| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | Director | Common Stock | 75,925 | $9,240,028 | $121.70 | 01 Jun 2025 | Direct |
| VALERO ENERGY CORP/TX | Director | Common Stock | 42,002 | $5,618,187 | $133.76 | 15 May 2025 | Direct |
| CATERPILLAR INC | Director | Common Stock | 8,123 | $2,863,601 | $352.53 | 11 Jun 2025 | Direct |
| VALERO ENERGY CORP/TX | Director | Stock Units | 0 | $218,371 | $158.12 | 15 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 11 Jun 2025 | 1 | +$169,919 | 4 | Director | 13 Jun 2025, 15:42 |
| MS | MORGAN STANLEY | 01 Jun 2025 | 1 | $0 | 4 | Director | 03 Jun 2025, 16:07 |
| VLO | VALERO ENERGY CORP/TX | 15 May 2025 | 3 | -$60,192 | 4 | Director | 19 May 2025, 16:19 |
| VLO | VALERO ENERGY CORP/TX | 06 May 2025 | 1 | $0 | 4 | Director | 08 May 2025, 17:26 |
| CAT | CATERPILLAR INC | 12 Jun 2024 | 1 | +$169,953 | 4 | Director | 13 Jun 2024, 13:11 |
| MS | MORGAN STANLEY | 01 Jun 2024 | 1 | $0 | 4 | Director | 03 Jun 2024, 16:24 |
| VLO | VALERO ENERGY CORP/TX | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 18:20 |
| VLO | VALERO ENERGY CORP/TX | 09 May 2024 | 3 | -$67,678 | 4 | Director | 13 May 2024, 17:45 |
| CAT | CATERPILLAR INC | 14 Jun 2023 | 1 | +$169,837 | 4 | Director | 15 Jun 2023, 11:03 |
| MS | MORGAN STANLEY | 01 Jun 2023 | 1 | $0 | 4 | Director | 02 Jun 2023, 16:27 |
| VLO | VALERO ENERGY CORP/TX | 09 May 2023 | 1 | $0 | 4 | Director | 11 May 2023, 19:06 |
| VLO | VALERO ENERGY CORP/TX | 28 Apr 2023 | 2 | $0 | 4 | Director | 02 May 2023, 17:35 |
| CAT | CATERPILLAR INC | 08 Jun 2022 | 1 | +$187,517 | 4 | Director | 10 Jun 2022, 12:25 |
| MS | MORGAN STANLEY | 01 Jun 2022 | 1 | $0 | 4 | Director | 03 Jun 2022, 16:15 |
| VLO | VALERO ENERGY CORP/TX | 28 Apr 2022 | 4 | -$90,449 | 4 | Director | 02 May 2022, 18:08 |
| MS | MORGAN STANLEY | 01 Jun 2021 | 1 | $0 | 4 | Director | 03 Jun 2021, 17:53 |