Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Helmerich & Payne, Inc.HP · Entity 482 | Director | September 07, 2016 | September 08, 2016 |
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.
Helmerich & Payne, Inc.
Report date September 07, 2016 · Filed September 08, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 11,623.4268 |
Reported balance
After 2016-09-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2016-09-07 · Grant · Acquired 339.0236 · Balance 11,623.4268 F1: Phantom shares relate to the Helmerich & Payne, Inc. Director Deferred Compensation Plan. F2: 1-for-1. F3: The shares of phantom stock become payable, in cash only, at the election of the reporting person either (1) in a lump sum payable no later than 60 days following the termination of the reporting person's service as director or (2) in annual installments for a period of 'x' years (not to exceed 10). |
Filing footnotes · ownership attribution and instrument terms
F1: Phantom shares relate to the Helmerich & Payne, Inc. Director Deferred Compensation Plan.
F2: 1-for-1.
F3: The shares of phantom stock become payable, in cash only, at the election of the reporting person either (1) in a lump sum payable no later than 60 days following the termination of the reporting person's service as director or (2) in annual installments for a period of 'x' years (not to exceed 10).
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 |
|---|---|---|---|---|---|---|
| September 07, 2016 Filed Sep 8, 2016 16:40 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantPhantom Stock · Derivative | 339.0236 | $62.68 | $21,250.00 |
DisclosureSEC source: 0001209191-16-140491 · doc4.xml · derivative · entry 1 ROONEY L F III · CIK 0001196792 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,623.4268 Underlying: Common Stock · 339.0236 shares Expires not disclosed F1 · security: Phantom shares relate to the Helmerich & Payne, Inc. Director Deferred Compensation Plan. F2 · derivative.exercise_price: 1-for-1. F3 · derivative.exercise_date: The shares of phantom stock become payable, in cash only, at the election of the reporting person either (1) in a lump sum payable no later than 60 days following the termination of the reporting person's service as director or (2) in annual installments for a period of 'x' years (not to exceed 10). F3 · derivative.expiration_date: The shares of phantom stock become payable, in cash only, at the election of the reporting person either (1) in a lump sum payable no later than 60 days following the termination of the reporting person's service as director or (2) in annual installments for a period of 'x' years (not to exceed 10). 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.