Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | Director | January 01, 2023 | January 04, 2023 |
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.
PATTERSON UTI ENERGY INC
Report date January 01, 2023 · Filed January 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 131,246 |
Reported balance
After 2023-01-01 transaction · row 1
1 source rowRow 1 · 2023-01-01 · Grant · Acquired 10,391 · Balance 131,246 F1: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2024.
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 |
|---|---|---|---|---|---|---|
| January 01, 2023 Filed Jan 4, 2023 21:46 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 10,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001000 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,246 F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2024. Read SEC document |
| January 01, 2022 Filed Jan 3, 2022 21:22 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 20,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-000162 · doc4.xml · nonDerivative · entry 2 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,855 F3 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2023. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 21:22 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | SaleCommon Stock, $.01 par value per share | 7,500 | $8.67 | $65,025.00 |
DisclosureSEC source: 0001209191-22-000162 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,145 F1 · shares: Shares sold for the purpose of funding the reporting person's estimated cash tax liability in connection with the vesting of restricted stock units on January 1, 2022. F2 · price: Weighted average price. Actual sales prices ranged from $8.59 to $8.71. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:19 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 21,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000390 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,645 F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2022. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 21:08 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | SaleCommon Stock, $.01 par value per share | 5,900 | $10.49 | $61,891.00 |
DisclosureSEC source: 0001209191-20-000798 · doc4.xml · nonDerivative · entry 2 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,770 F2 · shares: Shares sold pursuant to a Rule 10b5-1 Sales Plan whereby the reporting person committed to sell the shares on or about January 2, 2020 for the purpose of funding the reporting person's estimated cash tax liability in connection with the vesting of restricted stock units on January 1, 2020. F3 · price: Weighted average price. Actual sales prices ranged from $10.33 to $10.68. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:08 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000798 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,670 F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2021. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:21 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionRestricted Stock Units · Derivative | 7,605 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001174 · doc4.xml · derivative · entry 3 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 par value per share · 7,605 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: One hundred percent (100%) of the restricted stock units vested on January 1, 2019. F3 · derivative.expiration_date: One hundred percent (100%) of the restricted stock units vested on January 1, 2019. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:21 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 16,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001174 · doc4.xml · nonDerivative · entry 2 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,004 F2 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2020. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:21 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 7,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001174 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,096 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: Acquired upon the conversion of restricted stock units into common stock. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 20:06 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $11.51 | $0.00 |
DisclosureSEC source: 0001209191-18-019530 · doc4.xml · derivative · entry 3 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 par value per share · 10,000 shares Expires 2018-12-31 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 |
| March 13, 2018 Filed Mar 14, 2018 20:06 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | SaleCommon Stock, $.01 par value per share | 10,000 | $19.46 | $194,600.00 |
DisclosureSEC source: 0001209191-18-019530 · doc4.xml · nonDerivative · entry 2 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,491 F2 · price: Weighted average price. Actual sales prices ranged from $19.46 to $19.47 .. Read SEC document |
| March 13, 2018 Filed Mar 14, 2018 20:06 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 10,000 | $11.51 | $115,100.00 |
DisclosureSEC source: 0001209191-18-019530 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,491 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: Acquired upon exercise of option. Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 21:18 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantRestricted Stock Units · Derivative | 7,605 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000861 · doc4.xml · derivative · entry 2 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,605 Underlying: Common Stock, $.01 par value per share · 7,605 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: One hundred percent (100%) of the restricted stock units vests on January 1, 2019. F2 · derivative.expiration_date: One hundred percent (100%) of the restricted stock units vests on January 1, 2019. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 21:11 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $19.52 | $0.00 |
DisclosureSEC source: 0001209191-17-063514 · doc4.xml · derivative · entry 3 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 par value per share · 10,000 shares Expires 2017-12-31 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 |
| December 01, 2017 Filed Dec 4, 2017 21:11 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 8,880 | $21.98 | $195,182.40 |
DisclosureSEC source: 0001209191-17-063514 · doc4.xml · nonDerivative · entry 2 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,491 F2 · shares: Shares disposed to pay exercise price of option. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 21:11 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 10,000 | $19.52 | $195,200.00 |
DisclosureSEC source: 0001209191-17-063514 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,371 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: Acquired upon exercise of option. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:10 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000821 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,371 F1 · shares: One hundred percent (100%) of the shares vest on January 1, 2018. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 21:05 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $21.95 | $0.00 |
DisclosureSEC source: 0001209191-16-156309 · doc4.xml · derivative · entry 3 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 par value per share · 10,000 shares Expires 2017-01-02 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 |
| December 20, 2016 Filed Dec 21, 2016 21:05 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 8,129 | $27.00 | $219,483.00 |
DisclosureSEC source: 0001209191-16-156309 · doc4.xml · nonDerivative · entry 2 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,871 F2 · shares: Shares disposed to pay exercise price of option. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 21:05 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 10,000 | $21.95 | $219,500.00 |
DisclosureSEC source: 0001209191-16-156309 · doc4.xml · nonDerivative · entry 1 HUNT TERRY H · CIK 0001241697 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,000 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: Acquired upon exercise of option. 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.