Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COMFORT SYSTEMS USA INCFIX · Entity 3020 | Director | May 18, 2026 | May 19, 2026 |
| EnLink Midstream, LLCENLC · Entity 11729 | EVP and CFO | March 18, 2022 | March 23, 2022 |
| FORUM ENERGY TECHNOLOGIES, INC.FET · Entity 4998 | SVP, CFO | June 01, 2020 | June 02, 2020 |
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.
COMFORT SYSTEMS USA INC
Report date May 18, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,105 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 105 · Balance 3,105 F1: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares granted pursuant to the 2017 Omnibus Incentive Plan as approved by stockholders on May 23, 2017. Non-employee directors are given an annual grant of Comfort Systems USA Common Stock following election or reelection at the Company's annual stockholders' meeting. This year's grant is equal to $200,000, as rounded up to the nearest whole share, based on the average of the high and low price of the Company's Common Stock on the day of the annual stockholders' meeting.
EnLink Midstream, LLC
Report date March 18, 2022 · Filed March 23, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common UnitsSEC Table I · non-derivative | Direct | 432,501 |
Ending reported balance
After 2022-03-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-03-18 · Grant · Acquired 76,561 · Balance 427,679 F1: This is a grant of restricted incentive units under the company's long-term incentive plan which are scheduled to vest on January 1, 2025. Row 2 · 2022-03-18 · Grant · Acquired 8,080 · Balance 435,759 F2: This is a grant of immediately-vesting restricted incentive units under the Company's long-term incentive plan awarded in connection with the annual bonus, and the surrender of common units for associated tax liabilities. Row 3 · 2022-03-18 · Tax withholding · Disposed 3,258 · Balance 432,501 |
Filing footnotes · ownership attribution and instrument terms
F1: This is a grant of restricted incentive units under the company's long-term incentive plan which are scheduled to vest on January 1, 2025.
F2: This is a grant of immediately-vesting restricted incentive units under the Company's long-term incentive plan awarded in connection with the annual bonus, and the surrender of common units for associated tax liabilities.
FORUM ENERGY TECHNOLOGIES, INC.
Report date June 01, 2020 · Filed June 02, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 429,586 |
Reported balance
After 2020-06-01 transaction · row 1
1 source rowRow 1 · 2020-06-01 · Tax withholding · Disposed 365 · Balance 429,586 F1: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units granted on June 1, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were surrendered to satisfy the tax obligations related to the vesting of restricted stock units granted on June 1, 2017.
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 19, 2018 Filed Feb 22, 2018 00:51 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | Tax withholdingCommon Stock | 791 | $12.00 | $9,492.00 |
DisclosureSEC source: 0001401257-18-000052 · wf-form4_151926069070619.xml · nonDerivative · entry 2 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,444 F2 · shares: These shares were surrendered to satisfy the tax obligations related to the vesting of a restricted stock award granted on February 19 2016. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:51 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantPerformance Shares · Derivative | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001401257-18-000052 · wf-form4_151926069070619.xml · derivative · entry 8 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires 2020-12-31 F7 · derivative.exercise_price: Each performance share represents a contingent right to receive shares of the Company's common stock, based on the Company's relative shareholder return versus that of the Company's peer group. Each performance share will settle for between 0 and 2 shares of common stock in the first quarter of 2021, based on achievement of performance measures over a three year period, following certification by the Compensation Committee of performance results. F7 · derivative.exercise_date: Each performance share represents a contingent right to receive shares of the Company's common stock, based on the Company's relative shareholder return versus that of the Company's peer group. Each performance share will settle for between 0 and 2 shares of common stock in the first quarter of 2021, based on achievement of performance measures over a three year period, following certification by the Compensation Committee of performance results. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:51 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantPerformance Shares · Derivative | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001401257-18-000052 · wf-form4_151926069070619.xml · derivative · entry 7 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires 2019-12-31 F6 · derivative.exercise_price: Each performance share represents a contingent right to receive shares of the Company's common stock, based on the Company's relative shareholder return versus that of the Company's peer group. Each performance share will settle for between 0 and 2 shares of common stock in the first quarter of 2020, based on achievement of performance measures over a two year period, following certification by the Compensation Committee of performance results. F6 · derivative.exercise_date: Each performance share represents a contingent right to receive shares of the Company's common stock, based on the Company's relative shareholder return versus that of the Company's peer group. Each performance share will settle for between 0 and 2 shares of common stock in the first quarter of 2020, based on achievement of performance measures over a two year period, following certification by the Compensation Committee of performance results. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:51 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantPerformance Shares · Derivative | 6,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001401257-18-000052 · wf-form4_151926069070619.xml · derivative · entry 6 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,666 Underlying: Common Stock · 6,666 shares Expires 2018-12-31 F5 · derivative.exercise_price: Each performance share represents a contingent right to receive shares of the Company's common stock, based on the Company's relative shareholder return versus that of the Company's peer group. Each performance share will settle for between 0 and 2 shares of common stock in the first quarter of 2019, based on achievement of performance measures over a one year period, following certification by the Compensation Committee of performance results. F5 · derivative.exercise_date: Each performance share represents a contingent right to receive shares of the Company's common stock, based on the Company's relative shareholder return versus that of the Company's peer group. Each performance share will settle for between 0 and 2 shares of common stock in the first quarter of 2019, based on achievement of performance measures over a one year period, following certification by the Compensation Committee of performance results. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:51 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantEmployee Stock Option (Right to Buy) · Derivative | 42,830 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001401257-18-000052 · wf-form4_151926069070619.xml · derivative · entry 5 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,830 Underlying: Common Stock · 42,830 shares Expires 2028-02-16 F4 · derivative.exercise_date: These options are exercisable in accordance with the following schedule: 1/4 of the options become exercisable on each of the first, second, third and fourth anniversaries of the date of grant (2/16/2018). Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 00:51 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401257-18-000052 · wf-form4_151926069070619.xml · nonDerivative · entry 1 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,235 F1 · shares: Represents an award of restricted stock units (the "Units") granted pursuant to the Forum Energy Technologies, Inc. 2016 Stock and Incentive Plan (the "Plan"). Each Unit represents a contingent right to receive one share of Forum Energy Technologies, Inc. (the "Company") common stock, par value $0.01 per share ("Common Stock"), upon the vesting of the Units. The Units vest according to the following schedule: 1/4 vest on each of the first, second, third and fourth anniversaries of the date of grant (2/16/2018). The Units will be forfeited upon a termination of employment prior to vesting, except in limited circumstances. The Units also include dividend equivalent rights that entitle the reporting person to the same dividends that would be payable were the shares of Common Stock underlying the Units actually outstanding at the time such dividends were issued. The credited dividends will be paid concurrently with the issuance of the shares of Common Stock to the reporting person. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:44 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | Exercise / conversionPerformance Shares · Derivative | 2,100 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001401257-18-000041 · wf-form4_151917386963934.xml · derivative · entry 6 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires 2017-12-31 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: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's the Compensation Committee and given the Company's relative shareholder return versus the relevant peer group over the one-year period commencing on January 1, 2017 and ending on December 31, 2017, each performance share represents the right to receive zero shares of Common Stock. F4 · price: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's the Compensation Committee and given the Company's relative shareholder return versus the relevant peer group over the one-year period commencing on January 1, 2017 and ending on December 31, 2017, each performance share represents the right to receive zero shares of Common Stock. F4 · derivative.exercise_date: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's the Compensation Committee and given the Company's relative shareholder return versus the relevant peer group over the one-year period commencing on January 1, 2017 and ending on December 31, 2017, each performance share represents the right to receive zero shares of Common Stock. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:44 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | Exercise / conversionPerformance Shares · Derivative | 4,497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001401257-18-000041 · wf-form4_151917386963934.xml · derivative · entry 5 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,746 shares Expires 2017-12-31 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. F3 · derivative.exercise_price: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's the Compensation Committee and given the Company's relative shareholder return versus the relevant peer group over the two-year period commencing on January 1, 2016 and ending on December 31, 2017, each performance share represents the right to receive 1.5 shares of Common Stock. F3 · price: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's the Compensation Committee and given the Company's relative shareholder return versus the relevant peer group over the two-year period commencing on January 1, 2016 and ending on December 31, 2017, each performance share represents the right to receive 1.5 shares of Common Stock. F3 · derivative.exercise_date: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's the Compensation Committee and given the Company's relative shareholder return versus the relevant peer group over the two-year period commencing on January 1, 2016 and ending on December 31, 2017, each performance share represents the right to receive 1.5 shares of Common Stock. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:44 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | Exercise / conversionPerformance Shares · Derivative | 2,260 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001401257-18-000041 · wf-form4_151917386963934.xml · derivative · entry 4 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,260 shares Expires 2017-12-31 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: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's Compensation Committee ("the Compensation Committee") and given the Company's relative shareholder return versus the relevant peer group over the three-year period commencing on January 1, 2015 and ending on December 31, 2017, each performance share represents the right to receive one share of Common Stock. F2 · price: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's Compensation Committee ("the Compensation Committee") and given the Company's relative shareholder return versus the relevant peer group over the three-year period commencing on January 1, 2015 and ending on December 31, 2017, each performance share represents the right to receive one share of Common Stock. F2 · derivative.exercise_date: These performance shares represent a contingent right to receive Common Stock, based on the Company's relative shareholder return versus that of the Company's peer group. As determined by the Company's Compensation Committee ("the Compensation Committee") and given the Company's relative shareholder return versus the relevant peer group over the three-year period commencing on January 1, 2015 and ending on December 31, 2017, each performance share represents the right to receive one share of Common Stock. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:44 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | Tax withholdingCommon Stock | 2,545 | $11.95 | $30,412.75 |
DisclosureSEC source: 0001401257-18-000041 · wf-form4_151917386963934.xml · nonDerivative · entry 3 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,235 F1 · shares: These shares were surrendered to satisfy tax obligations related to the vesting of performance shares granted on February 20, 2015, February 19, 2016 and February 20, 2017. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:44 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | Exercise / conversionCommon Stock | 6,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001401257-18-000041 · wf-form4_151917386963934.xml · nonDerivative · entry 2 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,780 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 15, 2018 Filed Feb 21, 2018 00:44 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | Exercise / conversionCommon Stock | 2,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001401257-18-000041 · wf-form4_151917386963934.xml · nonDerivative · entry 1 Mercado, Pablo G. · CIK 0001535246 · SVP- Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,034 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.