Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANEERING INTERNATIONAL INCOII · Entity 3888 | Chief Operating Officer | June 03, 2021 | June 04, 2021 |
| Weatherford International plcWFRD · Entity 3720 | Chief Fulfillment and Enter... | January 18, 2024 | January 22, 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.
OCEANEERING INTERNATIONAL INC
Report date June 03, 2021 · Filed June 04, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 193,056 |
Reported balance
After 2021-06-03 transaction · row 1
1 source rowRow 1 · 2021-06-03 · Tax withholding · Disposed 24,949 · Balance 193,056 |
Weatherford International plc
Report date January 18, 2024 · Filed January 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 2,088 |
Ending reported balance
After 2024-01-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-01-18 · Exercise / conversion · Acquired 3,418 · Balance 3,418 F1: Represents the vesting of restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. Row 2 · 2024-01-18 · Tax withholding · Disposed 1,330 · Balance 2,088 F2: Transaction was a withholding of a portion of vested RSUs to satisfy the reporting person's tax withholding obligations upon vesting, pursuant to the award agreement and associated equity incentive plan under which the award was granted. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 6,834 |
Reported balance
After 2024-01-18 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-01-18 · Exercise / conversion · Disposed 3,418 · Balance 6,834 F1: Represents the vesting of restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. |
| Restricted Share UnitsSEC Table II · derivative / convertible security | Direct | 3,268 |
Reported balance
After 2024-01-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-01-18 · Grant · Acquired 3,268 · Balance 3,268 F4: Represents RSUs granted on January 18, 2024 pursuant to the 2019 EIP. The RSUs vest in three equal installments annually over the three-year period from the date of grant. |
| 2024 Annual Performance Share UnitsSEC Table II · derivative / convertible security | Direct | 4,903 |
Reported balance
After 2024-01-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-01-18 · Grant · Acquired 4,903 · Balance 4,903 F3: Represents performance share units ("PSUs") granted on January 18, 2024 under the 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2024 and ending December 31, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting of restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant.
F2: Transaction was a withholding of a portion of vested RSUs to satisfy the reporting person's tax withholding obligations upon vesting, pursuant to the award agreement and associated equity incentive plan under which the award was granted.
F3: Represents performance share units ("PSUs") granted on January 18, 2024 under the 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2024 and ending December 31, 2026.
F4: Represents RSUs granted on January 18, 2024 pursuant to the 2019 EIP. The RSUs vest in three equal installments annually over the three-year period from the date of grant.
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 18, 2024 Filed Jan 22, 2024 16:42 UTC | Weatherford International plc WFRD · Entity 3720 | GrantRestricted Share Units · Derivative | 3,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001603923-24-000030 · wk-form4_1705959741.xml · derivative · entry 5 DAVISON CHARLES · CIK 0001594772 · Chief Fulfillment and Enter... 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,268 Underlying: Ordinary Shares · 3,268 shares Expires not disclosed F4 · derivative.exercise_price: Represents RSUs granted on January 18, 2024 pursuant to the 2019 EIP. The RSUs vest in three equal installments annually over the three-year period from the date of grant. F4 · derivative.exercise_date: Represents RSUs granted on January 18, 2024 pursuant to the 2019 EIP. The RSUs vest in three equal installments annually over the three-year period from the date of grant. F4 · derivative.expiration_date: Represents RSUs granted on January 18, 2024 pursuant to the 2019 EIP. The RSUs vest in three equal installments annually over the three-year period from the date of grant. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 16:42 UTC | Weatherford International plc WFRD · Entity 3720 | Grant2024 Annual Performance Share Units · Derivative | 4,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001603923-24-000030 · wk-form4_1705959741.xml · derivative · entry 4 DAVISON CHARLES · CIK 0001594772 · Chief Fulfillment and Enter... 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,903 Underlying: Ordinary Shares · 4,903 shares Expires not disclosed F3 · derivative.exercise_price: Represents performance share units ("PSUs") granted on January 18, 2024 under the 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2024 and ending December 31, 2026. F3 · derivative.exercise_date: Represents performance share units ("PSUs") granted on January 18, 2024 under the 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2024 and ending December 31, 2026. F3 · derivative.expiration_date: Represents performance share units ("PSUs") granted on January 18, 2024 under the 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2024 and ending December 31, 2026. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 16:42 UTC | Weatherford International plc WFRD · Entity 3720 | Exercise / conversionRestricted Share Units · Derivative | 3,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001603923-24-000030 · wk-form4_1705959741.xml · derivative · entry 3 DAVISON CHARLES · CIK 0001594772 · Chief Fulfillment and Enter... 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,834 Underlying: Ordinary Shares · 3,418 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: Represents the vesting of restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. F1 · derivative.exercise_date: Represents the vesting of restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. F1 · derivative.expiration_date: Represents the vesting of restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 16:42 UTC | Weatherford International plc WFRD · Entity 3720 | Tax withholdingOrdinary Shares | 1,330 | $94.50 | $125,685.00 |
DisclosureSEC source: 0001603923-24-000030 · wk-form4_1705959741.xml · nonDerivative · entry 2 DAVISON CHARLES · CIK 0001594772 · Chief Fulfillment and Enter... 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,088 F2 · kind: Transaction was a withholding of a portion of vested RSUs to satisfy the reporting person's tax withholding obligations upon vesting, pursuant to the award agreement and associated equity incentive plan under which the award was granted. Read SEC document |
| January 18, 2024 Filed Jan 22, 2024 16:42 UTC | Weatherford International plc WFRD · Entity 3720 | Exercise / conversionOrdinary Shares | 3,418 | $0.00 | $0.00 |
DisclosureSEC source: 0001603923-24-000030 · wk-form4_1705959741.xml · nonDerivative · entry 1 DAVISON CHARLES · CIK 0001594772 · Chief Fulfillment and Enter... 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,418 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 · kind: Represents the vesting of restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:37 UTC | Weatherford International plc WFRD · Entity 3720 | Grant2023 Annual Performance Units · Derivative | 15,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001603923-23-000052 · wf-form4_167426861697595.xml · derivative · entry 2 DAVISON CHARLES · CIK 0001594772 · EVP - Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,378 Underlying: Ordinary Shares · 15,378 shares Expires not disclosed F2 · derivative.exercise_price: Represents performance share units ("PSUs") granted on January 18, 2023 under 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2023 and ending December 31, 2025. F2 · derivative.exercise_date: Represents performance share units ("PSUs") granted on January 18, 2023 under 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2023 and ending December 31, 2025. F2 · derivative.expiration_date: Represents performance share units ("PSUs") granted on January 18, 2023 under 2019 EIP. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 200% of target award depending on the actual achievement of the performance goals at the end of the performance period. The PSUs vest based on actual performance at the end of the performance period, which is the Issuer's three fiscal years beginning on January 1, 2023 and ending December 31, 2025. Read SEC document |
| January 18, 2023 Filed Jan 20, 2023 21:37 UTC | Weatherford International plc WFRD · Entity 3720 | GrantRestricted Share Units · Derivative | 10,252 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001603923-23-000052 · wf-form4_167426861697595.xml · derivative · entry 1 DAVISON CHARLES · CIK 0001594772 · EVP - Chief Operations Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,252 Underlying: Ordinary Shares · 10,252 shares Expires not disclosed F1 · derivative.exercise_price: Represents restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. F1 · price: Represents restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. F1 · derivative.exercise_date: Represents restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. F1 · derivative.expiration_date: Represents restricted share units ("RSUs") granted on January 18, 2023 pursuant to the Issuer's 2019 Equity Incentive Plan, as amended and restated (the "2019 EIP"). The RSUs vest in three equal installments annually over the three-year period from the date of grant. Read SEC document |
| October 10, 2022 Filed Oct 12, 2022 16:36 UTC | Weatherford International plc WFRD · Entity 3720 | Grant2021 Program Performance Share Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001603923-22-000103 · wf-form4_166560696161052.xml · derivative · entry 1 DAVISON CHARLES · CIK 0001594772 · EVP - Operational Excellence 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: 2021 Program Performance Share Units · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: Represents performance share units ("PSUs") granted on October 10, 2022 under the Second Amended and Restated 2019 Equity Incentive Plan. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 100% of target award depending on the actual achievement of the performance goals at the end of the performance period. The performance period is the Issuer's fiscal years beginning on January 1, 2022 ending December 31, 2024. F1 · derivative.exercise_date: Represents performance share units ("PSUs") granted on October 10, 2022 under the Second Amended and Restated 2019 Equity Incentive Plan. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 100% of target award depending on the actual achievement of the performance goals at the end of the performance period. The performance period is the Issuer's fiscal years beginning on January 1, 2022 ending December 31, 2024. F1 · derivative.expiration_date: Represents performance share units ("PSUs") granted on October 10, 2022 under the Second Amended and Restated 2019 Equity Incentive Plan. The number of PSUs reported is the target award and may be subject to a payout ranging from 0% to 100% of target award depending on the actual achievement of the performance goals at the end of the performance period. The performance period is the Issuer's fiscal years beginning on January 1, 2022 ending December 31, 2024. Read SEC document |
| June 03, 2021 Filed Jun 4, 2021 20:40 UTC | OCEANEERING INTERNATIONAL INC OII · Entity 3888 | Tax withholdingCommon Stock | 24,949 | $18.20 | $454,071.80 |
DisclosureSEC source: 0001537854-21-000065 · edgar.xml · nonDerivative · entry 1 DAVISON CHARLES · CIK 0001594772 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,056 Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:03 UTC | OCEANEERING INTERNATIONAL INC OII · Entity 3888 | GrantCommon Stock | 65,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001537854-21-000046 · edgar.xml · nonDerivative · entry 1 DAVISON CHARLES · CIK 0001594772 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,005 Read SEC document |
| June 03, 2020 Filed Jun 3, 2020 21:20 UTC | OCEANEERING INTERNATIONAL INC OII · Entity 3888 | Tax withholdingCommon Stock | 4,912 | $0.00 | $0.00 |
DisclosureSEC source: 0001537854-20-000121 · edgar.xml · nonDerivative · entry 1 DAVISON CHARLES · CIK 0001594772 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,673 Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 23:08 UTC | OCEANEERING INTERNATIONAL INC OII · Entity 3888 | GrantCommon Stock | 46,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001537854-20-000077 · edgar.xml · nonDerivative · entry 1 DAVISON CHARLES · CIK 0001594772 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,585 Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 21:56 UTC | OCEANEERING INTERNATIONAL INC OII · Entity 3888 | GrantCommon Stock | 27,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001537854-19-000093 · edgar.xml · nonDerivative · entry 2 DAVISON CHARLES · CIK 0001594772 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,247 Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 21:56 UTC | OCEANEERING INTERNATIONAL INC OII · Entity 3888 | GrantCommon Stock | 83,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001537854-19-000093 · edgar.xml · nonDerivative · entry 1 DAVISON CHARLES · CIK 0001594772 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,580 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.