Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OIL STATES INTERNATIONAL, INCOIS · Entity 5425 | Director | May 08, 2018 | May 09, 2018 |
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 May 08, 2018 · Filed May 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,149 |
Reported balance
After 2018-05-08 transaction · row 1
1 source rowRow 1 · 2018-05-08 · Grant · Acquired 3,425 · Balance 55,149 F1: Restricted common stock award under the Company's 2001 Equity Participation Plan, as amended, that vests on the day before the Company's 2019 Annual Stockholders meeting. |
| Common StockSEC Table I · non-derivative | IndirectProfit Sharing Plan | 2,000 |
Reported balance
Holding disclosure · report date 2018-05-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,000 F2: Directly owned by Stephen A. Wells Profit Sharing Plan (the "Plan"). Mr. Wells controls the Plan. As such, Mr. Wells has sole voting investment control over the shares of common stock directly owned by the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted common stock award under the Company's 2001 Equity Participation Plan, as amended, that vests on the day before the Company's 2019 Annual Stockholders meeting.
F2: Directly owned by Stephen A. Wells Profit Sharing Plan (the "Plan"). Mr. Wells controls the Plan. As such, Mr. Wells has sole voting investment control over the shares of common stock directly owned by the Plan.
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 |
|---|---|---|---|---|---|---|
| May 08, 2018 Filed May 9, 2018 15:23 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | GrantCommon Stock | 3,425 | $0.00 | $0.00 |
DisclosureSEC source: 0001121484-18-000053 · wf-form4_152589382248958.xml · nonDerivative · entry 1 WELLS STEPHEN A · CIK 0000940248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,149 F1 · kind: Restricted common stock award under the Company's 2001 Equity Participation Plan, as amended, that vests on the day before the Company's 2019 Annual Stockholders meeting. Read SEC document |
| May 09, 2017 Filed May 10, 2017 15:36 UTC | OIL STATES INTERNATIONAL, INC OIS · Entity 5425 | GrantCommon Stock | 4,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-008591 · rdgdoc.xml · nonDerivative · entry 1 WELLS STEPHEN A · CIK 0000940248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,724 F1 · kind: Restricted common stock award under the Company's 2001 Equity Participation Plan, as amended, that vests on the day before the Company's 2018 Annual Stockholders meeting. 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.