Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Drilling Tools International CorpDTI · Entity 6821 | See Remarks | 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 | 10,552 |
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 4,448 · Balance 10,552 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 45,000 |
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 45,000 F1: Each RSU represents a contingent right to receive one share of the Company common stock. F2: On February 27, 2026, the reporting person was granted 22,502 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 22,502 |
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 22,502 F1: Each RSU represents a contingent right to receive one share of the Company common stock. F2: On February 27, 2026, the reporting person was granted 22,502 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 | 67,505 |
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 67,505 F3: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Company's common stock. F4: On February 27, 2026, the reporting person was granted 67,505 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 | 75,000 |
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 75,000 F5: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each RSU represents a contingent right to receive one share of the Company common stock.
F2: On February 27, 2026, the reporting person was granted 22,502 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: Each performance stock unit ("PSU") represents a contingent right to receive one share of the Company's common stock.
F4: On February 27, 2026, the reporting person was granted 67,505 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: 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.
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 | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104071 · ownership.xml · derivative · entry 2 Pope Trent · CIK 0002050524 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 15,000 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 | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104071 · ownership.xml · nonDerivative · entry 1 Pope Trent · CIK 0002050524 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 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 | 4,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-330532 · ownership.xml · nonDerivative · entry 1 Pope Trent · CIK 0002050524 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,552 Read SEC document |
| February 27, 2026 Filed Mar 12, 2026 20:01 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantPerformance Stock Units · Derivative | 67,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104071 · ownership.xml · derivative · entry 4 Pope Trent · CIK 0002050524 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,505 Underlying: Common Stock · 67,505 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 67,505 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 67,505 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 | 22,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104071 · ownership.xml · derivative · entry 3 Pope Trent · CIK 0002050524 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,502 Underlying: Common Stock · 22,502 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 22,502 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 22,502 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 28, 2025 Filed Sep 16, 2025 20:05 UTC | Drilling Tools International Corp DTI · Entity 6821 | GrantRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-204967 · ownership.xml · derivative · entry 1 Pope Trent · CIK 0002050524 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.