Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORUM ENERGY TECHNOLOGIES, INC.FET · Entity 4998 | Director | November 25, 2019 | November 27, 2019 |
| Select Water Solutions, Inc.WTTR · Entity 4263 | Director · President & CEO | July 16, 2026 | July 21, 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.
FORUM ENERGY TECHNOLOGIES, INC.
Report date November 25, 2019 · Filed November 27, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 2,580,666 |
Reported balance
After 2019-11-25 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-11-25 · Grant · Acquired 390,625 · Balance 2,580,666 F1: The shares of Forum Energy Technologies, Inc. common stock reported herein were purchased by B-29 Family Holdings, LLC ("B-29 Family Holdings"). Mr. Schmitz maintains a 90.69% membership interest in B-29 Family Holdings. As such, Mr. Schmitz may be deemed to have dispositive power over the common stock owned by B-29 Family Holdings. Mr. Schmitz disclaims beneficial ownership of such common stock, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares of Forum Energy Technologies, Inc. common stock reported herein were purchased by B-29 Family Holdings, LLC ("B-29 Family Holdings"). Mr. Schmitz maintains a 90.69% membership interest in B-29 Family Holdings. As such, Mr. Schmitz may be deemed to have dispositive power over the common stock owned by B-29 Family Holdings. Mr. Schmitz disclaims beneficial ownership of such common stock, except to the extent of his pecuniary interest therein.
Select Water Solutions, Inc.
Report date July 16, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 536,436 |
Reported balance
After 2026-07-16 transaction · row 1
1 source rowRow 1 · 2026-07-16 · Grant · Acquired 250,000 · Balance 536,436 F1: These shares of restricted stock, granted under the Select Water Solutions, Inc. 2024 Equity Incentive Plan (the "Plan"), will vest 1/2 on July 16, 2028, and 1/2 on October 1, 2028. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F7: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from October 1, 2026 to December 31, 2026, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F8: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from January 1, 2027 to March 31, 2027, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F9: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from April 1, 2027 to June 30, 2027, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F10: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from July 1, 2027 to September 30, 2027, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F11: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from October 1, 2027 to December 31, 2027, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F12: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from January 1, 2028 to March 31, 2028, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F13: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from April 1, 2028 to June 30, 2028, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F14: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from July 1, 2028 to September 30, 2028, and if earned, shall vest on January 1, 2029. |
| Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2026-07-16 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2026-07-16 · Grant · Acquired 125,000 · Balance 125,000 F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan. F15: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from October 1, 2028 to December 31, 2028, and if earned, shall vest on January 1, 2029. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 274,138 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 274,138 F2: Shares are held directly by the John David Schmitz 2024 Annuity Trust DTD November 13, 2024, of which the reporting person is the trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 274,137 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 274,137 F3: Shares are held directly by the Sandra Lee Schmitz 2024 Annuity Trust DTD November 13, 2024, of which the reporting person is the trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 497,924 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 497,924 F4: Shares are held directly by the John David Schmitz 2026 Annuity Trust DTD May 19, 2026, of which the reporting person is the trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GRAT | 497,924 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 497,924 F5: Shares are held directly by the Sandra Lee Schmitz 2026 Annuity Trust DTD May 19, 2026, of which the reporting person is the trustee. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy B-29 GP, LLC | 13,126 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 13,126 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy B-29 Investments, LP | 249,243 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 249,243 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 1,496,626 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 1,496,626 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust for Child 1 | 31,372 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 31,372 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust for Child 2 | 31,373 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 31,373 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust for Child 3 | 31,373 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 31,373 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust for Child 4 | 31,372 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 31,372 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust for Child 5 | 31,373 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 13
Holding and transaction disclosures are not merged.
1 source rowRow 13 · Balance 31,373 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Family Trust for Child 6 | 31,373 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 14
Holding and transaction disclosures are not merged.
1 source rowRow 14 · Balance 31,373 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of restricted stock, granted under the Select Water Solutions, Inc. 2024 Equity Incentive Plan (the "Plan"), will vest 1/2 on July 16, 2028, and 1/2 on October 1, 2028.
F10: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from July 1, 2027 to September 30, 2027, and if earned, shall vest on January 1, 2029.
F11: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from October 1, 2027 to December 31, 2027, and if earned, shall vest on January 1, 2029.
F12: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from January 1, 2028 to March 31, 2028, and if earned, shall vest on January 1, 2029.
F13: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from April 1, 2028 to June 30, 2028, and if earned, shall vest on January 1, 2029.
F14: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from July 1, 2028 to September 30, 2028, and if earned, shall vest on January 1, 2029.
F15: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from October 1, 2028 to December 31, 2028, and if earned, shall vest on January 1, 2029.
F2: Shares are held directly by the John David Schmitz 2024 Annuity Trust DTD November 13, 2024, of which the reporting person is the trustee.
F3: Shares are held directly by the Sandra Lee Schmitz 2024 Annuity Trust DTD November 13, 2024, of which the reporting person is the trustee.
F4: Shares are held directly by the John David Schmitz 2026 Annuity Trust DTD May 19, 2026, of which the reporting person is the trustee.
F5: Shares are held directly by the Sandra Lee Schmitz 2026 Annuity Trust DTD May 19, 2026, of which the reporting person is the trustee.
F6: Each performance share unit ("PSU") represents a contingent right to receive one share of Class A common stock of Select Water Solutions, Inc. (the "Issuer"), par value $0.01 per share ("Common Stock"), pursuant to the Plan.
F7: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from October 1, 2026 to December 31, 2026, and if earned, shall vest on January 1, 2029.
F8: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from January 1, 2027 to March 31, 2027, and if earned, shall vest on January 1, 2029.
F9: The target number of PSUs granted are eligible to be earned based on the achievement of a certain average closing price of the Issuer's Stock over the period from April 1, 2027 to June 30, 2027, and if earned, shall vest on January 1, 2029.
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 |
|---|---|---|---|---|---|---|
| January 19, 2018 Filed Mar 16, 2018 20:32 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantStock options (right to buy) · Derivative | 216,853 | $0.00 Strike: $30.75 | $0.00 |
DisclosureSEC source: 0001104659-18-018303 · a4.xml · derivative · entry 4 Schmitz John · CIK 0001539285 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,853 Underlying: Class A common stock · 216,853 shares Expires 2028-01-19 F2 · derivative.exercise_date: These options, granted under the Plan on January 19, 2018, will vest 1/2 on January 19, 2019 and 1/2 on January 19, 2020. Read SEC document |
| January 19, 2018 Filed Mar 16, 2018 20:32 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantStock options (right to buy) · Derivative | 195,749 | $0.00 Strike: $25.63 | $0.00 |
DisclosureSEC source: 0001104659-18-018303 · a4.xml · derivative · entry 3 Schmitz John · CIK 0001539285 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,749 Underlying: Class A common stock · 195,749 shares Expires 2028-01-19 F2 · derivative.exercise_date: These options, granted under the Plan on January 19, 2018, will vest 1/2 on January 19, 2019 and 1/2 on January 19, 2020. Read SEC document |
| January 19, 2018 Filed Mar 16, 2018 20:32 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantStock options (right to buy) · Derivative | 172,244 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001104659-18-018303 · a4.xml · derivative · entry 2 Schmitz John · CIK 0001539285 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,244 Underlying: Class A common stock · 172,244 shares Expires 2028-01-19 F2 · derivative.exercise_date: These options, granted under the Plan on January 19, 2018, will vest 1/2 on January 19, 2019 and 1/2 on January 19, 2020. Read SEC document |
| January 19, 2018 Filed Mar 16, 2018 20:32 UTC | Select Water Solutions, Inc. WTTR · Entity 4263 | GrantClass A common stock | 85,366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-18-018303 · a4.xml · nonDerivative · entry 1 Schmitz John · CIK 0001539285 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,366 F1 · price: These shares of restricted stock, granted under the Select Energy Services, Inc. 2016 Equity Incentive Plan (the "Plan"), will vest 1/2 on January 19, 2019 and 1/2 on January 19, 2020. Read SEC document |
| February 20, 2017 Filed Feb 21, 2017 17:15 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantCommon Stock | 6,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001401257-17-000018 · wf-form4_148769731065939.xml · nonDerivative · entry 1 Schmitz John · CIK 0001539285 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,694 F1 · shares: Represents an award of restricted stock under the Forum Energy Technologies, Inc. 2016 Stock and Incentive Plan (the "Plan"). Each share of restricted stock, par value $0.01 per share, is subject to transferability and other restrictions that lapse upon vesting of the restricted stock. The restricted stock award vests in full on the one year anniversary of the date of grant, subject to accelerated vesting of the entire award upon a Change in Control (as defined in the Plan). The restricted stock agreement also includes dividend and voting rights. 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.