Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALERO ENERGY CORP/TXVLO · Entity 2908 | Director | May 09, 2024 | May 13, 2024 |
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 May 09, 2024 · Filed May 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,826 |
Ending reported balance
After 2024-05-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-09 · Exercise / conversion · Acquired 1,944 · Balance 33,546 F1: Shares reporting person received per Stock Unit Award Agreement. Row 2 · 2024-05-09 · Disposition to issuer · Disposed 720 · Balance 32,826 |
| Stock UnitsSEC Table II · derivative / convertible security · Expires 2024-05-09 | Direct | 0 |
Reported balance
After 2024-05-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-05-09 · Exercise / conversion · Disposed 1,944 · Balance 0 F1: Shares reporting person received per Stock Unit Award Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares reporting person received per 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 |
|---|---|---|---|---|---|---|
| May 09, 2024 Filed May 13, 2024 21:29 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 1,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-022963 · wk-form4_1715635764.xml · derivative · entry 3 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,944 shares Expires 2024-05-09 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_price: Shares reporting person received per Stock Unit Award Agreement. F1 · price: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:29 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 720 | $158.13 | $113,850.00 |
DisclosureSEC source: 0001628280-24-022963 · wk-form4_1715635764.xml · nonDerivative · entry 2 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,826 Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:29 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-022963 · wk-form4_1715635764.xml · nonDerivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,546 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: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| May 09, 2023 Filed May 11, 2023 23:21 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-012757 · doc4.xml · derivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,041 Underlying: Common Stock · 2,041 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each Stock Unit represents a right to receive one share of Common Stock. The Stock Units are scheduled to vest in one year, subject to an additional one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000059 · wf-form4_168306282887596.xml · derivative · entry 2 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,920 shares Expires 2023-04-28 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 stock unit represents a right to receive one share of common stock per Stock Unit Award Agreement. F1 · derivative.underlying_shares: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| April 28, 2023 Filed May 2, 2023 21:27 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-23-000059 · wf-form4_168306282887596.xml · nonDerivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,602 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 · shares: Shares reporting person received per Stock Unit Award Agreement. Read SEC document |
| April 29, 2022 Filed May 2, 2022 21:47 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000025 · wf-form4_165152803625345.xml · derivative · entry 3 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,630 shares Expires 2022-04-29 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_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 29, 2022 Filed May 2, 2022 21:47 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerCommon Stock | 1,344 | $113.20 | $152,144.16 |
DisclosureSEC source: 0001035002-22-000025 · wf-form4_165152803625345.xml · nonDerivative · entry 2 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,682 Read SEC document |
| April 29, 2022 Filed May 2, 2022 21:47 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000025 · wf-form4_165152803625345.xml · nonDerivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,026 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 |
| April 28, 2022 Filed May 2, 2022 21:47 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-22-000025 · wf-form4_165152803625345.xml · derivative · entry 4 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 Underlying: Common Stock · 1,944 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.exercise_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F1 · derivative.expiration_date: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 30, 2021 Filed May 3, 2021 22:44 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000079 · wf-form4_162008186092519.xml · derivative · entry 3 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,363 shares Expires 2021-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. F2 · derivative.underlying_shares: Net shares reporting person received after exercising cash equivalent option per Stock Unit Award Agreement. Read SEC document |
| April 29, 2021 Filed May 3, 2021 22:44 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000079 · wf-form4_162008186092519.xml · derivative · entry 2 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,049 Underlying: Common Stock · 3,049 shares Expires 2023-04-29 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 29, 2021 Filed May 3, 2021 22:44 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Exercise / conversionCommon Stock | 1,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-21-000079 · wf-form4_162008186092519.xml · nonDerivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,396 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 |
| April 30, 2020 Filed May 4, 2020 22:02 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-20-000024 · edgar.xml · derivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,630 Underlying: Common Stock · 3,630 shares Expires 2022-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. The stock units are scheduled to vest in one year, and are subject to a one-year hold requirement per the terms of a Stock Unit Award Agreement. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000019 · edgar.xml · derivative · entry 5 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,164 Underlying: Common Stock · 2,164 shares Expires not disclosed F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F3 · derivative.exercise_date: The stock units are scheduled to vest one year from the date of the grant. The reporting person has elected a one-year hold period following vesting per the terms of the Stock Unit Award Agreement. F3 · derivative.expiration_date: The stock units are scheduled to vest one year from the date of the grant. The reporting person has elected a one-year hold period following vesting per the terms of the Stock Unit Award Agreement. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Disposition to issuerStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000019 · edgar.xml · derivative · entry 4 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 980 shares Expires 2019-04-30 F1 · derivative.exercise_price: Each stock unit represents a right to receive one share of common stock. F2 · derivative.underlying_shares: Net shares reporting person received after exercising cash equivalent option per Stock Unit Award Agreement. Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 980 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-19-000019 · edgar.xml · nonDerivative · entry 3 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,033 Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 335 | $90.56 | $30,337.60 |
DisclosureSEC source: 0001035002-19-000019 · edgar.xml · nonDerivative · entry 2 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,053 Read SEC document |
| April 30, 2019 Filed May 2, 2019 21:05 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 379 | $90.56 | $34,322.24 |
DisclosureSEC source: 0001035002-19-000019 · edgar.xml · nonDerivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,388 Read SEC document |
| May 03, 2018 Filed May 7, 2018 22:59 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantStock Units · Derivative | 1,557 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-18-000019 · edgar.xml · derivative · entry 2 Nickles Donald L · CIK 0001313357 · 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 restricted units vest one year from the date of the grant. F2 · derivative.expiration_date: The restricted units vest one year from the date of the grant. Read SEC document |
| May 03, 2018 Filed May 7, 2018 22:59 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 1,082 | $112.43 | $121,643.85 |
DisclosureSEC source: 0001035002-18-000019 · edgar.xml · nonDerivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,767 Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:20 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | Tax withholdingCommon Stock, $.01 par value | 736 | $64.61 | $47,554.80 |
DisclosureSEC source: 0001035002-17-000027 · edgar.xml · nonDerivative · entry 2 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,849 Read SEC document |
| May 03, 2017 Filed May 4, 2017 20:20 UTC | VALERO ENERGY CORP/TX VLO · Entity 2908 | GrantCommon Stock, $.01 par value | 2,709 | $0.00 | $0.00 |
DisclosureSEC source: 0001035002-17-000027 · edgar.xml · nonDerivative · entry 1 Nickles Donald L · CIK 0001313357 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,585 F1 · shares: Award of restricted common stock 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.