Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Chairman, President & CEO, GPC | March 30, 2026 | March 31, 2026 |
| VALERO ENERGY CORP/TXVLO · Entity 2908 | Director | May 07, 2026 | May 11, 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.
SOUTHERN CO
Report date March 30, 2026 · Filed March 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 103,602 |
Reported balance
After 2026-03-30 transaction · row 1
1 source rowRow 1 · 2026-03-30 · Sale · Disposed 25,000 · Balance 103,602 |
VALERO ENERGY CORP/TX
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock UnitsSEC Table II · derivative / convertible security | Direct | 939 |
Reported balance
After 2026-05-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 939 · Balance 939 F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest at Valero Energy Corporation's 2027 annual meeting of stockholders, subject to a one-year hold requirement per the terms of a Stock Unit Award 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 11, 2019 Filed Feb 13, 2019 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,774 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009796 · doc4.xml · derivative · entry 5 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,549 Underlying: Southern Company Common Stock · 3,774 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 · security: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019 and the first 1/3 vested. The remaining award will vest 1/3 in 2020 and 1/3 in 2021. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 11,618 | $49.24 | $572,070.32 |
DisclosureSEC source: 0001209191-19-009796 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,998 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 31,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009796 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,616 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2016-2018 award. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,232 | $49.24 | $60,663.68 |
DisclosureSEC source: 0001209191-19-009796 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,584 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009796 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,816 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 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 27, 2018. The Compensation and Management Succession Committee certified performance on February 11, 2019. Includes 153 accrued dividend equivalent units. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 22:36 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 15,000 | $47.03 | $705,450.00 |
DisclosureSEC source: 0001209191-18-060986 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Chair & CEO, Southern Co. Gas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,889 F1 · balance_after: Total includes dividend reinvestment shares. Read SEC document |
| November 02, 2018 Filed Nov 6, 2018 22:31 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 297 | $92.82 | $27,567.54 |
DisclosureSEC source: 0001035002-18-000048 · edgar.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,163 Read SEC document |
| May 03, 2018 Filed May 7, 2018 22:42 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-18-000017 · edgar.xml · derivative · entry 2 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,557 Underlying: Common Stock · 1,557 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F2 · derivative.exercise_date: The stock units vest one year from the date of the grant. F2 · derivative.expiration_date: The stock units vest one year from the date of the grant. Read SEC document |
| May 03, 2018 Filed May 7, 2018 22:42 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 335 | $112.43 | $37,662.38 |
DisclosureSEC source: 0001035002-18-000017 · edgar.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,460 Read SEC document |
| April 01, 2018 Filed Apr 4, 2018 01:31 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 9,403 | $44.66 | $419,937.98 |
DisclosureSEC source: 0001209191-18-023397 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · EVP & COO, Southern Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,184 F1 · balance_after: Reflects 9,403 shares withheld to satisfy state and federal tax requirements for the final 40% portion of an April 1, 2013 RSU award that vested on April 1, 2018 (17,116 RSUs and 4,083 accrued dividend equivalent units). Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 3,231 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010035 · doc4.xml · derivative · entry 5 Greene Kimberly S, · CIK 0001573512 · EVP & COO, Southern Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,462 Underlying: Southern Company Common Stock · 3,231 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 · security: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · price: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018 and the first 1/3 vested. The remaining award will vest 1/3 in 2019 and 1/3 in 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,838 | $44.68 | $394,881.84 |
DisclosureSEC source: 0001209191-18-010035 · doc4.xml · nonDerivative · entry 4 Greene Kimberly S, · CIK 0001573512 · EVP & COO, Southern Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,587.3653 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 26,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010035 · doc4.xml · nonDerivative · entry 3 Greene Kimberly S, · CIK 0001573512 · EVP & COO, Southern Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,425.3653 F3 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2015-2017 award. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes accrued dividend equivalent units. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 1,035 | $44.68 | $46,243.80 |
DisclosureSEC source: 0001209191-18-010035 · doc4.xml · nonDerivative · entry 2 Greene Kimberly S, · CIK 0001573512 · EVP & COO, Southern Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,074.3653 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 22:38 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 3,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010035 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · EVP & COO, Southern Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,109.3653 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 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 13, 2017. The Compensation and Management Succession Committee certified performance on February 12, 2018. Includes 147 accrued dividend equivalent units. Read SEC document |
| November 02, 2017 Filed Nov 3, 2017 20:26 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 318 | $81.47 | $25,905.87 |
DisclosureSEC source: 0001035002-17-000060 · edgar.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,795 Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:10 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 2,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-17-000026 · edgar.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,113 F1 · shares: Award of restricted common stock subject to time vesting. Read SEC document |
| April 01, 2017 Filed Apr 4, 2017 14:39 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 4,137 | $49.78 | $205,939.86 |
DisclosureSEC source: 0001209191-17-024415 · doc4.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · EVP & COO, Southern Co. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,312.681 F1 · balance_after: Reflects 4,137 shares withheld to satisfy state and federal tax requirements for the 20% portion of an April 1, 2013 RSU award that vested on April 1, 2017. Amount of securities beneficially owned includes 12,121 shares of Southern Company Common Stock and 20,191.681 shares of Southern Company Common Stock representing remaining underlying time vesting RSUs and related DEUs that have not yet vested. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 20:09 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 2,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-16-000118 · edgar.xml · nonDerivative · entry 1 Greene Kimberly S, · CIK 0001573512 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,404 F1 · shares: Award of restricted common shares subject to time vesting. 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.