Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALERO ENERGY CORP/TXVLO · Entity 2908 | SVP & CTO | February 23, 2023 | February 24, 2023 |
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.
VALERO ENERGY CORP/TX
Report date February 23, 2023 · Filed February 24, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,759 |
Ending reported balance
After 2023-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-23 · Grant · Acquired 7,430 · Balance 73,683 F1: Award of restricted common shares subject to time vesting. Row 2 · 2023-02-23 · Tax withholding · Disposed 2,924 · Balance 70,759 F2: Shares withheld to satisfy tax obligation for restricted stock holdings. |
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,430 |
Reported balance
After 2023-02-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-02-23 · Grant · Acquired 7,430 · Balance 7,430 F3: The performance shares vest annually in one-third increments beginning in Feb. 2024, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted common shares subject to time vesting.
F2: Shares withheld to satisfy tax obligation for restricted stock holdings.
F3: The performance shares vest annually in one-third increments beginning in Feb. 2024, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement.
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 |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 24, 2023 16:22 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantPerformance Shares · Derivative | 7,430 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822099-23-000001 · wf-form4_167727372614397.xml · derivative · entry 3 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,430 Underlying: Common Stock · Not disclosed shares Expires not disclosed F3 · security: The performance shares vest annually in one-third increments beginning in Feb. 2024, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. F3 · derivative.exercise_date: The performance shares vest annually in one-third increments beginning in Feb. 2024, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. F3 · derivative.expiration_date: The performance shares vest annually in one-third increments beginning in Feb. 2024, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. F3 · derivative.underlying_shares: The performance shares vest annually in one-third increments beginning in Feb. 2024, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 16:22 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 2,924 | $131.69 | $385,061.56 |
DisclosureSEC source: 0001822099-23-000001 · wf-form4_167727372614397.xml · nonDerivative · entry 2 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,759 F2 · shares: Shares withheld to satisfy tax obligation for restricted stock holdings. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 16:22 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock | 7,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-23-000001 · wf-form4_167727372614397.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,683 F1 · shares: Award of restricted common shares subject to time vesting. Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 3,014 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · derivative · entry 10 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,026 Underlying: Common Stock · 3,874 shares Expires not disclosed 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. F4 · derivative.exercise_date: Settlement of previously awarded performance shares at 125% of base pursuant to terms of a Performance Share Agreement F4 · derivative.expiration_date: Settlement of previously awarded performance shares at 125% of base pursuant to terms of a Performance Share Agreement Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 3,847 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · derivative · entry 9 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,846 Underlying: Common Stock · 4,063 shares Expires not disclosed 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. F3 · derivative.exercise_date: Settlement of previously awarded performance shares at 100% of base pursuant to terms of a Performance Share Agreement F3 · derivative.expiration_date: Settlement of previously awarded performance shares at 100% of base pursuant to terms of a Performance Share Agreement Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 2,677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · derivative · entry 8 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,898 shares Expires not disclosed 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_date: Settlement of previously awarded performance shares at 168.75% of base pursuant to terms of a Performance Share Agreement F2 · derivative.expiration_date: Settlement of previously awarded performance shares at 168.75% of base pursuant to terms of a Performance Share Agreement Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 2,347 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · derivative · entry 7 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,181 shares Expires not disclosed 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_date: Settlement of previously awarded performance shares at 125% of base pursuant to terms of a Performance Share Agreement F1 · derivative.expiration_date: Settlement of previously awarded performance shares at 125% of base pursuant to terms of a Performance Share Agreement Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 4,835 | $139.88 | $676,319.80 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · nonDerivative · entry 6 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,253 Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 6,340 | $139.88 | $886,839.20 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · nonDerivative · entry 5 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,088 Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,874 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · nonDerivative · entry 4 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,428 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 |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 4,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · nonDerivative · entry 3 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,554 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 |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 4,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · nonDerivative · entry 2 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,491 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 |
| January 31, 2023 Filed Feb 2, 2023 17:12 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000014 · wf-form4_167537589068726.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,593 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 |
| February 22, 2022 Filed Feb 24, 2022 16:35 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantPerformance Shares · Derivative | 9,040 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000002 · wf-form4_164573842361561.xml · derivative · entry 3 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,040 Underlying: Common Stock · 0 shares Expires not disclosed F3 · derivative.exercise_date: The performance shares vest annually in one-third increments beginning in January 2023, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. F3 · derivative.expiration_date: The performance shares vest annually in one-third increments beginning in January 2023, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 16:35 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 3,558 | $86.89 | $309,136.83 |
DisclosureSEC source: 0001822099-22-000002 · wf-form4_164573842361561.xml · nonDerivative · entry 2 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,412 F2 · shares: Shares withheld to satisfy tax obligation for restricted stock holdings. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 16:35 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock | 9,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000002 · wf-form4_164573842361561.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,970 F1 · shares: Award of restricted common stock subject to time vesting. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 3,847 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · derivative · entry 10 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,693 Underlying: Common Stock · 4,029 shares Expires not disclosed 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. F4 · derivative.exercise_date: Settlement of previously awarded performance shares at 100% of base pursuant to terms of a Performance Share Agreement. F4 · derivative.expiration_date: Settlement of previously awarded performance shares at 100% of base pursuant to terms of a Performance Share Agreement. F4 · derivative.underlying_shares: Settlement of previously awarded performance shares at 100% of base pursuant to terms of a Performance Share Agreement. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 2,677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · derivative · entry 9 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,677 Underlying: Common Stock · 3,480 shares Expires not disclosed 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. F3 · derivative.exercise_date: Settlement of previously awarded performance shares at 118.75% of base pursuant to terms of a Performance Share Agreement. F3 · derivative.expiration_date: Settlement of previously awarded performance shares at 118.75% of base pursuant to terms of a Performance Share Agreement. F3 · derivative.underlying_shares: Settlement of previously awarded performance shares at 118.75% of base pursuant to terms of a Performance Share Agreement. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 2,347 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · derivative · entry 8 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,347 Underlying: Common Stock · 3,212 shares Expires not disclosed 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_date: Settlement of previously awarded performance shares at 125% of base pursuant to terms of a Performance Share Agreement. F2 · derivative.expiration_date: Settlement of previously awarded performance shares at 125% of base pursuant to terms of a Performance Share Agreement. F2 · derivative.underlying_shares: Settlement of previously awarded performance shares at 125% of base pursuant to terms of a Performance Share Agreement. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 1,656 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · derivative · entry 7 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,298 shares Expires not disclosed 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_date: Settlement of previously awarded performance shares at 175% of base pursuant to terms of a Performance Share Agreement. F1 · derivative.expiration_date: Settlement of previously awarded performance shares at 175% of base pursuant to terms of a Performance Share Agreement. F1 · derivative.underlying_shares: Settlement of previously awarded performance shares at 175% of base pursuant to terms of a Performance Share Agreement. Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 4,214 | $83.03 | $349,867.35 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · nonDerivative · entry 6 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,930 Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 5,589 | $83.03 | $464,026.73 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · nonDerivative · entry 5 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,144 Read SEC document |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 4,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · nonDerivative · entry 4 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,733 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 |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · nonDerivative · entry 3 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,704 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 |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · nonDerivative · entry 2 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,224 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 |
| January 20, 2022 Filed Jan 24, 2022 18:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-22-000001 · wf-form4_164306657503947.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,012 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 |
| July 31, 2021 Filed Aug 3, 2021 16:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $0.01 par value | 629 | $67.75 | $42,614.75 |
DisclosureSEC source: 0000899243-21-031261 · doc4.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,714 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 17:01 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantPerformance Shares · Derivative | 11,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000003 · wf-form4_161429047762925.xml · derivative · entry 3 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,540 Underlying: Common Stock · Not disclosed shares Expires 2024-01-31 F3 · derivative.exercise_price: The performance shares vest annually in one-third increments beginning in January 2022, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. F3 · derivative.exercise_date: The performance shares vest annually in one-third increments beginning in January 2022, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. F3 · derivative.underlying_shares: The performance shares vest annually in one-third increments beginning in January 2022, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares pursuant to the terms of a Performance Share Agreement. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 17:01 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 4,541 | $74.49 | $338,259.09 |
DisclosureSEC source: 0001822099-21-000003 · wf-form4_161429047762925.xml · nonDerivative · entry 2 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,343 F2 · shares: Shares withheld to satisfy tax obligation for restricted stock holdings. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 17:01 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock | 11,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000003 · wf-form4_161429047762925.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,884 F1 · shares: Award of restricted common shares subject to time vesting. Read SEC document |
| January 31, 2021 Filed Feb 2, 2021 16:52 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 419 | $56.17 | $23,535.23 |
DisclosureSEC source: 0001822099-21-000002 · wf-form4_161230273998968.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,344 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 2,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · derivative · entry 10 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,354 Underlying: Common Stock · 2,140 shares Expires not disclosed 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: n/a F8 · derivative.exercise_date: Settlement of previously awarded performance shares at 75% of base shares pursuant to terms of a Performance Share Agreement. F7 · derivative.expiration_date: 01/2023 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 2,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · derivative · entry 9 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,694 Underlying: Common Stock · 2,501 shares Expires not disclosed 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: n/a F6 · derivative.exercise_date: Settlement of previous awarded performance shares at 100% of base shares pursuant to terms of a Performance Share Agreement. F7 · derivative.expiration_date: 01/2023 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 1,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · derivative · entry 8 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656 Underlying: Common Stock · 3,734 shares Expires not disclosed 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: n/a F4 · derivative.exercise_date: Settlement of previously awarded performance shares at 200% of base shares pursuant to terms of a Performance Share Agreement. F5 · derivative.expiration_date: 01/2022 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 1,916 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · derivative · entry 7 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,959 shares Expires not disclosed 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: n/a F2 · derivative.exercise_date: Settlement of previously awarded performance shares at 175% of base shares pursuant to terms of a Performance Share Agreement. F3 · derivative.expiration_date: 01/2021 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 3,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · nonDerivative · entry 6 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,763 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 4,952 | $59.38 | $294,049.76 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · nonDerivative · entry 5 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,451 Read SEC document |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · nonDerivative · entry 4 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,403 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 |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · nonDerivative · entry 3 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,263 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 |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · nonDerivative · entry 2 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,762 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 |
| January 26, 2021 Filed Jan 28, 2021 19:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001822099-21-000001 · wf-form4_161187969184119.xml · nonDerivative · entry 1 Thomas Cheryl L. · CIK 0001822099 · SVP & CTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,028 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.