Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLOTEK INDUSTRIES INC/CN/FTK · Entity 5092 | Director | May 16, 2025 | May 19, 2025 |
| Strategy IncMSTR · Entity 3031 | SEVP & CFO | November 07, 2019 | November 08, 2019 |
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.
FLOTEK INDUSTRIES INC/CN/
Report date May 16, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 73,035 |
Reported balance
After 2025-05-16 transaction · row 1
1 source rowRow 1 · 2025-05-16 · Grant · Acquired 6,394 · Balance 73,035 F1: Restricted Stock Awards ("RSAs") granted as consideration for service on the Board. RSAs vest on the earlier of the one-year anniversary of the grant date or the next annual shareholders meeting (provided such meeting occurs at least 50 weeks after the grant date). |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Awards ("RSAs") granted as consideration for service on the Board. RSAs vest on the earlier of the one-year anniversary of the grant date or the next annual shareholders meeting (provided such meeting occurs at least 50 weeks after the grant date).
Strategy Inc
Report date November 07, 2019 · Filed November 08, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $155.78 · Expires 2029-11-07 | Direct | 60,000 |
Reported balance
After 2019-11-07 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-11-07 · Grant · Acquired 60,000 · Balance 60,000 F1: This option vests as to 15,000 shares on the first anniversary of the grant date, and as to an additional 15,000 shares on each anniversary thereafter until the option is vested in full. |
Filing footnotes · ownership attribution and instrument terms
F1: This option vests as to 15,000 shares on the first anniversary of the grant date, and as to an additional 15,000 shares on each anniversary thereafter until the option is vested in full.
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 |
|---|---|---|---|---|---|---|
| May 16, 2025 Filed May 19, 2025 19:37 UTC | FLOTEK INDUSTRIES INC/CN/ FTK · Entity 5092 | GrantCommon Shares | 6,394 | $0.00 | $0.00 |
DisclosureSEC source: 0000928054-25-000052 · wk-form4_1747683424.xml · nonDerivative · entry 1 Mayr Lisa · CIK 0001793283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,035 F1 · shares: Restricted Stock Awards ("RSAs") granted as consideration for service on the Board. RSAs vest on the earlier of the one-year anniversary of the grant date or the next annual shareholders meeting (provided such meeting occurs at least 50 weeks after the grant date). Read SEC document |
| June 05, 2024 Filed Jun 5, 2024 21:18 UTC | FLOTEK INDUSTRIES INC/CN/ FTK · Entity 5092 | GrantCommon Shares | 22,173 | $0.00 | $0.00 |
DisclosureSEC source: 0000928054-24-000073 · wk-form4_1717622293.xml · nonDerivative · entry 1 Mayr Lisa · CIK 0001793283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,641 F1 · shares: Restricted Stock Awards ("RSAs") granted as consideration for service on the Board. RSAs vest on the earlier of the one-year anniversary of the grant date or the next annual shareholders meeting (provided such meeting occurs at least 50 weeks after the grant date). F2 · balance_after: The number of shares beneficially owned following the transaction have been adjusted to reflect the one for six reverse split of the common stock effective September 25, 2023. Read SEC document |
| July 01, 2023 Filed Jul 6, 2023 01:19 UTC | FLOTEK INDUSTRIES INC/CN/ FTK · Entity 5092 | GrantCommon Shares | 136,986 | $0.00 | $0.00 |
DisclosureSEC source: 0000928054-23-000122 · wf-form4_168860633208036.xml · nonDerivative · entry 1 Mayr Lisa · CIK 0001793283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,801 F1 · shares: Restricted stock grant awarded as part of Board compensation. Shares vest at the earlier of one year from date of grant and the annual shareholders meeting, but in no event less than one year from date of grant. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 22:11 UTC | FLOTEK INDUSTRIES INC/CN/ FTK · Entity 5092 | GrantCommon Shares | 82,645 | $0.00 | $0.00 |
DisclosureSEC source: 0000928054-22-000163 · wf-form4_165999667467068.xml · nonDerivative · entry 1 Mayr Lisa · CIK 0001793283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,815 F1 · shares: Grant of shares for annual retainer. Shares vest at the earlier of one year from date of grant and the 2023 annual meeting. Read SEC document |
| June 03, 2021 Filed Jun 7, 2021 22:52 UTC | FLOTEK INDUSTRIES INC/CN/ FTK · Entity 5092 | GrantCommon Shares | 47,170 | $0.00 | $0.00 |
DisclosureSEC source: 0000928054-21-000109 · wf-form4_162310632610739.xml · nonDerivative · entry 1 Mayr Lisa · CIK 0001793283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,170 F1 · shares: Grant of shares for annual retainer. Shares vest at the earlier of one year from date of grant and the 2022 annual meeting. Read SEC document |
| November 07, 2019 Filed Nov 8, 2019 21:20 UTC | Strategy Inc MSTR · Entity 3031 | GrantEmployee Stock Option (Right to buy) · Derivative | 60,000 | $0.00 Strike: $155.78 | $0.00 |
DisclosureSEC source: 0001209191-19-055816 · doc4.xml · derivative · entry 1 Mayr Lisa · CIK 0001793283 · SEVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 60,000 shares Expires 2029-11-07 F1 · derivative.exercise_date: This option vests as to 15,000 shares on the first anniversary of the grant date, and as to an additional 15,000 shares on each anniversary thereafter until the option is vested in full. 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.