Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KLX Energy Services Holdings, Inc.KLXE · Entity 7414 | Director · See Remarks | September 21, 2026 | September 21, 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.
KLX Energy Services Holdings, Inc.
Report date September 21, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 605,735 |
Reported balance
After 2026-09-21 transaction · row 1
1 source rowRow 1 · 2026-09-21 · Exercise / conversion · Acquired 151,009 · Balance 605,735 F1: These shares were purchased by the exercise of rights held by the Reporting Person at the Subscription Price offered by the Company in its August 21, 2026 Equity Rights Offering. |
| Basic Subscription RightSEC Table II · derivative / convertible security · Conversion / exercise price $1.49 · Expires 2026-09-23 | Direct | 415,856 |
Reported balance
After 2026-09-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-21 · Exercise / conversion · Disposed 38,870 · Balance 415,856 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased by the exercise of rights held by the Reporting Person at the Subscription Price offered by the Company in its August 21, 2026 Equity Rights Offering.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Quintana Energy Services Inc.
Report date July 28, 2020 · Filed July 30, 2020
Section 16 reporting ended · disclosed 2020-07-30. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 266,352 |
Reported balance
After 2020-07-28 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2020-07-28 · Exercise / conversion · Acquired 54,254 · Balance 266,352 F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES phantom unit became fully vested and was cancelled and converted into the right to receive 0.0969 shares of KLXE common stock. |
| Common stockSEC Table I · non-derivative | Direct | 245,004 |
Reported balance
After 2020-07-28 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2020-07-28 · Tax withholding · Disposed 21,349 · Balance 245,004 F1: On July 28, 2020, pursuant to the Agreement and Plan of Merger, dated May 3, 2020 (the "Merger Agreement"), by and among Quintana Energy Services Inc. ("QES"), KLX Energy Services Holdings, Inc. ("KLXE"), Krypton Intermediate LLC, and Kypton Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into QES (the "Merger"), with QES surviving the Merger as the wholly owned subsidiary of KLXE. Pursuant to the Merger Agreement, at the effective time of the Merger, each share of QES's common stock was converted into, and became exchangeable for, 0.0969 shares of KLXE common stock. On July 27, 2020 (the last trading day prior to consummation of the Merger and KLXE's 1-for-5 reverse stock split), the closing price of one share of KLXE common stock was $2.00 and the closing price of one share of QES common stock was $0.93. |
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-07-28 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2020-07-28 · Disposition to issuer · Disposed 245,004 · Balance 0 F1: On July 28, 2020, pursuant to the Agreement and Plan of Merger, dated May 3, 2020 (the "Merger Agreement"), by and among Quintana Energy Services Inc. ("QES"), KLX Energy Services Holdings, Inc. ("KLXE"), Krypton Intermediate LLC, and Kypton Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into QES (the "Merger"), with QES surviving the Merger as the wholly owned subsidiary of KLXE. Pursuant to the Merger Agreement, at the effective time of the Merger, each share of QES's common stock was converted into, and became exchangeable for, 0.0969 shares of KLXE common stock. On July 27, 2020 (the last trading day prior to consummation of the Merger and KLXE's 1-for-5 reverse stock split), the closing price of one share of KLXE common stock was $2.00 and the closing price of one share of QES common stock was $0.93. |
| Phantom UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2020-07-28 · Exercise / conversion · Disposed 54,254 · Balance 0 F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES phantom unit became fully vested and was cancelled and converted into the right to receive 0.0969 shares of KLXE common stock. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-07-28 · Disposition to issuer · Disposed 299,844 · Balance 0 F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES restricted stock unit award subject to time-based vesting was cancelled and converted into a KLXE restricted stock unit award equal to the number of outstanding QES restricted stock units multiplied by 0.0969. The KLXE restricted stock unit award will otherwise continue on the same terms and conditions as were applicable to the QES restricted stock unit award. |
| Performance Share UnitSEC Table II · derivative / convertible security | Direct | 368,157 |
Reported balance
After 2020-07-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-07-28 · Grant · Acquired 313,748 · Balance 368,157 F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES performance share unit award was cancelled and converted into a KLXE restricted stock unit award equal to the number of outstanding QES performance share units that were earned based on actual achievement of the applicable performance goals in accordance with the Merger Agreement multiplied by 0.0969. F5: (Continued from Footnote 4) With respect to such KLXE restricted stock unit award, the portion based on a QES performance share unit award granted in 2019 determined to have been earned based on discretionary performance goals and the portion based on a QES performance share unit award granted in 2020 subject to a strategic performance goals, in each case, will be settled in cash following the vesting of such KLXE restricted stock unit. The KLXE restricted stock unit award will otherwise continue on the same terms and conditions as were applicable to the QES performance share unit award (other than any performance-based vesting conditions). |
| Performance Share UnitSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-07-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-07-28 · Disposition to issuer · Disposed 368,157 · Balance 0 F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES performance share unit award was cancelled and converted into a KLXE restricted stock unit award equal to the number of outstanding QES performance share units that were earned based on actual achievement of the applicable performance goals in accordance with the Merger Agreement multiplied by 0.0969. F5: (Continued from Footnote 4) With respect to such KLXE restricted stock unit award, the portion based on a QES performance share unit award granted in 2019 determined to have been earned based on discretionary performance goals and the portion based on a QES performance share unit award granted in 2020 subject to a strategic performance goals, in each case, will be settled in cash following the vesting of such KLXE restricted stock unit. The KLXE restricted stock unit award will otherwise continue on the same terms and conditions as were applicable to the QES performance share unit award (other than any performance-based vesting conditions). |
Filing footnotes · ownership attribution and instrument terms
F1: On July 28, 2020, pursuant to the Agreement and Plan of Merger, dated May 3, 2020 (the "Merger Agreement"), by and among Quintana Energy Services Inc. ("QES"), KLX Energy Services Holdings, Inc. ("KLXE"), Krypton Intermediate LLC, and Kypton Merger Sub Inc. ("Merger Sub"), Merger Sub merged with and into QES (the "Merger"), with QES surviving the Merger as the wholly owned subsidiary of KLXE. Pursuant to the Merger Agreement, at the effective time of the Merger, each share of QES's common stock was converted into, and became exchangeable for, 0.0969 shares of KLXE common stock. On July 27, 2020 (the last trading day prior to consummation of the Merger and KLXE's 1-for-5 reverse stock split), the closing price of one share of KLXE common stock was $2.00 and the closing price of one share of QES common stock was $0.93.
F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES phantom unit became fully vested and was cancelled and converted into the right to receive 0.0969 shares of KLXE common stock.
F3: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES restricted stock unit award subject to time-based vesting was cancelled and converted into a KLXE restricted stock unit award equal to the number of outstanding QES restricted stock units multiplied by 0.0969. The KLXE restricted stock unit award will otherwise continue on the same terms and conditions as were applicable to the QES restricted stock unit award.
F4: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding QES performance share unit award was cancelled and converted into a KLXE restricted stock unit award equal to the number of outstanding QES performance share units that were earned based on actual achievement of the applicable performance goals in accordance with the Merger Agreement multiplied by 0.0969.
F5: (Continued from Footnote 4) With respect to such KLXE restricted stock unit award, the portion based on a QES performance share unit award granted in 2019 determined to have been earned based on discretionary performance goals and the portion based on a QES performance share unit award granted in 2020 subject to a strategic performance goals, in each case, will be settled in cash following the vesting of such KLXE restricted stock unit. The KLXE restricted stock unit award will otherwise continue on the same terms and conditions as were applicable to the QES performance share unit award (other than any performance-based vesting conditions).
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 |
|---|---|---|---|---|---|---|
| February 22, 2018 Filed Feb 23, 2018 16:15 UTC | Quintana Energy Services Inc. QES · Entity 147528 | Exercise / conversionPhantom Units · Derivative | 55,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-005311 · doc4.xml · derivative · entry 3 Baker Christopher J. · CIK 0001714015 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 55,258 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: Each phantom unit represented the right to receive one share of QES common stock upon settlement. F1 · price: Each phantom unit represented the right to receive one share of QES common stock upon settlement. F3 · derivative.exercise_date: 55,258 phantom units were settled on February 22, 2018. F3 · derivative.expiration_date: 55,258 phantom units were settled on February 22, 2018. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 16:15 UTC | Quintana Energy Services Inc. QES · Entity 147528 | Tax withholdingCommon stock | 13,814 | $9.00 | $124,326.00 |
DisclosureSEC source: 0000899243-18-005311 · doc4.xml · nonDerivative · entry 2 Baker Christopher J. · CIK 0001714015 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,386 F2 · shares: Represents shares of common stock in QES withheld to satisfy the Reporting Person's tax liability arising from the settlement of phantom units previously granted to him. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 16:15 UTC | Quintana Energy Services Inc. QES · Entity 147528 | Exercise / conversionCommon stock | 55,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-005311 · doc4.xml · nonDerivative · entry 1 Baker Christopher J. · CIK 0001714015 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,200 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: Each phantom unit represented the right to receive one share of QES common stock upon settlement. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:07 UTC | Quintana Energy Services Inc. QES · Entity 147528 | GrantPhantom Units · Derivative | 217,015 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-004324 · doc4.xml · derivative · entry 3 Baker Christopher J. · CIK 0001714015 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,015 Underlying: Common stock · 217,015 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one share of QES common stock. F2 · price: Each phantom unit is the economic equivalent of one share of QES common stock. F4 · derivative.exercise_date: Represents phantom units scheduled to vest in four equal installments in February 2018, February 2019, February 2020 and February 2021. Vested phantom units will be settled within 60 days of the applicable vesting date. F4 · derivative.expiration_date: Represents phantom units scheduled to vest in four equal installments in February 2018, February 2019, February 2020 and February 2021. Vested phantom units will be settled within 60 days of the applicable vesting date. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:07 UTC | Quintana Energy Services Inc. QES · Entity 147528 | GrantPhantom Units · Derivative | 55,258 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-004324 · doc4.xml · derivative · entry 2 Baker Christopher J. · CIK 0001714015 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,258 Underlying: Common stock · 55,258 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom unit is the economic equivalent of one share of QES common stock. F2 · price: Each phantom unit is the economic equivalent of one share of QES common stock. F3 · derivative.exercise_date: Represents phantom units scheduled to vest on the closing of the initial public offering of QES and that will be settled within 60 days thereafter. F3 · derivative.expiration_date: Represents phantom units scheduled to vest on the closing of the initial public offering of QES and that will be settled within 60 days thereafter. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:07 UTC | Quintana Energy Services Inc. QES · Entity 147528 | GrantCommon stock | 3,942 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-004324 · doc4.xml · nonDerivative · entry 1 Baker Christopher J. · CIK 0001714015 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,942 F1 · price: The reporting person acquired these securities upon the closing of the transactions contemplated by the Master Reorganization Agreement dated February 9, 2018, by and among Quintana Energy Services Inc. and the other parties thereto. 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.