Form 4 for VLO Valero Energy
Accepted 2023-08-16 00:00:00 ET · period of report 2023-08-14 · accession 0001035002-23-000104 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-08-16 | 2023-08-14 | VLO | Gorder Joseph W | Dir | S - Sale+OE | $135.99 | -75.6K | 665.7K | -10% | -$10.28M |
| DMI | 2023-08-16 | 2023-08-14 | VLO | Gorder Joseph W | Dir | G - Gift | $0.00 | +14.0K | 7,000 | New | $0 |
| DM | 2023-08-16 | 2023-08-14 | VLO | Gorder Joseph W | Dir | M - OptEx | $44.83 | +75.6K | 697.5K | +12% | +$3.39M |
| DM | 2023-08-16 | 2023-08-14 | VLO | Gorder Joseph W | Dir | G - Gift | $0.00 | -44.0K | 577.9K | -7% | $0 |
| DM | 2023-08-16 | 2023-08-14 | VLO | Gorder Joseph W | Dir | M - OptEx | $0.00 | -75.6K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-08-14 | S | D | 43,810 | $135.99 | 621,872 | D | — | — | |
| 2 | Common | Common Stock | 2023-08-14 | G | A | 7,000 | $0.00 | 7,000 | I | — | — | (F2) On Aug. 14, 2023, the reporting person gifted 7,000 shares of VLO common stock to the Family Trust II of which the reporting person is the trustee and an immediate family member of the reporting person is the beneficiary. |
| 3 | Common | Common Stock | 2023-08-14 | M | A | 31,770 | $39.67 | 653,642 | D Family Trust II | — | — | |
| 4 | Common | Common Stock | 2023-08-14 | M | A | 43,810 | $48.57 | 697,452 | D Family Trust III | — | — | |
| 5 | Common | Common Stock | 2023-08-14 | S | D | 31,770 | $135.99 | 665,682 | D | — | — | |
| 6 | Common | Common Stock | 2023-08-14 | G | A | 7,000 | $0.00 | 7,000 | I | — | — | (F3) On Aug. 14, 2023, the reporting person gifted 7,000 shares of VLO common stock to the Family Trust III of which the reporting person is the trustee and an immediate family member of the reporting person is the beneficiary. |
| 7 | Common | Common Stock | 2023-08-14 | G | D | 30,000 | $0.00 | 591,872 | D | — | — | |
| 8 | Common | Common Stock | 2023-08-14 | G | D | 7,000 | $0.00 | 584,872 | D | — | — | |
| 9 | Common | Common Stock | 2023-08-14 | G | D | 7,000 | $0.00 | 577,872 | D | — | — | (F1) The 577,872 amount does not include 4,183.544 shares indirectly held by the reporting person in a thrift plan or 14,000 shares held indirectly in family trusts of which the reporting person is the trustee. |
| 10 | Derivative | Employee Stock Option (right to buy) | 2023-08-14 | M | D | 31,770 | $0.00 | 0 | D | $39.67 · 2013-11-08 to 2023-11-08 | 31,770 Common Stock | |
| 11 | Derivative | Employee Stock Option (right to buy) | 2023-08-14 | M | D | 43,810 | $0.00 | 0 | D | $48.57 · 2014-10-23 to 2024-10-23 | 43,810 Common Stock |