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SIEGEL MARK S

Disclosed activity across 2 companies

Tapewire entity
81489
SEC CIK
0000919501

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Fathom Holdings Inc.FTHM · Entity 761410% ownerMarch 17, 2025March 27, 2025
PATTERSON UTI ENERGY INCPTEN · Entity 2270Director · Chairman of the BoardMay 11, 2020May 13, 2020

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.

Fathom Holdings Inc.

Report date March 17, 2025 · Filed March 27, 2025

Jointly reported with Prometheus Foundation, REMY CAPITAL PARTNERS III L P, ReMY Holdings, Inc.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect2,117,824 Reported balance Holding disclosure · report date 2025-03-17 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 2,117,824

F1: These securities are owned solely by Prometheus Foundation, who is a member of a "group" with ReMY Capital Partners III, L.P. ("ReMY LP"), ReMY Holdings, Inc. ("ReMY GP"), Mark S. Siegel, and Adam Rothstein for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Mr. Rothstein is a director of the Issuer and files separate reports pursuant to Section 16(a) of the Exchange Act.

Common StockSEC Table I · non-derivativeDirect657,256 Reported balance Holding disclosure · report date 2025-03-17 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 657,256

F2: These securities are held directly by ReMY LP. ReMY LP's general partner is ReMY GP, whose president and sole shareholder is Mr. Siegel. ReMY GP may be deemed to beneficially own the shares held by ReMY LP. Mr. Siegel has voting and investment power over the shares held by ReMY LP and, accordingly, may be deemed to beneficially own the shares held by ReMY LP. ReMY GP and Mr. Siegel disclaim beneficial ownership in these shares except to the extent of its or his respective pecuniary interest therein.

Filing footnotes · ownership attribution and instrument terms

F1: These securities are owned solely by Prometheus Foundation, who is a member of a "group" with ReMY Capital Partners III, L.P. ("ReMY LP"), ReMY Holdings, Inc. ("ReMY GP"), Mark S. Siegel, and Adam Rothstein for purposes of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Mr. Rothstein is a director of the Issuer and files separate reports pursuant to Section 16(a) of the Exchange Act.

F2: These securities are held directly by ReMY LP. ReMY LP's general partner is ReMY GP, whose president and sole shareholder is Mr. Siegel. ReMY GP may be deemed to beneficially own the shares held by ReMY LP. Mr. Siegel has voting and investment power over the shares held by ReMY LP and, accordingly, may be deemed to beneficially own the shares held by ReMY LP. ReMY GP and Mr. Siegel disclaim beneficial ownership in these shares except to the extent of its or his respective pecuniary interest therein.

PATTERSON UTI ENERGY INC

Report date May 11, 2020 · Filed May 13, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, $.01 par value per shareSEC Table I · non-derivativeDirect1,574,985 Reported balance After 2020-05-11 transaction · row 1
1 source row

Row 1 · 2020-05-11 · Grant · Acquired 119,203 · Balance 1,574,985

F1: Shares received in settlement of the 2017 Performance Unit grant.

Common Stock, $.01 par value per shareSEC Table I · non-derivativeIndirectBy Trust(s)83,400 Reported balance Holding disclosure · report date 2020-05-11 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 83,400

F2: Held by trust(s) for which the reporting person is the trustee.

Common Stock, $.01 par value per shareSEC Table I · non-derivativeIndirectSee Footnote605,000 Reported balance Holding disclosure · report date 2020-05-11 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 605,000

F3: Shares owned by Remy Capital Partners III, L.P. Mr. Siegel is the sole stockholder of the general partner of Remy Capital Partners III, L.P.

Filing footnotes · ownership attribution and instrument terms

F1: Shares received in settlement of the 2017 Performance Unit grant.

F2: Held by trust(s) for which the reporting person is the trustee.

F3: Shares owned by Remy Capital Partners III, L.P. Mr. Siegel is the sole stockholder of the general partner of Remy Capital Partners III, L.P.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 11, 2020 Filed May 13, 2020 20:03 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GrantCommon Stock, $.01 par value per share 119,203 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-028782 · doc4.xml · nonDerivative · entry 1

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,574,985

F1 · shares: Shares received in settlement of the 2017 Performance Unit grant.

Read SEC document
April 26, 2019 Filed Apr 30, 2019 11:54 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 Exercise / conversionStock Option (Right to Buy) · Derivative 350,000 $0.00 Strike: $13.17 $0.00
Disclosure

SEC source: 0001209191-19-026518 · doc4.xml · derivative · entry 5

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock, $.01 par value per share · 350,000 shares

Expires 2019-04-27

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.

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April 26, 2019 Filed Apr 30, 2019 11:54 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 Tax withholdingCommon Stock, $.01 par value per share 336,283 $14.28 $4,802,121.24
Disclosure

SEC source: 0001209191-19-026518 · doc4.xml · nonDerivative · entry 2

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,455,782

F2 · shares: Shares disposed to pay exercise price and applicable withholding taxes related to option exercised on April 26, 2019.

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April 26, 2019 Filed Apr 30, 2019 11:54 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 Exercise / conversionCommon Stock, $.01 par value per share 350,000 $13.17 $4,609,500.00
Disclosure

SEC source: 0001209191-19-026518 · doc4.xml · nonDerivative · entry 1

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,792,065

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 · shares: Acquired upon exercise of option that would have expired April 27, 2019. Net exercise effected pursuant to a Rule 10b5-1 Sales Plan that provides for an automatic net exercise on the regular market trading date immediately preceding the expiration date for the option.

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April 24, 2019 Filed Apr 25, 2019 20:06 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 Tax withholdingCommon Stock, $.01 par value per share 17,565 $15.83 $278,053.95
Disclosure

SEC source: 0001209191-19-025970 · doc4.xml · nonDerivative · entry 6

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,442,065

F6 · shares: Shares disposed to pay applicable withholding taxes on Restricted stock units converted into common stock on April 24, 2019.

Read SEC document
April 23, 2019 Filed Apr 25, 2019 20:06 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GrantCommon Stock, $.01 par value per share 69,600 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-025970 · doc4.xml · nonDerivative · entry 5

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,459,630

F5 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One-third of the restricted stock units vests on April 23, 2020 and the remainder vests in equal monthly installments over the twenty-four months following April 23, 2020.

Read SEC document
April 23, 2019 Filed Apr 25, 2019 20:06 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 Tax withholdingCommon Stock, $.01 par value per share 10,094 $15.83 $159,788.02
Disclosure

SEC source: 0001209191-19-025970 · doc4.xml · nonDerivative · entry 4

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,390,030

F4 · shares: Shares disposed to pay applicable withholding taxes on shares received from the 2016 Performance Unit grant.

Read SEC document
April 23, 2019 Filed Apr 25, 2019 20:06 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GrantCommon Stock, $.01 par value per share 33,100 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-025970 · doc4.xml · nonDerivative · entry 3

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,400,124

F3 · shares: Shares received in settlement of the 2016 Performance Unit grant.

Read SEC document
January 09, 2019 Filed Apr 25, 2019 20:06 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GiftCommon Stock, $.01 par value per share 33,500 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-025970 · doc4.xml · nonDerivative · entry 2

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust(s)

Disclosed balance after: 83,400

F1 · shares: The reporting person gifted an aggregate of 33,500 shares to a trust for which the reporting person is the trustee.

F2 · ownership.nature: Held by trust(s) for which the reporting person is the trustee.

Read SEC document
January 09, 2019 Filed Apr 25, 2019 20:06 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GiftCommon Stock, $.01 par value per share 33,500 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-025970 · doc4.xml · nonDerivative · entry 1

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,367,024

F1 · shares: The reporting person gifted an aggregate of 33,500 shares to a trust for which the reporting person is the trustee.

Read SEC document
May 02, 2018 Filed May 3, 2018 20:48 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 Tax withholdingCommon Stock, $.01 par value per share 82,037 $21.50 $1,763,795.50
Disclosure

SEC source: 0001209191-18-027663 · doc4.xml · nonDerivative · entry 1

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,400,524

F1 · shares: Shares disposed to pay applicable withholding taxes on restricted stock vested on 05/02/2018.

Read SEC document
April 24, 2018 Filed Apr 26, 2018 20:59 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 Tax withholdingCommon Stock, $.01 par value per share 35,099 $19.64 $689,344.36
Disclosure

SEC source: 0001209191-18-026254 · doc4.xml · nonDerivative · entry 3

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,482,561

F3 · shares: Shares disposed to pay applicable withholding taxes on shares received from 2015 Performance Unit grant.

Read SEC document
April 24, 2018 Filed Apr 26, 2018 20:59 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GrantCommon Stock, $.01 par value per share 101,600 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-026254 · doc4.xml · nonDerivative · entry 2

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,517,660

F2 · shares: Shares received in settlement of the 2015 Performance Unit grant.

Read SEC document
April 24, 2018 Filed Apr 26, 2018 20:59 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GrantCommon Stock, $.01 par value per share 199,600 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-026254 · doc4.xml · nonDerivative · entry 1

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,416,060

F1 · shares: Restricted stock units that convert into common stock on a one-for-one basis. One-third of the restricted stock units vests on April 24, 2019 and the remainder vests in equal monthly installments over the twenty-four months following April 24, 2019.

Read SEC document
May 02, 2017 Filed May 4, 2017 20:01 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GrantCommon Stock, $.01 par value per share 113,586 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-029978 · doc4.xml · nonDerivative · entry 2

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,216,460

F2 · shares: One hundred percent (100%) of the shares vest on May 2, 2018.

Read SEC document
May 02, 2017 Filed May 4, 2017 20:01 UTC PATTERSON UTI ENERGY INC PTEN · Entity 2270 GrantCommon Stock, $.01 par value per share 155,628 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-029978 · doc4.xml · nonDerivative · entry 1

SIEGEL MARK S · CIK 0000919501 · Director · Chairman of the Board

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,102,874

F1 · shares: One-third of the shares vests on May 2, 2018 and the remainder vests in equal monthly installments over the twenty-four months following May 2, 2018.

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.