Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vulcan Materials COVMC · Entity 3118 | President - Western Division | February 19, 2019 | February 21, 2019 |
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 19, 2019 · Filed February 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 1,600 |
Reported balance
After 2019-02-19 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-19 · Grant · Acquired 1,600 · Balance 1,600 F1: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2019 and ends on December 31, 2021. 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 500 |
Reported balance
After 2019-02-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-02-19 · Grant · Acquired 500 · Balance 500 F2: 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 $113.16 · Expires 2029-02-19 | Direct | 1,500 |
Reported balance
After 2019-02-19 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-19 · Grant · Acquired 1,500 · Balance 1,500 F4: Stock Appreciation Right vests in three (3) equal annual installments beginning on this date. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance Share Units vest on December 31 at the end of the Performance Period. The Performance Period for this award begins on January 1, 2019 and ends on December 31, 2021. 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.
F2: 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.
F4: Stock Appreciation Right vests in three (3) equal annual installments beginning on this date.
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, 2019 Filed Feb 21, 2019 19:05 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantStock Appreciation Right · Derivative | 1,500 | $0.00 Strike: $113.16 | $0.00 |
DisclosureSEC source: 0001562180-19-001210 · primarydocument.xml · derivative · entry 3 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2029-02-19 F4 · derivative.exercise_date: Stock Appreciation Right vests in three (3) equal annual installments beginning on this date. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 19:05 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001210 · primarydocument.xml · derivative · entry 2 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 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, 2019 Filed Feb 21, 2019 19:05 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPerformance Share Units · Derivative | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-001210 · primarydocument.xml · derivative · entry 1 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 1,600 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, 2019 and ends on December 31, 2021. 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, 2019 and ends on December 31, 2021. 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, 2019 and ends on December 31, 2021. 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 08, 2019 Filed Feb 12, 2019 18:58 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionPerformance Share Units · Derivative | 1,510 | $101.86 | $153,808.60 |
DisclosureSEC source: 0001562180-19-000906 · primarydocument.xml · derivative · entry 4 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,510 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_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. F3 · 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. F3 · 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 08, 2019 Filed Feb 12, 2019 18:58 UTC | Vulcan Materials CO VMC · Entity 3118 | Tax withholdingCommon Stock | 833 | $101.86 | $84,849.38 |
DisclosureSEC source: 0001562180-19-000906 · primarydocument.xml · nonDerivative · entry 2 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,815 F1 · kind: Represents shares sold by the Company for tax withholding. F2 · price: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 18:58 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 2,250 | $101.86 | $229,185.00 |
DisclosureSEC source: 0001562180-19-000906 · primarydocument.xml · nonDerivative · entry 1 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,648 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 23, 2018 Filed Feb 27, 2018 17:38 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantStock Appreciation Right · Derivative | 1,700 | $0.00 Strike: $121.69 | $0.00 |
DisclosureSEC source: 0001562180-18-001305 · primarydocument.xml · derivative · entry 4 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 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 | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001305 · primarydocument.xml · derivative · entry 3 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 1,700 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 16:57 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionPerformance Share Units · Derivative | 770 | $121.47 | $93,531.90 |
DisclosureSEC source: 0001562180-18-000765 · primarydocument.xml · derivative · entry 4 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 770 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 16:57 UTC | Vulcan Materials CO VMC · Entity 3118 | Tax withholdingCommon Stock | 472 | $121.47 | $57,333.84 |
DisclosureSEC source: 0001562180-18-000765 · primarydocument.xml · nonDerivative · entry 2 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,398 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 16:57 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 1,232 | $121.47 | $149,651.04 |
DisclosureSEC source: 0001562180-18-000765 · primarydocument.xml · nonDerivative · entry 1 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,870 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 15:16 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantStock Appreciation Right · Derivative | 1,500 | $0.00 Strike: $122.60 | $0.00 |
DisclosureSEC source: 0001225208-17-003166 · doc4.xml · derivative · entry 5 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2027-02-10 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 15:16 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPerformance Share Units · Derivative | 1,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-003166 · doc4.xml · derivative · entry 4 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 1,500 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 15:16 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionPerformance Share Units · Derivative | 570 | $120.50 | $68,685.00 |
DisclosureSEC source: 0001225208-17-003166 · doc4.xml · derivative · entry 3 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 570 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 15:16 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 485 | $120.50 | $58,442.50 |
DisclosureSEC source: 0001225208-17-003166 · doc4.xml · nonDerivative · entry 1 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638 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 |
| November 10, 2016 Filed Nov 14, 2016 18:18 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionStock Appreciation Right · Derivative | 193 | $66.00 Strike: $66.00 | $12,738.00 |
DisclosureSEC source: 0001225208-16-041712 · doc4.xml · derivative · entry 6 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 Underlying: Common Stock · 193 shares Expires 2024-02-13 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 |
| November 10, 2016 Filed Nov 14, 2016 18:18 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionStock Appreciation Right · Derivative | 378 | $79.10 Strike: $79.41 | $29,899.80 |
DisclosureSEC source: 0001225208-16-041712 · doc4.xml · derivative · entry 5 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,132 Underlying: Common Stock · 378 shares Expires 2025-02-12 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 |
| November 10, 2016 Filed Nov 14, 2016 18:18 UTC | Vulcan Materials CO VMC · Entity 3118 | Tax withholdingCommon Stock | 418 | $131.55 | $54,987.90 |
DisclosureSEC source: 0001225208-16-041712 · doc4.xml · nonDerivative · entry 3 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153 F1 · kind: Represents shares sold (for tax-withholding purposes and to cover the cost of the options) pursuant to the exercise of Stock-Only Stock Appreciation Rights previously granted. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:18 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 193 | $66.00 | $12,738.00 |
DisclosureSEC source: 0001225208-16-041712 · doc4.xml · nonDerivative · entry 2 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571 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 |
| November 10, 2016 Filed Nov 14, 2016 18:18 UTC | Vulcan Materials CO VMC · Entity 3118 | Exercise / conversionCommon Stock | 378 | $79.41 | $30,016.98 |
DisclosureSEC source: 0001225208-16-041712 · doc4.xml · nonDerivative · entry 1 Lodge C. Brock Jr. · CIK 0001667338 · President - Western Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378 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.