Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OIL STATES INTERNATIONAL, INCOIS · Entity 5425 | Former EVP, HR & Legal | July 06, 2021 | July 07, 2021 |
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.
OIL STATES INTERNATIONAL, INC
Report date July 06, 2021 · Filed July 07, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 199,285 |
Reported balance
After 2021-07-06 transaction · row 1
1 source rowRow 1 · 2021-07-06 · Tax withholding · Disposed 12,870 · Balance 199,285 F1: The Company's Compensation Committee amended the terms of 32,707 shares of common stock issued to Mr. Steen on February 13, 2019 (and reported on Form 4) to accelerate the vesting date from February 13, 2022 to July 6, 2021. F2: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. |
Filing footnotes · ownership attribution and instrument terms
F1: The Company's Compensation Committee amended the terms of 32,707 shares of common stock issued to Mr. Steen on February 13, 2019 (and reported on Form 4) to accelerate the vesting date from February 13, 2022 to July 6, 2021.
F2: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award.
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 |
|---|---|---|---|---|---|---|
| July 06, 2021 Filed Jul 7, 2021 15:46 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 12,870 | $7.38 | $94,980.60 |
DisclosureSEC source: 0001121484-21-000103 · wf-form4_162567277827527.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Former EVP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,285 F1 · date: The Company's Compensation Committee amended the terms of 32,707 shares of common stock issued to Mr. Steen on February 13, 2019 (and reported on Form 4) to accelerate the vesting date from February 13, 2022 to July 6, 2021. F2 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 13, 2021 Filed Feb 16, 2021 17:25 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 13,774 | $6.38 | $87,878.12 |
DisclosureSEC source: 0001121484-21-000020 · wf-form4_161349631221937.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,155 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 15, 2020 Filed Feb 18, 2020 15:28 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 2,590 | $10.85 | $28,101.50 |
DisclosureSEC source: 0001121484-20-000024 · wf-form4_158203969086032.xml · nonDerivative · entry 4 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,929 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 15:28 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 6,843 | $10.85 | $74,246.55 |
DisclosureSEC source: 0001121484-20-000024 · wf-form4_158203969086032.xml · nonDerivative · entry 3 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,519 F2 · date: On January 9, 2020, the Company's Compensation Committee amended the terms of 17,391 restricted shares of common stock issued to Mr. Steen on February 14, 2018 (and reported on Form 4) to accelerate the vesting date from February 14, 2021 to February 14, 2020. F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 15:28 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 6,843 | $10.85 | $74,246.55 |
DisclosureSEC source: 0001121484-20-000024 · wf-form4_158203969086032.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,362 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 13, 2020 Filed Feb 18, 2020 15:28 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 12,870 | $10.79 | $138,867.30 |
DisclosureSEC source: 0001121484-20-000024 · wf-form4_158203969086032.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,205 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| January 09, 2020 Filed Jan 13, 2020 18:25 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 6,750 | $15.87 | $107,122.50 |
DisclosureSEC source: 0001121484-20-000010 · wf-form4_157893989811125.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,075 F2 · shares: Shares surrendered for payment of tax liability incident to vesting of performance-based restricted stock units. Read SEC document |
| January 09, 2020 Filed Jan 13, 2020 18:25 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | GrantCommon Stock | 16,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001121484-20-000010 · wf-form4_157893989811125.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,825 F1 · shares: Reflects the number of shares earned in respect of total shareholder return ("TSR") performance-based restricted stock units originally granted on February 15, 2017. On January 9, 2020, the Compensation Committee certified the achievement of the applicable performance metric, which measured TSR of the Company over the three year period from January 1, 2017 to December 31, 2019 relative to the TSR of each of a peer group of companies. Read SEC document |
| December 13, 2019 Filed Dec 16, 2019 16:22 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | SaleCommon Stock | 15,000 | $16.62 | $249,300.00 |
DisclosureSEC source: 0001121484-19-000090 · wf-form4_157651333672533.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,608 Read SEC document |
| February 18, 2019 Filed Feb 19, 2019 17:15 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 656 | $18.30 | $12,004.80 |
DisclosureSEC source: 0001121484-19-000032 · wf-form4_155059654157233.xml · nonDerivative · entry 3 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,608 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 17, 2019 Filed Feb 19, 2019 17:15 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 1,862 | $18.30 | $34,074.60 |
DisclosureSEC source: 0001121484-19-000032 · wf-form4_155059654157233.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,264 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 17:15 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 1,603 | $18.30 | $29,334.90 |
DisclosureSEC source: 0001121484-19-000032 · wf-form4_155059654157233.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,126 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 14, 2019 Filed Feb 15, 2019 20:25 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 4,234 | $17.21 | $72,867.14 |
DisclosureSEC source: 0001121484-19-000020 · wf-form4_155026233591335.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,729 F2 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 20:25 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | GrantCommon Stock | 98,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001121484-19-000020 · wf-form4_155026233591335.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,963 F1 · kind: Service-based restricted common stock award under the Company's Equity Participation Plan that vests in three equal annual installments beginning 2/13/2020. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 18:40 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 3,830 | $16.49 | $63,156.70 |
DisclosureSEC source: 0001121484-19-000010 · wf-form4_154688641609430.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,840 F2 · shares: Shares surrendered for payment of tax liability incident to vesting of performance-based restricted stock units. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 18:40 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | GrantCommon Stock | 14,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001121484-19-000010 · wf-form4_154688641609430.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,670 F1 · shares: Reflects the number of shares earned in respect of total shareholder return ("TSR") performance-based restricted stock units originally granted on February 17, 2016. On January 4, 2019, the Compensation Committee certified the achievement of the applicable performance metric, which measured TSR of the Company over the three year period from January 1, 2016 to December 31, 2018 relative to the TSR of each of a peer group of companies. Read SEC document |
| February 19, 2018 Filed Feb 20, 2018 15:40 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 574 | $27.30 | $15,670.20 |
DisclosureSEC source: 0001121484-18-000018 · wf-form4_151914123640820.xml · nonDerivative · entry 3 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,544 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 18, 2018 Filed Feb 20, 2018 15:40 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 656 | $27.30 | $17,908.80 |
DisclosureSEC source: 0001121484-18-000018 · wf-form4_151914123640820.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,118 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 17, 2018 Filed Feb 20, 2018 15:40 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 1,862 | $27.30 | $50,832.60 |
DisclosureSEC source: 0001121484-18-000018 · wf-form4_151914123640820.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,774 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 15, 2018 Filed Feb 16, 2018 19:58 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 1,734 | $26.95 | $46,731.30 |
DisclosureSEC source: 0001121484-18-000012 · wf-form4_151881108997057.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,636 F2 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 19:58 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | GrantCommon Stock | 52,174 | $0.00 | $0.00 |
DisclosureSEC source: 0001121484-18-000012 · wf-form4_151881108997057.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,370 F1 · kind: Service-based restricted common stock award under the Company's Equity Participation Plan that vests in three equal annual installments beginning 2/14/2019. Read SEC document |
| February 19, 2017 Filed Feb 21, 2017 22:00 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 645 | $36.20 | $23,349.00 |
DisclosureSEC source: 0001437749-17-002885 · rdgdoc.xml · nonDerivative · entry 4 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,196 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 19, 2017 Filed Feb 21, 2017 22:00 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 645 | $36.20 | $23,349.00 |
DisclosureSEC source: 0001437749-17-002885 · rdgdoc.xml · nonDerivative · entry 3 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,841 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 18, 2017 Filed Feb 21, 2017 22:00 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 737 | $36.20 | $26,679.40 |
DisclosureSEC source: 0001437749-17-002885 · rdgdoc.xml · nonDerivative · entry 2 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,486 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 17, 2017 Filed Feb 21, 2017 22:00 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | Tax withholdingCommon Stock | 2,191 | $36.20 | $79,314.20 |
DisclosureSEC source: 0001437749-17-002885 · rdgdoc.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,223 F1 · shares: Shares surrendered for payment of tax liability incident to vesting of prior restricted stock award. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 21:50 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | GrantCommon Stock | 19,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-002698 · rdgdoc.xml · nonDerivative · entry 1 Steen Lias Jeff · CIK 0001464392 · Executive VP, HR & Legal 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,414 F1 · kind: Service-based restricted common stock award under the Company's Equity Participation Plan that vests in three equal annual installments beginning 2/15/2018. 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.