Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | Executive Vice President | 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.
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 | 1,043,987 |
Reported balance
After 2026-05-09 transaction · row 1
1 source rowRow 1 · 2026-05-09 · Tax withholding · Disposed 12,096 · Balance 1,043,987 F1: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into Common Stock on May 9, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust(s) | 34,000 |
Reported balance
Holding disclosure · report date 2026-05-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 34,000 F2: Held by trust(s) for which the reporting person is the trustee. |
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.
F2: Held by trust(s) for which the reporting person is the trustee.
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 |
|---|---|---|---|---|---|---|
| April 23, 2019 Filed Apr 25, 2019 20:19 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 20,526 | $15.83 | $324,926.58 |
DisclosureSEC source: 0001209191-19-025980 · doc4.xml · nonDerivative · entry 2 BERNS KENNETH N · CIK 0001238210 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 640,671 F2 · shares: Shares disposed to pay applicable withholding taxes on shares received from the 2016 Performance Unit grant. Read SEC document |
| April 23, 2019 Filed Apr 25, 2019 20:19 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 41,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-025980 · doc4.xml · nonDerivative · entry 1 BERNS KENNETH N · CIK 0001238210 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 661,197 F1 · shares: Shares received in settlement of the 2016 Performance Unit grant. Read SEC document |
| May 02, 2018 Filed May 3, 2018 20:49 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 32,704 | $21.50 | $703,136.00 |
DisclosureSEC source: 0001209191-18-027669 · doc4.xml · nonDerivative · entry 1 BERNS KENNETH N · CIK 0001238210 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619,797 F1 · shares: Shares disposed to pay applicable withholding taxes on restricted stock vested on 05/02/2018. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 21:01 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 37,781 | $19.64 | $742,018.84 |
DisclosureSEC source: 0001209191-18-026256 · doc4.xml · nonDerivative · entry 3 BERNS KENNETH N · CIK 0001238210 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 652,501 F3 · shares: Shares disposed to pay applicable withholding taxes on shares received from 2015 Performance Unit grant. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 21:01 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 76,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026256 · doc4.xml · nonDerivative · entry 2 BERNS KENNETH N · CIK 0001238210 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 690,282 F2 · shares: Shares received in settlement of the 2015 Performance Unit grant. Read SEC document |
| April 24, 2018 Filed Apr 26, 2018 21:01 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 92,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-026256 · doc4.xml · nonDerivative · entry 1 BERNS KENNETH N · CIK 0001238210 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 614,082 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 |
| December 21, 2017 Filed Dec 22, 2017 00:20 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | OtherCommon Stock, $.01 par value per share | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-066869 · doc4.xml · nonDerivative · entry 1 BERNS KENNETH N · CIK 0001238210 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,382 F1 · shares: Transferred from a trust (not a trust referenced in footnote 2 below) for which the reporting person was a beneficiary. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:04 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 37,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029980 · doc4.xml · nonDerivative · entry 2 BERNS KENNETH N · CIK 0001238210 · Director · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,882 F2 · shares: One hundred percent (100%) of the shares vest on May 2, 2018. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:04 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 84,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029980 · doc4.xml · nonDerivative · entry 1 BERNS KENNETH N · CIK 0001238210 · Director · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,020 F1 · shares: One-third of the shares vests on May 2, 2018 and the remainder vests in equal monthly installments over the twenty-four months following May 2, 2018. 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.