Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HORNBECK OFFSHORE SERVICES, INC.HOS · Entity 705 | See Remarks | September 01, 2026 | September 03, 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.
HORNBECK OFFSHORE SERVICES, INC.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 371,042 |
Reported balance
After 2026-09-02 transaction · row 1
1 source rowRow 1 · 2026-09-02 · Grant · Acquired 70,000 · Balance 371,042 F2: Represents a grant of 70,000 restricted stock units ("RSUs"), each of which represents a contingent right to receive, upon vesting, one share of common stock of the Combined Company, par value $0.00001 per share ("Common Stock"). The RSUs vest on September 1, 2029. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Disposition to issuer · Disposed 181,120 · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding Helix RSU, whether or not vested, was canceled and converted into the right of the holder to receive a cash payment equal to the closing price of a share of Helix's common stock on the trading day immediately prior to the Closing Date. F1: On September 1, 2026 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of April 22, 2026 (the "Merger Agreement"), by and among Helix Energy Solutions Group, Inc. ("Helix"), Hornbeck Offshore Services, Inc. ("Hornbeck"), Odyssey Sub, Inc. and Hercules Sub LLC, the parties effected certain mergers (the "Mergers"). In connection with the Mergers, Helix converted from a Minnesota corporation to a Delaware corporation (the "Conversion") and Hornbeck became a wholly owned subsidiary of Helix. Following the Conversion and the Mergers, Helix was renamed "Hornbeck Offshore Services, Inc." (the "Combined Company"). |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-01 · Disposition to issuer · Disposed 250,292 · Balance 0 F4: Pursuant to the Merger Agreement, each outstanding Helix performance share unit, whether or not vested, was canceled and converted into the right of the holder to receive a cash payment equal to the closing price of a share of Helix's common stock on the trading day immediately prior to the Closing Date multiplied by such number of shares subject to the award with performance deemed achieved based on the greater of target and actual level of performance through immediately prior to the effective time of the Mergers as reasonably determined by the Helix board of directors in good faith. F1: On September 1, 2026 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of April 22, 2026 (the "Merger Agreement"), by and among Helix Energy Solutions Group, Inc. ("Helix"), Hornbeck Offshore Services, Inc. ("Hornbeck"), Odyssey Sub, Inc. and Hercules Sub LLC, the parties effected certain mergers (the "Mergers"). In connection with the Mergers, Helix converted from a Minnesota corporation to a Delaware corporation (the "Conversion") and Hornbeck became a wholly owned subsidiary of Helix. Following the Conversion and the Mergers, Helix was renamed "Hornbeck Offshore Services, Inc." (the "Combined Company"). |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.60 · Expires 2036-09-02 | Direct | 210,000 |
Reported balance
After 2026-09-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-02 · Grant · Acquired 210,000 · Balance 210,000 |
Filing footnotes · ownership attribution and instrument terms
F1: On September 1, 2026 (the "Closing Date"), pursuant to that certain Agreement and Plan of Merger, dated as of April 22, 2026 (the "Merger Agreement"), by and among Helix Energy Solutions Group, Inc. ("Helix"), Hornbeck Offshore Services, Inc. ("Hornbeck"), Odyssey Sub, Inc. and Hercules Sub LLC, the parties effected certain mergers (the "Mergers"). In connection with the Mergers, Helix converted from a Minnesota corporation to a Delaware corporation (the "Conversion") and Hornbeck became a wholly owned subsidiary of Helix. Following the Conversion and the Mergers, Helix was renamed "Hornbeck Offshore Services, Inc." (the "Combined Company").
F2: Represents a grant of 70,000 restricted stock units ("RSUs"), each of which represents a contingent right to receive, upon vesting, one share of common stock of the Combined Company, par value $0.00001 per share ("Common Stock"). The RSUs vest on September 1, 2029.
F3: Pursuant to the Merger Agreement, each outstanding Helix RSU, whether or not vested, was canceled and converted into the right of the holder to receive a cash payment equal to the closing price of a share of Helix's common stock on the trading day immediately prior to the Closing Date.
F4: Pursuant to the Merger Agreement, each outstanding Helix performance share unit, whether or not vested, was canceled and converted into the right of the holder to receive a cash payment equal to the closing price of a share of Helix's common stock on the trading day immediately prior to the Closing Date multiplied by such number of shares subject to the award with performance deemed achieved based on the greater of target and actual level of performance through immediately prior to the effective time of the Mergers as reasonably determined by the Helix board of directors in good faith.
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 |
|---|---|---|---|---|---|---|
| October 31, 2017 Filed Nov 1, 2017 20:44 UTC | HORNBECK OFFSHORE SERVICES, INC. HLX · Entity 705 | SaleCommon Stock | 500 | $6.76 | $3,380.00 |
DisclosureSEC source: 0001209191-17-058622 · doc4.xml · nonDerivative · entry 2 Sparks Scott Andrew · CIK 0001640450 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,030 Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 20:44 UTC | HORNBECK OFFSHORE SERVICES, INC. HLX · Entity 705 | SaleCommon Stock | 9,500 | $6.75 | $64,125.00 |
DisclosureSEC source: 0001209191-17-058622 · doc4.xml · nonDerivative · entry 1 Sparks Scott Andrew · CIK 0001640450 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,530 Read SEC document |
| January 04, 2017 Filed Jan 6, 2017 16:10 UTC | HORNBECK OFFSHORE SERVICES, INC. HLX · Entity 705 | Tax withholdingCommon Stock | 9,871 | $9.36 | $92,392.56 |
DisclosureSEC source: 0001209191-17-002535 · doc4.xml · nonDerivative · entry 1 Sparks Scott Andrew · CIK 0001640450 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,030 F1 · shares: These shares were forfeited to satisfy tax obligations related to the vesting of the reporting person's restricted stock award. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:13 UTC | HORNBECK OFFSHORE SERVICES, INC. HLX · Entity 705 | GrantPerformance Share Units · Derivative | 121,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001167 · doc4.xml · derivative · entry 3 Sparks Scott Andrew · CIK 0001640450 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,882 Underlying: Common Stock · 121,882 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Share Unit ("PSU") represents the contingent right to receive one share of Company common stock. The actual number of shares upon vesting may range from 0% to 200% dependent on the Company's total shareholder return relative to the total shareholder return of its peer group over a three-year period beginning January 1, 2017 and ending December 31, 2019. F4 · shares: Amount reported is 200% of the number of PSUs granted and the maximum number that may be earned. F3 · derivative.exercise_date: Each Performance Share Unit ("PSU") represents the contingent right to receive one share of Company common stock. The actual number of shares upon vesting may range from 0% to 200% dependent on the Company's total shareholder return relative to the total shareholder return of its peer group over a three-year period beginning January 1, 2017 and ending December 31, 2019. F5 · derivative.expiration_date: Upon payment of the PSUs, which shall occur no later than March 15, 2020. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 22:13 UTC | HORNBECK OFFSHORE SERVICES, INC. HLX · Entity 705 | GrantCommon Stock | 60,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-001167 · doc4.xml · nonDerivative · entry 2 Sparks Scott Andrew · CIK 0001640450 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,901 F2 · price: This restricted stock award was granted pursuant to the Company's 2005 Long Term Incentive Plan (as Amended and Restated effective January 1, 2017) and therefore has no purchase or sales price. Read SEC document |
| January 02, 2017 Filed Jan 4, 2017 22:13 UTC | HORNBECK OFFSHORE SERVICES, INC. HLX · Entity 705 | Tax withholdingCommon Stock | 627 | $8.82 | $5,530.14 |
DisclosureSEC source: 0001209191-17-001167 · doc4.xml · nonDerivative · entry 1 Sparks Scott Andrew · CIK 0001640450 · EVP - Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,960 F1 · shares: These shares were forfeited to satisfy tax obligations related to the vesting of the reporting person's restricted stock award. 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.