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 |
|---|---|---|---|---|---|---|
| November 21, 2016 Filed Nov 22, 2016 16:45 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | Exercise / conversionCommon Stock | 4,087 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000008411-16-000279 · wf-form4_147985113447964.xml · nonDerivative · entry 1 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,709 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: Restricted stock units convert into Common Stock on a one-for-one basis. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 18:02 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | GrantPerformance-Based Restricted Stock Units · Derivative | 41,899 | $0.00 | $0.00 |
DisclosureSEC source: 0000008411-16-000259 · wf-form4_147976934544305.xml · derivative · entry 2 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,140 Underlying: Atwood Oceanics, Inc. Common Stock · Not disclosed shares Expires 2020-03-15 F3 · derivative.exercise_price: The performance-based restricted stock units vest after a three-year period in an amount ranging from 0-200% of the units awarded based upon company total shareholder return compared with the total shareholder return of a designated peer group for four separate measurement periods during the vesting period. The units provide for payment of all earned shares in common stock following the end of the three-year period. F3 · derivative.underlying_shares: The performance-based restricted stock units vest after a three-year period in an amount ranging from 0-200% of the units awarded based upon company total shareholder return compared with the total shareholder return of a designated peer group for four separate measurement periods during the vesting period. The units provide for payment of all earned shares in common stock following the end of the three-year period. Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 18:02 UTC | ATWOOD OCEANICS INC ATW · Entity 172624 | GrantRestricted Stock Units · Derivative | 45,338 | $0.00 | $0.00 |
DisclosureSEC source: 0000008411-16-000259 · wf-form4_147976934544305.xml · derivative · entry 1 Smith Mark W. · CIK 0001528727 · SVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,851 Underlying: Atwood Oceanics, Inc. Common Stock · 45,338 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the contingent right to receive one share of common stock upon vesting of the unit. F2 · 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. The Restricted Stock Units will vest one-third per year over three years in substantially equal installments on each anniversary of the Date of Grant during the three-year period. F2 · 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. The Restricted Stock Units will vest one-third per year over three years in substantially equal installments on each anniversary of the Date of Grant during the three-year period. 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.