Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Drilling Tools International CorpDTI · Entity 6821 | Director · Chief Executive Officer | February 28, 2026 | August 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.
Drilling Tools International Corp
Report date February 28, 2026 · Filed August 03, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 491,076 |
Reported balance
After 2026-02-28 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-28 · Tax withholding · Disposed 18,543 · Balance 491,076 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 213,270 |
Reported balance
Holding disclosure · report date 2026-02-28 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 213,270 F1: Each RSU represents a contingent right to receive one share of the Company common stock. F2: The RSUs vest in substantially equal installments on each of the first four (4) anniversaries of the grant date, February 28, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 85,721 |
Reported balance
Holding disclosure · report date 2026-02-28 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 85,721 F1: Each RSU represents a contingent right to receive one share of the Company common stock. F3: On February 27, 2026, the reporting person was granted 85,721 RSUs under the Company's 2023 Omnibus Incentive Plan, as may be amended from time to time (the "Plan"), pursuant to the 2026 long-term incentive program approved by the Board of Directors (the "2026 LTIP"). The RSUs vest in substantially equal installments on each of the first three (3) anniversaries of the grant date, subject to continued service. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 257,162 |
Reported balance
Holding disclosure · report date 2026-02-28 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 257,162 F4: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Company's common stock. F5: On February 27, 2026, the reporting person was granted 257,162 PSUs under the Plan, pursuant to the 2026 LTIP. The PSUs are subject to the achievement of performance conditions based on EBITDA, weighted at 100%, with annual reset over a three-year performance vesting period. Achievement at threshold results in a 50% payout opportunity, while achievement at maximum results in a 200% payout opportunity. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 1,000,000 |
Reported balance
Holding disclosure · report date 2026-02-28 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 1,000,000 F6: Two-thirds (2/3) of the stock options have vested in substantially equal installments on each of the first two (2) anniversaries of the grant date, with the remaining one-third (1/3) scheduled to vest on the third (3rd) anniversary of the grant date, February 14, 2024. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security | Direct | 1,201,872 |
Reported balance
Holding disclosure · report date 2026-02-28 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 1,201,872 F7: All shares of common stock subject to the stock options are vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one share of the Company common stock.
F2: The RSUs vest in substantially equal installments on each of the first four (4) anniversaries of the grant date, February 28, 2025.
F3: On February 27, 2026, the reporting person was granted 85,721 RSUs under the Company's 2023 Omnibus Incentive Plan, as may be amended from time to time (the "Plan"), pursuant to the 2026 long-term incentive program approved by the Board of Directors (the "2026 LTIP"). The RSUs vest in substantially equal installments on each of the first three (3) anniversaries of the grant date, subject to continued service.
F4: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Company's common stock.
F5: On February 27, 2026, the reporting person was granted 257,162 PSUs under the Plan, pursuant to the 2026 LTIP. The PSUs are subject to the achievement of performance conditions based on EBITDA, weighted at 100%, with annual reset over a three-year performance vesting period. Achievement at threshold results in a 50% payout opportunity, while achievement at maximum results in a 200% payout opportunity.
F6: Two-thirds (2/3) of the stock options have vested in substantially equal installments on each of the first two (2) anniversaries of the grant date, with the remaining one-third (1/3) scheduled to vest on the third (3rd) anniversary of the grant date, February 14, 2024.
F7: All shares of common stock subject to the stock options are vested.
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 |
|---|---|---|---|---|---|---|
| February 28, 2026 Filed Mar 12, 2026 20:01 UTC | Drilling Tools International Corp DTI · Entity 6821 | Exercise / conversionRestricted Stock Units · Derivative | 71,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104075 · ownership.xml · derivative · entry 2 Prejean Robert Wayne · CIK 0001981986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,270 Underlying: Common Stock · 71,090 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: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Drilling Tools International Corp's (the "Company") common stock. F2 · derivative.exercise_date: The RSUs vest in substantially equal installments on each of the first four (4) anniversaries of the grant date, February 28, 2025. F2 · derivative.expiration_date: The RSUs vest in substantially equal installments on each of the first four (4) anniversaries of the grant date, February 28, 2025. Read SEC document |
| February 28, 2026 Filed Mar 12, 2026 20:01 UTC | Drilling Tools International Corp DTI · Entity 6821 | Exercise / conversionCommon Stock | 71,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104075 · ownership.xml · nonDerivative · entry 1 Prejean Robert Wayne · CIK 0001981986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 509,619 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 28, 2026 Filed Aug 3, 2026 20:05 UTC Amendment | Drilling Tools International Corp DTI · Entity 6821 | Tax withholdingCommon Stock | 18,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-330548 · ownership.xml · nonDerivative · entry 1 Prejean Robert Wayne · CIK 0001981986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 491,076 Read SEC document |
| February 27, 2026 Filed Mar 12, 2026 20:01 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantPerformance Stock Units · Derivative | 257,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104075 · ownership.xml · derivative · entry 4 Prejean Robert Wayne · CIK 0001981986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 257,162 Underlying: Common Stock · 257,162 shares Expires not disclosed F4 · derivative.exercise_price: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Company's common stock. F5 · derivative.exercise_date: On February 27, 2026, the reporting person was granted 257,162 PSUs under the Plan, pursuant to the 2026 LTIP. The PSUs are subject to the achievement of performance conditions based on EBITDA, weighted at 100%, with annual reset over a three-year performance vesting period. Achievement at threshold results in a 50% payout opportunity, while achievement at maximum results in a 200% payout opportunity. F5 · derivative.expiration_date: On February 27, 2026, the reporting person was granted 257,162 PSUs under the Plan, pursuant to the 2026 LTIP. The PSUs are subject to the achievement of performance conditions based on EBITDA, weighted at 100%, with annual reset over a three-year performance vesting period. Achievement at threshold results in a 50% payout opportunity, while achievement at maximum results in a 200% payout opportunity. Read SEC document |
| February 27, 2026 Filed Mar 12, 2026 20:01 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantRestricted Stock Units · Derivative | 85,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104075 · ownership.xml · derivative · entry 3 Prejean Robert Wayne · CIK 0001981986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,721 Underlying: Common Stock · 85,721 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Drilling Tools International Corp's (the "Company") common stock. F3 · derivative.exercise_date: On February 27, 2026, the reporting person was granted 85,721 RSUs under the Company's 2023 Omnibus Incentive Plan, as may be amended from time to time (the "Plan"), pursuant to the 2026 long-term incentive program approved by the Board of Directors (the "2026 LTIP"). The RSUs vest in substantially equal installments on each of the first three (3) anniversaries of the grant date, subject to continued service. F3 · derivative.expiration_date: On February 27, 2026, the reporting person was granted 85,721 RSUs under the Company's 2023 Omnibus Incentive Plan, as may be amended from time to time (the "Plan"), pursuant to the 2026 long-term incentive program approved by the Board of Directors (the "2026 LTIP"). The RSUs vest in substantially equal installments on each of the first three (3) anniversaries of the grant date, subject to continued service. Read SEC document |
| February 19, 2025 Filed Sep 16, 2025 20:05 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantRestricted Stock Units · Derivative | 284,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-204966 · ownership.xml · derivative · entry 1 Prejean Robert Wayne · CIK 0001981986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,360 Underlying: Common Stock · 284,360 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Drilling Tools International Corporation's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in substantially equal installments on each of the first four (4) anniversaries of the grant date. F2 · derivative.expiration_date: The Restricted Stock Units vest in substantially equal installments on each of the first four (4) anniversaries of the grant date. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 21:01 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantStock Option (Right to Buy) · Derivative | 1,000,000 | $0.00 Strike: $3.02 | $0.00 |
DisclosureSEC source: 0000950170-24-015844 · ownership.xml · derivative · entry 1 Prejean Robert Wayne · CIK 0001981986 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Common Stock · 1,000,000 shares Expires 2034-02-14 F1 · derivative.exercise_date: The Stock Options vest in substantially equal installments on each of the first three (3) anniversaries of the grant date. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:52 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantStock Option (right to buy) · Derivative | 1,201,872 | Not disclosed Strike: $3.72 | Not disclosed |
DisclosureSEC source: 0000899243-23-016278 · doc4.xml · derivative · entry 2 Prejean Robert Wayne · CIK 0001981986 · Director · CEO, President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,201,872 Underlying: Common Stock · 1,201,872 shares Expires 2027-04-01 F5 · price: The stock options were received in exchange for stock options to purchase 5,266,000 shares of common stock of Legacy DTI for $0.85 per share in connection with the Business Combination. F4 · derivative.exercise_date: As of the Closing Date, all shares of Common Stock subject to the stock options held by the Reporting Person are vested. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:52 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantCommon Stock | 438,529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-23-016278 · doc4.xml · nonDerivative · entry 1 Prejean Robert Wayne · CIK 0001981986 · Director · CEO, President 10b5-1 filing: No plan indicated Ownership: Indirect · By Robjon Holdings, L.P. Disclosed balance after: 438,529 F1 · price: Received in connection with the Issuer's business combination (the "Business Combination") with Drilling Tools International Holdings, Inc. ("Legacy DTI") in accordance with the terms of the Agreement and Plan of Merger dated as of February 13, 2023 and amended as of June 5, 2023 (the "Merger Agreement"), by and among the Issuer (f/k/a ROC Energy Acquisition Corp.), ROC Merger Sub, Inc. ("Merger Sub") and Legacy DTI. Pursuant to the terms of the Merger Agreement, each outstanding share of Legacy DTI (i) common stock was converted into the right to receive 0.2282 shares of common stock of the Issuer ("Common Stock") and (ii) preferred stock was converted into the right to receive 0.3299 shares of Common Stock and $0.54 in cash (the "Preferred Cash Consideration"). The Business Combination closed on June 20, 2023 (the "Closing Date"). F2 · price: (Continued from Footnote 1) Pursuant to the terms of an Exchange Agreement by and between ROC Energy Holdings, LLC, a Delaware limited liability company, Merger Sub, Legacy DTI and Robjon Holdings, L.P. ("Robjon"), Robjon elected to exchange the $300,000 of Preferred Cash Consideration it was entitled to received pursuant to the Merger Agreement into 56,703 shares of Common Stock, which are included in the reported amount. F3 · ownership.nature: The Reporting Person may be deemed to have voting power and dispositive power over the shares held by Robjon. Mr. Prejean is the President, Manager and sole owner of Robjon LLC, Robjon's general partner. Mr. Prejean disclaims any beneficial ownership of any shares of Common Stock held by Robjon, other than his pecuniary interest therein. 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.