| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | Director | Common Stock | 75.9K | $9.24M | $121.70 | Jun 1, 2025 | Direct |
| VALERO ENERGY CORP/TX | Director | Common Stock | 42K | $5.62M | $133.76 | May 15, 2025 | Direct |
| CATERPILLAR INC | Director | Common Stock | 8.12K | $2.86M | $352.53 | Jun 11, 2025 | Direct |
| VALERO ENERGY CORP/TX | Director | Stock Units | 0 | $218K | $158.13 | May 15, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | Jun 11, 2025 | 1 | $170K | 4 | Jun 13, 2025 | Director |
| MS | MORGAN STANLEY | Jun 1, 2025 | 1 | $0 | 4 | Jun 3, 2025 | Director |
| VLO | VALERO ENERGY CORP/TX | May 15, 2025 | 3 | -$60.2K | 4 | May 19, 2025 | Director |
| VLO | VALERO ENERGY CORP/TX | May 6, 2025 | 1 | $0 | 4 | May 8, 2025 | Director |
| CAT | CATERPILLAR INC | Jun 12, 2024 | 1 | $170K | 4 | Jun 13, 2024 | Director |
| MS | MORGAN STANLEY | Jun 1, 2024 | 1 | $0 | 4 | Jun 3, 2024 | Director |
| VLO | VALERO ENERGY CORP/TX | May 15, 2024 | 1 | $0 | 4 | May 17, 2024 | Director |
| VLO | VALERO ENERGY CORP/TX | May 9, 2024 | 3 | -$67.7K | 4 | May 13, 2024 | Director |
| CAT | CATERPILLAR INC | Jun 14, 2023 | 1 | $170K | 4 | Jun 15, 2023 | Director |
| MS | MORGAN STANLEY | Jun 1, 2023 | 1 | $0 | 4 | Jun 2, 2023 | Director |
| VLO | VALERO ENERGY CORP/TX | May 9, 2023 | 1 | $0 | 4 | May 11, 2023 | Director |
| VLO | VALERO ENERGY CORP/TX | Apr 28, 2023 | 2 | $0 | 4 | May 2, 2023 | Director |
| CAT | CATERPILLAR INC | Jun 8, 2022 | 1 | $188K | 4 | Jun 10, 2022 | Director |
| MS | MORGAN STANLEY | Jun 1, 2022 | 1 | $0 | 4 | Jun 3, 2022 | Director |
| VLO | VALERO ENERGY CORP/TX | Apr 28, 2022 | 4 | -$90.4K | 4 | May 2, 2022 | Director |
| MS | MORGAN STANLEY | Jun 1, 2021 | 1 | $0 | 4 | Jun 3, 2021 | Director |