Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALERO ENERGY CORP/TXVLO · Entity 2908 | SVP & CFO | February 25, 2026 | February 27, 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.
VALERO ENERGY CORP/TX
Report date February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,599 |
Ending reported balance
After 2026-02-26 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-25 · Grant · Acquired 7,050 · Balance 29,608 F1: Award of restricted stock common stock subject to time vesting. Row 2 · 2026-02-26 · Tax withholding · Disposed 480 · Balance 29,128 F2: Shares withheld to satisfy tax obligations for vesting of previous awards of restricted stock. Row 3 · 2026-02-26 · Tax withholding · Disposed 529 · Balance 28,599 F2: Shares withheld to satisfy tax obligations for vesting of previous awards of restricted stock. |
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,050 |
Reported balance
After 2026-02-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-25 · Grant · Acquired 7,050 · Balance 7,050 F3: Pursuant to the terms of a Performance Share Agreement, the performance shares vest annually in one-third increments beginning in January 2027, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares and as otherwise set forth in the agreement |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock common stock subject to time vesting.
F2: Shares withheld to satisfy tax obligations for vesting of previous awards of restricted stock.
F3: Pursuant to the terms of a Performance Share Agreement, the performance shares vest annually in one-third increments beginning in January 2027, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares and as otherwise set forth in the 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 26, 2026 Filed Feb 27, 2026 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 529 | $201.44 | $106,559.12 |
DisclosureSEC source: 0001628280-26-012803 · wk-form4_1772226352.xml · nonDerivative · entry 3 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,599 F2 · shares: Shares withheld to satisfy tax obligations for vesting of previous awards of restricted stock. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 480 | $201.44 | $96,688.80 |
DisclosureSEC source: 0001628280-26-012803 · wk-form4_1772226352.xml · nonDerivative · entry 2 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,128 F2 · shares: Shares withheld to satisfy tax obligations for vesting of previous awards of restricted stock. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantPerformance Shares · Derivative | 7,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-012803 · wk-form4_1772226352.xml · derivative · entry 4 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,050 Underlying: Common Stock · 7,050 shares Expires not disclosed F3 · derivative.exercise_date: Pursuant to the terms of a Performance Share Agreement, the performance shares vest annually in one-third increments beginning in January 2027, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares and as otherwise set forth in the agreement F3 · derivative.expiration_date: Pursuant to the terms of a Performance Share Agreement, the performance shares vest annually in one-third increments beginning in January 2027, payable in shares of common stock in amounts ranging from zero to 200 percent of the performance shares and as otherwise set forth in the agreement Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock | 7,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-012803 · wk-form4_1772226352.xml · nonDerivative · entry 1 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,608 F1 · shares: Award of restricted stock common stock subject to time vesting. Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 21:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 416 | $199.98 | $83,191.68 |
DisclosureSEC source: 0001628280-26-011123 · wk-form4_1771968188.xml · nonDerivative · entry 2 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,558 Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 21:23 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 423 | $199.89 | $84,555.12 |
DisclosureSEC source: 0001628280-26-011123 · wk-form4_1771968188.xml · nonDerivative · entry 1 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,974 Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 1,344 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · derivative · entry 8 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,686 Underlying: Common Stock · 2,064 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_date: Settlement of previously awarded performance shares at 150% of base pursuant to terms of a Performance Share Agreement. F3 · derivative.expiration_date: Settlement of previously awarded performance shares at 150% of base pursuant to terms of a Performance Share Agreement. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 1,073 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · derivative · entry 7 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,073 Underlying: Common Stock · 2,246 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_date: Settlement of previously awarded performance shares at 200% of base pursuant to terms of a Performance Share Agreement. F2 · derivative.expiration_date: Settlement of previously awarded performance shares at 200% of base pursuant to terms of a Performance Share Agreement. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionPerformance Shares · Derivative | 1,056 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · derivative · entry 6 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,974 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_date: Settlement of previously awarded performance shares at 175% of base pursuant to terms of a Performance Share Agreement. F1 · derivative.expiration_date: Settlement of previously awarded performance shares at 175% of base pursuant to terms of a Performance Share Agreement. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 1,882 | $190.33 | $358,201.06 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · nonDerivative · entry 5 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,397 Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock | 2,517 | $190.33 | $479,060.61 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · nonDerivative · entry 4 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,279 Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · nonDerivative · entry 3 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,796 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 |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 2,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · nonDerivative · entry 2 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,732 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 |
| January 21, 2026 Filed Jan 23, 2026 21:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003271 · wk-form4_1769202154.xml · nonDerivative · entry 1 Bhullar Harminder S. · CIK 0002092904 · SVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,486 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.