Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vulcan Materials COVMC · Entity 3118 | Senior Vice President | February 21, 2023 | February 23, 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.
Vulcan Materials CO
Report date February 21, 2023 · Filed February 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,821 |
Ending reported balance
After 2023-02-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-02-22 · Exercise / conversion · Acquired 1,000 · Balance 14,265 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. Row 2 · 2023-02-22 · Tax withholding · Disposed 444 · Balance 13,821 |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 3,030 |
Reported balance
After 2023-02-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-02-21 · Grant · Acquired 3,030 · Balance 3,030 F2: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2023 and ends on December 31, 2025. At the end of the Performance Period, the Compensation Committee determines the payment amount based on (1) the Company's Total Shareholder Return relative to the S&P 500 Index, of which the Company is a member, and (2) the Company's annual average growth rate of Cash Gross Profit per ton versus a pre-determined target. The payment is made 100% in stock on a payment date determined by the Compensation Committee. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,010 |
Reported balance
After 2023-02-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-02-21 · Grant · Acquired 1,010 · Balance 1,010 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F3: Restricted Stock Units cliff vest on the specified date and are settled in shares of Vulcan Common Stock within 75 days after the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,550 |
Reported balance
After 2023-02-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-02-21 · Grant · Acquired 8,550 · Balance 8,550 F5: Represents special retention grant. F3: Restricted Stock Units cliff vest on the specified date and are settled in shares of Vulcan Common Stock within 75 days after the applicable vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-02-22 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-02-22 · Exercise / conversion · Disposed 1,000 · Balance 0 F1: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F3: Restricted Stock Units cliff vest on the specified date and are settled in shares of Vulcan Common Stock within 75 days after the applicable vesting date. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $180.52 · Expires 2033-02-21 | Direct | 2,450 |
Reported balance
After 2023-02-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-02-21 · Grant · Acquired 2,450 · Balance 2,450 F4: Stock Appreciation Right vests in three (3) equal annual installments beginning on this date. |
| Common Stock (401k)SEC Table I · non-derivative | Direct | 2,030.951 |
Reported balance
Holding disclosure · report date 2023-02-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,030.951 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock.
F2: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2023 and ends on December 31, 2025. At the end of the Performance Period, the Compensation Committee determines the payment amount based on (1) the Company's Total Shareholder Return relative to the S&P 500 Index, of which the Company is a member, and (2) the Company's annual average growth rate of Cash Gross Profit per ton versus a pre-determined target. The payment is made 100% in stock on a payment date determined by the Compensation Committee.
F3: Restricted Stock Units cliff vest on the specified date and are settled in shares of Vulcan Common Stock within 75 days after the applicable vesting date.
F4: Stock Appreciation Right vests in three (3) equal annual installments beginning on this date.
F5: Represents special retention grant.
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 19, 2021 Filed Feb 23, 2021 17:00 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001495 · primarydocument.xml · derivative · entry 2 Teter Jason P · CIK 0001627941 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 800 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date and are settled in shares of Vulcan Common Stock within 75 days after the applicable vesting date. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date and are settled in shares of Vulcan Common Stock within 75 days after the applicable vesting date. Read SEC document |
| February 19, 2021 Filed Feb 23, 2021 17:00 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPerformance Share Units · Derivative | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001495 · primarydocument.xml · derivative · entry 1 Teter Jason P · CIK 0001627941 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common Stock · 2,400 shares Expires not disclosed F1 · derivative.exercise_price: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2021 and ends on December 31, 2023. At the end of the Performance Period, the Compensation Committee determines the payment amount based on (1) Company performance relative to the S&P 500 Index, of which the Company is a member, and (2) the Company's annual average growth rate of Cash Gross Profit per ton versus a pre-determined target. The payment is made 100% in stock on a payment date determined by the Compensation Committee. F1 · derivative.exercise_date: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2021 and ends on December 31, 2023. At the end of the Performance Period, the Compensation Committee determines the payment amount based on (1) Company performance relative to the S&P 500 Index, of which the Company is a member, and (2) the Company's annual average growth rate of Cash Gross Profit per ton versus a pre-determined target. The payment is made 100% in stock on a payment date determined by the Compensation Committee. F1 · derivative.expiration_date: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2021 and ends on December 31, 2023. At the end of the Performance Period, the Compensation Committee determines the payment amount based on (1) Company performance relative to the S&P 500 Index, of which the Company is a member, and (2) the Company's annual average growth rate of Cash Gross Profit per ton versus a pre-determined target. The payment is made 100% in stock on a payment date determined by the Compensation Committee. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 17:59 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionPerformance Share Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-001235 · primarydocument.xml · derivative · entry 4 Teter Jason P · CIK 0001627941 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,800 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: Each Performance Share Unit ("PSU") was settled 100% in Vulcan common stock. These PSUs vested following a three-year performance period ending December 31, 2020. At the end of the performance period, the Compensation Committee determined to pay out the award based on pre-established performance criteria. F1 · derivative.expiration_date: Each Performance Share Unit ("PSU") was settled 100% in Vulcan common stock. These PSUs vested following a three-year performance period ending December 31, 2020. At the end of the performance period, the Compensation Committee determined to pay out the award based on pre-established performance criteria. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 17:59 UTC | Vulcan Materials CO VMC · Entity 3118 | Tax withholdingCommon Stock | 876 | $160.06 | $140,212.56 |
DisclosureSEC source: 0001562180-21-001235 · primarydocument.xml · nonDerivative · entry 2 Teter Jason P · CIK 0001627941 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,225 F2 · kind: Represents shares sold by the Company for tax withholding. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 17:59 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 1,959 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-21-001235 · primarydocument.xml · nonDerivative · entry 1 Teter Jason P · CIK 0001627941 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,101 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: Each Performance Share Unit ("PSU") was settled 100% in Vulcan common stock. These PSUs vested following a three-year performance period ending December 31, 2020. At the end of the performance period, the Compensation Committee determined to pay out the award based on pre-established performance criteria. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 17:38 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantStock Appreciation Right · Derivative | 1,800 | $0.00 Strike: $121.69 | $0.00 |
DisclosureSEC source: 0001562180-18-001304 · primarydocument.xml · derivative · entry 4 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires 2028-02-23 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 17:38 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPerformance Share Units · Derivative | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001304 · primarydocument.xml · derivative · entry 3 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,800 shares Expires not disclosed F1 · derivative.exercise_price: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2018 and ends on December 31, 2020. At the end of the Performance Period, the Compensation Committee determines the payment amount based on Company performance relative to the S&P 500 Index, of which the Company is a member. The payment is made 100% in stock on a payment date determined by the Compensation Committee. F1 · derivative.exercise_date: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2018 and ends on December 31, 2020. At the end of the Performance Period, the Compensation Committee determines the payment amount based on Company performance relative to the S&P 500 Index, of which the Company is a member. The payment is made 100% in stock on a payment date determined by the Compensation Committee. F1 · derivative.expiration_date: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2018 and ends on December 31, 2020. At the end of the Performance Period, the Compensation Committee determines the payment amount based on Company performance relative to the S&P 500 Index, of which the Company is a member. The payment is made 100% in stock on a payment date determined by the Compensation Committee. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionPerformance Share Units · Derivative | 1,040 | $121.47 | $126,328.80 |
DisclosureSEC source: 0001562180-18-000768 · primarydocument.xml · derivative · entry 4 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,040 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_price: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due on a payment date determined by the Compensation Committee. Performance Share Units vest at December 31 following a four-year award period. At the end of the award period, the Compensation Committee determines the payment amount based on pre-established performance criteria. F2 · derivative.exercise_date: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due on a payment date determined by the Compensation Committee. Performance Share Units vest at December 31 following a four-year award period. At the end of the award period, the Compensation Committee determines the payment amount based on pre-established performance criteria. F2 · derivative.expiration_date: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due on a payment date determined by the Compensation Committee. Performance Share Units vest at December 31 following a four-year award period. At the end of the award period, the Compensation Committee determines the payment amount based on pre-established performance criteria. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | Vulcan Materials CO VMC · Entity 3118 | Tax withholdingCommon Stock | 528 | $121.47 | $64,136.16 |
DisclosureSEC source: 0001562180-18-000768 · primarydocument.xml · nonDerivative · entry 2 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,765 F1 · price: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 16:58 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 1,664 | $121.47 | $202,126.08 |
DisclosureSEC source: 0001562180-18-000768 · primarydocument.xml · nonDerivative · entry 1 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,293 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 10, 2017 Filed Feb 14, 2017 15:19 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantStock Appreciation Right · Derivative | 1,700 | $0.00 Strike: $122.60 | $0.00 |
DisclosureSEC source: 0001225208-17-003176 · doc4.xml · derivative · entry 5 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 shares Expires 2027-02-10 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 15:19 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPerformance Share Units · Derivative | 1,700 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-003176 · doc4.xml · derivative · entry 4 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,700 Underlying: Common Stock · 1,700 shares Expires not disclosed F3 · derivative.exercise_price: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2017, and ends on December 31, 2019. At the end of the Performance Period, the Compensation Committee determines the payment amount based on Company performance relative to the S&P 500 index, of which the Company is a member. The payment is made 100% in stock on a payment date determined by the Compensation Committee. The fair market value of the award is not determinable until the payment date. F3 · price: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2017, and ends on December 31, 2019. At the end of the Performance Period, the Compensation Committee determines the payment amount based on Company performance relative to the S&P 500 index, of which the Company is a member. The payment is made 100% in stock on a payment date determined by the Compensation Committee. The fair market value of the award is not determinable until the payment date. F3 · derivative.exercise_date: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2017, and ends on December 31, 2019. At the end of the Performance Period, the Compensation Committee determines the payment amount based on Company performance relative to the S&P 500 index, of which the Company is a member. The payment is made 100% in stock on a payment date determined by the Compensation Committee. The fair market value of the award is not determinable until the payment date. F3 · derivative.expiration_date: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2017, and ends on December 31, 2019. At the end of the Performance Period, the Compensation Committee determines the payment amount based on Company performance relative to the S&P 500 index, of which the Company is a member. The payment is made 100% in stock on a payment date determined by the Compensation Committee. The fair market value of the award is not determinable until the payment date. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 15:19 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionPerformance Share Units · Derivative | 1,090 | $120.50 | $131,345.00 |
DisclosureSEC source: 0001225208-17-003176 · doc4.xml · derivative · entry 3 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,090 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_price: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due on a payment date determined by the Compensation Committee. Performance Share Units vest at December 31 following a four-year award period. At the end of the award period, the Compensation Committee determines the payment amount based on Company performance. F2 · derivative.exercise_date: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due on a payment date determined by the Compensation Committee. Performance Share Units vest at December 31 following a four-year award period. At the end of the award period, the Compensation Committee determines the payment amount based on Company performance. F2 · derivative.expiration_date: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due on a payment date determined by the Compensation Committee. Performance Share Units vest at December 31 following a four-year award period. At the end of the award period, the Compensation Committee determines the payment amount based on Company performance. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 15:19 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 1,069 | $120.50 | $128,814.50 |
DisclosureSEC source: 0001225208-17-003176 · doc4.xml · nonDerivative · entry 1 Teter Jason P · CIK 0001627941 · Vice President - Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,629 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: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due. 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.