Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CORE LABORATORIES N VCLB · Entity 11862 | Director | April 01, 2023 | April 03, 2023 |
| Core Laboratories Inc. /DE/CLB · Entity 5382 | Director | April 01, 2026 | April 08, 2026 |
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director | April 30, 2026 | May 06, 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.
CORE LABORATORIES N V
Report date April 01, 2023 · Filed April 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 5,485 |
Reported balance
After 2023-04-01 transaction · row 1
1 source rowRow 1 · 2023-04-01 · Exercise / conversion · Acquired 5,485 · Balance 5,485 |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,419 |
Reported balance
After 2023-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-01 · Grant · Acquired 6,419 · Balance 6,419 F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2024, subject to the terms of issuance. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2023-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-04-01 · Exercise / conversion · Disposed 5,485 · Balance 0 F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2024, subject to the terms of issuance.
F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2023.
Core Laboratories Inc. /DE/
Report date April 01, 2026 · Filed April 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,290 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Exercise / conversion · Acquired 8,069 · Balance 29,290 |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,895 |
Reported balance
After 2026-04-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-01 · Grant · Acquired 7,895 · Balance 7,895 F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2027, subject to the terms of issuance. Such shares remain subject to a deferral election by the Reporting Person in accordance with Treasury Regulation 1.409A-2, and the vested portion thereof will be distributed as shares of common stock following the Reporting Person's separation of service from the Board. |
| Restricted SharesSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-01 · Exercise / conversion · Disposed 8,069 · Balance 0 F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2027, subject to the terms of issuance. Such shares remain subject to a deferral election by the Reporting Person in accordance with Treasury Regulation 1.409A-2, and the vested portion thereof will be distributed as shares of common stock following the Reporting Person's separation of service from the Board.
F2: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2026.
WESTWOOD HOLDINGS GROUP INC
Report date April 30, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 11,470 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 5,780 · Balance 11,470 |
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 30, 2026 Filed May 6, 2026 21:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001930744-26-000002 · wk-form4_1778104366.xml · nonDerivative · entry 1 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,470 Read SEC document |
| April 01, 2026 Filed Apr 8, 2026 16:22 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | Exercise / conversionRestricted Shares · Derivative | 8,069 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-146823 · ownership.xml · derivative · entry 3 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,069 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_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2026. F2 · derivative.expiration_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2026. Read SEC document |
| April 01, 2026 Filed Apr 8, 2026 16:22 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | GrantRestricted Shares · Derivative | 7,895 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-146823 · ownership.xml · derivative · entry 2 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,895 Underlying: Common Stock · 7,895 shares Expires not disclosed F1 · derivative.exercise_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2027, subject to the terms of issuance. Such shares remain subject to a deferral election by the Reporting Person in accordance with Treasury Regulation 1.409A-2, and the vested portion thereof will be distributed as shares of common stock following the Reporting Person's separation of service from the Board. F1 · derivative.expiration_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2027, subject to the terms of issuance. Such shares remain subject to a deferral election by the Reporting Person in accordance with Treasury Regulation 1.409A-2, and the vested portion thereof will be distributed as shares of common stock following the Reporting Person's separation of service from the Board. Read SEC document |
| April 01, 2026 Filed Apr 8, 2026 16:22 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | Exercise / conversionCommon Stock | 8,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-146823 · ownership.xml · nonDerivative · entry 1 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,290 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 |
| April 30, 2025 Filed May 23, 2025 20:36 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001930744-25-000007 · wk-form4_1748032560.xml · nonDerivative · entry 1 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,690 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 18:39 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | Exercise / conversionRestricted Shares · Derivative | 9,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049174 · ownership.xml · derivative · entry 3 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,317 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_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2025. F2 · derivative.expiration_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2025. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 18:39 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | GrantRestricted Shares · Derivative | 8,069 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049174 · ownership.xml · derivative · entry 2 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,069 Underlying: Common Stock · 8,069 shares Expires not disclosed F1 · derivative.exercise_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2026, subject to the terms of issuance. F1 · derivative.expiration_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2026, subject to the terms of issuance. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 18:39 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | Exercise / conversionCommon Stock | 9,317 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049174 · ownership.xml · nonDerivative · entry 1 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,221 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 |
| April 01, 2024 Filed Apr 2, 2024 21:08 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | Exercise / conversionRestricted Shares · Derivative | 6,419 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-040339 · ownership.xml · derivative · entry 3 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,419 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_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2024. F2 · derivative.expiration_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 21:08 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | GrantRestricted Shares · Derivative | 9,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-040339 · ownership.xml · derivative · entry 2 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,317 Underlying: Common Stock · 9,317 shares Expires not disclosed F1 · derivative.exercise_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2025, subject to the terms of issuance. F1 · derivative.expiration_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2025, subject to the terms of issuance. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 21:08 UTC | Core Laboratories Inc. /DE/ CLB · Entity 5382 | Exercise / conversionCommon Stock | 6,419 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-040339 · ownership.xml · nonDerivative · entry 1 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,904 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 |
| April 01, 2023 Filed Apr 3, 2023 13:38 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionRestricted Shares · Derivative | 5,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022050 · doc4.xml · derivative · entry 3 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,485 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_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2023. F2 · derivative.expiration_date: The Restricted Shares vested at the end of a one-year vesting period ending April 1, 2023. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 13:38 UTC | CORE LABORATORIES N V CLB · Entity 11862 | GrantRestricted Shares · Derivative | 6,419 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022050 · doc4.xml · derivative · entry 2 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,419 Underlying: Common Shares · 6,419 shares Expires not disclosed F1 · derivative.exercise_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2024, subject to the terms of issuance. F1 · derivative.expiration_date: The Restricted Shares will vest, without performance criteria, at the end of a one-year vesting period on April 1, 2024, subject to the terms of issuance. Read SEC document |
| April 01, 2023 Filed Apr 3, 2023 13:38 UTC | CORE LABORATORIES N V CLB · Entity 11862 | Exercise / conversionCommon Shares | 5,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022050 · doc4.xml · nonDerivative · entry 1 Murray Katherine · CIK 0001930744 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,485 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.