Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Innovex International, Inc.INVX · Entity 4462 | Director | March 17, 2025 | March 18, 2025 |
| WILLIAMS COMPANIES, INC.WMB · Entity 175 | Director | April 28, 2026 | April 30, 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.
Innovex International, Inc.
Report date March 17, 2025 · Filed March 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,009 |
Reported balance
After 2025-03-17 transaction · row 1
1 source rowRow 1 · 2025-03-17 · Grant · Acquired 11,764 · Balance 40,009 |
WILLIAMS COMPANIES, INC.
Report date April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,388 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 3,250 · Balance 19,388 F1: Includes 2,738 stock units for 2026 annual grant and 512 dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 2,738 stock units for 2026 annual grant and 512 dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11.
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 28, 2026 Filed Apr 30, 2026 18:42 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 3,250 | $73.04 | $237,380.00 |
DisclosureSEC source: 0001918229-26-000001 · wk-form4_1777574522.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,388 F1 · shares: Includes 2,738 stock units for 2026 annual grant and 512 dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11. Read SEC document |
| April 29, 2025 Filed May 1, 2025 19:03 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 3,100 | $59.67 | $184,977.00 |
DisclosureSEC source: 0000107263-25-000079 · wk-form4_1746126185.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,138 F1 · balance_after: Includes dividend equivalents on stock units, which are exempt from Section 16 pursuant to Rule 16a-11. Such dividend equivalents are reinvested until distribution at retirement. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:30 UTC | Innovex International, Inc. INVX · Entity 4462 | GrantCommon Stock | 11,764 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-041450 · ownership.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,009 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 11:01 UTC | Innovex International, Inc. INVX · Entity 4462 | GrantCommon Stock | 1,901 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-000652 · ownership.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,245 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan. This restricted stock award was received in lieu of all or portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. No additional consideration was paid. The number of shares was determined using the share price of $13.97. These awards fully vest on the first day of the second calendar year following issuance. F1 · price: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan. This restricted stock award was received in lieu of all or portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. No additional consideration was paid. The number of shares was determined using the share price of $13.97. These awards fully vest on the first day of the second calendar year following issuance. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 00:02 UTC | Innovex International, Inc. INVX · Entity 4462 | GrantCommon Stock | 1,809 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-128157 · ownership.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,344 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan. This restricted stock award was received in lieu of all or portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. No additional consideration was paid. The number of shares was determined using the share price of $14.68. These awards fully vest on the first day of the second calendar year following issuance. F1 · price: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan. This restricted stock award was received in lieu of all or portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. No additional consideration was paid. The number of shares was determined using the share price of $14.68. These awards fully vest on the first day of the second calendar year following issuance. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 11:34 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 1,260 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080017 · ownership.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,535 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. Read SEC document |
| April 30, 2024 Filed May 2, 2024 17:03 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 4,823 | $0.00 | $0.00 |
DisclosureSEC source: 0000107263-24-000049 · wk-form4_1714669415.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,131 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 14:32 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 1,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-039796 · ownership.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,275 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. Read SEC document |
| March 18, 2024 Filed Mar 19, 2024 14:10 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 6,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-033178 · ownership.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,235 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 20:43 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-000828 · ownership.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,935 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. Read SEC document |
| October 28, 2023 Filed Oct 30, 2023 14:04 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 6,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053805 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,180 Read SEC document |
| October 01, 2023 Filed Oct 2, 2023 14:49 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050917 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,035 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or a portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 12:54 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040413 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,411 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or a portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 21:23 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 5,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025897 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,308 F1 · deemedExecutionDate: Amount reflects shares that would be acquired under Williams current equity plan and that will vest upon retirement from the Board. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 13:00 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-022475 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,656 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or a portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 19:53 UTC | WILLIAMS COMPANIES, INC. WMB · Entity 175 | GrantCommon Stock | 1,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014520 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,461 F1 · deemedExecutionDate: Amount reflects shares that would be acquired under Williams current equity plan and that will vest upon retirement from the Board. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:57 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001031 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,044 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or a portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 18:21 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 6,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054990 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,613 Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 15:54 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-052081 · doc4.xml · nonDerivative · entry 1 Lockhart Carri A. · CIK 0001918229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600 F1 · shares: This restricted stock award was granted pursuant to the Company's 2017 Omnibus Incentive Plan and therefore has no purchase or sales price. This restricted stock award was received in lieu of all or a portion of the quarterly fees related to the reporting person's service on the Board of Directors and its committees. 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.