Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | Director | January 01, 2026 | January 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.
PATTERSON UTI ENERGY INC
Report date January 01, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,612 |
Reported balance
After 2026-01-01 transaction · row 1
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 28,641 · Balance 196,612 F1: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2027, with settlement generally deferred until the director's separation from service. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2027, with settlement generally deferred until the director's separation from service.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NEXTIER OILFIELD SOLUTIONS INC.
Report date September 01, 2023 · Filed September 01, 2023
Section 16 reporting ended · disclosed 2023-09-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-09-01 transaction · row 1
1 source rowRow 1 · 2023-09-01 · Disposition to issuer · Disposed 173,647 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of June 14, 2023 and amended as of July 27, 2023, by and among Patterson-UTI Energy, Inc. ("Patterson-UTI"), Pecos Merger Sub Inc., Pecos Second Merger Sub LLC and NexTier Oilfield Solutions, Inc., each share was cancelled and converted into the right to receive 0.7520 shares of Patterson-UTI common stock at the effective date of the mergers contemplated thereby. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of June 14, 2023 and amended as of July 27, 2023, by and among Patterson-UTI Energy, Inc. ("Patterson-UTI"), Pecos Merger Sub Inc., Pecos Second Merger Sub LLC and NexTier Oilfield Solutions, Inc., each share was cancelled and converted into the right to receive 0.7520 shares of Patterson-UTI common stock at the effective date of the mergers contemplated thereby.
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 |
|---|---|---|---|---|---|---|
| January 01, 2026 Filed Jan 6, 2026 01:05 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock | 28,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001504164-26-000002 · wk-form4_1767661527.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,612 F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2027, with settlement generally deferred until the director's separation from service. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:13 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 21,186 | $0.00 | $0.00 |
DisclosureSEC source: 0000889900-25-000007 · wk-form4_1735942429.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,971 F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2026, with settlement generally deferred until the director's separation from service. Read SEC document |
| January 01, 2024 Filed Jan 4, 2024 00:51 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 16,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000565 · doc4.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,785 F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One hundred percent (100%) of the restricted stock units vests on January 1, 2025. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 16:27 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Disposition to issuerCommon Stock | 173,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000139 · wf-form4_169360002569711.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of June 14, 2023 and amended as of July 27, 2023, by and among Patterson-UTI Energy, Inc. ("Patterson-UTI"), Pecos Merger Sub Inc., Pecos Second Merger Sub LLC and NexTier Oilfield Solutions, Inc., each share was cancelled and converted into the right to receive 0.7520 shares of Patterson-UTI common stock at the effective date of the mergers contemplated thereby. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 22:14 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 130,582 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-048522 · doc4.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,582 F1 · price: This Form 4 reports securities acquired in connection with the mergers (the "Mergers") contemplated by that certain Agreement and Plan of Merger (as amended, the "Merger Agreement"), dated as of June 14, 2023, by and among Patterson-UTI Energy, Inc. (the "Issuer"), certain subsidiaries of the Issuer, and NexTier Oilfield Solutions Inc. ("NexTier"). On September 1, 2023, as a result of the Mergers contemplated by the Merger Agreement, at the Effective Time (as defined in the Merger Agreement), each outstanding share of common stock of NexTier was converted automatically into the right to receive 0.7520 shares of common stock of the Issuer, with cash paid in lieu of the issuance of any fractional shares of the Issuer's common stock. F2 · price: The shares of the Issuer's common stock reported above were acquired by the Reporting Person in respect of the shares of common stock of NexTier owned by the Reporting Person immediately prior to the Effective Time. On the trading day immediately prior to the Effective Time, the closing price of the Issuer's common stock was $14.14 per share and the closing price of NexTier's common stock was $10.61 per share. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 15:51 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantCommon Stock | 18,773 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000092 · wf-form4_168694506407505.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,647 F1 · shares: Represents shares of restricted stock scheduled to vest 100% on the earliest of (i) the first anniversary of the grant date, (ii) the date of the first meeting of NexTier Oilfield Solutions Inc.'s (the "Company") stockholders at which directors will be elected in the calendar year following the calendar year in which the grant date occurs, or (iii) the date of any termination without cause, death, or a change in control, all subject to the grantee's continued service as a director to the Company. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 16:29 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantCommon Stock | 13,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-22-000118 · wf-form4_165549777297413.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,874 F1 · shares: Represents shares of restricted stock scheduled to vest 100% on the earliest of (i) the first anniversary of the grant date, (ii) the date of the first meeting of NexTier Oilfield Solutions Inc.'s (the "Company") stockholders at which directors will be elected in the calendar year following the calendar year in which the grant date occurs, or (iii) the date of any termination without cause, death, or a change in control, all subject to the grantee's continued service as a director to the Company. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 12:04 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantCommon Stock | 28,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-21-000093 · wf-form4_162394587309094.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,953 F1 · shares: Represents shares of restricted stock scheduled to vest 100% on the earliest of (i) the first anniversary of the grant date,(ii) the date of the first meeting of the Company's stockholders at which directors will be elected in the calendar year following the calendar year in which the grant date occurs, (iii) the date of any termination without cause, death, and a change in control, all subject to the grantee's continued service as a director to the Company. Read SEC document |
| June 19, 2020 Filed Jun 19, 2020 16:47 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantCommon Stock | 55,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-20-000072 · wf-form4_159259960847047.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,957 F1 · shares: Represents shares of restricted stock scheduled to vest 100% on the earliest of (i) the first anniversary of the grant date,(ii) the date of the first meeting of the Company's stockholders at which directors will be elected in the calendar year following the calendar year in which the grant date occurs, (iii) the date of any termination without cause, death, and a change in control, all subject to the grantee's continued service as a director to the Company. Read SEC document |
| May 10, 2019 Filed May 15, 2019 18:15 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantCommon Stock | 14,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-19-002829 · primarydocument.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,612 Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 17:07 UTC | NEXTIER OILFIELD SOLUTIONS INC. FRAC · Entity 109993 | GrantCommon Stock | 10,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003527 · primarydocument.xml · nonDerivative · entry 1 Halverson Gary M. · CIK 0001504164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,983 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.