Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Nine Energy Service, Inc.NINE · Entity 6520 | President, Wireline | February 03, 2022 | February 07, 2022 |
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.
Nine Energy Service, Inc.
Report date February 03, 2022 · Filed February 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 178,950 |
Ending reported balance
After 2022-02-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-02-03 · Grant · Acquired 2,389 · Balance 179,659 F1: Reflects shares of common stock ("Common Stock") of Nine Energy Service, Inc. (the "Issuer") granted upon settlement of previously awarded performance stock units, which were settled based on the Issuer's level of achievement with respect to a performance goal based on total shareholder return relative to the Issuer's peer group over the three-year performance period beginning January 1, 2019 and ended December 31, 2021 (the "PSUs"). Row 2 · 2022-02-03 · Tax withholding · Disposed 709 · Balance 178,950 F2: Reflects shares of Common Stock withheld to satisfy taxes payable in connection with the vesting and settlement of the PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects shares of common stock ("Common Stock") of Nine Energy Service, Inc. (the "Issuer") granted upon settlement of previously awarded performance stock units, which were settled based on the Issuer's level of achievement with respect to a performance goal based on total shareholder return relative to the Issuer's peer group over the three-year performance period beginning January 1, 2019 and ended December 31, 2021 (the "PSUs").
F2: Reflects shares of Common Stock withheld to satisfy taxes payable in connection with the vesting and settlement of the PSUs.
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 |
|---|---|---|---|---|---|---|
| February 03, 2022 Filed Feb 7, 2022 17:37 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 709 | $1.17 | $829.53 |
DisclosureSEC source: 0000899243-22-005076 · doc4.xml · nonDerivative · entry 2 Morgan Edward Bruce · CIK 0001727520 · President, Wireline 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,950 F2 · shares: Reflects shares of Common Stock withheld to satisfy taxes payable in connection with the vesting and settlement of the PSUs. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 17:37 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | GrantCommon Stock | 2,389 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-005076 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · President, Wireline 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,659 F1 · price: Reflects shares of common stock ("Common Stock") of Nine Energy Service, Inc. (the "Issuer") granted upon settlement of previously awarded performance stock units, which were settled based on the Issuer's level of achievement with respect to a performance goal based on total shareholder return relative to the Issuer's peer group over the three-year performance period beginning January 1, 2019 and ended December 31, 2021 (the "PSUs"). Read SEC document |
| August 09, 2021 Filed Aug 11, 2021 18:39 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | GrantCommon Stock | 42,456 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-032585 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · President, Wireline 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,270 F1 · shares: These shares of restricted stock will vest in three equal annual installments on the first three anniversaries of the grant date. Read SEC document |
| April 06, 2021 Filed Apr 7, 2021 18:50 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 3,398 | $2.25 | $7,645.50 |
DisclosureSEC source: 0000899243-21-015336 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · President, Wireline 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,814 F1 · shares: The Issuer withheld shares of common stock that would have otherwise been issuable to the reporting person to satisfy the Issuer's tax withholding obligations in connection with the vesting and settlement of the time-based restricted stock award granted on April 6, 2020. The number of shares of common stock withheld was determined based on the closing price of the Issuer's common stock on April 6, 2021. Read SEC document |
| April 04, 2021 Filed Apr 5, 2021 17:31 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 2,329 | $2.25 | $5,240.25 |
DisclosureSEC source: 0000899243-21-014876 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · President, Wireline 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,212 F1 · shares: The Issuer withheld shares of common stock that would have otherwise been issuable to the reporting person to satisfy the Issuer's tax withholding obligations in connection with the vesting and settlement of the time-based restricted stock award granted on April 4, 2018. The number of shares of common stock withheld was determined based on the closing price of the Issuer's common stock on April 1, 2021. Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 19:50 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 799 | $3.24 | $2,588.76 |
DisclosureSEC source: 0000899243-21-011422 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · President, Wireline 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,541 F1 · shares: The Issuer withheld shares of common stock that would have otherwise been issuable to the reporting person to satisfy the Issuer's tax withholding obligations in connection with the vesting and settlement of the time-based restricted stock award granted on March 11, 2019. The number of shares of common stock withheld was determined based on the closing price of the Issuer's common stock on March 11, 2021. Read SEC document |
| April 06, 2020 Filed Apr 7, 2020 19:34 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | GrantCommon Stock | 34,377 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-010472 · doc4.xml · nonDerivative · entry 2 Morgan Edward Bruce · CIK 0001727520 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,340 F2 · shares: These shares of restricted stock will vest in three equal annual installments on the first three anniversaries of the grant date. Read SEC document |
| April 04, 2020 Filed Apr 7, 2020 19:34 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 1,842 | $0.78 | $1,436.76 |
DisclosureSEC source: 0000899243-20-010472 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,963 F1 · shares: The Issuer withheld shares of common stock that would have otherwise been issuable to the reporting person to satisfy the Issuer's tax withholding obligations in connection with the vesting and settlement of the time-based restricted stock award granted on April 4, 2018. The number of shares of common stock withheld was determined based on the closing price of the Issuer's common stock on April 3, 2020. Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 18:38 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 1,316 | $0.91 | $1,197.56 |
DisclosureSEC source: 0000899243-20-009280 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,805 F1 · shares: The Issuer withheld shares of common stock that would have otherwise been issuable to the reporting person to satisfy the Issuer's tax withholding obligations in connection with the vesting and settlement of the time-based restricted stock award granted on March 20, 2019. The number of shares of common stock withheld was determined based on the closing price of the Issuer's common stock on March 20, 2020. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 16:41 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 632 | $1.07 | $676.24 |
DisclosureSEC source: 0000899243-20-008234 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,121 F1 · shares: The Issuer withheld shares of common stock that would have otherwise been issuable to the reporting person to satisfy the Issuer's tax withholding obligations in connection with the vesting and settlement of the time-based restricted stock award granted on March 11, 2019. The number of shares of common stock withheld was determined based on the closing price of the Issuer's common stock on March 11, 2020. Read SEC document |
| April 04, 2019 Filed Apr 8, 2019 16:53 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | Tax withholdingCommon Stock | 1,913 | $23.63 | $45,204.19 |
DisclosureSEC source: 0000899243-19-010254 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · Pres., Production Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,753 F1 · shares: The Issuer withheld shares of common stock that would have otherwise been issuable to the reporting person to satisfy the Issuer's tax withholding obligations in connection with the vesting and settlement of the time-based restricted stock award granted on April 4, 2018. The number of shares of common stock withheld was determined based on the closing price of the Issuer's common stock on April 4, 2019. Read SEC document |
| March 11, 2019 Filed Mar 12, 2019 21:36 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | GrantCommon Stock | 8,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-007416 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · Pres., Production Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,666 F1 · shares: These shares of restricted stock will vest in three equal annual installments on the first three anniversaries of the grant date. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 16:29 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | SaleCommon Stock | 20,500 | $30.14 | $617,870.00 |
DisclosureSEC source: 0000899243-18-023024 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · Pres., Production Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,590 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.30, inclusive. The reporting person undertakes to provide to Nine Energy Service, Inc., any security holder of Nine Energy Service, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 04, 2018 Filed Apr 6, 2018 19:07 UTC | Nine Energy Service, Inc. NINE · Entity 6520 | GrantCommon Stock | 23,560 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-009705 · doc4.xml · nonDerivative · entry 1 Morgan Edward Bruce · CIK 0001727520 · Pres., Production Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,090 F1 · shares: These shares of restricted stock will vest in three equal annual installments on the first three anniversaries of the grant date. F2 · balance_after: Reflects adjustment for the Issuer's 8.0256-for-1 common stock split that became effective January 23, 2018, in connection with the Issuer's initial public offering. 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.