Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORE LABORATORIES N VCLB · Entity 11862 | Director · Chairman and CEO | February 16, 2023 | February 21, 2023 |
| Core Laboratories Inc. /DE/CLB · Entity 5382 | Director · Chairman and CEO | July 31, 2026 | August 04, 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.
CORE LABORATORIES N V
Report date February 16, 2023 · Filed February 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 155,126 |
Reported balance
After 2023-02-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-16 · Grant · Acquired 155,126 · Balance 155,126 F1: This award vests at the end of a three-year performance period that began on January 1, 2023 and ends on December 31, 2025 (the "Performance Period"). This award survives termination of employment due to death, disability, termination by the Company without cause or retirement by the employee upon having reached 62 years of age. In all cases, the shares will vest, if at all, at the end of the Performance Period as follows: 50% of the award will vest if the Company is in the top 35th percentile of Return on Invested Capital (ROIC) among the Bloomberg Peer Group (BPG), 100% of the award will vest if the Company is in the top 55th percentile of ROIC of the BPG, and 175% of the award will vest if the Company is in the top 85th percentile of ROIC of the BPG, as measured and determined by the Compensation Committee at the end of the Performance Period. F2: The number of common shares vesting pursuant to the award will be interpolated on a straight-line basis between the 35th and 55th percentile (equivalent to 50% up to 100% of the award) and again between the 55th and 85th percentile (equivalent to 100% up to 175% of the award). The number of common shares that could vest over 100% of the award up to the maximum of 175% of the award, if any, will be reduced by one-half if absolute total shareholder return for the Performance Period is negative, as measured and determined by the Compensation Committee at the end of the Performance Period. |
Filing footnotes · ownership attribution and instrument terms
F1: This award vests at the end of a three-year performance period that began on January 1, 2023 and ends on December 31, 2025 (the "Performance Period"). This award survives termination of employment due to death, disability, termination by the Company without cause or retirement by the employee upon having reached 62 years of age. In all cases, the shares will vest, if at all, at the end of the Performance Period as follows: 50% of the award will vest if the Company is in the top 35th percentile of Return on Invested Capital (ROIC) among the Bloomberg Peer Group (BPG), 100% of the award will vest if the Company is in the top 55th percentile of ROIC of the BPG, and 175% of the award will vest if the Company is in the top 85th percentile of ROIC of the BPG, as measured and determined by the Compensation Committee at the end of the Performance Period.
F2: The number of common shares vesting pursuant to the award will be interpolated on a straight-line basis between the 35th and 55th percentile (equivalent to 50% up to 100% of the award) and again between the 55th and 85th percentile (equivalent to 100% up to 175% of the award). The number of common shares that could vest over 100% of the award up to the maximum of 175% of the award, if any, will be reduced by one-half if absolute total shareholder return for the Performance Period is negative, as measured and determined by the Compensation Committee at the end of the Performance Period.
Core Laboratories Inc. /DE/
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 262,438 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Purchase · Acquired 5,000 · Balance 262,438 |
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 |
|---|---|---|---|---|---|---|
| April 01, 2018 Filed Apr 3, 2018 17:28 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionRestricted Shares · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000057 · wf-form4_152279087888835.xml · derivative · entry 3 Bruno Lawrence · CIK 0001730336 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Shares · 100 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_date: Multiple restricted share grants are included in this total. F2 · derivative.exercise_date: The Restricted Shares vest in the amount of 1/6th of the grant on each of the six annual anniversaries following the date of grant. F1 · derivative.expiration_date: Multiple restricted share grants are included in this total. F2 · derivative.expiration_date: The Restricted Shares vest in the amount of 1/6th of the grant on each of the six annual anniversaries following the date of grant. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:28 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Tax withholdingCommon Shares | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000057 · wf-form4_152279087888835.xml · nonDerivative · entry 2 Bruno Lawrence · CIK 0001730336 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,357 Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 17:28 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionCommon Shares | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000057 · wf-form4_152279087888835.xml · nonDerivative · entry 1 Bruno Lawrence · CIK 0001730336 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,387 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. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 17:54 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantPerformance Shares · Derivative | 13,682 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001000229-18-000029 · wf-form4_151873525508222.xml · derivative · entry 1 Bruno Lawrence · CIK 0001730336 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,682 Underlying: Common Shares · 13,682 shares Expires not disclosed F1 · derivative.exercise_date: These awards vest at the end of a three-year performance period that begins on January 1, 2018 and ends on the last NYSE trading day of December 2020 (the "Performance Period"). This award survives termination of employment due to death, disability, termination by the Company without cause or retirement by the employee upon having reached 64 years of age. In all cases, the shares will vest at the end of the Performance Period as follows: 50% of the award will vest if the Company is in the top 50th percentile of Return on Invested Capital (ROIC) among the Bloomberg Peer Group (BPG), 100% of the award will vest if the Company is in the top 75th percentile of ROIC of the BPG and 150% of the award will vest if the Company is the top performing company of the BPG, all as shown by data published by Bloomberg upon the close of the NYSE market on the last trading day of the Performance Period. If the minimum performance criteria is not met, then no shares shall vest and the award be forfeited. F1 · derivative.expiration_date: These awards vest at the end of a three-year performance period that begins on January 1, 2018 and ends on the last NYSE trading day of December 2020 (the "Performance Period"). This award survives termination of employment due to death, disability, termination by the Company without cause or retirement by the employee upon having reached 64 years of age. In all cases, the shares will vest at the end of the Performance Period as follows: 50% of the award will vest if the Company is in the top 50th percentile of Return on Invested Capital (ROIC) among the Bloomberg Peer Group (BPG), 100% of the award will vest if the Company is in the top 75th percentile of ROIC of the BPG and 150% of the award will vest if the Company is the top performing company of the BPG, all as shown by data published by Bloomberg upon the close of the NYSE market on the last trading day of the Performance Period. If the minimum performance criteria is not met, then no shares shall vest and the award be forfeited. 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.