Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORE LABORATORIES N VCLB · Entity 11862 | SVP, Gen Counsel & Secretary | February 16, 2023 | February 21, 2023 |
| Core Laboratories Inc. /DE/CLB · Entity 5382 | SVP, Gen Counsel & Secretary | October 01, 2026 | October 05, 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 | 21,418 |
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 21,418 · Balance 21,418 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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,088.621 |
Reported balance
After 2026-10-01 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 276 · Balance 28,088.621 |
| Common StockSEC Table I · non-derivative | Direct | 28,364.621 |
Reported balance
After 2026-10-01 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2026-10-01 · Exercise / conversion · Acquired 700 · Balance 28,364.621 |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 250 |
Reported balance
After 2026-10-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-10-01 · Exercise / conversion · Disposed 700 · Balance 250 F1: The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount specified in the award agreement, provided the reporting person remains in continuous service on each such vesting date. |
| Common StockSEC Table I · non-derivative | IndirectCustodial account | 20 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20 |
| Common StockSEC Table I · non-derivative | Indirect401 (k) Plan | 1,694.842 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,694.842 |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount specified in the award agreement, provided the reporting person remains in continuous service on each such vesting date.
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 |
|---|---|---|---|---|---|---|
| August 01, 2021 Filed Oct 5, 2021 17:24 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059596 · doc4.xml · derivative · entry 6 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,700 Underlying: Common Shares · 1,500 shares Expires not disclosed F3 · derivative.exercise_price: The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F3 · derivative.exercise_date: The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F3 · derivative.expiration_date: The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| August 01, 2021 Filed Oct 6, 2021 18:51 UTC Amendment | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionRestricted Shares · Derivative | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059865 · doc4a.xml · derivative · entry 10 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Shares · 120 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. F4 · derivative.exercise_price: Represents the time-based vesting of 120 shares from a grant of 720 Restricted Shares awarded to Mr. Tattoli on August 1, 2018. The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F4 · derivative.exercise_date: Represents the time-based vesting of 120 shares from a grant of 720 Restricted Shares awarded to Mr. Tattoli on August 1, 2018. The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F4 · derivative.expiration_date: Represents the time-based vesting of 120 shares from a grant of 720 Restricted Shares awarded to Mr. Tattoli on August 1, 2018. The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| August 01, 2021 Filed Oct 6, 2021 18:51 UTC Amendment | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059865 · doc4a.xml · derivative · entry 9 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,700 Underlying: Common Shares · 1,500 shares Expires not disclosed F3 · derivative.exercise_price: The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F3 · derivative.exercise_date: The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F3 · derivative.expiration_date: The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| August 01, 2021 Filed Oct 6, 2021 18:51 UTC Amendment | CORE LABORATORIES N V CLB · Entity 11862 | Tax withholdingCommon Shares | 29 | $33.36 | $967.44 |
DisclosureSEC source: 0001209191-21-059865 · doc4a.xml · nonDerivative · entry 2 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,451.539 Read SEC document |
| August 01, 2021 Filed Oct 6, 2021 18:51 UTC Amendment | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionCommon Shares | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059865 · doc4a.xml · nonDerivative · entry 1 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,480.539 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 |
| July 02, 2021 Filed Oct 5, 2021 17:24 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantPerformance Shares · Derivative | 6,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059596 · doc4.xml · derivative · entry 8 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900 Underlying: Common Shares · 6,900 shares Expires not disclosed F5 · derivative.exercise_price: Assuming a recipient's continued employment (or death or disability while employed) and the satisfaction of certain performance goals is achieved, this award would vest at the end of a three-year performance period that began on January 1, 2021 and ends on December 31, 2023 (the "Performance Period"). At the end of the Performance Period, 100% of the award will vest if the Company is in the top 75th percentile of Return On Invested Capital of the Bloomberg Peer Group as measured and determined by the Compensation Committee at the end of the Performance Period. F5 · derivative.exercise_date: Assuming a recipient's continued employment (or death or disability while employed) and the satisfaction of certain performance goals is achieved, this award would vest at the end of a three-year performance period that began on January 1, 2021 and ends on December 31, 2023 (the "Performance Period"). At the end of the Performance Period, 100% of the award will vest if the Company is in the top 75th percentile of Return On Invested Capital of the Bloomberg Peer Group as measured and determined by the Compensation Committee at the end of the Performance Period. F5 · derivative.expiration_date: Assuming a recipient's continued employment (or death or disability while employed) and the satisfaction of certain performance goals is achieved, this award would vest at the end of a three-year performance period that began on January 1, 2021 and ends on December 31, 2023 (the "Performance Period"). At the end of the Performance Period, 100% of the award will vest if the Company is in the top 75th percentile of Return On Invested Capital of the Bloomberg Peer Group as measured and determined by the Compensation Committee at the end of the Performance Period. Read SEC document |
| July 02, 2021 Filed Oct 5, 2021 17:24 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 7,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059596 · doc4.xml · derivative · entry 7 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Shares · 7,200 shares Expires not disclosed F4 · derivative.exercise_price: Mr. Tattoli has 6 grants of Restricted Shares outstanding as of July 2, 2021, and of those the following shares remain unvested as of such date: 110 shares from the grant on March 1, 2016, 480 shares from the grant on December 1, 2017, 360 shares from the grant on August 1, 2018, 800 shares from the grant on May 1, 2019, 1,250 shares from the grant on May 1, 2020, and 4,200 shares from the grant on October 1, 2020. The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F4 · derivative.exercise_date: Mr. Tattoli has 6 grants of Restricted Shares outstanding as of July 2, 2021, and of those the following shares remain unvested as of such date: 110 shares from the grant on March 1, 2016, 480 shares from the grant on December 1, 2017, 360 shares from the grant on August 1, 2018, 800 shares from the grant on May 1, 2019, 1,250 shares from the grant on May 1, 2020, and 4,200 shares from the grant on October 1, 2020. The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F4 · derivative.expiration_date: Mr. Tattoli has 6 grants of Restricted Shares outstanding as of July 2, 2021, and of those the following shares remain unvested as of such date: 110 shares from the grant on March 1, 2016, 480 shares from the grant on December 1, 2017, 360 shares from the grant on August 1, 2018, 800 shares from the grant on May 1, 2019, 1,250 shares from the grant on May 1, 2020, and 4,200 shares from the grant on October 1, 2020. The Restricted Shares vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. Read SEC document |
| July 02, 2021 Filed Oct 6, 2021 18:51 UTC Amendment | CORE LABORATORIES N V CLB · Entity 11862 | GrantPerformance Shares · Derivative | 6,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059865 · doc4a.xml · derivative · entry 12 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,900 Underlying: Common Shares · 6,900 shares Expires not disclosed F6 · derivative.exercise_price: Assuming a recipient's continued employment (or death or disability while employed) and the satisfaction of certain performance goals is achieved, this award would vest at the end of a three-year performance period that began on January 1, 2021 and ends on December 31, 2023 (the "Performance Period"). At the end of the Performance Period, 100% of the award will vest if the Company is in the top 75th percentile of Return On Invested Capital of the Bloomberg Peer Group as measured and determined by the Compensation Committee at the end of the Performance Period. F6 · derivative.exercise_date: Assuming a recipient's continued employment (or death or disability while employed) and the satisfaction of certain performance goals is achieved, this award would vest at the end of a three-year performance period that began on January 1, 2021 and ends on December 31, 2023 (the "Performance Period"). At the end of the Performance Period, 100% of the award will vest if the Company is in the top 75th percentile of Return On Invested Capital of the Bloomberg Peer Group as measured and determined by the Compensation Committee at the end of the Performance Period. F6 · derivative.expiration_date: Assuming a recipient's continued employment (or death or disability while employed) and the satisfaction of certain performance goals is achieved, this award would vest at the end of a three-year performance period that began on January 1, 2021 and ends on December 31, 2023 (the "Performance Period"). At the end of the Performance Period, 100% of the award will vest if the Company is in the top 75th percentile of Return On Invested Capital of the Bloomberg Peer Group as measured and determined by the Compensation Committee at the end of the Performance Period. Read SEC document |
| July 02, 2021 Filed Oct 6, 2021 18:51 UTC Amendment | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 7,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-059865 · doc4a.xml · derivative · entry 11 Tattoli Mark Damian · CIK 0001872069 · SVP, Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,320 Underlying: Common Shares · 7,320 shares Expires not disclosed F5 · derivative.exercise_price: Mr. Tattoli has 6 grants of Restricted Shares outstanding as of July 2, 2021, and of those the following shares remain unvested as of such date: 110 shares from the grant on March 1, 2016, 480 shares from the grant on December 1, 2017, 480 shares from the grant on August 1, 2018, 800 shares from the grant on May 1, 2019, 1,250 shares from the grant on May 1, 2020, and 4,200 shares from the grant on October 1, 2020. The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F5 · derivative.exercise_date: Mr. Tattoli has 6 grants of Restricted Shares outstanding as of July 2, 2021, and of those the following shares remain unvested as of such date: 110 shares from the grant on March 1, 2016, 480 shares from the grant on December 1, 2017, 480 shares from the grant on August 1, 2018, 800 shares from the grant on May 1, 2019, 1,250 shares from the grant on May 1, 2020, and 4,200 shares from the grant on October 1, 2020. The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. F5 · derivative.expiration_date: Mr. Tattoli has 6 grants of Restricted Shares outstanding as of July 2, 2021, and of those the following shares remain unvested as of such date: 110 shares from the grant on March 1, 2016, 480 shares from the grant on December 1, 2017, 480 shares from the grant on August 1, 2018, 800 shares from the grant on May 1, 2019, 1,250 shares from the grant on May 1, 2020, and 4,200 shares from the grant on October 1, 2020. The Restricted Shares granted will vest annually over six years on the anniversary of the grant date in the amount of 1/6th of the grant total, provided the reporting person remains in continuous service on each vesting date. 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.