Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | Director | August 25, 2026 | August 26, 2026 |
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 August 25, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy JCS Partners LP | 0 |
Reported balance
After 2026-08-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-25 · Sale · Disposed 207,000 · Balance 0 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.50 to $11.60, inclusive. The Reporting Person undertakes to provide to Patterson-UTI Energy, Inc., any security holder of Patterson-UTI Energy, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Held by JCS Partners LP, a limited partnership over which the reporting person exercises ownership and control. |
| Common StockSEC Table I · non-derivative | Direct | 114,116 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 114,116 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.50 to $11.60, inclusive. The Reporting Person undertakes to provide to Patterson-UTI Energy, Inc., any security holder of Patterson-UTI Energy, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: Held by JCS Partners LP, a limited partnership over which the reporting person exercises ownership and control.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NEXTIER OILFIELD SOLUTIONS INC.
Report date September 01, 2023 · Filed September 01, 2023
Section 16 reporting ended · disclosed 2023-09-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-09-01 transaction · row 1
1 source rowRow 1 · 2023-09-01 · Disposition to issuer · Disposed 1,909,561 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of June 14, 2023 and amended as of July 27, 2023, by and among Patterson-UTI Energy, Inc. ("Patterson-UTI"), Pecos Merger Sub Inc., Pecos Second Merger Sub LLC and NexTier Oilfield Solutions, Inc., each share was cancelled and converted into the right to receive 0.7520 shares of Patterson-UTI common stock at the effective date of the mergers contemplated thereby. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of June 14, 2023 and amended as of July 27, 2023, by and among Patterson-UTI Energy, Inc. ("Patterson-UTI"), Pecos Merger Sub Inc., Pecos Second Merger Sub LLC and NexTier Oilfield Solutions, Inc., each share was cancelled and converted into the right to receive 0.7520 shares of Patterson-UTI common stock at the effective date of the mergers contemplated thereby.
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 |
|---|---|---|---|---|---|---|
| January 20, 2019 Filed Jan 23, 2019 17:47 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | Exercise / conversionRestricted Stock Units · Derivative | 71,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-000453 · primarydocument.xml · derivative · entry 3 STEWART JAMES CARL · CIK 0001702981 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,406 Underlying: Common Stock · 71,629 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: Restricted Stock Units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On April 3, 2017, the reporting person was granted 214,888 shares which vest in three equal annual installments on each of January 20, 2018, 2019 and 2020. F2 · derivative.expiration_date: On April 3, 2017, the reporting person was granted 214,888 shares which vest in three equal annual installments on each of January 20, 2018, 2019 and 2020. Read SEC document |
| January 20, 2019 Filed Jan 23, 2019 17:47 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | Tax withholdingCommon Stock | 17,567 | $9.59 | $168,467.53 |
DisclosureSEC source: 0001562180-19-000453 · primarydocument.xml · nonDerivative · entry 2 STEWART JAMES CARL · CIK 0001702981 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,760 Read SEC document |
| January 20, 2019 Filed Jan 23, 2019 17:47 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | Exercise / conversionCommon Stock | 71,629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-19-000453 · primarydocument.xml · nonDerivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,327 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: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 17:06 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantRestricted Stock Units · Derivative | 29,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003521 · primarydocument.xml · derivative · entry 2 STEWART JAMES CARL · CIK 0001702981 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,035 Underlying: Common Stock · 29,576 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Keane Group, Inc. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on each of March 1, 2019, 2020 and 2021. Vested shares will be delivered to the reporting person as soon as practicable following each vest date, but in no event later than March 15 following the end of the calendar year in which the shares vested. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments on each of March 1, 2019, 2020 and 2021. Vested shares will be delivered to the reporting person as soon as practicable following each vest date, but in no event later than March 15 following the end of the calendar year in which the shares vested. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 17:06 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantStock Option (Right to Buy) · Derivative | 30,709 | $0.00 Strike: $14.17 | $0.00 |
DisclosureSEC source: 0001562180-18-003521 · primarydocument.xml · derivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,709 Underlying: Common Stock · 30,709 shares Expires 2024-03-01 F1 · derivative.exercise_date: The options become exercisable in three equal annual installments on each of March 1, 2019, 2020 and 2021. Read SEC document |
| May 11, 2018 Filed May 15, 2018 18:14 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | SaleCommon Stock | 33,814 | $16.03 | $541,889.64 |
DisclosureSEC source: 0001562180-18-002493 · primarydocument.xml · nonDerivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,698 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in column 4 is an average price. The shares were sold in multiple transactions at prices ranging from $16.00 to $16.10. The Reporting Person undertakes to provide to the SEC, the Issuer or any shareholder of the Issuer, upon request, information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 24, 2018 Filed Apr 25, 2018 18:53 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | SaleCommon Stock | 5,200 | $16.01 | $83,260.84 |
DisclosureSEC source: 0001562180-18-001973 · primarydocument.xml · nonDerivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,512 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in column 4 is an average price. The shares were sold in multiple transactions at prices ranging from $16.00 to $16.06. The Reporting Person undertakes to provide to the SEC, the Issuer or any shareholder of the Issuer, upon request, information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 19, 2018 Filed Apr 20, 2018 17:16 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | SaleCommon Stock | 15,600 | $16.00 | $249,673.32 |
DisclosureSEC source: 0001562180-18-001955 · primarydocument.xml · nonDerivative · entry 2 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,712 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F3 · price: The price reported in column 4 is an average price. The shares were purchased in multiple transactions at prices ranging from $16.00 to $16.06. The Reporting Person undertakes to provide to the SEC, the Issuer or any shareholder of the Issuer, upon request, information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 18, 2018 Filed Apr 20, 2018 17:16 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | SaleCommon Stock | 25,377 | $16.01 | $406,382.20 |
DisclosureSEC source: 0001562180-18-001955 · primarydocument.xml · nonDerivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,312 F1 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · price: The price reported in column 4 is an average price. The shares were purchased in multiple transactions at prices ranging from $16.00 to $16.09. The Reporting Person undertakes to provide to the SEC, the Issuer or any shareholder of the Issuer, upon request, information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:38 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantRestricted Stock Units · Derivative | 152,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001463 · primarydocument.xml · derivative · entry 2 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,459 Underlying: Common Stock · 152,200 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Keane Group, Inc. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on each of March 1, 2019, 2020 and 2021. Vested shares will be delivered to the reporting person as soon as practicable following each vest date, but in no event later than March 15 following the end of the calendar year in which the shares vested. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments on each of March 1, 2019, 2020 and 2021. Vested shares will be delivered to the reporting person as soon as practicable following each vest date, but in no event later than March 15 following the end of the calendar year in which the shares vested. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 17:38 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantStock Option (Right to Buy) · Derivative | 179,100 | $0.00 Strike: $15.63 | $0.00 |
DisclosureSEC source: 0001562180-18-001463 · primarydocument.xml · derivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,100 Underlying: Common Stock · 179,100 shares Expires 2024-03-01 F1 · derivative.exercise_date: The options become exercisable in three equal annual installments on each of March 1, 2019, 2020 and 2021. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 17:32 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantCommon Stock | 79,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-001081 · primarydocument.xml · nonDerivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,689 F1 · shares: Reflects a payment of shares of Company common stock with a fair market value on February 15, 2018, of $1,975,706, net of applicable withholding, pursuant to a Deferred Stock Award granted to the reporting person on March 16, 2017. Read SEC document |
| January 20, 2018 Filed Jan 23, 2018 18:59 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | Exercise / conversionRestricted Stock Units · Derivative | 71,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-000406 · primarydocument.xml · derivative · entry 3 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,259 Underlying: Common Stock · 71,629 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: Restricted Stock Units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On April 3, 2017, the reporting person was granted 214,888 restricted stock units which vest in three equal annual installments on each of January 20, 2018, 2019 and 2020. F2 · derivative.expiration_date: On April 3, 2017, the reporting person was granted 214,888 restricted stock units which vest in three equal annual installments on each of January 20, 2018, 2019 and 2020. Read SEC document |
| January 20, 2018 Filed Jan 23, 2018 18:59 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | Tax withholdingCommon Stock | 19,931 | $17.80 | $354,771.80 |
DisclosureSEC source: 0001562180-18-000406 · primarydocument.xml · nonDerivative · entry 2 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,698 Read SEC document |
| January 20, 2018 Filed Jan 23, 2018 18:59 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | Exercise / conversionCommon Stock | 71,629 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-000406 · primarydocument.xml · nonDerivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,629 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: Restricted Stock Units convert into common stock on a one-for-one basis. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:49 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantRestricted Stock Units · Derivative | 214,888 | $0.00 | $0.00 |
DisclosureSEC source: 0000905718-17-000449 · stewart_form4apr32017.xml · derivative · entry 2 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,888 Underlying: Common Stock · 214,888 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock of Keane Group, Inc. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments on each of January 20, 2018, 2019 and 2020. Vested shares will be delivered to the reporting person as soon as reasonably practicable following each vesting date, but in no event later than March 15 following the end of the calendar year in which the shares vested. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments on each of January 20, 2018, 2019 and 2020. Vested shares will be delivered to the reporting person as soon as reasonably practicable following each vesting date, but in no event later than March 15 following the end of the calendar year in which the shares vested. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:49 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantEmployee Stock Options (right to buy) · Derivative | 214,888 | $0.00 Strike: $19.00 | $0.00 |
DisclosureSEC source: 0000905718-17-000449 · stewart_form4apr32017.xml · derivative · entry 1 STEWART JAMES CARL · CIK 0001702981 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,888 Underlying: Common Stock · 214,888 shares Expires 2023-04-03 F1 · derivative.exercise_date: The options become exercisable in three equal annual installments on each of January 20, 2018, 2019 and 2020. 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.