Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORUM ENERGY TECHNOLOGIES, INC.FET · Entity 4998 | Director | March 03, 2026 | March 04, 2026 |
| Helmerich & Payne, Inc.HP · Entity 482 | SENIOR VP AND CFO | April 29, 2024 | April 30, 2024 |
| POWELL INDUSTRIES INCPOWL · Entity 3765 | Director | February 18, 2026 | February 19, 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.
FORUM ENERGY TECHNOLOGIES, INC.
Report date March 03, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,411 |
Reported balance
After 2026-03-03 transaction · row 1
1 source rowRow 1 · 2026-03-03 · Grant · Acquired 2,556 · Balance 6,411 F1: Represents an award of restricted stock under the Forum Energy Technologies, Inc. 2016 Second Amended and Restated Stock and Incentive Plan (the "Plan"). Each share of restricted stock, par value $0.01 per share, is subject to transferability and other restrictions that lapse upon vesting of the restricted stock. The restricted stock award vests in full on the one year anniversary of the date of grant, subject to accelerated vesting of the entire award upon a Change in Control (as defined in the Plan). The restricted stock agreement also includes dividend and voting rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock under the Forum Energy Technologies, Inc. 2016 Second Amended and Restated Stock and Incentive Plan (the "Plan"). Each share of restricted stock, par value $0.01 per share, is subject to transferability and other restrictions that lapse upon vesting of the restricted stock. The restricted stock award vests in full on the one year anniversary of the date of grant, subject to accelerated vesting of the entire award upon a Change in Control (as defined in the Plan). The restricted stock agreement also includes dividend and voting rights.
Helmerich & Payne, Inc.
Report date April 29, 2024 · Filed April 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 144,870 |
Reported balance
After 2024-04-29 transaction · row 1
1 source rowRow 1 · 2024-04-29 · Sale · Disposed 16,000 · Balance 144,870 F1: The price in this column is the weighted average sale price for the transactions reported. The prices ranged from $40.48 to $40.57. The reporting person will provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold by the reporting person at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in this column is the weighted average sale price for the transactions reported. The prices ranged from $40.48 to $40.57. The reporting person will provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold by the reporting person at each separate price.
POWELL INDUSTRIES INC
Report date February 18, 2026 · Filed February 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 430 |
Reported balance
After 2026-02-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-18 · Grant · Acquired 200 · Balance 430 F1: Represents shares of restricted stock that have been granted to the Reporting Person as compensation for serving on the Powell Industries Board of Directors under the Non-Employee Director Equity Incentive Plan. These shares vest on the earlier of the first anniversary from the date of the grant or the Company's 2027 Annual Stockholder Meeting. F2: RSUs convert into common stock on a one-for-one basis at the time of vesting. F3: Includes shares that have a time-based vesting provision. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of restricted stock that have been granted to the Reporting Person as compensation for serving on the Powell Industries Board of Directors under the Non-Employee Director Equity Incentive Plan. These shares vest on the earlier of the first anniversary from the date of the grant or the Company's 2027 Annual Stockholder Meeting.
F2: RSUs convert into common stock on a one-for-one basis at the time of vesting.
F3: Includes shares that have a time-based vesting provision.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ATWOOD OCEANICS INC
Report date October 06, 2017 · Filed October 10, 2017
Section 16 reporting ended · disclosed 2017-10-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Atwood Oceanics, Inc. Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-10-06 transaction · row 1
1 source rowRow 1 · 2017-10-06 · Disposition to issuer · Disposed 15,861 · Balance 0 F1: On May 29, 2017, the Issuer entered into an Agreement and Plan of Merger with Ensco PLC ("Parent") and Echo Merger Sub LLC (the "Merger Agreement"). Pursuant to the Merger Agreement, on October 6, 2017, these shares were cancelled and converted into the right to receive 25,377 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. |
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-10-06 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-10-06 · Disposition to issuer · Disposed 70,351 · Balance 0 F2: Pursuant to the Merger Agreement, these Performance-Based Restricted Stock Units were canceled and converted into the right to receive 179,600 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-10-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-10-06 · Disposition to issuer · Disposed 123,764 · Balance 0 F3: Pursuant to the Merger Agreement, these Restricted Stock Units were canceled and converted into the right to receive 198,022 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: On May 29, 2017, the Issuer entered into an Agreement and Plan of Merger with Ensco PLC ("Parent") and Echo Merger Sub LLC (the "Merger Agreement"). Pursuant to the Merger Agreement, on October 6, 2017, these shares were cancelled and converted into the right to receive 25,377 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement.
F2: Pursuant to the Merger Agreement, these Performance-Based Restricted Stock Units were canceled and converted into the right to receive 179,600 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations.
F3: Pursuant to the Merger Agreement, these Restricted Stock Units were canceled and converted into the right to receive 198,022 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations.
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 |
|---|---|---|---|---|---|---|
| March 03, 2026 Filed Mar 4, 2026 22:03 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantCommon Stock | 2,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001528727-26-000004 · wk-form4_1772661777.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,411 F1 · shares: Represents an award of restricted stock under the Forum Energy Technologies, Inc. 2016 Second Amended and Restated Stock and Incentive Plan (the "Plan"). Each share of restricted stock, par value $0.01 per share, is subject to transferability and other restrictions that lapse upon vesting of the restricted stock. The restricted stock award vests in full on the one year anniversary of the date of grant, subject to accelerated vesting of the entire award upon a Change in Control (as defined in the Plan). The restricted stock agreement also includes dividend and voting rights. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 22:08 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 200 | $0.01 | $2.00 |
DisclosureSEC source: 0001528727-26-000002 · wk-form4_1771538935.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 430 F1 · shares: Represents shares of restricted stock that have been granted to the Reporting Person as compensation for serving on the Powell Industries Board of Directors under the Non-Employee Director Equity Incentive Plan. These shares vest on the earlier of the first anniversary from the date of the grant or the Company's 2027 Annual Stockholder Meeting. F2 · shares: RSUs convert into common stock on a one-for-one basis at the time of vesting. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| August 01, 2025 Filed Aug 4, 2025 20:47 UTC | POWELL INDUSTRIES INC POWL · Entity 3765 | GrantCommon Stock | 230 | $0.01 | $2.30 |
DisclosureSEC source: 0000080420-25-000092 · wk-form4_1754340468.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230 F1 · shares: Represents shares of restricted stock that have been granted to the Reporting Person as compensation for serving on the Powell Industries Board of Directors under the Non-Employee Director Equity Incentive Plan. These shares vest on the first anniversary from the date of the grant. F2 · shares: RSUs convert into common stock on a one-for-one basis at the time of vesting. F3 · balance_after: Includes shares that have a time-based vesting provision. Read SEC document |
| June 13, 2025 Filed Jun 16, 2025 14:35 UTC | FORUM ENERGY TECHNOLOGIES, INC. FET · Entity 4998 | GrantCommon Stock | 3,855 | $19.46 | $75,018.30 |
DisclosureSEC source: 0001528727-25-000008 · wk-form4_1750084527.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,855 F1 · shares: Represents an award of restricted stock under the Forum Energy Technologies, Inc. 2016 Second Amended and Restated Stock and Incentive Plan (the "Plan"). Each share of restricted stock, par value $0.01 per share, is subject to transferability and other restrictions that lapse upon vesting of the restricted stock. The restricted stock award vests in full on the one year anniversary of the date of grant, subject to accelerated vesting of the entire award upon a Change in Control (as defined in the Plan). The restricted stock agreement also includes dividend and voting rights. Read SEC document |
| April 29, 2024 Filed Apr 30, 2024 20:34 UTC | Helmerich & Payne, Inc. HP · Entity 482 | SaleCommon Stock | 16,000 | $40.49 | $647,840.00 |
DisclosureSEC source: 0001415889-24-011759 · form4-04302024_080410.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,870 F1 · price: The price in this column is the weighted average sale price for the transactions reported. The prices ranged from $40.48 to $40.57. The reporting person will provide upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold by the reporting person at each separate price. Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 21:48 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 8,813 | $33.41 | $294,442.33 |
DisclosureSEC source: 0001415889-24-001059 · form4-01122024_090150.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,770 Read SEC document |
| January 11, 2024 Filed Jan 12, 2024 21:48 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 16,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001059 · form4-01122024_090150.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,583 F1 · kind: Restricted stock units ("RSUs") determined to be eligible to vest under previously awarded performance share units, as certified by the Human Resources Committee. Read SEC document |
| December 11, 2023 Filed Dec 12, 2023 21:09 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 3,670 | $35.99 | $132,083.30 |
DisclosureSEC source: 0001415889-23-016307 · form4-12122023_091233.xml · nonDerivative · entry 3 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,315 Read SEC document |
| December 10, 2023 Filed Dec 12, 2023 21:09 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 3,735 | $35.94 | $134,235.90 |
DisclosureSEC source: 0001415889-23-016307 · form4-12122023_091233.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,985 Read SEC document |
| December 09, 2023 Filed Dec 12, 2023 21:09 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 2,338 | $35.94 | $84,027.72 |
DisclosureSEC source: 0001415889-23-016307 · form4-12122023_091233.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,720 Read SEC document |
| December 06, 2023 Filed Dec 8, 2023 21:10 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 23,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016034 · form4-12082023_091218.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,058 Read SEC document |
| November 04, 2023 Filed Nov 7, 2023 21:23 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 1,882 | $41.36 | $77,839.52 |
DisclosureSEC source: 0001415889-23-014839 · form4-11072023_091127.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,930 Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 21:31 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 8,556 | $50.64 | $433,275.84 |
DisclosureSEC source: 0001415889-23-001065 · form4-01182023_090144.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,841 Read SEC document |
| January 13, 2023 Filed Jan 18, 2023 21:31 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 42,302 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001065 · form4-01182023_090144.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,397 F1 · kind: Restricted stock units ("RSUs") determined to be eligible to vest under previously awarded performance share units, as certified by the Human Resources Committee. Vesting is subject to the condition that the participant is continuously employed by the Company, or an affiliate or subsidiary of the Company, through the end of the applicable three-year performance cycle. Following vesting, RSUs settle automatically into an equal number of shares of Helmerich & Payne, Inc. common stock. Read SEC document |
| December 14, 2022 Filed Dec 15, 2022 22:19 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 1,033 | $48.05 | $49,635.65 |
DisclosureSEC source: 0001415889-22-012597 · form4-12152022_101241.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,095 Read SEC document |
| December 11, 2022 Filed Dec 13, 2022 21:24 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 3,670 | $44.65 | $163,865.50 |
DisclosureSEC source: 0001415889-22-012479 · form4-12132022_091244.xml · nonDerivative · entry 3 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,128 Read SEC document |
| December 10, 2022 Filed Dec 13, 2022 21:24 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 3,735 | $44.65 | $166,767.75 |
DisclosureSEC source: 0001415889-22-012479 · form4-12132022_091244.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,798 Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 21:24 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 17,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-012479 · form4-12132022_091244.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,533 Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 21:16 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 1,621 | $50.62 | $82,055.02 |
DisclosureSEC source: 0001415889-22-011161 · form4-11082022_091100.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,605 Read SEC document |
| May 03, 2022 Filed May 4, 2022 20:06 UTC | Helmerich & Payne, Inc. HP · Entity 482 | SaleCommon Stock | 4,450 | $47.40 | $210,930.00 |
DisclosureSEC source: 0001415889-22-004589 · form4-05042022_010545.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,107 Read SEC document |
| May 01, 2022 Filed May 2, 2022 20:09 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 377 | $46.03 | $17,353.31 |
DisclosureSEC source: 0001415889-22-004434 · form4-05022022_010505.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SENIOR VP AND CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,557 Read SEC document |
| January 14, 2022 Filed Jan 20, 2022 01:54 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 3,019 | $29.41 | $88,788.79 |
DisclosureSEC source: 0001104659-22-005612 · tm223960-6_4seq1.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,860 Read SEC document |
| January 11, 2022 Filed Jan 14, 2022 01:30 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 15,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000483 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,879 F1 · kind: Restricted stock units ("RSUs") determined to be eligible to vest under previously awarded performance share units, as certified by the Human Resources Committee. Vesting is subject to the condition that the participant is continuously employed by the Company, or an affiliate or subsidiary of the Company, through the end of the applicable three-year performance cycle. Following vesting, RSUs settle automatically into an equal number of shares of Helmerich & Payne, Inc. common stock. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 21:23 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 1,033 | $23.32 | $24,089.56 |
DisclosureSEC source: 0001179110-21-011040 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,843 Read SEC document |
| December 11, 2021 Filed Dec 14, 2021 22:00 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 2,271 | $24.87 | $56,479.77 |
DisclosureSEC source: 0001179110-21-010957 · edgar.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,876 Read SEC document |
| December 10, 2021 Filed Dec 14, 2021 22:00 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 28,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-010957 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,147 Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:35 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 1,162 | $33.58 | $39,019.96 |
DisclosureSEC source: 0001179110-21-009945 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,590 Read SEC document |
| April 30, 2021 Filed May 4, 2021 20:31 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 375 | $25.63 | $9,611.25 |
DisclosureSEC source: 0001179110-21-004849 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,628 Read SEC document |
| January 12, 2021 Filed Jan 14, 2021 21:28 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 5,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-000621 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,944 F1 · kind: Restricted stock units ("RSUs") determined to be eligible to vest under previously awarded performance share units, as certified by the Human Resources Committee. Vesting remains subject to the condition that the participant remains continuously employed by the Company, or an Affiliate or Subsidiary of the Company, through the end of the three-year performance cycle. Following vesting, RSUs will settle automatically into an equal number of shares of Helmerich & Payne, Inc. common stock Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 21:39 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 771 | $24.12 | $18,596.52 |
DisclosureSEC source: 0001179110-20-011927 · edgar.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,746 Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 21:39 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 27,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011927 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,517 Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 22:15 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 1,403 | $15.60 | $21,886.80 |
DisclosureSEC source: 0001179110-20-010897 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,520 Read SEC document |
| May 01, 2020 Filed May 5, 2020 20:41 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 450 | $16.81 | $7,564.50 |
DisclosureSEC source: 0001179110-20-005465 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,701 Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:38 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 1,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-000753 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,151 F1 · kind: Restricted stock units ("RSUs") determined to be eligible to vest under previously awarded performance share units, as certified by the Human Resources Committee. Vesting remains subject to the condition that the participant remain continuously employed by the Company, or an Affiliate or Subsidiary of the Company, through the end of the three-year performance cycle. Following vesting, RSUs will settle automatically into an equal number of shares of Helmerich & Payne, Inc. common stock. Read SEC document |
| January 22, 2020 Filed Jul 23, 2020 20:53 UTC Amendment | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 1,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-008459 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · Senior VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,255 F1 · kind: Restricted stock units ("RSUs") determined to be eligible to vest under previously awarded performance share units, as certified by the Human Resources Committee. Vesting remains subject to the condition that the participant remain continuously employed by the Company, or an Affiliate or Subsidiary of the Company, through the end of the three-year performance cycle. Following vesting, RSUs will settle automatically into an equal number of shares of Helmerich & Payne, Inc. common stock. Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 23:02 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 771 | $42.09 | $32,451.39 |
DisclosureSEC source: 0001179110-19-013017 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,579 Read SEC document |
| November 04, 2019 Filed Nov 6, 2019 21:13 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 19,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-011484 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,350 Read SEC document |
| May 28, 2019 Filed May 29, 2019 21:19 UTC | Helmerich & Payne, Inc. HP · Entity 482 | Tax withholdingCommon Stock | 454 | $56.24 | $25,532.96 |
DisclosureSEC source: 0001179110-19-006800 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,227 Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 23:03 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 9,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-014087 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,902 Read SEC document |
| December 14, 2018 Filed Dec 19, 2018 13:53 UTC Amendment | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 10,496 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-014114 · edgar.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,681 Read SEC document |
| May 01, 2018 Filed May 3, 2018 19:52 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantStock Option (right to buy) · Derivative | 23,915 | $0.00 Strike: $68.90 | $0.00 |
DisclosureSEC source: 0001209191-18-027574 · doc4.xml · derivative · entry 2 Smith Mark W. · CIK 0001528727 · CFO Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,915 Underlying: Common Stock · 23,915 shares Expires 2028-05-01 F1 · derivative.exercise_date: These options were granted on 05/01/2018. The options vest in equal installments over four years, beginning on the first anniversary of the grant date. The noted date is the first vesting date. Read SEC document |
| May 01, 2018 Filed May 3, 2018 19:52 UTC | Helmerich & Payne, Inc. HP · Entity 482 | GrantCommon Stock | 6,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027574 · doc4.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · CFO Designate 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,185 Read SEC document |
| October 06, 2017 Filed Oct 10, 2017 14:33 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Disposition to issuerRestricted Stock Units · Derivative | 123,764 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-023927 · doc4.xml · derivative · entry 3 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Atwood Oceanics, Inc. Common Stock · 123,764 shares Expires not disclosed F3 · derivative.exercise_price: Pursuant to the Merger Agreement, these Restricted Stock Units were canceled and converted into the right to receive 198,022 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. F3 · price: Pursuant to the Merger Agreement, these Restricted Stock Units were canceled and converted into the right to receive 198,022 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. F3 · derivative.exercise_date: Pursuant to the Merger Agreement, these Restricted Stock Units were canceled and converted into the right to receive 198,022 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. F3 · derivative.expiration_date: Pursuant to the Merger Agreement, these Restricted Stock Units were canceled and converted into the right to receive 198,022 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. Read SEC document |
| October 06, 2017 Filed Oct 10, 2017 14:33 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Disposition to issuerPerformance-Based Restricted Stock Units · Derivative | 70,351 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-023927 · doc4.xml · derivative · entry 2 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Atwood Oceanics, Inc. Common Stock · 70,351 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, these Performance-Based Restricted Stock Units were canceled and converted into the right to receive 179,600 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. F2 · price: Pursuant to the Merger Agreement, these Performance-Based Restricted Stock Units were canceled and converted into the right to receive 179,600 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, these Performance-Based Restricted Stock Units were canceled and converted into the right to receive 179,600 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, these Performance-Based Restricted Stock Units were canceled and converted into the right to receive 179,600 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. The actual number of class A ordinary shares of Parent issued to the reporting person was reduced by an amount necessary to satisfy applicable tax withholding obligations. Read SEC document |
| October 06, 2017 Filed Oct 10, 2017 14:33 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Disposition to issuerAtwood Oceanics, Inc. Common Stock | 15,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-17-023927 · doc4.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On May 29, 2017, the Issuer entered into an Agreement and Plan of Merger with Ensco PLC ("Parent") and Echo Merger Sub LLC (the "Merger Agreement"). Pursuant to the Merger Agreement, on October 6, 2017, these shares were cancelled and converted into the right to receive 25,377 class A ordinary shares of Parent and a cash payment for fractional shares pursuant to the Merger Agreement. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 17:32 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0000008411-16-000297 · wf-form4_148158195821728.xml · derivative · entry 3 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Atwood Oceanics, Inc. Common Stock · 3,125 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. F1 · derivative.exercise_price: The performance-based restricted stock units vested on December 8, 2016, following a three-year performance period, based upon company total shareholder return compared with the total shareholder return of a designated peer group over the vesting period. Vested units were settled in shares of common stock. Units that did not vest were forfeited. F1 · derivative.exercise_date: The performance-based restricted stock units vested on December 8, 2016, following a three-year performance period, based upon company total shareholder return compared with the total shareholder return of a designated peer group over the vesting period. Vested units were settled in shares of common stock. Units that did not vest were forfeited. F1 · derivative.expiration_date: The performance-based restricted stock units vested on December 8, 2016, following a three-year performance period, based upon company total shareholder return compared with the total shareholder return of a designated peer group over the vesting period. Vested units were settled in shares of common stock. Units that did not vest were forfeited. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 17:32 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Tax withholdingCommon Stock | 855 | $11.97 | $10,234.35 |
DisclosureSEC source: 0000008411-16-000297 · wf-form4_148158195821728.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,861 F2 · shares: Represents shares withheld upon the vesting of performance-based restricted stock units in order to satisfy the reporting person's tax withholding obligation upon such vesting. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 17:32 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Exercise / conversionCommon Stock | 3,125 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000008411-16-000297 · wf-form4_148158195821728.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,716 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 · price: The performance-based restricted stock units vested on December 8, 2016, following a three-year performance period, based upon company total shareholder return compared with the total shareholder return of a designated peer group over the vesting period. Vested units were settled in shares of common stock. Units that did not vest were forfeited. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 16:45 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Exercise / conversionRestricted Stock Units · Derivative | 4,087 | $0.00 | $0.00 |
DisclosureSEC source: 0000008411-16-000279 · wf-form4_147985113447964.xml · derivative · entry 3 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,764 Underlying: Atwood Oceanics, Inc. Common Stock · 4,087 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. F1 · derivative.exercise_price: Restricted stock units convert into Common Stock on a one-for-one basis. F3 · derivative.exercise_date: These shares of common stock were granted as a Restricted Stock Unit Award under the Atwood Oceanics, Inc. 2013 Long-Term Incentive Plan. One-hundred percent (100%) of the restricted stock unit award vested at the end of three (3) years, on November 21, 2016. F3 · derivative.expiration_date: These shares of common stock were granted as a Restricted Stock Unit Award under the Atwood Oceanics, Inc. 2013 Long-Term Incentive Plan. One-hundred percent (100%) of the restricted stock unit award vested at the end of three (3) years, on November 21, 2016. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 16:45 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Tax withholdingCommon Stock | 1,118 | $8.35 | $9,335.30 |
DisclosureSEC source: 0000008411-16-000279 · wf-form4_147985113447964.xml · nonDerivative · entry 2 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,591 F2 · shares: Shares automatically withheld and sold upon vesting to satisfy tax withholding obligations. 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.