Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | Director | March 11, 2020 | March 12, 2020 |
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 March 11, 2020 · Filed March 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 55,881 |
Reported balance
After 2020-03-11 transaction · row 1
1 source rowRow 1 · 2020-03-11 · Purchase · Acquired 10,000 · Balance 55,881 F1: Weighted average price. Actual purchase prices ranged from $2.0900 to $2.1000. The reporting person has agreed to pay short-swing profits arising from this purchase to the issuer. |
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | IndirectBy CDT Investments, LP | 27,000 |
Reported balance
Holding disclosure · report date 2020-03-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,000 F2: Held by a limited partnership for which the reporting person is the sole member of the sole general partner. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. Actual purchase prices ranged from $2.0900 to $2.1000. The reporting person has agreed to pay short-swing profits arising from this purchase to the issuer.
F2: Held by a limited partnership for which the reporting person is the sole member of the sole general partner.
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 |
|---|---|---|---|---|---|---|
| March 11, 2020 Filed Mar 12, 2020 20:16 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | PurchaseCommon Stock, $.01 par value per share | 10,000 | $2.09 | $20,928.00 |
DisclosureSEC source: 0001209191-20-018482 · doc4.xml · nonDerivative · entry 1 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,881 F1 · price: Weighted average price. Actual purchase prices ranged from $2.0900 to $2.1000. The reporting person has agreed to pay short-swing profits arising from this purchase to the issuer. Read SEC document |
| January 03, 2020 Filed Jan 3, 2020 21:04 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | SaleCommon Stock, $.01 par value per share | 5,918 | $10.76 | $63,677.68 |
DisclosureSEC source: 0001209191-20-000763 · doc4.xml · nonDerivative · entry 2 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,881 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. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:04 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 16,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-000763 · doc4.xml · nonDerivative · entry 1 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,799 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 |
| December 09, 2019 Filed Dec 11, 2019 21:14 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | SaleCommon Stock, $.01 par value per share | 2,011 | $9.86 | $19,826.45 |
DisclosureSEC source: 0001209191-19-060026 · doc4.xml · nonDerivative · entry 1 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,133 F1 · price: Weighted average price. Actual sales prices ranged from $9.855 to $9.86. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:20 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionRestricted Stock Units · Derivative | 7,605 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001169 · doc4.xml · derivative · entry 4 BUCKNER CHARLES OLIVER · CIK 0001263376 · 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. F4 · derivative.exercise_date: One hundred percent (100%) of the restricted stock units vested on January 1, 2019. F4 · 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 22:20 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 16,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001169 · doc4.xml · nonDerivative · entry 2 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,144 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 22:20 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 7,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001169 · doc4.xml · nonDerivative · entry 1 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,236 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 |
| January 01, 2018 Filed Jan 3, 2018 21:15 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantRestricted Stock Units · Derivative | 7,605 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-000835 · doc4.xml · derivative · entry 3 BUCKNER CHARLES OLIVER · CIK 0001263376 · 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 F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: One hundred percent (100%) of the restricted stock units vests on January 1, 2019. F3 · 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 21:09 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: 0001209191-17-063508 · doc4.xml · derivative · entry 4 BUCKNER CHARLES OLIVER · CIK 0001263376 · 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 21:09 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: 0001209191-17-063508 · doc4.xml · nonDerivative · entry 2 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,631 F2 · shares: Shares disposed to pay exercise price of option. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 21:09 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: 0001209191-17-063508 · doc4.xml · nonDerivative · entry 1 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,511 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 |
| February 27, 2017 Filed Mar 8, 2017 22:41 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $22.29 | $0.00 |
DisclosureSEC source: 0001209191-17-019358 · doc4.xml · derivative · entry 4 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, $.01 par value per share · 10,000 shares Expires 2017-02-27 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 |
| February 27, 2017 Filed Mar 8, 2017 22:41 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 7,989 | $27.90 | $222,893.10 |
DisclosureSEC source: 0001209191-17-019358 · doc4.xml · nonDerivative · entry 2 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,511 F2 · shares: Shares disposed to pay exercise price of option. Read SEC document |
| February 27, 2017 Filed Mar 8, 2017 22:41 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 10,000 | $22.29 | $222,900.00 |
DisclosureSEC source: 0001209191-17-019358 · doc4.xml · nonDerivative · entry 1 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,500 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 21:04 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-000805 · doc4.xml · nonDerivative · entry 1 BUCKNER CHARLES OLIVER · CIK 0001263376 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,500 F1 · shares: One hundred percent (100%) of the shares vest on January 1, 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.