Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PATTERSON UTI ENERGY INCPTEN · Entity 2270 | President-Completions | August 16, 2024 | August 21, 2024 |
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 August 16, 2024 · Filed August 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $.01 par value per shareSEC Table I · non-derivative | Direct | 129,742 |
Ending reported balance
After 2024-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-08-16 · Exercise / conversion · Acquired 24,816 · Balance 139,508 F1: Shares received upon vesting of Restricted Stock Units. Row 2 · 2024-08-16 · Tax withholding · Disposed 9,766 · Balance 129,742 F2: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 186,566 |
Reported balance
After 2024-08-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-16 · Exercise / conversion · Disposed 24,816 · Balance 186,566 F3: The Restricted Stock Units will vest in accordance with the following schedule: (i) 18,133 on January 2, 2025, (ii) 40,407 on January 3, 2025, (iii) 109,894 on December 31, 2025, and (iv) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares received upon vesting of Restricted Stock Units.
F2: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into common stock.
F3: The Restricted Stock Units will vest in accordance with the following schedule: (i) 18,133 on January 2, 2025, (ii) 40,407 on January 3, 2025, (iii) 109,894 on December 31, 2025, and (iv) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof.
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 86,514 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of June 14, 2023 and amended as of July 27, 2023 (the "Merger Agreement"), 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 (the "Effective Date"). |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-01 · Disposition to issuer · Disposed 213,533 · Balance 0 F2: Pursuant to the Merger Agreement, each reported Restricted Stock Unit was converted, on the same terms and conditions as were applicable prior to execution of the Merger Agreement, into 0.7520 Restricted Stock Units with respect to Patterson-UTI common stock (rounded down to the nearest whole share in the aggregate) at the Effective Date. |
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 (the "Merger Agreement"), 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 (the "Effective Date").
F2: Pursuant to the Merger Agreement, each reported Restricted Stock Unit was converted, on the same terms and conditions as were applicable prior to execution of the Merger Agreement, into 0.7520 Restricted Stock Units with respect to Patterson-UTI common stock (rounded down to the nearest whole share in the aggregate) at the Effective Date.
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 |
|---|---|---|---|---|---|---|
| August 16, 2024 Filed Aug 21, 2024 01:51 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionRestricted Stock Units · Derivative | 24,816 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001628280-24-037962 · wk-form4_1724205081.xml · derivative · entry 3 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,566 Underlying: Common Stock, $.01 par value per share · 24,816 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. F3 · price: The Restricted Stock Units will vest in accordance with the following schedule: (i) 18,133 on January 2, 2025, (ii) 40,407 on January 3, 2025, (iii) 109,894 on December 31, 2025, and (iv) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.exercise_date: The Restricted Stock Units will vest in accordance with the following schedule: (i) 18,133 on January 2, 2025, (ii) 40,407 on January 3, 2025, (iii) 109,894 on December 31, 2025, and (iv) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.expiration_date: The Restricted Stock Units will vest in accordance with the following schedule: (i) 18,133 on January 2, 2025, (ii) 40,407 on January 3, 2025, (iii) 109,894 on December 31, 2025, and (iv) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. Read SEC document |
| August 16, 2024 Filed Aug 21, 2024 01:51 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 9,766 | $9.13 | $89,163.58 |
DisclosureSEC source: 0001628280-24-037962 · wk-form4_1724205081.xml · nonDerivative · entry 2 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,742 F2 · shares: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into common stock. Read SEC document |
| August 16, 2024 Filed Aug 21, 2024 01:51 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 24,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-037962 · wk-form4_1724205081.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,508 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: Shares received upon vesting of Restricted Stock Units. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 12:15 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | SaleCommon Stock, $.01 par value per share | 60,000 | $9.87 | $592,200.00 |
DisclosureSEC source: 0000950170-24-075322 · ownership.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,692 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.84 to $9.90, inclusive. The Reporting Person undertakes to provide to Patterson-UTI Energy, Inc., any security holder of Patterson-UTI Energy, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:15 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 65,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-005618 · doc4.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,692 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 each of May 9, 2025, May 9, 2026 and May 9, 2027. Read SEC document |
| January 03, 2024 Filed Mar 4, 2024 22:43 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionRestricted Stock Units · Derivative | 40,406 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-24-004218 · doc4.xml · derivative · entry 6 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,382 Underlying: Common Stock, $.01 par value per share · 40,406 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. F3 · price: The Restricted Stock Units will vest in accordance with the following schedule: (i) 24,816 on August 16, 2024, (ii) 18,133 on January 2, 2025, (iii) 40,407 on January 3, 2025, (iv) 109,894 on December 31, 2025, and (v) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.exercise_date: The Restricted Stock Units will vest in accordance with the following schedule: (i) 24,816 on August 16, 2024, (ii) 18,133 on January 2, 2025, (iii) 40,407 on January 3, 2025, (iv) 109,894 on December 31, 2025, and (v) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.expiration_date: The Restricted Stock Units will vest in accordance with the following schedule: (i) 24,816 on August 16, 2024, (ii) 18,133 on January 2, 2025, (iii) 40,407 on January 3, 2025, (iv) 109,894 on December 31, 2025, and (v) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. Read SEC document |
| January 03, 2024 Filed Mar 4, 2024 22:43 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 9,839 | $10.82 | $106,457.98 |
DisclosureSEC source: 0001209191-24-004218 · doc4.xml · nonDerivative · entry 4 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,792 F2 · shares: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into common stock. Read SEC document |
| January 03, 2024 Filed Mar 4, 2024 22:43 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 40,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004218 · doc4.xml · nonDerivative · entry 3 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,631 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: Shares received upon vesting of Restricted Stock Units. Read SEC document |
| January 02, 2024 Filed Mar 4, 2024 22:43 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionRestricted Stock Units · Derivative | 18,682 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-24-004218 · doc4.xml · derivative · entry 5 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,788 Underlying: Common Stock, $.01 par value per share · 18,682 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. F3 · price: The Restricted Stock Units will vest in accordance with the following schedule: (i) 24,816 on August 16, 2024, (ii) 18,133 on January 2, 2025, (iii) 40,407 on January 3, 2025, (iv) 109,894 on December 31, 2025, and (v) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.exercise_date: The Restricted Stock Units will vest in accordance with the following schedule: (i) 24,816 on August 16, 2024, (ii) 18,133 on January 2, 2025, (iii) 40,407 on January 3, 2025, (iv) 109,894 on December 31, 2025, and (v) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.expiration_date: The Restricted Stock Units will vest in accordance with the following schedule: (i) 24,816 on August 16, 2024, (ii) 18,133 on January 2, 2025, (iii) 40,407 on January 3, 2025, (iv) 109,894 on December 31, 2025, and (v) 18,132 on January 2, 2026. Each Restricted Stock Unit represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. Read SEC document |
| January 02, 2024 Filed Mar 4, 2024 22:43 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Tax withholdingCommon Stock, $.01 par value per share | 5,515 | $10.83 | $59,727.45 |
DisclosureSEC source: 0001209191-24-004218 · doc4.xml · nonDerivative · entry 2 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,225 F2 · shares: Shares disposed to pay applicable withholding taxes on Restricted Stock Units converted into common stock. Read SEC document |
| January 02, 2024 Filed Mar 4, 2024 22:43 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | Exercise / conversionCommon Stock, $.01 par value per share | 18,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-004218 · doc4.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,740 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: Shares received upon vesting of Restricted Stock Units. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 16:25 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Disposition to issuerRestricted Stock Units · Derivative | 213,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000132 · wf-form4_169359990777528.xml · derivative · entry 2 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 213,533 shares Expires not disclosed F2 · derivative.exercise_price: Pursuant to the Merger Agreement, each reported Restricted Stock Unit was converted, on the same terms and conditions as were applicable prior to execution of the Merger Agreement, into 0.7520 Restricted Stock Units with respect to Patterson-UTI common stock (rounded down to the nearest whole share in the aggregate) at the Effective Date. F2 · price: Pursuant to the Merger Agreement, each reported Restricted Stock Unit was converted, on the same terms and conditions as were applicable prior to execution of the Merger Agreement, into 0.7520 Restricted Stock Units with respect to Patterson-UTI common stock (rounded down to the nearest whole share in the aggregate) at the Effective Date. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each reported Restricted Stock Unit was converted, on the same terms and conditions as were applicable prior to execution of the Merger Agreement, into 0.7520 Restricted Stock Units with respect to Patterson-UTI common stock (rounded down to the nearest whole share in the aggregate) at the Effective Date. F2 · derivative.expiration_date: Pursuant to the Merger Agreement, each reported Restricted Stock Unit was converted, on the same terms and conditions as were applicable prior to execution of the Merger Agreement, into 0.7520 Restricted Stock Units with respect to Patterson-UTI common stock (rounded down to the nearest whole share in the aggregate) at the Effective Date. Read SEC document |
| September 01, 2023 Filed Sep 1, 2023 16:25 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Disposition to issuerCommon Stock | 86,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000132 · wf-form4_169359990777528.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 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 (the "Merger Agreement"), 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 (the "Effective Date"). Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 22:13 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCash-Settled Restricted Stock Units · Derivative | 244,889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-048521 · doc4.xml · derivative · entry 3 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,889 Underlying: Common Stock, $.01 par value per share · 244,889 shares Expires not disclosed F4 · derivative.exercise_price: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. F4 · price: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. F4 · derivative.exercise_date: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. F4 · derivative.expiration_date: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 22:13 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantRestricted Stock Units · Derivative | 270,468 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-048521 · doc4.xml · derivative · entry 2 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,468 Underlying: Common Stock, $.01 par value per share · 270,468 shares Expires not disclosed F3 · derivative.exercise_price: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,681 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,132 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · price: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,681 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,132 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.exercise_date: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,681 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,132 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.expiration_date: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,681 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,132 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 22:13 UTC | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 65,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-048521 · doc4.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,058 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 (the "Exchange Ratio") 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 |
| September 01, 2023 Filed Mar 4, 2024 21:23 UTC Amendment | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCash-Settled Restricted Stock Units · Derivative | 244,889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004214 · doc4a.xml · derivative · entry 3 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,889 Underlying: Common Stock, $.01 par value per share · 244,889 shares Expires not disclosed F5 · derivative.exercise_price: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. F5 · price: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. F5 · derivative.exercise_date: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. F5 · derivative.expiration_date: These cash-settled restricted stock units ("Cash-Settled RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier performance units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The Cash-Settled RSUs will fully vest on December 31, 2024. Each Cash-Settled RSU represents the right to receive a cash payment equal to the fair market value of a share of the Issuer's common stock on the settlement date. Read SEC document |
| September 01, 2023 Filed Mar 4, 2024 21:23 UTC Amendment | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantRestricted Stock Units · Derivative | 270,470 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004214 · doc4a.xml · derivative · entry 2 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,470 Underlying: Common Stock, $.01 par value per share · 270,470 shares Expires not disclosed F3 · derivative.exercise_price: On September 6, 2023, the Reporting Person filed a Form 4 which inadvertently reported an incorrect number of restricted stock units acquired in the Mergers due to immaterial rounding errors. These items have been corrected in this amendment, which reports 2 additional restricted stock units. F4 · derivative.exercise_price: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,682 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,133 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · shares: On September 6, 2023, the Reporting Person filed a Form 4 which inadvertently reported an incorrect number of restricted stock units acquired in the Mergers due to immaterial rounding errors. These items have been corrected in this amendment, which reports 2 additional restricted stock units. F4 · price: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,682 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,133 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F4 · derivative.exercise_date: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,682 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,133 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F4 · derivative.expiration_date: These restricted stock units ("RSUs") were acquired by the Reporting Person in the Mergers in exchange for NexTier restricted stock units and performance stock units held by the Reporting Person immediately prior to the Effective Time based on the Exchange Ratio. The RSUs will vest in accordance with the following schedule: (i) 18,682 on January 2, 2024, (ii) 40,406 on January 3, 2024, (iii) 24,816 on August 16, 2024, (iv) 18,133 on January 2, 2025, (v) 40,407 on January 3, 2025, (vi) 109,894 on December 31, 2025 and (vii) 18,132 on January 2, 2026. Each RSU represents the right to receive a share of the Issuer's common stock or a cash payment in lieu thereof. F3 · derivative.underlying_shares: On September 6, 2023, the Reporting Person filed a Form 4 which inadvertently reported an incorrect number of restricted stock units acquired in the Mergers due to immaterial rounding errors. These items have been corrected in this amendment, which reports 2 additional restricted stock units. F3 · balance_after: On September 6, 2023, the Reporting Person filed a Form 4 which inadvertently reported an incorrect number of restricted stock units acquired in the Mergers due to immaterial rounding errors. These items have been corrected in this amendment, which reports 2 additional restricted stock units. Read SEC document |
| September 01, 2023 Filed Mar 4, 2024 21:23 UTC Amendment | PATTERSON UTI ENERGY INC PTEN · Entity 2270 | GrantCommon Stock, $.01 par value per share | 65,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-004214 · doc4a.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · President-Completions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,058 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 (the "Exchange Ratio") 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 |
| August 16, 2023 Filed Aug 18, 2023 16:10 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Exercise / conversionRestricted Stock Units · Derivative | 33,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000111 · wf-form4_169238944105701.xml · derivative · entry 3 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,533 Underlying: Common Stock · 33,000 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 restricted stock unit represents a contingent right to receive one share of NEX common stock. F2 · date: On August 16, 2021, the reporting person was granted 100,000 restricted stock units that vest in three equal installments on each of August 16, 2022, 2023 and 2024. F2 · derivative.exercise_date: On August 16, 2021, the reporting person was granted 100,000 restricted stock units that vest in three equal installments on each of August 16, 2022, 2023 and 2024. F2 · derivative.expiration_date: On August 16, 2021, the reporting person was granted 100,000 restricted stock units that vest in three equal installments on each of August 16, 2022, 2023 and 2024. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 16:10 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Tax withholdingCommon Stock | 12,986 | $10.93 | $141,936.98 |
DisclosureSEC source: 0001688476-23-000111 · wf-form4_169238944105701.xml · nonDerivative · entry 2 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,514 Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 16:10 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Exercise / conversionCommon Stock | 33,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000111 · wf-form4_169238944105701.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,500 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 restricted stock unit represents a contingent right to receive one share of NEX common stock. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantRestricted Stock Units · Derivative | 73,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000013 · wf-form4_167297352511602.xml · derivative · entry 7 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,533 Underlying: Common Stock · 73,068 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of NEX common stock. F4 · derivative.exercise_date: These restricted stock units vest in three equal installments on each of January 3, 2024, 2025 and 2026. F4 · derivative.expiration_date: These restricted stock units vest in three equal installments on each of January 3, 2024, 2025 and 2026. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Exercise / conversionRestricted Stock Units · Derivative | 55,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000013 · wf-form4_167297352511602.xml · derivative · entry 6 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,465 Underlying: Common Stock · 55,361 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 restricted stock unit represents a contingent right to receive one share of NEX common stock. F3 · derivative.exercise_date: On January 3, 2022, the Reporting Person was granted 162,826 restricted stock units, vesting in three annual installments on each of January 3, 2023, 2024 and 2025. F3 · derivative.expiration_date: On January 3, 2022, the Reporting Person was granted 162,826 restricted stock units, vesting in three annual installments on each of January 3, 2023, 2024 and 2025. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Tax withholdingCommon Stock | 14,583 | $8.49 | $123,809.67 |
DisclosureSEC source: 0001688476-23-000013 · wf-form4_167297352511602.xml · nonDerivative · entry 4 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,499 Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Exercise / conversionCommon Stock | 55,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000013 · wf-form4_167297352511602.xml · nonDerivative · entry 3 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,082 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. Read SEC document |
| January 03, 2023 Filed Jan 11, 2023 21:05 UTC Amendment | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Tax withholdingCommon Stock | 14,582 | $8.49 | $123,801.18 |
DisclosureSEC source: 0001688476-23-000022 · wf-form4a_167348913236676.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,500 F1 · shares: This amendment is being filed to correct an error in the number of shares reported in columns 4 and 5 of the Reporting Person's Form 4 filed on January 5, 2023. F1 · balance_after: This amendment is being filed to correct an error in the number of shares reported in columns 4 and 5 of the Reporting Person's Form 4 filed on January 5, 2023. Read SEC document |
| January 02, 2023 Filed Jan 11, 2023 21:05 UTC Amendment | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantRestricted Stock Units · Derivative | 73,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000022 · wf-form4a_167348913236676.xml · derivative · entry 2 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,894 Underlying: Common Stock · 73,068 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of NEX common stock. F3 · date: This amendment is being filed to address an error in the date reported in column 3 of the Reporting Person's Form 4 filed on January 5, 2023. After giving effect to this amendment, the number of derivative securities beneficially owned as of the filing date of this Form 4/A is 246,533. F4 · derivative.exercise_date: These restricted stock units vest in three equal installments on each of January 2, 2024, 2025 and 2026. F4 · derivative.expiration_date: These restricted stock units vest in three equal installments on each of January 2, 2024, 2025 and 2026. F3 · balance_after: This amendment is being filed to address an error in the date reported in column 3 of the Reporting Person's Form 4 filed on January 5, 2023. After giving effect to this amendment, the number of derivative securities beneficially owned as of the filing date of this Form 4/A is 246,533. Read SEC document |
| August 16, 2022 Filed Jan 5, 2023 21:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Exercise / conversionRestricted Stock Units · Derivative | 34,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000013 · wf-form4_167297352511602.xml · derivative · entry 5 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222,826 Underlying: Common Stock · 34,000 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 restricted stock unit represents a contingent right to receive one share of NEX common stock. F2 · derivative.exercise_date: On August 16, 2021, the Reporting Person was granted 100,000 restricted stock units, vesting in three installments, on each of August 16, 2022, 2023 and 2024. F2 · derivative.expiration_date: On August 16, 2021, the Reporting Person was granted 100,000 restricted stock units, vesting in three installments, on each of August 16, 2022, 2023 and 2024. Read SEC document |
| August 16, 2022 Filed Jan 5, 2023 21:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Tax withholdingCommon Stock | 8,279 | $8.56 | $70,868.24 |
DisclosureSEC source: 0001688476-23-000013 · wf-form4_167297352511602.xml · nonDerivative · entry 2 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,721 Read SEC document |
| August 16, 2022 Filed Jan 5, 2023 21:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | Exercise / conversionCommon Stock | 34,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-23-000013 · wf-form4_167297352511602.xml · nonDerivative · entry 1 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 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. Read SEC document |
| January 03, 2022 Filed Jan 6, 2022 19:52 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantRestricted Stock Units · Derivative | 162,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-22-000020 · wf-form4_164151675270474.xml · derivative · entry 1 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,826 Underlying: Common Stock · 162,826 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three annual installments on each of January 3, 2023, 2024 and 2025. F2 · derivative.expiration_date: The restricted stock units vest in three annual installments on each of January 3, 2023, 2024 and 2025. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 10:13 UTC | NEXTIER OILFIELD SOLUTIONS INC. NEX · Entity 109993 | GrantRestricted Stock Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001688476-21-000116 · wf-form4_162929599887444.xml · derivative · entry 1 Gillard Matthew · CIK 0001878197 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted Stock Units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: The restricted stock units vest in three installments on each of August 16, 2022, 2023 and 2024. F2 · derivative.expiration_date: The restricted stock units vest in three installments on each of August 16, 2022, 2023 and 2024. 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.