Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BASIC ENERGY SERVICES, INC.BASX · Entity 139243 | See Remarks | May 17, 2021 | May 19, 2021 |
| Kodiak Gas Services, Inc.KGS · Entity 510 | Chief Information Officer | September 16, 2026 | September 17, 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.
BASIC ENERGY SERVICES, INC.
Report date May 17, 2021 · Filed May 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,160 |
Ending reported balance
After 2021-05-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-05-17 · Tax withholding · Disposed 959 · Balance 10,160 F1: In connection with the vesting of restricted stock, the Issuer withheld vested shares of common stock and agreed to satisfy the Reporting Person's tax withholding obligations in lieu of cash. The number of vested shares withheld was based on the Fair Market Value (as defined in the Basic Energy Services, Inc. 2019 Long Term Incentive Plan) of the Issuer's common stock on May 14, 2021. Such shares were acquired as treasury stock by the Issuer. Row 2 · 2021-05-17 · Exercise / conversion · Acquired 4,088 · Balance 14,248 F2: Represents vesting of cash-settled time-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan. Each Phantom Share is the economic equivalent of one share of Issuer common stock, subject to a maximum settlement amount of $9.00 per Phantom Share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Issuer common stock, and a simultaneous disposition of the underlying Issuer common stock to the Issuer for cash. Row 3 · 2021-05-17 · Disposition to issuer · Disposed 4,088 · Balance 10,160 |
| Time-Based Phantom SharesSEC Table II · derivative / convertible security | Direct | 4,088 |
Reported balance
After 2021-05-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-05-17 · Exercise / conversion · Disposed 4,088 · Balance 4,088 F2: Represents vesting of cash-settled time-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan. Each Phantom Share is the economic equivalent of one share of Issuer common stock, subject to a maximum settlement amount of $9.00 per Phantom Share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Issuer common stock, and a simultaneous disposition of the underlying Issuer common stock to the Issuer for cash. F3: 5/17/2021 |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the vesting of restricted stock, the Issuer withheld vested shares of common stock and agreed to satisfy the Reporting Person's tax withholding obligations in lieu of cash. The number of vested shares withheld was based on the Fair Market Value (as defined in the Basic Energy Services, Inc. 2019 Long Term Incentive Plan) of the Issuer's common stock on May 14, 2021. Such shares were acquired as treasury stock by the Issuer.
F2: Represents vesting of cash-settled time-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan. Each Phantom Share is the economic equivalent of one share of Issuer common stock, subject to a maximum settlement amount of $9.00 per Phantom Share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Issuer common stock, and a simultaneous disposition of the underlying Issuer common stock to the Issuer for cash.
F3: 5/17/2021
Kodiak Gas Services, Inc.
Report date September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,413 |
Reported balance
After 2026-09-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-16 · Sale · Disposed 3,663 · Balance 32,413 F1: This transaction is pursuant to a 10b5-1 trading plan adopted November 21, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction is pursuant to a 10b5-1 trading plan adopted November 21, 2025.
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 |
|---|---|---|---|---|---|---|
| September 16, 2026 Filed Sep 17, 2026 20:12 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | SaleCommon Stock | 3,663 | $58.14 | $212,966.82 |
DisclosureSEC source: 0001193125-26-394350 · ownership.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,413 F1 · security: This transaction is pursuant to a 10b5-1 trading plan adopted November 21, 2025. Read SEC document |
| July 06, 2026 Filed Jul 7, 2026 16:11 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | Tax withholdingCommon Stock | 2,378 | $66.23 | $157,494.94 |
DisclosureSEC source: 0001193125-26-297479 · ownership.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,076 F1 · security: Issuer withheld shares to satisfy the tax withholding obligations associated with the vesting of restricted shares. Read SEC document |
| June 17, 2026 Filed Jun 17, 2026 21:08 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | SaleCommon Stock | 4,625 | $67.78 | $313,482.50 |
DisclosureSEC source: 0001193125-26-274374 · ownership.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,454 F1 · security: This transaction is pursuant to a 10b5-1 trading plan adopted November 21, 2025. F2 · balance_after: Includes 356 shares of Common Stock acquired since the Reporting Person's last Form 4 through participation in the Issuer's Employee Stock Purchase Plan. Read SEC document |
| March 19, 2026 Filed Mar 20, 2026 15:24 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | SaleCommon Stock | 13,942 | $55.73 | $776,987.66 |
DisclosureSEC source: 0001193125-26-117014 · ownership.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 42,723 F1 · security: This transaction was executed in multiple trades at a price of $55.73 each. The Reporting Person has provided to the Issuer and will provide, upon request by the SEC staff or a security holder of the Issuer, full information regarding the number of shares sold at each transaction. Read SEC document |
| March 08, 2026 Filed Mar 11, 2026 01:10 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | Tax withholdingCommon Stock | 11,266 | $55.89 | $629,656.74 |
DisclosureSEC source: 0001193125-26-100813 · ownership.xml · nonDerivative · entry 3 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,665 F3 · security: Issuer withheld shares to satisfy the tax withholding obligations associated with the vesting of restricted shares. F4 · balance_after: Excludes 47,455 shares of performance based restricted stock units that were initially voluntarily reported, but unvested as of the Form 3A filed 1/5/2026; the amount of shares beneficially owned (56,665) as of this transaction date reflects the performance based restricted stock units actually earned and vested. Read SEC document |
| March 08, 2026 Filed Mar 11, 2026 01:10 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | GrantCommon Stock | 21,000 | $55.89 | $1,173,690.00 |
DisclosureSEC source: 0001193125-26-100813 · ownership.xml · nonDerivative · entry 2 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,931 F2 · security: Represents an award of performance based restricted stock units the payout of which was subject to the achievement of performance metrics related to discretionary cash flow, consolidated net leverage ratio, absolute total shareholder return and an ESG scorecard over the period of June 28, 2023 to December 31, 2025. The Personnel and Compensation Committee certified the shares with a vest date of March 8, 2026. The restricted stock units converted into shares of common stock on a one-for-one basis. Read SEC document |
| March 08, 2026 Filed Mar 11, 2026 01:10 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | GrantCommon Stock | 7,157 | $55.89 | $400,004.73 |
DisclosureSEC source: 0001193125-26-100813 · ownership.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,931 F1 · security: The reported securities are restricted stock units that vest and settle in shares of common stock in three equal installments beginning March 8, 2027. Read SEC document |
| January 05, 2026 Filed Jan 8, 2026 01:57 UTC | Kodiak Gas Services, Inc. KGS · Entity 510 | Tax withholdingCommon Stock | 974 | $36.54 | $35,589.96 |
DisclosureSEC source: 0001193125-26-006796 · ownership.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,219 F1 · security: Issuer withheld shares to satisfy the tax withholding obligations associated with the vesting of restricted shares. Read SEC document |
| May 17, 2021 Filed May 19, 2021 23:13 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | Exercise / conversionTime-Based Phantom Shares · Derivative | 4,088 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001109189-21-000062 · wf-form4_162146597659934.xml · derivative · entry 4 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,088 Underlying: Common Stock · 4,088 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. F2 · derivative.exercise_price: Represents vesting of cash-settled time-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan. Each Phantom Share is the economic equivalent of one share of Issuer common stock, subject to a maximum settlement amount of $9.00 per Phantom Share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Issuer common stock, and a simultaneous disposition of the underlying Issuer common stock to the Issuer for cash. F2 · price: Represents vesting of cash-settled time-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan. Each Phantom Share is the economic equivalent of one share of Issuer common stock, subject to a maximum settlement amount of $9.00 per Phantom Share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Issuer common stock, and a simultaneous disposition of the underlying Issuer common stock to the Issuer for cash. F3 · derivative.exercise_date: 5/17/2021 F3 · derivative.expiration_date: 5/17/2021 Read SEC document |
| May 17, 2021 Filed May 19, 2021 23:13 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | Disposition to issuerCommon Stock | 4,088 | $0.11 | $429.24 |
DisclosureSEC source: 0001109189-21-000062 · wf-form4_162146597659934.xml · nonDerivative · entry 3 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,160 Read SEC document |
| May 17, 2021 Filed May 19, 2021 23:13 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | Exercise / conversionCommon Stock | 4,088 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001109189-21-000062 · wf-form4_162146597659934.xml · nonDerivative · entry 2 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,248 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. F2 · price: Represents vesting of cash-settled time-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan. Each Phantom Share is the economic equivalent of one share of Issuer common stock, subject to a maximum settlement amount of $9.00 per Phantom Share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Issuer common stock, and a simultaneous disposition of the underlying Issuer common stock to the Issuer for cash. Read SEC document |
| May 17, 2021 Filed May 19, 2021 23:13 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | Tax withholdingCommon Stock | 959 | $0.11 | $100.70 |
DisclosureSEC source: 0001109189-21-000062 · wf-form4_162146597659934.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,160 F1 · kind: In connection with the vesting of restricted stock, the Issuer withheld vested shares of common stock and agreed to satisfy the Reporting Person's tax withholding obligations in lieu of cash. The number of vested shares withheld was based on the Fair Market Value (as defined in the Basic Energy Services, Inc. 2019 Long Term Incentive Plan) of the Issuer's common stock on May 14, 2021. Such shares were acquired as treasury stock by the Issuer. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 02:19 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | Exercise / conversionPerformance- Based Phantom Shares · Derivative | 6,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001109189-21-000025 · wf-form4_161413313207044.xml · derivative · entry 4 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,132 Underlying: Common Stock · 6,132 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: Represents cash-settled performance-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan, vesting in one-half increments on February 19, 2021 and 2022. Each cash-settled time-based phantom share is the economic equivalent of one share of Company common stock, subject to a maximum settlement amount of $9.00 per phantom share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Company common stock, and a simultaneous disposition of the underlying Company common stock to the Company for cash. F2 · derivative.exercise_date: 02/19/2021 F2 · derivative.expiration_date: 02/19/2021 Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 02:19 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | GrantPerformance- Based Phantom Shares · Derivative | 12,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001109189-21-000025 · wf-form4_161413313207044.xml · derivative · entry 3 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,264 Underlying: Common Stock · 12,264 shares Expires not disclosed F1 · derivative.exercise_price: Represents cash-settled performance-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan, vesting in one-half increments on February 19, 2021 and 2022. Each cash-settled time-based phantom share is the economic equivalent of one share of Company common stock, subject to a maximum settlement amount of $9.00 per phantom share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Company common stock, and a simultaneous disposition of the underlying Company common stock to the Company for cash. F1 · derivative.exercise_date: Represents cash-settled performance-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan, vesting in one-half increments on February 19, 2021 and 2022. Each cash-settled time-based phantom share is the economic equivalent of one share of Company common stock, subject to a maximum settlement amount of $9.00 per phantom share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Company common stock, and a simultaneous disposition of the underlying Company common stock to the Company for cash. F1 · derivative.expiration_date: Represents cash-settled performance-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan, vesting in one-half increments on February 19, 2021 and 2022. Each cash-settled time-based phantom share is the economic equivalent of one share of Company common stock, subject to a maximum settlement amount of $9.00 per phantom share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Company common stock, and a simultaneous disposition of the underlying Company common stock to the Company for cash. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 02:19 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | Disposition to issuerCommon Stock | 6,132 | $0.16 | $996.45 |
DisclosureSEC source: 0001109189-21-000025 · wf-form4_161413313207044.xml · nonDerivative · entry 2 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,119 Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 02:19 UTC | BASIC ENERGY SERVICES, INC. BASX · Entity 139243 | Exercise / conversionCommon Stock | 6,132 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001109189-21-000025 · wf-form4_161413313207044.xml · nonDerivative · entry 1 Buhigas Pedro R. · CIK 0001814898 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,251 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 · price: Represents cash-settled performance-based phantom shares (the "Phantom Shares") granted under the Basic Energy Services, Inc. 2019 Long Term Incentive Plan, vesting in one-half increments on February 19, 2021 and 2022. Each cash-settled time-based phantom share is the economic equivalent of one share of Company common stock, subject to a maximum settlement amount of $9.00 per phantom share. The settlement of the Phantom Shares for cash is reported on this Form 4 as a disposition of the Phantom Shares being settled in exchange for the acquisition of the underlying Company common stock, and a simultaneous disposition of the underlying Company common stock to the Company for cash. 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.