Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KIRBY CORPKEX · Entity 3677 | Exec VP - CFO | February 06, 2017 | February 08, 2017 |
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | EVP & Chief Financial Officer | May 09, 2026 | May 12, 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.
KIRBY CORP
Report date February 06, 2017 · Filed February 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.10 per shareSEC Table I · non-derivative | Direct | 18,278 |
Reported balance
After 2017-02-06 transaction · row 1
1 source rowRow 1 · 2017-02-06 · Grant · Acquired 4,090 · Balance 18,278 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $68.50 · Expires 2024-02-06 | Direct | 6,780 |
Reported balance
After 2017-02-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-02-06 · Grant · Acquired 6,780 · Balance 6,780 F1: Option is exercisable 33% after one year, 67% after two years and 100% after three years from date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Option is exercisable 33% after one year, 67% after two years and 100% after three years from date of grant.
PATTERSON UTI ENERGY INC
Report date May 09, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 713,439 |
Reported balance
After 2026-05-09 transaction · row 1
1 source rowRow 1 · 2026-05-09 · Tax withholding · Disposed 13,016 · Balance 713,439 F1: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into Common Stock on May 9, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into Common Stock on May 9, 2026.
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 08, 2018 Filed Sep 10, 2018 20:04 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 47,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-050218 · doc4.xml · nonDerivative · entry 1 Smith Charles Andrew · CIK 0001453799 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,558 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 · shares: Acquired upon the conversion of Restricted stock units into common stock. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 21:03 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 53,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026257 · doc4.xml · nonDerivative · entry 1 Smith Charles Andrew · CIK 0001453799 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,500 F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One-third of the restricted stock units vests on April 24, 2019 and the remainder vests in equal monthly installments over the twenty-four months following April 24, 2019. Read SEC document |
| September 08, 2017 Filed Sep 8, 2017 22:13 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantRestricted Stock Units · Derivative | 94,117 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-052135 · doc4.xml · derivative · entry 2 Smith Charles Andrew · CIK 0001453799 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,117 Underlying: Common Stock, $.01 par value per share · 94,117 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: One-half of the Restricted stock units vests on each of September 8, 2018 and September 8, 2019. F2 · derivative.expiration_date: One-half of the Restricted stock units vests on each of September 8, 2018 and September 8, 2019. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 20:32 UTC | KIRBY CORP KEX · Entity 3677 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,780 | $0.00 Strike: $68.50 | $0.00 |
DisclosureSEC source: 0001140361-17-005099 · doc1.xml · derivative · entry 2 Smith Charles Andrew · CIK 0001453799 · Exec VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,780 Underlying: Common Stock · 6,780 shares Expires 2024-02-06 F1 · derivative.exercise_date: Option is exercisable 33% after one year, 67% after two years and 100% after three years from date of grant. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 20:32 UTC | KIRBY CORP KEX · Entity 3677 | GrantCommon Stock, par value $.10 per share | 4,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-005099 · doc1.xml · nonDerivative · entry 1 Smith Charles Andrew · CIK 0001453799 · Exec VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,278 Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 22:02 UTC | KIRBY CORP KEX · Entity 3677 | Tax withholdingCommon Stock, par value $.10 per share | 1,495 | $66.20 | $98,969.00 |
DisclosureSEC source: 0001140361-17-003036 · doc1.xml · nonDerivative · entry 1 Smith Charles Andrew · CIK 0001453799 · Exec VP - CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,188 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.