Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CATERPILLAR INCCAT · Entity 2808 | Director | June 10, 2026 | June 11, 2026 |
| MORGAN STANLEYMS · Entity 2815 | Director | June 01, 2026 | June 02, 2026 |
| VALERO ENERGY CORP/TXVLO · Entity 2908 | Director | May 07, 2026 | May 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CATERPILLAR INC
Report date June 10, 2026 · Filed June 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,416 |
Reported balance
After 2026-06-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 211 · Balance 8,416 F1: Includes adjustments for dividends accrued. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes adjustments for dividends accrued.
MORGAN STANLEY
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 78,268.886 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 1,309.777 · Balance 78,268.886 F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1.
VALERO ENERGY CORP/TX
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 939 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 939 · Balance 939 F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AT&T INC.
Report date March 30, 2012 · Filed April 03, 2012
Section 16 reporting ended · disclosed 2012-04-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Benefit Plan | 24,248.3205 |
Reported balance
After 2012-03-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2012-03-30 · Grant · Acquired 617.4064 · Balance 24,248.3205 F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis. |
| Common StockSEC Table I · non-derivative | Direct | 352,007.2297 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 352,007.2297 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 8,255.9605 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,255.9605 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 6.1514 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6.1514 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 715.1107 |
Reported balance
Holding disclosure · report date 2012-03-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 715.1107 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units purchased by the reporting person with automatic payroll deductions and partial company matching contributions. Deferred stock units are settled only in stock on a 1-for-1 basis.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 11, 2026 19:53 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 211 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-072911 · tm2617695-8_4seq1.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,416 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 21:06 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 1,309.777 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-039864 · wk-form4_1780434403.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,268.886 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:15 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 939 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-033506 · wk-form4_1778530531.xml · derivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 939 Underlying: Common Stock · 939 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 1,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-032208 · wk-form4_1778185630.xml · derivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,381 shares Expires 2026-05-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Shares reporting person received per Stock Unit Award Agreement. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 304 | $239.26 | $72,735.04 |
DisclosureSEC source: 0001628280-26-032208 · wk-form4_1778185630.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,079 Read SEC document |
| May 06, 2026 Filed May 7, 2026 20:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-032208 · wk-form4_1778185630.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,383 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 19:42 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 482 | $352.53 | $169,919.46 |
DisclosureSEC source: 0001104659-25-059323 · tm2517984-8_4seq1.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,123 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:07 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,155.455 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029031 · wk-form4_1748981263.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,924.642 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-25-000045 · wk-form4_1747685953.xml · derivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,041 shares Expires 2025-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Shares reporting person received per a Stock Unit Award Agreement. F1 · derivative.underlying_shares: Shares reporting person received per a Stock Unit Award Agreement. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 450 | $133.76 | $60,192.00 |
DisclosureSEC source: 0001035002-25-000045 · wk-form4_1747685953.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,002 Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-25-000045 · wk-form4_1747685953.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,452 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 06, 2025 Filed May 8, 2025 21:26 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001184395-25-000005 · wk-form4_1746739591.xml · derivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,909 Underlying: Common Stock · 1,909 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2026 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 17:11 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 517 | $328.73 | $169,953.41 |
DisclosureSEC source: 0001104659-24-071181 · tm2417161-8_4seq1.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,522 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 01, 2024 Filed Jun 3, 2024 20:24 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,675.293 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-026342 · wk-form4_1717446235.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,546.332 F1 · kind: Restricted Stock Units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 15, 2024 Filed May 17, 2024 22:20 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001035002-24-000034 · wk-form4_1715984400.xml · derivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,381 Underlying: Common Stock · 1,381 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement F1 · price: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are schedule to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:45 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 1,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-022976 · wk-form4_1715636747.xml · derivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,944 shares Expires 2024-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Shares reporting person received per Stock Unit Award Agreement. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:45 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 428 | $158.13 | $67,677.50 |
DisclosureSEC source: 0001628280-24-022976 · wk-form4_1715636747.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,411 Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:45 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-022976 · wk-form4_1715636747.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,839 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 15:03 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 698 | $243.32 | $169,837.36 |
DisclosureSEC source: 0001104659-23-071473 · tm2318786-7_4seq1.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,883 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 20:27 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 3,167.827 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033739 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,366.929 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 09, 2023 Filed May 11, 2023 23:06 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012752 · doc4.xml · derivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,041 Underlying: Common Stock · 2,041 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:35 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000063 · wf-form4_168306330662069.xml · derivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,378 shares Expires 2023-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock per Stock Unit Award Agreement. F1 · derivative.underlying_shares: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:35 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000063 · wf-form4_168306330662069.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 16:25 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 816 | $229.80 | $187,516.80 |
DisclosureSEC source: 0000018230-22-000141 · wf-form4_165487833653770.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,027 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,944.606 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034022 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,984.136 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:08 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000027 · wf-form4_165152929138138.xml · derivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,630 shares Expires 2022-04-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:08 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 799 | $113.20 | $90,448.80 |
DisclosureSEC source: 0001035002-22-000027 · wf-form4_165152929138138.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,517 Read SEC document |
| April 29, 2022 Filed May 2, 2022 22:08 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000027 · wf-form4_165152929138138.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,316 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 28, 2022 Filed May 2, 2022 22:08 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000027 · wf-form4_165152929138138.xml · derivative · entry 4 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 Underlying: Common Stock · 1,944 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 21:53 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 2,702.948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037845 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,075.551 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 30, 2021 Filed May 3, 2021 23:11 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000083 · wf-form4_162008344801080.xml · derivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,687 shares Expires 2021-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F2 · derivative.underlying_shares: Net shares reporting person received after exercising cash equivalent option per Stock Unit Award Agreement. Read SEC document |
| April 29, 2021 Filed May 3, 2021 23:11 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000083 · wf-form4_162008344801080.xml · derivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,049 Underlying: Common Stock · 3,049 shares Expires 2023-04-29 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 29, 2021 Filed May 3, 2021 23:11 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,687 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000083 · wf-form4_162008344801080.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,686 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 19:51 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 683 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-21-000104 · wf-form4_161480106818614.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,101 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:15 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 5,587.579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033967 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,673.131 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 30, 2020 Filed May 4, 2020 22:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-20-000028 · edgar.xml · derivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 Underlying: Common Stock · 3,630 shares Expires 2022-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 30, 2020 Filed May 4, 2020 22:19 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 199 | $64.47 | $12,828.54 |
DisclosureSEC source: 0001035002-20-000028 · edgar.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,999 Read SEC document |
| April 30, 2020 Filed May 4, 2020 22:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-20-000029 · edgar.xml · derivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 Underlying: Common Stock · 3,630 shares Expires 2022-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 30, 2020 Filed May 4, 2020 22:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 199 | $64.47 | $12,828.54 |
DisclosureSEC source: 0001035002-20-000029 · edgar.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,999 Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 23:37 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,176 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-20-000105 · wf-form4_158327864374985.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,253 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:26 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 6,109.736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034273 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,162.553 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000022 · edgar.xml · derivative · entry 5 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 Underlying: Common Stock · 2,164 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F3 · derivative.exercise_date: The stock units are scheduled to vest one year from the date of the grant. The reporting person has elected a one-year holding period following vesting per the Stock Unit Award Agreement. F3 · derivative.expiration_date: The stock units are scheduled to vest one year from the date of the grant. The reporting person has elected a one-year holding period following vesting per the Stock Unit Award Agreement. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000022 · edgar.xml · derivative · entry 4 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,214 shares Expires 2019-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F2 · derivative.underlying_shares: Net shares reporting person received after exercising cash equivalent option per Stock Unit Award Agreement. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 1,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000022 · edgar.xml · nonDerivative · entry 3 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,198 Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 199 | $90.56 | $18,021.44 |
DisclosureSEC source: 0001035002-19-000022 · edgar.xml · nonDerivative · entry 2 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,984 Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:38 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 226 | $90.56 | $20,466.56 |
DisclosureSEC source: 0001035002-19-000022 · edgar.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,183 Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 23:05 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 1,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-19-000109 · wf-form4_155191352591117.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,044 F1 · balance_after: Includes adjustments for dividends accrued. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:24 UTC | MORGAN STANLEY MS · Entity 2815 | GrantCommon Stock | 4,652.072 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033825 · doc4.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,383.573 F1 · kind: Restricted stock units granted under the Morgan Stanley Directors' Equity Capital Accumulation Plan, which are convertible into shares of Common Stock at a ratio of 1 to 1. Read SEC document |
| May 03, 2018 Filed May 7, 2018 23:37 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-18-000025 · edgar.xml · derivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,557 Underlying: Common Stock · 1,557 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F2 · derivative.exercise_date: The stock units vest one year from the date of the grant. F2 · derivative.expiration_date: The stock units vest one year from the date of the grant. Read SEC document |
| March 05, 2018 Filed Mar 8, 2018 00:07 UTC | CATERPILLAR INC CAT · Entity 2808 | GrantCommon Stock | 993 | $0.00 | $0.00 |
DisclosureSEC source: 0000018230-18-000099 · wf-form4_152046762718264.xml · nonDerivative · entry 1 WILKINS RAYFORD JR · CIK 0001184395 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,936 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.