Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cactus, Inc.WHD · Entity 964 | Director | May 12, 2026 | May 14, 2026 |
| SPX Technologies, Inc.SPXC · Entity 3543 | Director | May 12, 2026 | May 14, 2026 |
| Woodward, Inc.WWD · Entity 3264 | Director | October 01, 2026 | October 02, 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.
Cactus, Inc.
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,586 |
Reported balance
After 2026-05-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 2,586 · Balance 2,586 F1: Restricted stock units represent a contingent right to receive Class A common stock. Upon vesting, one share of Class A common stock will be delivered for each vested restricted stock unit. F2: On May 12, 2026, the reporting person was granted 2,586 restricted stock units, vesting on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units represent a contingent right to receive Class A common stock. Upon vesting, one share of Class A common stock will be delivered for each vested restricted stock unit.
F2: On May 12, 2026, the reporting person was granted 2,586 restricted stock units, vesting on the first anniversary of the grant date.
SPX Technologies, Inc.
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,347 |
Reported balance
After 2026-05-12 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 754 · Balance 41,347 F1: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2: Includes unvested restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan.
F2: Includes unvested restricted stock units.
Woodward, Inc.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Woodward, Inc. Common StockSEC Table I · non-derivative | Direct | 3,123 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 520 · Balance 3,123 F1: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on October 1, 2027. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F2: Total includes 2 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. |
| Woodward, Inc. Common StockSEC Table I · non-derivative | IndirectKent R. Utley Revocable Trust | 81 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 81 F3: Shares held indirectly in the Kent R. Utley Revocable Trust, for which the reporting person's spouse is the trustee and over which the reporting person has shared voting and investment power. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on October 1, 2027. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.
F2: Total includes 2 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards.
F3: Shares held indirectly in the Kent R. Utley Revocable Trust, for which the reporting person's spouse is the trustee and over which the reporting person has shared voting and investment power.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 22:19 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-411829 · ownership.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,123 F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on October 1, 2027. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F2 · balance_after: Total includes 2 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. Read SEC document |
| May 12, 2026 Filed May 14, 2026 00:06 UTC | Cactus, Inc. WHD · Entity 964 | GrantRestricted Stock Units · Derivative | 2,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001699136-26-000005 · wk-form4_1778717194.xml · derivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,586 Underlying: Class A Common Stock · 2,586 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units represent a contingent right to receive Class A common stock. Upon vesting, one share of Class A common stock will be delivered for each vested restricted stock unit. F2 · derivative.exercise_date: On May 12, 2026, the reporting person was granted 2,586 restricted stock units, vesting on the first anniversary of the grant date. F2 · derivative.expiration_date: On May 12, 2026, the reporting person was granted 2,586 restricted stock units, vesting on the first anniversary of the grant date. Read SEC document |
| May 12, 2026 Filed May 14, 2026 20:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 754 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001653266-26-000002 · form4-05142026_040505.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,347 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 16:10 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-229584 · ownership.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,601 F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on October 1, 2026. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F2 · balance_after: Total includes 4 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. Read SEC document |
| May 13, 2025 Filed May 15, 2025 20:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 892 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-013143 · form4-05152025_040506.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,593 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 14:32 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-112085 · ownership.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,987 F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on October 1, 2025. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F2 · balance_after: Total includes 5 additional shares and units issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. Read SEC document |
| May 14, 2024 Filed May 16, 2024 20:15 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 998 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-013327 · form4-05162024_040533.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,701 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| November 27, 2023 Filed Nov 29, 2023 19:48 UTC | Woodward, Inc. WWD · Entity 3264 | GrantWoodward, Inc. Common Stock | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-056883 · doc4.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,126 F1 · kind: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on November 27, 2024. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F1 · shares: The reporting person was granted an award of Restricted Stock Units ("RSUs"). All such RSUs will vest 100% on November 27, 2024. Upon vesting, the reporting person will receive one share of Woodward, Inc. common stock per RSU granted, as well as certain additional shares to be issued in connection with the dividend reinvestment provisions of the Issuer's RSU awards. F2 · balance_after: This number reflects a restatement of the reporting person's holdings, which were overstated in the reporting person's Form 3. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 22:36 UTC | Woodward, Inc. WWD · Entity 3264 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 1,002 | $0.00 Strike: $107.57 | $0.00 |
DisclosureSEC source: 0001209191-23-034612 · doc4.xml · derivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,002 Underlying: Woodward, Inc. Common Stock · 1,002 shares Expires 2033-06-01 F1 · derivative.exercise_date: Options, which expire June 1, 2033, become exercisable as to 25% of the shares on June 1, 2024 and each one-year anniversary thereafter. F1 · derivative.expiration_date: Options, which expire June 1, 2033, become exercisable as to 25% of the shares on June 1, 2024 and each one-year anniversary thereafter. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:09 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 1,770 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-007826 · form4-05112023_090552.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,703 F1 · kind: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| May 10, 2022 Filed May 12, 2022 20:39 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 2,882 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-22-002986 · edgar.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,933 F1 · kind: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| May 11, 2021 Filed May 14, 2021 13:59 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 2,068 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-21-005320 · edgar.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,051 F1 · kind: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:36 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 3,941 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-20-006220 · edgar.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,983 F1 · kind: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| May 10, 2019 Filed May 14, 2019 20:18 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 3,963 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-006010 · edgar.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,042 F1 · kind: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2019 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| May 15, 2018 Filed May 17, 2018 20:20 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 3,887 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-007025 · edgar.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,079 F1 · kind: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock units under the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. Read SEC document |
| May 08, 2017 Filed May 10, 2017 22:25 UTC | SPX Technologies, Inc. SPXC · Entity 3543 | GrantCommon Stock | 4,810 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-007021 · edgar.xml · nonDerivative · entry 1 Utley Tana Leigh · CIK 0001653266 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,192 F1 · kind: Grant of restricted stock pursuant to the SPX Corporation 2002 Stock Compensation Plan. F1 · price: Grant of restricted stock pursuant to the SPX Corporation 2002 Stock Compensation Plan. F2 · balance_after: Includes unvested restricted stock units. 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.