Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Vulcan Materials COVMC · Entity 3118 | President, Southwest Division | February 10, 2017 | February 14, 2017 |
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 10, 2017 · Filed February 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,389 |
Reported balance
After 2017-02-10 transaction · row 1
1 source rowRow 1 · 2017-02-10 · Exercise / conversion · Acquired 1,301 · Balance 4,389 F1: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-02-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-02-10 · Exercise / conversion · Disposed 1,230 · Balance 0 F2: 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. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 4,627 |
Reported balance
After 2017-02-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-02-10 · Grant · Acquired 1,600 · Balance 4,627 F3: 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. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $122.60 · Expires 2027-02-10 | Direct | 1,600 |
Reported balance
After 2017-02-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-02-10 · Grant · Acquired 1,600 · Balance 1,600 |
| Common Stock (401k)SEC Table I · non-derivative | Direct | 4,785.8187 |
Reported balance
Holding disclosure · report date 2017-02-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,785.8187 |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance unit is settled 100% in Vulcan common stock after deducting the amount of taxes due.
F2: 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.
F3: 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.
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 10, 2017 Filed Feb 14, 2017 15:16 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantStock Appreciation Right · Derivative | 1,600 | $0.00 Strike: $122.60 | $0.00 |
DisclosureSEC source: 0001225208-17-003167 · doc4.xml · derivative · entry 5 Lott Jeffery G · CIK 0001628008 · President, Southwest Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 1,600 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 | 1,600 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001225208-17-003167 · doc4.xml · derivative · entry 4 Lott Jeffery G · CIK 0001628008 · President, Southwest Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,627 Underlying: Common Stock · 1,600 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 | 1,230 | $120.50 | $148,215.00 |
DisclosureSEC source: 0001225208-17-003167 · doc4.xml · derivative · entry 3 Lott Jeffery G · CIK 0001628008 · President, Southwest Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,230 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 | 1,301 | $120.50 | $156,770.50 |
DisclosureSEC source: 0001225208-17-003167 · doc4.xml · nonDerivative · entry 1 Lott Jeffery G · CIK 0001628008 · President, Southwest Division 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,389 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.