Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ALBEMARLE CORPALB · Entity 2581 | Chief Bus..Transformation Off. | March 02, 2026 | March 04, 2026 |
| Duke Energy CORPDUK · Entity 2925 | EVP & Chief HR Officer | February 27, 2020 | March 02, 2020 |
| Vulcan Materials COVMC · Entity 3118 | Director | June 12, 2026 | June 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ALBEMARLE CORP
Report date March 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,002 |
Reported balance
After 2026-03-02 transaction · row 1
1 source rowRow 1 · 2026-03-02 · Grant · Acquired 4,490 · Balance 14,002 F1: Restricted Stock Units vest 100% on June 30, 2027, subject to the terms of the award agreement. |
| Common StockSEC Table I · non-derivative | IndirectAlbemarle Savings Plan | 179.1617 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 179.1617 F2: Total number of shares of Common Stock held in the name of the Reporting Person under the Albemarle Corporation Retirement Savings Plan (the "Albemarle Savings Plan") as of the date of this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units vest 100% on June 30, 2027, subject to the terms of the award agreement.
F2: Total number of shares of Common Stock held in the name of the Reporting Person under the Albemarle Corporation Retirement Savings Plan (the "Albemarle Savings Plan") as of the date of this Form 4.
Duke Energy CORP
Report date February 27, 2020 · Filed March 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,522 |
Ending reported balance
After 2020-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-27 · Tax withholding · Disposed 405 · Balance 19,987 Row 2 · 2020-02-28 · Tax withholding · Disposed 465 · Balance 19,522 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,104 |
Reported balance
Holding disclosure · report date 2020-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,104 |
Vulcan Materials CO
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 2,384.806 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 228.355 · Balance 2,384.806 F1: Convertible on a 1-for-1 basis. F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible on a 1-for-1 basis.
F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan.
F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person.
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 |
|---|---|---|---|---|---|---|
| May 15, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $83.58 | $1,671.60 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 6 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,444 Underlying: Common Stock · 20 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 28, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 21 | $82.50 | $1,732.50 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 5 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,425 Underlying: Common Stock · 21 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| April 17, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 20 | $82.93 | $1,658.60 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 4 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,403 Underlying: Common Stock · 20 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 31, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 21 | $82.01 | $1,722.21 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 3 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,384 Underlying: Common Stock · 21 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| March 15, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 349 | $82.00 | $28,618.00 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,692 Underlying: Common Stock · 349 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 28, 2017 Filed Dec 19, 2017 21:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 9 | $82.55 | $742.95 |
DisclosureSEC source: 0001326160-17-000198 · wf-form4_151371887592883.xml · derivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 1,003 Underlying: Common Stock · 9 shares Expires not disclosed F1 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F2 · derivative.exercise_date: Generally payable upon reporting person's termination of service. F3 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 500 | $81.79 | $40,895.50 |
DisclosureSEC source: 0001326160-17-000048 · wf-form4_148832106836859.xml · nonDerivative · entry 3 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,179 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 266 | $81.96 | $21,801.36 |
DisclosureSEC source: 0001326160-17-000048 · wf-form4_148832106836859.xml · nonDerivative · entry 2 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,679 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | GrantPhantom Stock · Derivative | 984.37 | $81.96 | $80,678.97 |
DisclosureSEC source: 0001326160-17-000048 · wf-form4_148832106836859.xml · derivative · entry 5 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By Executive Savings Plan Disclosed balance after: 984.37 Underlying: Common Stock · 984.37 shares Expires not disclosed F2 · derivative.exercise_price: Converts to Common Stock on a 1-for-1 basis. F3 · shares: Includes 984.37 shares of Phantom Stock acquired under the Duke Energy Executive Savings Plan. F4 · derivative.exercise_date: Immediate. F5 · derivative.expiration_date: Generally payable upon reporting person's termination of service. Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,408.96 | $81.96 | $115,478.36 |
DisclosureSEC source: 0001326160-17-000048 · wf-form4_148832106836859.xml · nonDerivative · entry 4 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 1,558 F1 · shares: Includes 1,408.96 shares acquired under the Duke Energy Retirement Savings Plan ("401(k)"). Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 294 | $81.96 | $24,096.24 |
DisclosureSEC source: 0001326160-17-000048 · wf-form4_148832106836859.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,945 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:34 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,873 | $79.87 | $229,466.51 |
DisclosureSEC source: 0001326160-17-000034 · wf-form4_148797208097666.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,239 Read SEC document |
| January 21, 2017 Filed Jan 24, 2017 21:16 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 363 | $77.33 | $28,070.79 |
DisclosureSEC source: 0001326160-17-000002 · wf-form4_148529257237733.xml · nonDerivative · entry 1 Anderson Melissa H. · CIK 0001631925 · EVP,Administration&Chief HROff 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366 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.