Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Innovex International, Inc.
Report date September 06, 2024 · Filed September 10, 2024
Section 16 reporting ended · disclosed 2024-09-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,196 |
Ending reported balance
After 2024-09-06 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-09-06 · Grant · Acquired 23,742 · Balance 48,085 F1: Represents shares received upon the vesting and settlement of all of the Reporting Person's outstanding performance unit awards (the "Performance Units") in connection with the consummation of the mergers (the "Mergers") contemplated by that certain Agreement and Plan of Merger, dated as of March 18, 2024, by and among Innovex International, Inc. (formerly named Dril-Quip, Inc.) (the "Issuer"), certain subsidiaries of the Issuer and Innovex Downhole Solutions, Inc., as amended by that certain First Amendment to Agreement and Plan of Merger, dated as of June 12, 2024. F2: The Performance Units were granted pursuant to the Issuer's 2017 Omnibus Incentive Plan and vested at 100% of the target level on the Reporting Person's last day of employment with the Issuer pursuant to the Separation Agreement and General Release of Claims between the Reporting Person and the Issuer, dated September 6, 2024 (the "Separation Agreement"), a copy of which was filed as an exhibit to the Issuer's Current Report on Form 8-K, filed with the Securities and Exchange Commission on September 6, 2024. Row 2 · 2024-09-06 · Tax withholding · Disposed 9,344 · Balance 38,741 F3: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and settlement of the Performance Units on September 6, 2024. Row 3 · 2024-09-06 · Tax withholding · Disposed 6,545 · Balance 32,196 F4: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and settlement of all of the Reporting Person's outstanding restricted stock awards on September 6, 2024 in connection with the consummation of the Mergers. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares received upon the vesting and settlement of all of the Reporting Person's outstanding performance unit awards (the "Performance Units") in connection with the consummation of the mergers (the "Mergers") contemplated by that certain Agreement and Plan of Merger, dated as of March 18, 2024, by and among Innovex International, Inc. (formerly named Dril-Quip, Inc.) (the "Issuer"), certain subsidiaries of the Issuer and Innovex Downhole Solutions, Inc., as amended by that certain First Amendment to Agreement and Plan of Merger, dated as of June 12, 2024.
F2: The Performance Units were granted pursuant to the Issuer's 2017 Omnibus Incentive Plan and vested at 100% of the target level on the Reporting Person's last day of employment with the Issuer pursuant to the Separation Agreement and General Release of Claims between the Reporting Person and the Issuer, dated September 6, 2024 (the "Separation Agreement"), a copy of which was filed as an exhibit to the Issuer's Current Report on Form 8-K, filed with the Securities and Exchange Commission on September 6, 2024.
F3: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and settlement of the Performance Units on September 6, 2024.
F4: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and settlement of all of the Reporting Person's outstanding restricted stock awards on September 6, 2024 in connection with the consummation of the Mergers.
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 |
|---|---|---|---|---|---|---|
| September 06, 2024 Filed Sep 10, 2024 23:15 UTC | Innovex International, Inc. INVX · Entity 4462 | Tax withholdingCommon Stock | 6,545 | $15.41 | $100,858.45 |
DisclosureSEC source: 0000950170-24-105266 · ownership.xml · nonDerivative · entry 3 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,196 F4 · shares: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and settlement of all of the Reporting Person's outstanding restricted stock awards on September 6, 2024 in connection with the consummation of the Mergers. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 23:15 UTC | Innovex International, Inc. INVX · Entity 4462 | Tax withholdingCommon Stock | 9,344 | $15.41 | $143,991.04 |
DisclosureSEC source: 0000950170-24-105266 · ownership.xml · nonDerivative · entry 2 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,741 F3 · shares: Represents the number of shares withheld to satisfy tax withholding obligations in connection with the vesting and settlement of the Performance Units on September 6, 2024. Read SEC document |
| September 06, 2024 Filed Sep 10, 2024 23:15 UTC | Innovex International, Inc. INVX · Entity 4462 | GrantCommon Stock | 23,742 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-105266 · ownership.xml · nonDerivative · entry 1 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,085 F1 · kind: Represents shares received upon the vesting and settlement of all of the Reporting Person's outstanding performance unit awards (the "Performance Units") in connection with the consummation of the mergers (the "Mergers") contemplated by that certain Agreement and Plan of Merger, dated as of March 18, 2024, by and among Innovex International, Inc. (formerly named Dril-Quip, Inc.) (the "Issuer"), certain subsidiaries of the Issuer and Innovex Downhole Solutions, Inc., as amended by that certain First Amendment to Agreement and Plan of Merger, dated as of June 12, 2024. F2 · kind: The Performance Units were granted pursuant to the Issuer's 2017 Omnibus Incentive Plan and vested at 100% of the target level on the Reporting Person's last day of employment with the Issuer pursuant to the Separation Agreement and General Release of Claims between the Reporting Person and the Issuer, dated September 6, 2024 (the "Separation Agreement"), a copy of which was filed as an exhibit to the Issuer's Current Report on Form 8-K, filed with the Securities and Exchange Commission on September 6, 2024. F1 · price: Represents shares received upon the vesting and settlement of all of the Reporting Person's outstanding performance unit awards (the "Performance Units") in connection with the consummation of the mergers (the "Mergers") contemplated by that certain Agreement and Plan of Merger, dated as of March 18, 2024, by and among Innovex International, Inc. (formerly named Dril-Quip, Inc.) (the "Issuer"), certain subsidiaries of the Issuer and Innovex Downhole Solutions, Inc., as amended by that certain First Amendment to Agreement and Plan of Merger, dated as of June 12, 2024. F2 · price: The Performance Units were granted pursuant to the Issuer's 2017 Omnibus Incentive Plan and vested at 100% of the target level on the Reporting Person's last day of employment with the Issuer pursuant to the Separation Agreement and General Release of Claims between the Reporting Person and the Issuer, dated September 6, 2024 (the "Separation Agreement"), a copy of which was filed as an exhibit to the Issuer's Current Report on Form 8-K, filed with the Securities and Exchange Commission on September 6, 2024. Read SEC document |
| October 28, 2023 Filed Oct 30, 2023 14:09 UTC | Innovex International, Inc. DRQ · Entity 4462 | Tax withholdingCommon Stock | 2,651 | $22.78 | $60,389.78 |
DisclosureSEC source: 0001209191-23-053812 · doc4.xml · nonDerivative · entry 2 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,343 Read SEC document |
| October 28, 2023 Filed Oct 30, 2023 14:09 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 8,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053812 · doc4.xml · nonDerivative · entry 1 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,994 Read SEC document |
| October 31, 2022 Filed Nov 1, 2022 18:25 UTC | Innovex International, Inc. DRQ · Entity 4462 | SaleCommon Stock | 1,627 | $24.53 | $39,910.31 |
DisclosureSEC source: 0001209191-22-055002 · doc4.xml · nonDerivative · entry 3 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,215 F1 · kind: Sales to cover tax obligations of vested restricted stock awards pursuant to a Rule 10b5-1 sales plan adopted on June 8, 2022. F3 · price: The price in column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $24.27 to $24.79 inclusive. The reporting person has provided to the issuer and will provide any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| October 31, 2022 Filed Nov 1, 2022 18:25 UTC | Innovex International, Inc. DRQ · Entity 4462 | SaleCommon Stock | 344 | $23.95 | $8,238.80 |
DisclosureSEC source: 0001209191-22-055002 · doc4.xml · nonDerivative · entry 2 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,842 F1 · kind: Sales to cover tax obligations of vested restricted stock awards pursuant to a Rule 10b5-1 sales plan adopted on June 8, 2022. F2 · price: The price in column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $23.25 to $24.19 inclusive. The reporting person has provided to the issuer and will provide any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| October 28, 2022 Filed Nov 1, 2022 18:25 UTC | Innovex International, Inc. DRQ · Entity 4462 | GrantCommon Stock | 8,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-055002 · doc4.xml · nonDerivative · entry 1 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,186 Read SEC document |
| May 17, 2022 Filed May 19, 2022 01:53 UTC | Innovex International, Inc. DRQ · Entity 4462 | Tax withholdingCommon Stock | 71 | $30.45 | $2,161.95 |
DisclosureSEC source: 0001209191-22-030300 · doc4.xml · nonDerivative · entry 1 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,595 F1 · kind: Shares withheld to cover tax obligations of vested restricted stock awards. F2 · price: The price in column 4 is the closing price of the common stock on the New York Stock Exchange on the date the shares vested and were withheld for tax withholding. Read SEC document |
| March 22, 2022 Filed Mar 22, 2022 20:07 UTC | Innovex International, Inc. DRQ · Entity 4462 | SaleCommon Stock | 3,513 | $34.70 | $121,901.10 |
DisclosureSEC source: 0001209191-22-020517 · doc4.xml · nonDerivative · entry 1 Underwood Donald M · CIK 0001913865 · VP - Subsea Products 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 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.