Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DEVON ENERGY CORP/DEDVN · Entity 3022 | Director | June 03, 2020 | June 04, 2020 |
| Select Water Solutions, Inc.WTTR · Entity 4263 | Director | May 07, 2021 | May 11, 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.
DEVON ENERGY CORP/DE
Report date June 03, 2020 · Filed June 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,398 |
Reported balance
After 2020-06-03 transaction · row 1
1 source rowRow 1 · 2020-06-03 · Grant · Acquired 18,371 · Balance 47,398 F1: Restricted stock granted on June 3, 2020 to vest 100% on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted on June 3, 2020 to vest 100% on the first anniversary of the date of grant.
Select Water Solutions, Inc.
Report date May 07, 2021 · Filed May 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 89,750 |
Ending reported balance
After 2021-05-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-05-07 · Grant · Acquired 27,036 · Balance 96,791 F1: These shares of restricted stock, granted under the Select Energy Services, Inc. 2016 Equity Incentive Plan, will vest on May 7, 2022. Row 2 · 2021-05-08 · Tax withholding · Disposed 7,041 · Balance 89,750 F2: Represents shares to be withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person that arose upon the vesting of certain restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of restricted stock, granted under the Select Energy Services, Inc. 2016 Equity Incentive Plan, will vest on May 7, 2022.
F2: Represents shares to be withheld by the Issuer to satisfy tax withholding obligations of the Reporting Person that arose upon the vesting of certain restricted stock.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
EP Energy Corp
Report date November 15, 2017 · Filed November 17, 2017
Section 16 reporting ended · disclosed 2017-11-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 58,842 |
Reported balance
After 2017-11-15 transaction · row 1
1 source rowRow 1 · 2017-11-15 · Disposition to issuer · Disposed 38,462 · Balance 58,842 |
Valaris Ltd
Report date June 15, 2020 · Filed June 17, 2020
Section 16 reporting ended · disclosed 2020-06-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 42,880 |
Ending reported balance
After 2020-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-06-15 · Exercise / conversion · Acquired 2,533 · Balance 43,141 F1: The restricted share units convert into Class A ordinary shares on a one-for-one basis upon vesting, and the reporting person is required to pay the aggregate nominal value (par value), $0.40 per share, of our Class A ordinary shares actually issued in accordance with U.K. corporate law. In connection with the transaction reported above, the reporting person paid $908.80 to Valaris plc with respect to the shares actually issued upon vesting of the restricted share units. The remaining 261 shares were withheld and not issued to satisfy certain tax withholding obligations Row 2 · 2020-06-15 · Tax withholding · Disposed 261 · Balance 42,880 F2: These shares were withheld upon vesting to enable the reporting person to satisfy tax withholding obligations that arose upon such vesting, which will be paid by the issuer to the appropriate taxing authority in cash. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-06-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-06-15 · Disposition to issuer · Disposed 2,533 · Balance 0 F3: On June 15, 2020, in connection with the reporting person stepping down from the Board of Directors of Valaris plc, the reporting person's outstanding restricted share units fully vested. |
| Class A Ordinary SharesSEC Table I · non-derivative | IndirectEnsco Non-Employee Director Deferred Compensation Plan | 344 |
Reported balance
Holding disclosure · report date 2020-06-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 344 |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted share units convert into Class A ordinary shares on a one-for-one basis upon vesting, and the reporting person is required to pay the aggregate nominal value (par value), $0.40 per share, of our Class A ordinary shares actually issued in accordance with U.K. corporate law. In connection with the transaction reported above, the reporting person paid $908.80 to Valaris plc with respect to the shares actually issued upon vesting of the restricted share units. The remaining 261 shares were withheld and not issued to satisfy certain tax withholding obligations
F2: These shares were withheld upon vesting to enable the reporting person to satisfy tax withholding obligations that arose upon such vesting, which will be paid by the issuer to the appropriate taxing authority in cash.
F3: On June 15, 2020, in connection with the reporting person stepping down from the Board of Directors of Valaris plc, the reporting person's outstanding restricted share units fully vested.
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 |
|---|---|---|---|---|---|---|
| June 01, 2017 Filed Jun 5, 2017 22:55 UTC | Valaris Ltd ESV · Entity 3776 | Exercise / conversionRestricted Share Units · Derivative | 3,562 | $0.00 | $0.00 |
DisclosureSEC source: 0000314808-17-000095 · wf-form4_149670332544409.xml · derivative · entry 8 RATTIE KEITH O · CIK 0001180568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,562 Underlying: Class A Ordinary Shares · 3,562 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. F1 · derivative.exercise_price: Upon the vesting of our restricted share units, the reporting person is required to pay the aggregate nominal value (par value), $0.10 per share, of our Class A ordinary shares actually issued, in accordance with U.K. corporate law. In connection with the transaction reported above, the reporting person paid $194.80 to Ensco plc with respect to the shares actually issued upon vesting of the restricted share units. The remaining 1,614 shares were withheld and not issued to satisfy certain tax withholding obligations. F7 · derivative.exercise_date: On June 1, 2015, the reporting person was granted 10,686 restricted share units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F7 · derivative.expiration_date: On June 1, 2015, the reporting person was granted 10,686 restricted share units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:55 UTC | Valaris Ltd ESV · Entity 3776 | GrantRestricted Share Units · Derivative | 31,647 | $0.00 | $0.00 |
DisclosureSEC source: 0000314808-17-000095 · wf-form4_149670332544409.xml · derivative · entry 7 RATTIE KEITH O · CIK 0001180568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,647 Underlying: Class A Ordinary Shares · 31,647 shares Expires not disclosed F5 · derivative.exercise_price: Upon the vesting of our restricted share units, the reporting person is required to pay the aggregate nominal value (par value), $0.10 per share, of our Class A ordinary shares actually issued, in accordance with U.K. corporate law. F6 · derivative.exercise_date: The restricted share units vest in three equal annual installments. F6 · derivative.expiration_date: The restricted share units vest in three equal annual installments. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:55 UTC | Valaris Ltd ESV · Entity 3776 | Tax withholdingClass A Ordinary Shares | 4,744 | $6.32 | $29,982.08 |
DisclosureSEC source: 0000314808-17-000095 · wf-form4_149670332544409.xml · nonDerivative · entry 3 RATTIE KEITH O · CIK 0001180568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,613 F3 · shares: These shares were withheld to satisfy tax withholding obligations that arose upon vesting. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:55 UTC | Valaris Ltd ESV · Entity 3776 | Exercise / conversionClass A Ordinary Shares | 6,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000314808-17-000095 · wf-form4_149670332544409.xml · nonDerivative · entry 2 RATTIE KEITH O · CIK 0001180568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,357 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. F2 · price: Upon the vesting of our restricted share units, the reporting person is required to pay the aggregate nominal value (par value), $0.10 per share, of our Class A ordinary shares actually issued, in accordance with U.K. corporate law. In connection with the transaction reported above, the reporting person paid $377.90 to Ensco plc with respect to the shares actually issued upon vesting of the restricted share units. The remaining 3,130 shares were withheld and not issued to satisfy certain tax withholding obligations. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 22:55 UTC | Valaris Ltd ESV · Entity 3776 | Exercise / conversionClass A Ordinary Shares | 3,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000314808-17-000095 · wf-form4_149670332544409.xml · nonDerivative · entry 1 RATTIE KEITH O · CIK 0001180568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,448 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 · price: Upon the vesting of our restricted share units, the reporting person is required to pay the aggregate nominal value (par value), $0.10 per share, of our Class A ordinary shares actually issued, in accordance with U.K. corporate law. In connection with the transaction reported above, the reporting person paid $194.80 to Ensco plc with respect to the shares actually issued upon vesting of the restricted share units. The remaining 1,614 shares were withheld and not issued to satisfy certain tax withholding obligations. Read SEC document |
| May 08, 2017 Filed May 9, 2017 17:09 UTC | EP Energy Corp EPE · Entity 154051 | GrantClass A Common Stock | 38,462 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017430 · form4.xml · nonDerivative · entry 1 RATTIE KEITH O · CIK 0001180568 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,304 F1 · kind: Non-employee director award of restricted stock granted pursuant to 2014 Omnibus Incentive Plan. 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.