Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | Chief Financial Officer | May 02, 2017 | May 04, 2017 |
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 May 02, 2017 · Filed May 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 800,460 |
Ending reported balance
After 2017-05-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-05-02 · Grant · Acquired 84,298 · Balance 762,598 F1: One-third of the shares vests on May 2, 2018 and the remainder vests in equal monthly installments over the twenty-four months following May 2, 2018. Row 2 · 2017-05-02 · Grant · Acquired 37,862 · Balance 800,460 F2: One hundred percent (100%) of the shares vest on May 2, 2018. |
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | IndirectBy Trust(s) | 200,000 |
Reported balance
Holding disclosure · report date 2017-05-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 200,000 F3: Held by trust(s) for which the reporting person is a trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: One-third of the shares vests on May 2, 2018 and the remainder vests in equal monthly installments over the twenty-four months following May 2, 2018.
F2: One hundred percent (100%) of the shares vest on May 2, 2018.
F3: Held by trust(s) for which the reporting person is a trustee.
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 02, 2017 Filed May 4, 2017 20:06 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 37,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029981 · doc4.xml · nonDerivative · entry 2 VOLLMER JOHN E III · CIK 0001238205 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800,460 F2 · shares: One hundred percent (100%) of the shares vest on May 2, 2018. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:06 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 84,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029981 · doc4.xml · nonDerivative · entry 1 VOLLMER JOHN E III · CIK 0001238205 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762,598 F1 · shares: One-third of the shares vests on May 2, 2018 and the remainder vests in equal monthly installments over the twenty-four months following May 2, 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.