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Helix Energy Solutions Group, Inc. (HLX)

USD9.30 -0.24 (-2.47%)
US NYSE Energy Oil & Gas Equipment & Services
Address 3505 West Sam Houston Parkway North 77043
Houston, TX, US
CEO Owen Eugene Kratz
IPO 1997-07-01
CIK 866829 ISIN US42330P1075

Explore sections of this company profile

Description

Helix Energy Solutions Group, Inc., founded in 1979 and based in Houston, Texas, (and known as Cal Dive International, Inc., until its name change in March 2006) is an offshore energy services firm. It provides an array of specialized solutions to the offshore energy sector, primarily across major global regions such as Brazil, the Gulf of Mexico, the North Sea, Asia Pacific, and West Africa. The company's operations are divided into three core business units: Well Intervention, Robotics, and Production Facilities. The Robotics segment focuses on complex subsea infrastructure work, encompassing the installation of flowlines, control umbilicals, manifold assemblies, and risers. This also includes the trenching and burial of pipelines, precision tie-in of risers and manifold assemblies, as well as commissioning, testing, inspection activities, and the deployment and connection of cables and umbilicals. Within its Well Intervention segment, Helix offers critical services for well optimization, including intervention engineering and production enhancement. This segment also performs comprehensive inspection, repair, and maintenance for various subsea assets, such as production structures, well trees, jumpers, risers, pipelines, and general subsea equipment, supported by related technical assistance. The Production Facilities segment delivers a range of support services, from oil and natural gas processing facilities and rapid response systems to site clearance and general subsea support. Additionally, the company provides environmental reclamation and remediation services, complete well and pipeline plug-and-abandonment operations, and thorough site inspections. Helix serves a broad customer base, including independent oil and gas producers and suppliers, pipeline transmission companies, renewable energy businesses, and offshore engineering and construction firms.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
GAS CORPORATION 2006-03-31 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD9.30 -0.24 (-2.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.12
Float Shares
137.28M
Free Float %
93.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% -6.50% -9.66% +1.74% +40.39% +49.12% +51.05% +44.96% +70.00% +16.73% +87.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Buy
Price Targets & DCF
Current price
9.30
Low 14.00 +50.6%
Consensus 14.00 +50.6%
Median 14.00 +50.6%
High 14.00 +50.6%
DCF (Unlevered) 56.62 +509.2%
DCF (Levered) 52.27 +462.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year
All Time 1
14.00
+50.6%
Quality scores
Altman Z-Score
1.86
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Equipment & Services: +6.7%
    -4.9% Q1'26: +3.6% (vs Q1'25)
  • EPS growth Oil & Gas Equipment & Services: +14.3%
    -41.7% Q1'26: -545.5% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Equipment & Services: +40.2%
    +11.9% Q1'26: +20.5% (vs Q1'25)
  • EBIT margin Oil & Gas Equipment & Services: +10.9%
    +5.1% Q1'26: -4.6% (vs Q1'25)
  • ROIC Oil & Gas Equipment & Services: +6.7%
    +2.7% Q1'26: -2.6% (vs Q1'25)
  • Share dilution Oil & Gas Equipment & Services: +0.3%
    -4.0% Q1'26: -3.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Equipment & Services: 0.32×
    2.49× Q1'26: -11.75× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.16) × ERP
WACC = 69% × Ke + 31% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 56.62 Current price: 9.30
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2000
actual
Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
181.01M
est: 154.65M (+17.1%)
227.14M
est: 219.46M (+3.5%)
302.71M
est: 333.96M (-9.4%)
396.27M
est: 386.12M (+2.6%)
799.47M
est: 684.05M (+16.9%)
1.37B
est: 1.47B (-7.3%)
1.77B
est: 1.75B (+1.0%)
2.15B
est: 7.94B (-73.0%)
1.46B
est: 1.27B (+14.9%)
1.20B
est: 1.53B (-21.8%)
1.40B
est: 1.12B (+24.6%)
846.11M
est: 2.37B (-64.2%)
876.56M
est: 896.04M (-2.2%)
1.11B
est: 1.29B (-14.3%)
695.80M
est: 692.36M (+0.5%)
487.58M
est: 488.52M (-0.2%)
581.38M
est: 577.82M (+0.6%)
739.82M
est: 737.16M (+0.4%)
751.91M
est: 750.94M (+0.1%)
733.56M
est: 725.44M (+1.1%)
674.73M
est: 640.91M (+5.3%)
873.10M
est: 841.59M (+3.7%)
1.29B
est: 1.39B (-7.3%)
1.36B
est: 1.32B (+3.2%)
1.29B
est: 1.26B (+2.5%)
1.28B
1.26B – 1.30B
+1.9% YoY
1.34B
1.33B – 1.36B
+4.4% YoY
1.43B
1.41B – 1.45B
+6.8% YoY
1.48B
1.46B – 1.51B
+3.7% YoY
1.46B
1.44B – 1.48B
-1.9% YoY
EBITDA
65.30M
est: 55.34M (+18.0%)
80.12M
est: 75.47M (+6.2%)
65.76M
est: 68.93M (-4.6%)
126.95M
est: 106.80M (+18.9%)
221.69M
est: 280.70M (-21.0%)
398.65M
est: 863.03M (-53.8%)
412.74M
est: 816.96M (-49.5%)
-72.04M
est: -960.74M (+92.5%)
562.14M
est: 228.52M (+146.0%)
149.68M
est: 302.54M (-50.5%)
554.95M
est: 285.53M (+94.4%)
19.95M
est: -259.99M (+107.7%)
276.04M
est: 232.31M (+18.8%)
393.65M
est: 300.17M (+31.1%)
-330.93M
est: -450.56M (+26.6%)
51.57M
est: 63.77M (-19.1%)
109.74M
est: 109.74M (+0.0%)
159.02M
est: 117.66M (+35.2%)
189.22M
est: 120.22M (+57.4%)
164.45M
est: 116.13M (+41.6%)
94.36M
est: 111.28M (-15.2%)
87.68M
est: 42.70M (+105.4%)
192.99M
est: 214.87M (-10.2%)
253.17M
est: 203.19M (+24.6%)
252.64M
est: 194.47M (+29.9%)
198.25M
195.25M – 201.25M
+1.9% YoY
206.88M
205.37M – 209.90M
+4.4% YoY
220.91M
217.84M – 224.55M
+6.8% YoY
229.09M
225.91M – 232.87M
+3.7% YoY
224.77M
221.65M – 228.47M
-1.9% YoY
EBIT
34.57M
est: 29.36M (+17.7%)
45.59M
est: 43.45M (+4.9%)
21.01M
est: 22.05M (-4.7%)
56.16M
est: 49.01M (+14.6%)
221.69M
est: 179.66M (+23.4%)
398.65M
est: 421.43M (-5.4%)
412.74M
est: 402.61M (+2.5%)
-398.60M
est: -1.25B (+68.2%)
319.65M
est: -51.01M (+726.6%)
67.81M
est: -101.87M (+166.6%)
243.85M
est: 210.55M (+15.8%)
-77.29M
est: -299.15M (+74.2%)
177.65M
est: 146.28M (+21.4%)
285.17M
est: 183.92M (+55.0%)
-449.19M
est: -416.99M (-7.7%)
-60.59M
est: -73.16M (+17.2%)
996.0K
est: -1.13M (+188.1%)
47.99M
est: 27.09M (+77.1%)
76.50M
est: 2.52M (+2,937.2%)
30.74M
est: 2.43M (+1,163.4%)
-47.15M
est: -55.19M (+14.6%)
-55.01M
est: -96.81M (+43.2%)
28.87M
est: 7.07M (+308.5%)
115.97M
est: 6.68M (+1,635.0%)
65.26M
est: 6.40M (+920.1%)
6.52M
6.42M – 6.62M
+1.9% YoY
6.81M
6.76M – 6.90M
+4.4% YoY
7.27M
7.17M – 7.39M
+6.8% YoY
7.54M
7.43M – 7.66M
+3.7% YoY
7.39M
7.29M – 7.52M
-1.9% YoY
Net Income
23.33M
est: 19.75M (+18.1%)
28.93M
est: 27.57M (+4.9%)
12.38M
est: 12.88M (-3.9%)
34.21M
est: 29.79M (+14.8%)
152.57M
est: 123.40M (+23.6%)
347.39M
est: 371.87M (-6.6%)
320.48M
est: 313.58M (+2.2%)
-630.85M
est: -1.40B (+54.8%)
156.05M
est: 3.77M (+4,039.9%)
-126.99M
est: -153.46M (+17.2%)
129.98M
est: 116.81M (+11.3%)
-46.30M
est: -170.81M (+72.9%)
109.92M
est: 86.14M (+27.6%)
195.05M
est: 138.26M (+41.1%)
-376.98M
est: -512.15M (+26.4%)
-81.45M
est: -97.75M (+16.7%)
30.05M
est: 30.05M (+0.0%)
28.60M
est: 11.58M (+146.9%)
57.92M
est: 54.68M (+5.9%)
22.17M
est: 6.09M (+263.9%)
-61.68M
est: -66.36M (+7.0%)
-87.78M
est: -119.93M (+26.8%)
-10.84M
est: -6.77M (-60.0%)
55.64M
est: 56.73M (-1.9%)
30.83M
est: 26.00M (+18.6%)
40.25M
39.46M – 41.05M
+54.8% YoY
85.44M
83.75M – 87.12M
+112.3% YoY
83.00M
81.63M – 84.91M
-2.9% YoY
99.46M
97.67M – 101.59M
+19.8% YoY
56.41M
55.39M – 57.62M
-43.3% YoY
SGA
20.80M
est: 17.35M (+19.9%)
21.33M
est: 20.53M (+3.9%)
32.78M
est: 35.60M (-7.9%)
35.92M
est: 30.12M (+19.2%)
62.79M
est: 51.59M (+21.7%)
119.58M
est: 127.60M (-6.3%)
151.38M
est: 148.06M (+2.2%)
184.71M
est: 215.42M (-14.3%)
130.85M
est: 186.48M (-29.8%)
122.08M
est: 173.04M (-29.5%)
99.59M
est: 87.85M (+13.4%)
94.42M
est: 92.25M (+2.3%)
82.27M
est: 74.72M (+10.1%)
92.52M
est: 81.27M (+13.8%)
57.28M
est: 78.73M (-27.2%)
65.93M
est: 79.31M (-16.9%)
63.26M
est: 63.26M (+0.0%)
70.29M
est: 53.79M (+30.7%)
69.84M
est: 60.96M (+14.6%)
61.08M
est: 58.89M (+3.7%)
63.45M
est: 75.13M (-15.5%)
76.75M
est: 76.19M (+0.7%)
94.43M
est: 106.18M (-11.1%)
91.65M
est: 100.40M (-8.7%)
75.94M
est: 96.10M (-21.0%)
97.96M
96.48M – 99.45M
+1.9% YoY
102.23M
101.48M – 103.72M
+4.4% YoY
109.16M
107.65M – 110.96M
+6.8% YoY
113.21M
111.63M – 115.07M
+3.7% YoY
111.07M
109.53M – 112.90M
-1.9% YoY
EPS
0.11
est: 0.27 (-58.5%)
0.14
est: 0.41 (-65.9%)
0.06
est: 0.31 (-80.4%)
0.17
est: 0.37 (-53.4%)
1.94
est: 1.35 (+43.7%)
4.07
est: 3.13 (+30.0%)
3.52
est: 2.95 (+19.3%)
-6.96
est: 2.84 (-345.5%)
1.01
est: 0.51 (+98.0%)
-1.22
est: 0.54 (-328.0%)
1.23
est: 0.99 (+24.2%)
-0.44
est: 1.61 (-127.4%)
1.04
est: 0.87 (+20.2%)
1.85
est: 1.20 (+54.2%)
-3.58
est: 0.17 (-2,212.3%)
-0.73
est: -0.33 (-122.3%)
0.20
est: -0.15 (+236.6%)
0.19
est: 0.22 (-12.7%)
0.39
est: 0.35 (+10.3%)
0.13
est: 0.04 (+230.0%)
-0.41
est: -0.49 (+16.8%)
-0.58
est: -0.54 (-8.3%)
-0.07
est: -0.04 (-60.5%)
0.37
est: 0.38 (-3.0%)
0.21
est: 0.17 (+20.1%)
0.27
0.27 – 0.28
+54.8% YoY
0.57
0.56 – 0.59
+112.3% YoY
0.56
0.55 – 0.57
-2.5% YoY
0.67
0.66 – 0.68
+19.6% YoY
0.38
0.37 – 0.39
-43.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 TD Cowen Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-27 B+ 3/5 5/5 2/5 3/5 3/5 1/5 4/5
2026-05-26 B+ 3/5 5/5 2/5 3/5 3/5 1/5 4/5
2026-05-22 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-21 B+ 3/5 5/5 2/5 3/5 3/5 1/5 4/5
2026-05-20 B+ 3/5 5/5 2/5 3/5 3/5 1/5 4/5
2026-05-19 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-18 B+ 3/5 5/5 2/5 3/5 3/5 1/5 4/5
2026-05-15 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-14 B+ 3/5 5/5 2/5 3/5 3/5 1/5 4/5
2026-05-13 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-12 B 3/5 4/5 2/5 3/5 3/5 1/5 4/5
2026-05-11 B+ 3/5 5/5 2/5 3/5 3/5 1/5 4/5
2026-05-08 B 3/5 5/5 2/5 3/5 2/5 1/5 4/5
2026-05-07 B 3/5 5/5 2/5 3/5 2/5 1/5 4/5
2026-05-06 B 3/5 5/5 2/5 3/5 2/5 1/5 4/5
2026-05-05 B 3/5 5/5 2/5 3/5 2/5 1/5 4/5
2026-05-04 B 3/5 5/5 2/5 3/5 2/5 1/5 4/5
2026-05-01 B 3/5 5/5 2/5 3/5 2/5 1/5 4/5
2026-04-30 B 3/5 5/5 2/5 3/5 2/5 1/5 4/5
2026-04-29 B+ 3/5 5/5 2/5 4/5 2/5 1/5 4/5
2026-04-28 B+ 3/5 5/5 2/5 4/5 2/5 1/5 4/5
2026-04-27 B+ 3/5 5/5 2/5 4/5 2/5 1/5 4/5
2026-04-24 B+ 3/5 5/5 2/5 4/5 2/5 1/5 4/5
2026-04-23 B+ 3/5 5/5 3/5 4/5 1/5 1/5 4/5
2026-04-22 B+ 3/5 5/5 3/5 4/5 1/5 2/5 4/5
2026-04-21 A- 4/5 5/5 3/5 5/5 1/5 2/5 4/5
2026-04-20 A- 4/5 5/5 3/5 5/5 1/5 2/5 4/5
2026-04-17 A- 4/5 5/5 3/5 5/5 1/5 2/5 4/5
2026-04-16 A- 4/5 5/5 3/5 5/5 1/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
95.95M
OE per share TTM
0.67
Owner's Yield
6.97%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
183.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
276
Total invested
1.29B
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 24.08M 16.00% 23.49M 24.08M HC Delaware 2022-02-07
2 The Vanguard Group - 23-1945930 12.62M 8.36% 259.7K 12.31M 314.8K IA Pennsylvania For 2022-02-10
3 (. 12.55M 8.43% 12.09M 12.55M IA 2020-02-12
4 Victory Capital Management Inc. 10.67M 7.07% 10.56M 10.67M IA New York 2022-02-01
5 CORVEX MANAGEMENT LP 10.17M 8.60% 132.1K 8.5K 7.21M 133.0K IA, PN Pennsylvania 2016-02-11
6 30-0447847 7.97M 5.30% 7.79M 7.97M IA 2023-02-10
7 Owen Kratz 7.57M 5.00% 6.57M 1.00M 6.57M 1.00M IN 2023-05-12
8 GMT Capital Corp. 6.68M 4.50% 6.68M IA Delaware 2018-02-14
9 Thomas E. Claugus 6.68M 4.50% 6.68M IN Delaware 2018-02-14
10 98-0557567 4.86M 3.30% 4.70M 4.86M IA, HC Bermuda 2018-02-08
11 13-2700161 4.34M 4.09% 4.16M 4.34M IA New York 2016-02-12
12 Bay Resource Partners Offshore Master Fund, L.P. 2.74M 1.90% 2.74M PN Delaware 2018-02-14
13 Integrated Core Strategies (US) LLC 2.46M 2.30% 2.46M 2.46M OO Delaware 2015-09-01
14 ICS Opportunities, Ltd. 2.26M 2.10% 2.26M 2.26M CO Delaware 2015-09-01
15 Bay Resource Partners, L.P. 1.89M 1.30% 1.89M PN Delaware 2018-02-14
16 Bay II Resource Partners, L.P. 1.71M 1.20% 1.71M PN Delaware 2018-02-14
17 Integrated Assets, Ltd. 763.7K 0.70% 763.7K 763.7K CO Delaware 2015-09-01

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
276
+11 vs prev Q
New positions
44
Closed positions
35
Increased
139
Reduced
96
Put/Call ratio
0.08
Calls held
1.20M
Puts held
101.6K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 608.6K +608.6K (+100.0%) 3.82B +3.8B (+100.0%) 0.41% +0.414 pp 3.59% +3.593 pp USD6.27 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 21.70M +283.3K (+1.3%) 136.06M -4.4M (-3.2%) 14.77% +0.472 pp 0.00% 0.000 pp USD11.02 -43.1% 6 qtrs
3 VANGUARD GROUP INC 13.07M -243.2K (-1.8%) 81.95M -5.4M (-6.2%) 8.90% +0.008 pp 0.00% 0.000 pp USD23.45 -73.3% 79 qtrs
4 DIMENSIONAL FUND ADVISORS LP 8.71M -148.2K (-1.7%) 54.61M -3.5M (-6.0%) 5.93% +0.014 pp 0.01% -0.001 pp USD13.39 -53.2% 51 qtrs
5 STATE STREET CORP 6.26M +372.1K (+6.3%) 39.27M +624.6K (+1.6%) 4.26% +0.330 pp 0.00% +0.000 pp USD9.77 -35.8% 51 qtrs
6 AMERICAN CENTURY COMPANIES INC 5.13M -270.2K (-5.0%) 32.16M -3.3M (-9.2%) 3.49% -0.114 pp 0.02% -0.002 pp USD9.09 -31.0% 36 qtrs
7 INVESCO LTD. 4.97M +1.8M (+58.6%) 31.15M +10.6M (+51.6%) 3.38% +1.290 pp 0.00% +0.002 pp USD6.29 -0.3% 57 qtrs
8 PRINCIPAL FINANCIAL GROUP INC 4.73M -69.9K (-1.5%) 29.68M -1.8M (-5.8%) 3.22% +0.015 pp 0.02% -0.001 pp USD8.36 -25.0% 80 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 3.28M +14.4K (+0.4%) 20.56M -857.0K (-4.0%) 2.23% +0.052 pp 0.00% 0.000 pp USD8.67 -27.7% 78 qtrs
10 WELLINGTON MANAGEMENT GROUP LLP 3.16M -83.2K (-2.6%) 19.78M -1.5M (-6.9%) 2.15% -0.015 pp 0.00% 0.000 pp USD8.18 -23.3% 15 qtrs
11 SYSTEMATIC FINANCIAL MANAGEMENT LP 3.00M -28.3K (-0.9%) 18.79M -1.1M (-5.3%) 2.04% +0.020 pp 0.44% -0.040 pp USD5.44 +15.3% 21 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.54M -20.8K (-0.8%) 15.95M -874.6K (-5.2%) 1.73% +0.019 pp 0.00% 0.000 pp USD7.51 -16.5% 79 qtrs
13 MORGAN STANLEY 2.22M +517.2K (+30.4%) 13.92M +2.7M (+24.6%) 1.51% +0.374 pp 0.00% +0.000 pp USD8.90 -29.6% 51 qtrs
14 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 2.09M +2.1M (+100.0%) 13.12M +13.1M (+100.0%) 1.42% +1.424 pp 0.02% +0.015 pp USD6.27 +0.0% 7 qtrs
15 VAN ECK ASSOCIATES CORP 1.95M +257.8K (+15.2%) 12.25M +1.1M (+10.1%) 1.33% +0.198 pp 0.01% 0.000 pp USD5.71 +9.8% 26 qtrs
16 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1.87M +— (+0.0%) 11.75M -543.0K (-4.4%) 1.28% +0.024 pp 0.04% -0.002 pp USD8.77 -28.5% 80 qtrs
17 GATE CITY CAPITAL MANAGEMENT, LLC 1.87M -575.0K (-23.5%) 11.74M -4.3M (-26.9%) 1.27% -0.360 pp 5.08% -2.976 pp USD8.68 -27.8% 5 qtrs
18 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.86M +50.3K (+2.8%) 11.66M -209.6K (-1.8%) 1.27% +0.058 pp 0.02% -0.002 pp USD11.83 -47.0% 7 qtrs
19 NORTHERN TRUST CORP 1.63M -71.6K (-4.2%) 10.21M -941.9K (-8.4%) 1.11% -0.027 pp 0.00% 0.000 pp USD13.66 -54.1% 51 qtrs
20 QUBE RESEARCH & TECHNOLOGIES LTD 1.46M +216.9K (+17.4%) 9.16M +999.0K (+12.2%) 0.99% +0.164 pp 0.01% +0.001 pp USD7.90 -20.6% 9 qtrs
21 PANAGORA ASSET MANAGEMENT INC 1.34M +42.1K (+3.2%) 8.41M -113.2K (-1.3%) 0.91% +0.046 pp 0.03% -0.005 pp USD5.93 +5.7% 67 qtrs
22 GOLDMAN SACHS GROUP INC 1.33M +16.6K (+1.3%) 8.32M -276.1K (-3.2%) 0.90% +0.028 pp 0.00% +0.000 pp USD7.17 -12.6% 73 qtrs
23 ADAGE CAPITAL PARTNERS GP, L.L.C. 1.30M -350.0K (-21.2%) 8.15M -2.7M (-24.7%) 0.88% -0.217 pp 0.01% -0.005 pp USD6.24 +0.5% 3 qtrs
24 D. E. SHAW & CO., INC. 1.18M +492.6K (+71.2%) 7.42M +2.9M (+63.7%) 0.81% +0.344 pp 0.00% +0.002 pp USD6.39 -1.9% 16 qtrs
25 CENTERBOOK PARTNERS LP 1.17M +43.6K (+3.9%) 7.35M -53.7K (-0.7%) 0.80% +0.044 pp 0.36% -0.007 pp USD9.35 -32.9% 15 qtrs
26 POINT72 ASSET MANAGEMENT, L.P. 1.09M +1.1M (+100.0%) 6.83M +6.8M (+100.0%) 0.74% +0.741 pp 0.01% +0.008 pp USD6.27 +0.0% 1 qtrs NEW
27 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.03M -11.9K (-1.1%) 6.48M -377.7K (-5.5%) 0.70% +0.006 pp 0.02% -0.002 pp USD6.56 -4.4% 2 qtrs
28 RENAISSANCE TECHNOLOGIES LLC 1.01M +753.7K (+298.8%) 6.31M +4.7M (+281.2%) 0.68% +0.516 pp 0.01% +0.008 pp USD6.42 -2.3% 40 qtrs
29 BRIDGEWAY CAPITAL MANAGEMENT, LLC 959.7K +31.8K (+3.4%) 6.02M -70.0K (-1.1%) 0.65% +0.034 pp 0.13% -0.004 pp USD8.69 -27.8% 37 qtrs
30 BALYASNY ASSET MANAGEMENT L.P. 925.8K +925.8K (+100.0%) 5.80M +5.8M (+100.0%) 0.63% +0.630 pp 0.01% +0.007 pp USD6.27 +0.0% 1 qtrs NEW
31 TENSILE CAPITAL MANAGEMENT LP 849.9K -441.0K (-34.2%) 5.33M -3.1M (-37.1%) 0.58% -0.283 pp 0.69% -0.368 pp USD7.53 -16.7% 4 qtrs
32 BANK OF NEW YORK MELLON CORP 848.1K +15.2K (+1.8%) 5.32M -146.3K (-2.7%) 0.58% +0.021 pp 0.00% 0.000 pp USD5.29 +18.5% 66 qtrs
33 UBS GROUP AG 735.7K -313.4K (-29.9%) 4.61M -2.3M (-33.0%) 0.50% -0.200 pp 0.00% 0.000 pp USD9.17 -31.6% 45 qtrs
34 VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.5K +228.8K (+47.5%) 4.46M +1.3M (+41.0%) 0.48% +0.162 pp 0.02% +0.005 pp USD6.47 -3.1% 2 qtrs
35 CITADEL ADVISORS LLC 672.2K -66.6K (-9.0%) 4.21M -631.6K (-13.0%) 0.46% -0.036 pp 0.00% 0.000 pp USD6.52 -3.8% 52 qtrs
36 VOYA INVESTMENT MANAGEMENT LLC 632.0K -31.9K (-4.8%) 3.96M -392.8K (-9.0%) 0.43% -0.013 pp 0.00% 0.000 pp USD7.48 -16.2% 51 qtrs
37 EMPOWERED FUNDS, LLC 629.3K +31.8K (+5.3%) 3.95M +25.8K (+0.7%) 0.43% +0.029 pp 0.03% -0.008 pp USD8.76 -28.4% 11 qtrs
38 JANE STREET GROUP, LLC 599.3K +316.5K (+111.9%) 3.76M +1.9M (+102.5%) 0.41% +0.219 pp 0.00% +0.000 pp USD6.97 -10.0% 24 qtrs
39 AMERIPRISE FINANCIAL INC 599.3K +199.0K (+49.7%) 3.76M +1.1M (+43.1%) 0.41% +0.141 pp 0.00% +0.000 pp USD7.20 -12.9% 55 qtrs
40 FMR LLC 569.4K +109.9K (+23.9%) 3.57M +555.7K (+18.4%) 0.39% +0.081 pp 0.00% +0.000 pp USD7.45 -15.8% 70 qtrs
41 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 559.9K +30.5K (+5.8%) 3.51M +37.7K (+1.1%) 0.38% +0.028 pp 0.01% 0.000 pp USD6.21 +1.0% 16 qtrs
42 KENNEDY CAPITAL MANAGEMENT LLC 559.7K +1.4K (+0.3%) 3.51M -152.9K (-4.2%) 0.38% +0.008 pp 0.07% -0.007 pp USD8.04 -22.0% 4 qtrs
43 JPMORGAN CHASE & CO 523.7K +31.7K (+6.4%) 3.28M +55.8K (+1.7%) 0.36% +0.028 pp 0.00% +0.000 pp USD9.05 -30.7% 51 qtrs
44 PUBLIC SECTOR PENSION INVESTMENT BOARD 473.7K -59.5K (-11.2%) 2.97M -527.4K (-15.1%) 0.32% -0.034 pp 0.01% -0.003 pp USD8.35 -24.9% 41 qtrs
45 RUSSELL INVESTMENTS GROUP, LTD. 462.0K +103.8K (+29.0%) 2.90M +546.9K (+23.3%) 0.31% +0.075 pp 0.00% +0.001 pp USD7.05 -11.1% 37 qtrs
46 ASSENAGON ASSET MANAGEMENT S.A. 408.3K +3.6K (+0.9%) 2.56M -94.8K (-3.6%) 0.28% +0.008 pp 0.00% 0.000 pp USD8.98 -30.2% 17 qtrs
47 RHUMBLINE ADVISERS 406.3K -12.3K (-2.9%) 2.55M -198.3K (-7.2%) 0.28% -0.003 pp 0.00% 0.000 pp USD10.46 -40.1% 51 qtrs
48 UBS ASSET MANAGEMENT AMERICAS INC 402.8K +5.2K (+1.3%) 2.53M -82.6K (-3.2%) 0.27% +0.009 pp 0.00% +0.000 pp USD8.37 -25.1% 55 qtrs
49 NUVEEN, LLC 388.8K -1.0 (0.0%) 2.44M -112.8K (-4.4%) 0.26% +0.005 pp 0.00% +0.000 pp USD8.31 -24.5% 4 qtrs
50 TREXQUANT INVESTMENT LP 361.1K +361.1K (+100.0%) 2.26M +2.3M (+100.0%) 0.25% +0.246 pp 0.02% +0.020 pp USD6.27 +0.0% 1 qtrs NEW
51 CSM ADVISORS, LLC 360.3K -189.9K (-34.5%) 2.26M -1.3M (-37.4%) 0.25% -0.122 pp 0.06% -0.040 pp USD6.31 -0.6% 3 qtrs
52 BANK OF AMERICA CORP /DE/ 355.6K -73.0K (-17.0%) 2.23M -582.3K (-20.7%) 0.24% -0.044 pp 0.00% +0.000 pp USD7.98 -21.4% 52 qtrs
53 LEGAL & GENERAL GROUP PLC 346.0K -63.0K (-15.4%) 2.17M -513.6K (-19.1%) 0.24% -0.038 pp 0.00% 0.000 pp USD6.54 -4.1% 61 qtrs
54 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 337.6K +337.6K (+100.0%) 2.12M +2.1M (+100.0%) 0.23% +0.230 pp 0.00% +0.001 pp USD6.27 +0.0% 3 qtrs
55 PRUDENTIAL FINANCIAL INC 316.4K -71.7K (-18.5%) 1.98M -562.2K (-22.1%) 0.22% -0.044 pp 0.00% -0.001 pp USD8.21 -23.6% 80 qtrs
56 TUDOR INVESTMENT CORP ET AL 299.6K +177.8K (+145.9%) 1.88M +1.1M (+135.0%) 0.20% +0.123 pp 0.00% +0.002 pp USD6.39 -1.9% 2 qtrs
57 STATE OF WISCONSIN INVESTMENT BOARD 296.6K +215.0 (+0.1%) 1.86M -84.6K (-4.4%) 0.20% +0.004 pp 0.00% 0.000 pp USD8.27 -24.2% 51 qtrs
58 BARCLAYS PLC 293.6K -12.9K (-4.2%) 1.84M -1.6M (-45.9%) 0.20% -0.005 pp 0.00% 0.000 pp USD9.30 -32.6% 51 qtrs
59 SWISS NATIONAL BANK 275.2K -3.8K (-1.4%) 1.73M -104.7K (-5.7%) 0.19% +0.001 pp 0.00% +0.000 pp USD11.37 -44.9% 51 qtrs
60 MILLENNIUM MANAGEMENT LLC 260.0K -3.8M (-93.5%) 1.63M -24.8M (-93.8%) 0.18% -2.511 pp 0.00% -0.011 pp USD6.72 -6.7% 68 qtrs
61 VERITION FUND MANAGEMENT LLC 234.9K +117.3K (+99.7%) 1.47M +701.2K (+90.9%) 0.16% +0.081 pp 0.01% +0.003 pp USD7.03 -10.8% 7 qtrs
62 EXODUSPOINT CAPITAL MANAGEMENT, LP 231.3K +42.3K (+22.4%) 1.45M +210.1K (+16.9%) 0.16% +0.031 pp 0.01% -0.001 pp USD6.51 -3.7% 2 qtrs
63 ENGINEERS GATE MANAGER LP 230.7K +230.7K (+100.0%) 1.45M +1.4M (+100.0%) 0.16% +0.157 pp 0.02% +0.017 pp USD6.27 +0.0% 1 qtrs NEW
64 DEUTSCHE BANK AG\ 227.1K +6.1K (+2.8%) 1.42M -26.0K (-1.8%) 0.15% +0.007 pp 0.00% +0.000 pp USD8.70 -27.9% 50 qtrs
65 ROYCE & ASSOCIATES LP 226.3K +58.0K (+34.4%) 1.42M +314.8K (+28.5%) 0.15% +0.042 pp 0.01% +0.003 pp USD6.91 -9.3% 4 qtrs
66 DARK FOREST CAPITAL MANAGEMENT LP 217.4K +79.7K (+57.9%) 1.36M +460.1K (+51.0%) 0.15% +0.056 pp 0.06% +0.035 pp USD6.45 -2.8% 4 qtrs
67 GUINNESS ASSET MANAGEMENT LTD 214.9K +5.1K (+2.4%) 1.35M -58.3K (-4.1%) 0.15% +0.006 pp 0.02% -0.001 pp USD7.90 -20.6% 51 qtrs
68 CORECOMMODITY MANAGEMENT, LLC 205.5K -43.5K (-17.5%) 1.29M -344.6K (-21.1%) 0.14% -0.026 pp 0.27% -0.026 pp USD9.79 -36.0% 7 qtrs
69 VICTORY CAPITAL MANAGEMENT INC 204.6K -32.1K (-13.5%) 1.28M -269.6K (-17.4%) 0.14% -0.019 pp 0.00% 0.000 pp USD7.99 -21.5% 50 qtrs
70 NISA INVESTMENT ADVISORS, LLC 202.5K +513.0 (+0.3%) 1.27M -55.4K (-4.2%) 0.14% +0.003 pp 0.00% -0.001 pp USD4.16 +50.7% 30 qtrs
71 GLENORCHY CAPITAL LTD 200.3K +6.6K (+3.4%) 1.26M -14.8K (-1.2%) 0.14% +0.007 pp 0.08% -0.111 pp USD10.14 -38.2% 9 qtrs
72 AQR CAPITAL MANAGEMENT LLC 199.2K -175.4K (-46.8%) 1.25M -1.2M (-49.2%) 0.14% -0.115 pp 0.00% -0.001 pp USD7.09 -11.6% 22 qtrs
73 CRESSET ASSET MANAGEMENT, LLC 184.8K +227.0 (+0.1%) 1.16M -52.1K (-4.3%) 0.13% +0.003 pp 0.00% 0.000 pp USD6.38 -1.7% 4 qtrs
74 JUMP FINANCIAL, LLC 178.1K +178.1K (+100.0%) 1.12M +1.1M (+100.0%) 0.12% +0.121 pp 0.01% +0.014 pp USD6.27 +0.0% 3 qtrs
75 SEI INVESTMENTS CO 174.0K +127.5K (+274.5%) 1.09M +786.0K (+258.0%) 0.12% +0.087 pp 0.00% +0.001 pp USD6.44 -2.6% 45 qtrs
76 BRINKER CAPITAL INVESTMENTS, LLC 166.7K -919.0 (-0.5%) 1.05M -54.4K (-4.9%) 0.11% +0.002 pp 0.01% -0.001 pp USD6.21 +1.0% 20 qtrs
77 WEDGE CAPITAL MANAGEMENT L L P/NC 165.2K +11.3K (+7.3%) 1.04M +26.1K (+2.6%) 0.11% +0.010 pp 0.02% +0.002 pp USD6.54 -4.1% 2 qtrs
78 BNP PARIBAS ARBITRAGE, SNC 163.3K -27.3K (-14.3%) 1.02M -226.2K (-18.1%) 0.11% -0.016 pp 0.00% 0.000 pp USD6.35 -1.3% 51 qtrs
79 GSA CAPITAL PARTNERS LLP 160.5K -57.1K (-26.3%) 1.01M -422.0K (-29.6%) 0.11% -0.036 pp 0.09% -0.032 pp USD7.42 -15.5% 4 qtrs
80 WELLS FARGO & COMPANY/MN 157.8K +53.4K (+51.2%) 989.1K +304.8K (+44.5%) 0.11% +0.038 pp 0.00% +0.000 pp USD8.18 -23.3% 57 qtrs
81 ENTRYPOINT CAPITAL, LLC 156.7K +156.7K (+100.0%) 982.2K +982.2K (+100.0%) 0.11% +0.107 pp 0.38% +0.383 pp USD6.27 +0.0% 1 qtrs NEW
82 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 153.0K +— (+0.0%) 959.5K -44.4K (-4.4%) 0.10% +0.002 pp 0.00% 0.000 pp USD8.21 -23.6% 4 qtrs
83 ALLIANCEBERNSTEIN L.P. 151.3K +286.0 (+0.2%) 948.8K -42.0K (-4.2%) 0.10% +0.002 pp 0.00% +0.000 pp USD5.48 +14.4% 61 qtrs
84 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 149.1K +— (+0.0%) 935.0K -43.0K (-4.4%) 0.10% +0.002 pp 0.00% 0.000 pp USD15.54 -59.7% 51 qtrs
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 133.0K -390.0 (-0.3%) 834.1K -41.1K (-4.7%) 0.09% +0.002 pp 0.00% 0.000 pp USD16.73 -62.5% 52 qtrs
86 MAN GROUP PLC 130.0K +130.0K (+100.0%) 815.1K +815.1K (+100.0%) 0.09% +0.089 pp 0.00% +0.001 pp USD6.27 +0.0% 1 qtrs NEW
87 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 127.0K +— (+0.0%) 796.3K -36.8K (-4.4%) 0.09% +0.002 pp 0.45% -0.033 pp USD6.56 -4.4% 2 qtrs
88 ARISTEIA CAPITAL LLC 126.1K +112.2K (+807.6%) 790.8K +699.6K (+767.5%) 0.09% +0.077 pp 0.02% +0.015 pp USD6.30 -0.5% 2 qtrs
89 NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. 124.5K +— (+0.0%) 780.3K -36.1K (-4.4%) 0.08% +0.002 pp 0.38% +0.030 pp USD7.89 -20.5% 16 qtrs
90 GREAT WEST LIFE ASSURANCE CO /CAN/ 119.1K -119.1K (-50.0%) 746.0K -852.0K (-53.3%) 0.08% -0.078 pp 0.00% -0.001 pp USD8.99 -30.3% 49 qtrs
91 ALGERT GLOBAL LLC 105.3K +105.3K (+100.0%) 660.0K +660.0K (+100.0%) 0.07% +0.072 pp 0.01% +0.010 pp USD6.27 +0.0% 13 qtrs
92 CLAYTON PARTNERS LLC 100.0K +100.0K (+100.0%) 627.0K +627.0K (+100.0%) 0.07% +0.068 pp 0.45% +0.453 pp USD6.27 +0.0% 1 qtrs NEW
93 PRICE T ROWE ASSOCIATES INC /MD/ 99.3K +9.7K (+10.8%) 623.0K +34.0K (+5.8%) 0.07% +0.008 pp 0.00% +0.000 pp USD9.05 -30.7% 19 qtrs
94 JACOBS LEVY EQUITY MANAGEMENT, INC 98.2K +98.2K (+100.0%) 615.6K +615.6K (+100.0%) 0.07% +0.067 pp 0.00% +0.002 pp USD6.27 +0.0% 1 qtrs NEW
95 THRIVENT FINANCIAL FOR LUTHERANS 94.0K -4.6K (-4.7%) 589.0K -58.0K (-9.0%) 0.06% -0.002 pp 0.00% 0.000 pp USD5.25 +19.4% 45 qtrs
96 GUGGENHEIM CAPITAL LLC 86.9K +66.7K (+330.4%) 545.0K +412.5K (+311.4%) 0.06% +0.046 pp 0.00% +0.003 pp USD6.60 -5.0% 62 qtrs
97 NUMERAI GP LLC 85.8K +59.3K (+223.8%) 538.1K +364.2K (+209.5%) 0.06% +0.041 pp 0.06% +0.040 pp USD6.36 -1.4% 2 qtrs
98 FOX RUN MANAGEMENT, L.L.C. 85.8K +85.8K (+100.0%) 537.8K +537.8K (+100.0%) 0.06% +0.058 pp 0.08% +0.083 pp USD6.27 +0.0% 1 qtrs NEW
99 XTX TOPCO LTD 82.6K +5.6K (+7.2%) 517.9K +12.6K (+2.5%) 0.06% +0.005 pp 0.01% -0.013 pp USD6.49 -3.4% 3 qtrs
100 NEWEDGE ADVISORS, LLC 81.9K +81.5K (+20,365.3%) 513.3K +510.6K (+19,460.5%) 0.06% +0.056 pp 0.00% +0.002 pp USD6.28 -0.2% 13 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 141 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Clough Select Equity ETF CBSE 2.82% 1.57M 0.85%
2 Invesco Oil & Gas Services ETF PXJ 2.73% 1.79M 0.67%
3 State Street SPDR S&P Oil & Gas Equipment & Services ETF XES 2.64% 10.40M 0.35%
4 Invesco S&P SmallCap Energy ETF PSCE 1.39% 1.38M 0.29%
5 VanEck Oil Services ETF OIH 1.09% 21.48M 0.35%
6 Invesco S&P SmallCap 600 Pure Value ETF RZV 0.80% 2.25M 0.35%
7 Invesco S&P SmallCap Value with Momentum ETF XSVM 0.77% 5.04M 0.37%
8 iShares U.S. Oil Equipment & Services ETF IEZ 0.70% 2.56M 0.38%
9 Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD 0.69% 7.42M 0.30%
10 ALPS Funds CoreCommodity Natural Resources ETF CCNR 0.56% 2.05M 0.39%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.55
Neutral
Ratio by volume
1.59
Bullish
Buys
12
Sells
22
Shares acquired
1.87M
Shares disposed
1.18M
Cash buys
Cash sales
Net activity
+689,490
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-26 Staffeldt Erik Officer M-Exempt D Performance Share Units 132,995 0.00 0 D
2026-02-26 Sparks Scott Andrew Officer M-Exempt D Performance Share Units 140,667 0.00 0 D
2026-02-26 Neikirk Kenneth English Officer M-Exempt D Performance Share Units 97,188 0.00 0 D
2026-02-26 KRATZ OWEN E Director / Officer M-Exempt D Performance Share Units 368,292 0.00 0 D
2026-01-03 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 29,359 0.00 0 D
2026-01-03 Sparks Scott Andrew Officer M-Exempt D Restricted Stock Units 31,053 0.00 0 D
2026-01-03 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 21,455 0.00 0 D
2026-01-03 KRATZ OWEN E Director / Officer M-Exempt D Restricted Stock Units 81,301 0.00 0 D
2026-01-03 Arriaga Brent Alexander Officer M-Exempt D Restricted Stock Units 5,646 0.00 0 D
2026-01-01 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 21,077 0.00 21,077 D
2026-01-01 Sparks Scott Andrew Officer A-Award A Restricted Stock Units 109,649 0.00 109,649 D
2026-01-01 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 16,988 0.00 33,978 D
2026-01-01 KRATZ OWEN E Director / Officer A-Award A Restricted Stock Units 287,081 0.00 287,081 D
2026-01-01 Arriaga Brent Alexander Officer M-Exempt D Restricted Stock Units 4,053 0.00 4,054 D
2025-12-11 TRANSIER WILLIAM L Director F-InKind D Common Stock 5,506 7.25 39.9K 211,775 D
2025-12-11 Nelson Amy H Director F-InKind D Common Stock 5,506 7.25 39.9K 121,663 D
2025-12-11 Little Thomas Mitchell Director F-InKind D Common Stock 4,762 7.25 34.5K 121,135 D
2025-12-11 Harris Paula Director F-InKind D Common Stock 3,274 7.25 23.7K 95,630 D
2025-12-10 TRANSIER WILLIAM L Director A-Award A Common Stock 20,690 0.00 217,281 D
2025-12-10 Nelson Amy H Director A-Award A Common Stock 20,690 0.00 127,169 D
2025-12-10 Little Thomas Mitchell Director A-Award A Common Stock 20,690 0.00 125,897 D
2025-12-10 LOVOI JOHN Director A-Award A Common Stock 20,690 0.00 392,827 D
2025-12-10 Harris Paula Director A-Award A Common Stock 20,690 0.00 98,904 D
2025-12-10 Glassman Diana Director A-Award A Common Stock 20,690 0.00 61,704 D
2025-11-03 Sparks Scott Andrew Officer S-Sale D Common Stock 40,000 6.88 275.2K 301,042 D
2025-02-27 Staffeldt Erik Officer F-InKind D Common Stock 67,791 9.32 631.8K 659,969 D
2025-02-27 Sparks Scott Andrew Officer M-Exempt D Performance Share Units 188,301 0.00 0 D
2025-02-27 Neikirk Kenneth English Officer M-Exempt D Performance Share Units 128,205 0.00 0 D
2025-02-27 KRATZ OWEN E Director / Officer M-Exempt D Performance Share Units 576,923 0.00 0 D
2025-01-13 Staffeldt Erik Officer M-Exempt D Performance Share Units 172,276 0.00 172,276 D
2025-01-13 Sparks Scott Andrew Officer M-Exempt D Performance Share Units 188,301 0.00 188,301 D
2025-01-13 Neikirk Kenneth English Officer M-Exempt D Performance Share Units 128,205 0.00 128,205 D
2025-01-13 KRATZ OWEN E Director / Officer D-Return D Common Stock 192,967 9.32 1.80M 7,469,278 D
2025-01-04 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 57,426 0.00 0 D
2025-01-04 Sparks Scott Andrew Officer D-Return D Common Stock 62,767 9.52 597.5K 112,634 D
2025-01-04 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 42,735 0.00 0 D
2025-01-04 KRATZ OWEN E Director / Officer D-Return D Common Stock 192,308 9.52 1.83M 7,171,860 D
2025-01-03 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 29,359 0.00 29,359 D
2025-01-03 Sparks Scott Andrew Officer M-Exempt D Restricted Stock Units 31,052 0.00 31,053 D
2025-01-03 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 21,454 0.00 21,455 D
2025-01-03 KRATZ OWEN E Director / Officer M-Exempt D Restricted Stock Units 81,301 0.00 81,301 D
2025-01-03 Arriaga Brent Alexander Officer M-Exempt A Common Stock 5,646 0.00 14,344 D
2025-01-01 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 21,076 0.00 42,154 D
2025-01-01 Sparks Scott Andrew Officer M-Exempt A Common Stock 22,292 0.00 134,926 D
2025-01-01 Neikirk Kenneth English Officer D-Return D Common Stock 15,402 9.32 143.5K 104,549 D
2025-01-01 Little Thomas Mitchell Director F-InKind D Common Stock 983 9.32 9.2K 105,207 D
2025-01-01 KRATZ OWEN E Director / Officer D-Return D Common Stock 58,365 9.32 544.0K 7,171,860 D
2025-01-01 Harris Paula Director A-Award A Common Stock 3,018 0.00 78,214 D
2025-01-01 Arriaga Brent Alexander Officer A-Award A Restricted Stock Units 21,459 0.00 21,459 D
2024-12-30 Neikirk Kenneth English Officer S-Sale D Common Stock 83,991 9.17 770.2K 104,549 D
2024-12-11 TRANSIER WILLIAM L Director A-Award A Common Stock 14,881 0.00 196,591 D
2024-12-11 Nelson Amy H Director A-Award A Common Stock 14,881 0.00 106,479 D
2024-12-11 Little Thomas Mitchell Director A-Award A Common Stock 14,881 0.00 106,190 D
2024-12-11 LOVOI JOHN Director A-Award A Common Stock 14,881 0.00 372,137 D
2024-12-11 Harris Paula Director A-Award A Common Stock 14,881 0.00 77,784 D
2024-12-11 Glassman Diana Director A-Award A Common Stock 14,881 0.00 41,014 D
2024-12-10 Sparks Scott Andrew Officer S-Sale D Common Stock 170,000 9.87 1.68M 112,634 D
2024-12-10 Glassman Diana Director S-Sale D Common Stock 16,000 9.94 159.1K 26,133 D
2024-12-06 TRANSIER WILLIAM L Director F-InKind D Common Stock 6,293 10.49 66.0K 181,710 D
2024-12-06 Nelson Amy H Director F-InKind D Common Stock 6,293 10.49 66.0K 91,598 D
2024-12-06 Little Thomas Mitchell Director F-InKind D Common Stock 5,443 10.49 57.1K 91,309 D
2024-12-06 Harris Paula Director F-InKind D Common Stock 3,742 10.49 39.3K 62,903 D
2024-10-03 KRATZ OWEN E Director / Officer S-Sale D Common Stock 298,419 11.92 3.56M 7,171,860 D
2024-10-01 Harris Paula Director A-Award A Common Stock 2,534 0.00 66,645 D
2024-07-01 Harris Paula Director A-Award A Common Stock 2,356 0.00 64,111
2024-06-20 Glassman Diana Director S-Sale D Common Stock 2,864 10.50 30.1K 42,133
2024-05-23 KRATZ OWEN E Director / Officer S-Sale D Common Stock 1,050 11.50 12.1K 7,470,279
2024-05-22 KRATZ OWEN E Director / Officer S-Sale D Common Stock 7,521 11.54 86.8K 7,471,329
2024-05-21 KRATZ OWEN E Director / Officer S-Sale D Common Stock 164,796 11.77 1.94M 7,478,850
2024-05-20 KRATZ OWEN E Director / Officer S-Sale D Common Stock 141,879 11.83 1.68M 7,643,646
2024-05-07 Sparks Scott Andrew Officer S-Sale D Common Stock 12,000 11.44 137.2K 282,634
2024-04-01 Harris Paula Director A-Award A Common Stock 2,595 0.00 61,755
2024-03-06 Staffeldt Erik Officer M-Exempt D Performance Share Units 193,931 0.00 0
2024-03-06 Sparks Scott Andrew Officer F-InKind D Common Stock 84,791 10.28 871.7K 294,634
2024-03-06 Neikirk Kenneth English Officer M-Exempt D Performance Share Units 172,381 0.00 0
2024-03-06 KRATZ OWEN E Director / Officer M-Exempt D Performance Share Units 237,023 0.00 0
2024-01-04 Staffeldt Erik Officer D-Return D Common Stock 57,425 9.80 562.8K 333,380
2024-01-04 Sparks Scott Andrew Officer D-Return D Common Stock 62,767 9.80 615.1K 163,948
2024-01-04 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 42,735 0.00 42,735
2024-01-04 KRATZ OWEN E Director / Officer M-Exempt D Restricted Stock Units 192,308 0.00 192,308
2024-01-03 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 29,358 0.00 58,718
2024-01-03 Sparks Scott Andrew Officer M-Exempt D Restricted Stock Units 31,052 0.00 62,105
2024-01-03 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 21,454 0.00 42,909
2024-01-03 KRATZ OWEN E Director / Officer M-Exempt A Common Stock 81,300 0.00 7,673,763
2024-01-03 Arriaga Brent Alexander Officer F-InKind D Common Stock 2,409 10.01 24.1K 6,063
2024-01-01 Staffeldt Erik Officer A-Award A Restricted Stock Units 63,230 0.00 63,230
2024-01-01 Sparks Scott Andrew Officer A-Award A Restricted Stock Units 66,877 0.00 66,877
2024-01-01 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 31,746 0.00 0
2024-01-01 Little Thomas Mitchell Director F-InKind D Common Stock 5,550 10.28 57.1K 96,752
2024-01-01 KRATZ OWEN E Director / Officer A-Award A Restricted Stock Units 175,097 0.00 175,097
2024-01-01 Harris Paula Director F-InKind D Common Stock 144 10.28 1.5K 56,424
2024-01-01 Gatti Amerino Director A-Award A Common Stock 3,040 0.00 174,604
2024-01-01 Arriaga Brent Alexander Officer A-Award A Restricted Stock Units 12,160 0.00 12,160
2023-12-07 TRANSIER WILLIAM L Director F-InKind D Common Stock 9,297 8.82 82.0K 188,003
2023-12-07 Nelson Amy H Director F-InKind D Common Stock 9,297 8.82 82.0K 97,891
2023-12-07 Little Thomas Mitchell Director F-InKind D Common Stock 6,031 8.82 53.2K 102,302
2023-12-07 Harris Paula Director F-InKind D Common Stock 5,528 8.82 48.8K 56,568
2023-12-07 Gatti Amerino Director F-InKind D Common Stock 9,297 8.82 82.0K 181,524
2023-12-06 TRANSIER WILLIAM L Director A-Award A Common Stock 17,007 0.00 197,300
2023-12-06 Nelson Amy H Director A-Award A Common Stock 17,007 0.00 107,188
2023-12-06 Little Thomas Mitchell Director A-Award A Common Stock 17,007 0.00 108,333
2023-12-06 LOVOI JOHN Director A-Award A Common Stock 17,007 0.00 357,256
2023-12-06 Harris Paula Director A-Award A Common Stock 17,007 0.00 62,096
2023-12-06 Glassman Diana Director A-Award A Common Stock 17,007 0.00 44,997
2023-12-06 Gatti Amerino Director A-Award A Common Stock 17,007 0.00 190,821
2023-10-01 Harris Paula Director A-Award A Common Stock 2,278 0.00 45,089
2023-10-01 Gatti Amerino Director A-Award A Common Stock 2,798 0.00 173,814
2023-09-28 Glassman Diana Director S-Sale D Common Stock 6,800 11.41 77.6K 27,990
2023-09-22 Harris Paula Director F-InKind D Common Stock 2,127 11.03 23.5K 42,811
2023-08-18 Sparks Scott Andrew Officer S-Sale D Common Stock 10,000 9.53 95.3K 163,948
2023-08-11 LOVOI JOHN Director S-Sale D Common Stock 15,000 9.69 145.4K 340,249
2023-07-01 Harris Paula Director A-Award A Common Stock 3,388 0.00 44,938
2023-07-01 Gatti Amerino Director A-Award A Common Stock 4,234 0.00 171,016
2023-06-08 Sparks Scott Andrew Officer S-Sale D Common Stock 20,000 7.40 148.0K 173,948
2023-04-01 Harris Paula Director A-Award A Common Stock 3,230 0.00 41,550
2023-04-01 Gatti Amerino Director A-Award A Common Stock 4,037 0.00 166,782
2023-02-27 Sparks Scott Andrew Officer S-Sale D Common Stock 75,000 8.44 633.0K 193,948
2023-01-09 Staffeldt Erik Officer F-InKind D Common Stock 16,967 7.38 125.2K 333,380
2023-01-09 Sparks Scott Andrew Officer M-Exempt D Performance Share Units 47,128 0.00 0
2023-01-09 Neikirk Kenneth English Officer M-Exempt A Common Stock 30,082 0.00 95,829
2023-01-09 KRATZ OWEN E Officer M-Exempt D Performance Share Units 144,393 0.00 0
2023-01-04 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 35,714 0.00 35,715
2023-01-04 Sparks Scott Andrew Officer D-Return D Common Stock 62,767 7.38 463.2K 246,196
2023-01-04 Neikirk Kenneth English Officer D-Return D Common Stock 42,735 7.38 315.4K 65,747
2023-01-04 KRATZ OWEN E Officer M-Exempt A Common Stock 43,651 0.00 7,496,434
2023-01-03 Staffeldt Erik Officer A-Award A Restricted Stock Units 88,076 0.00 88,076
2023-01-03 Sparks Scott Andrew Officer A-Award A Restricted Stock Units 93,157 0.00 93,157
2023-01-03 Neikirk Kenneth English Officer A-Award A Restricted Stock Units 64,363 0.00 64,363
2023-01-03 KRATZ OWEN E Officer A-Award A Performance Share Units 487,804 0.00 487,804
2023-01-03 Arriaga Brent Alexander Officer A-Award A Restricted Stock Units 16,938 0.00 16,938
2023-01-01 Little Thomas Mitchell Director A-Award A Common Stock 3,070 0.00 91,326
2023-01-01 Harris Paula Director A-Award A Common Stock 2,858 0.00 38,320
2023-01-01 Gatti Amerino Director F-InKind D Common Stock 7,152 7.38 52.8K 159,463
2022-12-08 TRANSIER WILLIAM L Director F-InKind D Common Stock 16,870 5.97 100.7K 180,293
2022-12-08 Nelson Amy H Director F-InKind D Common Stock 16,870 5.97 100.7K 90,181
2022-12-08 Little Thomas Mitchell Director F-InKind D Common Stock 10,943 5.97 65.3K 88,256
2022-12-08 Gatti Amerino Director F-InKind D Common Stock 16,870 5.97 100.7K 166,615
2022-12-07 TRANSIER WILLIAM L Director A-Award A Common Stock 25,126 0.00 197,163
2022-12-07 Nelson Amy H Director A-Award A Common Stock 25,126 0.00 107,051
2022-12-07 Little Thomas Mitchell Director A-Award A Common Stock 25,126 0.00 99,199
2022-12-07 LOVOI JOHN Director A-Award A Common Stock 25,126 0.00 355,249
2022-12-07 Harris Paula Director A-Award A Common Stock 25,126 0.00 35,462
2022-12-07 Glassman Diana Director A-Award A Common Stock 25,126 0.00 34,790
2022-12-07 Gatti Amerino Director A-Award A Common Stock 25,126 0.00 183,485
2022-10-31 Sparks Scott Andrew Officer S-Sale D Common Stock 26,000 6.93 180.2K 254,870
2022-10-01 Little Thomas Mitchell Director A-Award A Common Stock 5,869 0.00 74,073
2022-10-01 Harris Paula Director A-Award A Common Stock 653 0.00 10,336
2022-10-01 Gatti Amerino Director A-Award A Common Stock 6,274 0.00 158,359
2022-07-22 Little Thomas Mitchell Director F-InKind D Common Stock 3,520 2.65 9.3K 68,204
2022-07-01 Little Thomas Mitchell Director A-Award A Common Stock 7,054 0.00 71,724
2022-07-01 Gatti Amerino Director A-Award A Common Stock 7,813 0.00 152,085
2022-04-01 RASK JAN A Director A-Award A Common Stock 5,230 0.00 378,795
2022-04-01 Little Thomas Mitchell Director A-Award A Common Stock 4,413 0.00 64,670
2022-04-01 Gatti Amerino Director A-Award A Common Stock 5,067 0.00 144,272
2022-01-21 Staffeldt Erik Officer M-Exempt D Performance Share Units 155,736 0.00 0
2022-01-21 Sparks Scott Andrew Officer F-InKind D Common Stock 58,168 3.12 181.5K 280,870
2022-01-21 KRATZ OWEN E Director / Officer M-Exempt D Performance Share Units 463,587 0.00 0
2022-01-04 Staffeldt Erik Officer M-Exempt D Restricted Stock Units 35,714 0.00 71,429
2022-01-04 Sparks Scott Andrew Officer M-Exempt D Restricted Stock Units 39,682 0.00 79,366
2022-01-04 Neikirk Kenneth English Officer M-Exempt D Restricted Stock Units 31,746 0.00 63,492
2022-01-04 KRATZ OWEN E Director / Officer M-Exempt A Common Stock 43,650 0.00 7,214,415
2022-01-02 Staffeldt Erik Officer F-InKind D Common Stock 7,322 3.12 22.8K 221,085
2022-01-02 Sparks Scott Andrew Officer F-InKind D Common Stock 7,596 3.12 23.7K 199,169
2022-01-02 Neikirk Kenneth English Officer F-InKind D Common Stock 5,796 3.12 18.1K 71,544
2022-01-02 KRATZ OWEN E Director / Officer F-InKind D Common Stock 24,518 3.12 76.5K 7,170,765
2022-01-01 RASK JAN A Director A-Award A Common Stock 8,013 0.00 373,565
2022-01-01 Gatti Amerino Director A-Award A Common Stock 7,762 0.00 139,205
2021-12-10 TRANSIER WILLIAM L Director F-InKind D Common Stock 12,614 3.26 41.1K 172,037
2021-12-10 Nelson Amy H Director F-InKind D Common Stock 12,614 3.26 41.1K 81,925
2021-12-10 Gatti Amerino Director F-InKind D Common Stock 12,614 3.26 41.1K 141,741
2021-12-08 TRANSIER WILLIAM L Director A-Award A Common Stock 45,593 0.00 184,651
2021-12-08 RASK JAN A Director A-Award A Common Stock 45,593 0.00 365,552
2021-12-08 Nelson Amy H Director A-Award A Common Stock 45,593 0.00 94,539
2021-12-08 Little Thomas Mitchell Director A-Award A Common Stock 45,593 0.00 60,257
2021-12-08 LOVOI JOHN Director A-Award A Common Stock 45,593 0.00 330,123
2021-12-08 Gatti Amerino Director A-Award A Common Stock 45,593 0.00 154,355
2021-12-08 Arriaga Brent Alexander Officer D Common Stock 0 0.00 1,505
2021-10-01 RASK JAN A Director A-Award A Common Stock 6,443 0.00 319,959
2021-10-01 Gatti Amerino Director A-Award A Common Stock 6,242 0.00 108,762
2021-07-22 Little Thomas Mitchell Director D Common Stock 0 0.00 0
2021-07-01 RASK JAN A Director A-Award A Common Stock 4,306 0.00 313,516
2021-07-01 Gatti Amerino Director A-Award A Common Stock 4,097 0.00 102,520
2021-06-02 Sparks Scott Andrew Officer S-Sale D Common Stock 34,700 5.98 207.5K 220,890
2021-04-01 RASK JAN A Director A-Award A Common Stock 4,796 0.00 309,210
2021-04-01 Gatti Amerino Director A-Award A Common Stock 4,486 0.00 98,423
2021-03-09 LOVOI JOHN Director S-Sale D Common Stock 45,000 6.24 281.0K 284,530
2021-01-06 Staffeldt Erik Officer M-Exempt D Performance Share Units 99,470 0.00 0
2021-01-06 Sparks Scott Andrew Officer F-InKind D Common Stock 53,251 4.20 223.7K 278,937
2021-01-06 KRATZ OWEN E Director / Officer M-Exempt D Performance Share Units 424,404 0.00 0
2021-01-04 Staffeldt Erik Officer A-Award A Performance Share Units 214,286 0.00 214,286
2021-01-04 Sparks Scott Andrew Officer A-Award A Restricted Stock Units 119,048 0.00 119,048
2021-01-04 RASK JAN A Director A-Award A Common Stock 4,874 0.00 304,414
2021-01-04 Neikirk Kenneth English Officer A-Award A Restricted Stock Awards 95,238 0.00 95,238
2021-01-04 LOVOI JOHN Director A-Award A Common Stock 4,874 0.00 329,530
2021-01-04 KRATZ OWEN E Director / Officer A-Award A Restricted Stock Units 130,952 0.00 130,952
2021-01-04 Gatti Amerino Director A-Award A Common Stock 4,501 0.00 93,937
2021-01-02 Staffeldt Erik Officer F-InKind D Common Stock 7,322 4.20 30.8K 182,867
2021-01-02 Sparks Scott Andrew Officer F-InKind D Common Stock 7,596 4.20 31.9K 189,616
2021-01-02 Neikirk Kenneth English Officer F-InKind D Common Stock 5,796 4.20 24.3K 77,340
2021-01-02 KRATZ OWEN E Director / Officer F-InKind D Common Stock 24,518 4.20 103.0K 6,979,019

Executive team

Top executives
EBIT / Employee
28.2K
Shares Outstanding
147.30M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Owen Kratz President and Chief Executive Officer 800.0K 3.84M 420.0K 8.8K 5.07M 75.75%
2 2025 Erik Staffeldt Executive Vice President and Chief Financial Officer 460.0K 1.58M 161.0K 8.8K 2.21M 71.48%
3 2025 Scotty Sparks Executive Vice President and Chief Operating Officer 460.0K 1.47M 161.0K 2.09M 70.25%
4 2025 Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary 420.0K 1.01M 147.0K 8.8K 1.59M 63.76%
5 2024 Owen Kratz President and Chief Executive Officer 800.0K 3.95M 914.4K 8.6K 5.68M 69.64%
6 2024 Scotty Sparks Executive Vice President and Chief Operating Officer 460.0K 1.51M 350.5K 2.32M 65.07%
7 2024 Erik Staffeldt Executive Vice President and Chief Financial Officer 440.0K 1.43M 335.3K 8.6K 2.21M 64.55%
8 2024 Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary 400.0K 1.04M 304.8K 8.6K 1.76M 59.38%
9 2023 Owen Kratz President and Chief Executive Officer 800.0K 4.06M 2.16M 8.3K 7.02M 57.77%
10 2023 Scotty Sparks Executive Vice President and Chief Operating Officer 460.0K 1.55M 827.1K 2.84M 54.63%
11 2023 Erik Staffeldt Executive Vice President and Chief Financial Officer 440.0K 1.47M 791.1K 8.3K 2.70M 54.17%
12 2023 Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary 400.0K 1.07M 719.2K 8.3K 2.20M 48.71%
13 2022 Owen Kratz President and Chief Executive Officer 700.0K 4.25M 1.40M 7.6K 6.36M 66.84%
14 2022 Scotty Sparks Executive Vice President and Chief Operating Officer 460.0K 1.39M 611.8K 2.46M 56.41%
15 2022 Erik Staffeldt Executive Vice President and Chief Financial Officer 440.0K 1.27M 585.2K 7.6K 2.30M 55.13%
16 2022 Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary 400.0K 944.2K 532.0K 7.6K 1.88M 50.12%
17 2021 Owen Kratz President and Chief Executive Officer 700.0K 1.25M 929.7K 2.88M 43.36%
18 2021 Scotty Sparks Executive Vice President and Chief Operating Officer 460.0K 1.13M 407.3K 2.00M 56.66%
19 2021 Erik Staffeldt Executive Vice President and Chief Financial Officer 440.0K 1.02M 389.6K 1.85M 55.16%
20 2021 Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary 400.0K 907.1K 454.7K 1.76M 51.49%
21 2020 Owen Kratz President and Chief Executive Officer 597.9K 4.26M 472.5K 7.1K 5.34M 79.80%
22 2020 Scotty Sparks Executive Vice President and Chief Operating Officer 433.2K 1.39M 207.0K 2.03M 68.46%
23 2020 Erik Staffeldt Executive Vice President and Chief Financial Officer 414.3K 1.27M 198.0K 7.1K 1.89M 67.24%
24 2020 Ken Neikirk Executive Vice President, General Counsel and Corporate Secretary 339.0K 887.1K 261.0K 7.1K 1.49M 59.37%
25 2020 Ken Neikirk Senior Vice President, General Counsel and Corporate Secretary 339.0K 887.1K 162.0K 7.1K 1.40M 63.58%
26 2019 Owen Kratz President and Chief Executive Officer 700.0K 3.85M 829.0K 5.38M 71.56%
27 2019 Erik Staffeldt Executive Vice President and Chief Financial Officer 375.0K 1.29M 296.1K 6.5K 1.97M 65.61%
28 2019 Scotty Sparks Executive Vice President and Chief Operating Officer 375.0K 1.29M 296.1K 1.96M 65.83%
29 2019 Alisa B. Johnson Former Executive Vice President, General Counsel and Corporate Secretary 196.6K 1.26M 1.46M 86.53%
30 2019 Ken Neikirk Senior Vice President, General Counsel and Corporate Secretary 276.3K 204.2K 5.3K 485.8K 0.00%
31 2018 Owen Kratz President and Chief Executive Officer 700.0K 3.82M 1.29M 5.80M 65.73%
32 2018 Scotty Sparks Executive Vice President and Chief Operating Officer 375.0K 1.28M 460.5K 2.12M 60.54%
33 2018 Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary 360.0K 1.25M 442.1K 2.05M 60.95%
34 2018 Alisa B. Johnson Former Executive Vice President, General Counsel and Corporate Secretary 360.0K 1.25M 442.1K 2.05M 60.95%
35 2018 Geoffrey C. Wagner Former Executive Vice President and Chief Commercial Officer 656.3K 50.0K 834.6K 360.0K 1.90M 43.91%
36 2018 Erik Staffeldt Executive Vice President and Chief Financial Officer 375.0K 894.2K 460.5K 1.73M 51.70%
37 2017 Owen Kratz President and Chief Executive Officer 700.0K 4.53M 427.4K 5.66M 80.07%
38 2017 Erik Staffeldt Executive Vice President and Chief Financial Officer 306.0K 50.0K 365.0K 78.9K 1.84M 19.88%
39 2017 Anthony Tripodo Former Executive Vice President and Senior Advisor 480.0K 1.11M 234.4K 1.82M 60.80%
40 2017 Alisa B. Johnson Former Executive Vice President, General Counsel and Corporate Secretary 360.0K 1.28M 146.5K 1.78M 71.61%
41 2017 Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary 360.0K 1.28M 146.5K 1.78M 71.61%
42 2017 Erik Staffeldt Senior Vice President and Chief Financial Officer 306.0K 50.0K 365.0K 78.9K 799.9K 45.63%
43 2017 Scotty Sparks Executive Vice President and Chief Operating Officer 375.0K 1.31M 152.6K 799.9K 163.49%
44 2016 Owen Kratz President and Chief Executive Officer 700.0K 3.77M 9.6K 4.48M 84.15%
45 2016 Owen Kratz, President and Chief Executive Officer 700.0K 3.77M 9.6K 4.48M 84.15%
46 2016 Anthony Tripodo, Executive Vice President and Chief Financial Officer 480.0K 1.77M 1.2K 2.25M 78.59%
47 2016 Anthony Tripodo Former Executive Vice President and Senior Advisor 480.0K 1.77M 1.2K 2.25M 78.59%
48 2016 Scotty Sparks, Executive Vice President and Chief Operating Officer 370.8K 1.64M 0.00%
49 2016 Scotty Sparks Executive Vice President and Chief Operating Officer 370.8K 1.27M 1.64M 77.35%
50 2016 Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary 360.0K 4.4K 1.60M 0.00%
51 2016 Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary 360.0K 1.24M 4.4K 1.60M 77.24%
52 2015 Owen Kratz President and Chief Executive Officer 700.0K 3.45M 9.9K 4.16M 82.92%
53 2015 Owen Kratz, President and Chief Executive Officer 700.0K 3.45M 9.9K 4.16M 82.92%
54 2015 Anthony Tripodo Former Executive Vice President and Senior Advisor 480.0K 1.62M 9.9K 2.11M 76.74%
55 2015 Anthony Tripodo, Executive Vice President and Chief Financial Officer 480.0K 1.62M 9.9K 2.11M 76.74%
56 2015 Alisa B. Johnson Executive Vice President, General Counsel and Corporate Secretary 360.0K 1.24M 9.9K 1.60M 77.24%
57 2015 Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary 360.0K 9.9K 1.50M 0.00%
58 2015 Clifford V. Chamblee, Former Executive Vice President and Chief Operating Officer 187.2K 1.16M 9.9K 1.36M 85.45%
59 2015 Scotty Sparks, Executive Vice President and Chief Operating Officer 324.2K 324.2K 0.00%
60 2015 Scotty Sparks Executive Vice President and Chief Operating Officer 324.2K 324.2K 0.00%
61 2014 Owen Kratz, President and Chief Executive Officer 700.0K 1.72M 4.12M 9.8K 6.56M 26.30%
62 2014 Owen Kratz, President and CEO 700.0K 1.60M 4.12M 9.8K 6.43M 24.88%
63 2014 Anthony Tripodo, Executive Vice President and Chief Financial Officer 480.0K 2.01M 9.8K 3.31M 0.00%
64 2014 Anthony Tripodo, Executive Vice President and CFO 480.0K 2.01M 9.8K 3.25M 0.00%
65 2014 Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary 360.0K 1.39M 9.8K 2.32M 0.00%
66 2014 Clifford V. Chamblee, Former Executive Vice President and Chief Operating Officer 396.2K 579.4K 1.24M 9.8K 2.23M 26.01%
67 2014 Clifford V. Chamblee, Executive Vice President and COO 396.2K 750.0K 1.16M 9.8K 2.10M 35.65%
68 2013 Owen Kratz, President and Chief Executive Officer 700.0K 1.75M 4.87M 6.4K 7.33M 23.86%
69 2013 Owen Kratz, President and CEO 700.0K 1.50M 4.04M 6.4K 6.25M 24.01%
70 2013 Anthony Tripodo, Executive Vice President and Chief Financial Officer 480.0K 874.7K 2.17M 6.4K 3.54M 24.74%
71 2013 Anthony Tripodo, Executive Vice President and CFO 480.0K 750.0K 1.77M 6.4K 3.01M 24.91%
72 2013 Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary 360.0K 612.2K 1.53M 6.4K 2.50M 24.45%
73 2013 Clifford V. Chamblee, Former Executive Vice President and Chief Operating Officer 380.0K 597.7K 1.18M 6.4K 2.16M 27.65%
74 2013 Clifford V. Chamblee, Executive Vice President and COO 380.0K 6.4K 1.74M 0.00%
75 2013 Clifford V Chamblee, Executive Vice President and Chief Operating Officer 380.0K 512.5K 842.2K 6.4K 1.74M 29.44%
76 2013 Johnny Edwards, Former Executive Vice President – Oil & Gas 71.0K 384.6K 6.4K 462.0K 0.00%
77 2012 Owen Kratz, President and CEO 700.0K 1.50M 3.57M 6.3K 5.78M 25.97%
78 2012 Owen Kratz, Chief Executive Officer and President 700.0K 1.50M 2.90M 6.3K 5.11M 29.38%
79 2012 Anthony Tripodo, Executive Vice President and CFO 464.6K 1.54M 6.3K 2.76M 0.00%
80 2012 Anthony Tripodo, Executive Vice President and Chief Financial Officer 464.6K 750.0K 1.54M 6.3K 2.76M 27.21%
81 2012 Clifford V. Chamblee, Executive Vice President – and Chief Operating Officer 374.2K 512.5K 1.09M 6.3K 1.98M 25.88%
82 2012 Johnny Edwards, Former Executive Vice President – Oil &Gas 374.2K 512.5K 1.09M 6.3K 1.98M 25.88%
83 2012 Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary 358.1K 1.39M 6.3K 1.96M 0.00%
84 2012 Alisa B. Johnson, Executive Vice President and General Counsel 358.1K 525.0K 900.0K 6.3K 1.79M 29.34%
85 2012 Johnny Edwards, Former Executive Vice President – Oil & Gas 374.2K 512.5K 733.5K 6.3K 1.63M 31.51%
86 2012 Clifford V Chamblee, Executive Vice President and Chief Operating Officer 374.2K 512.5K 634.8K 6.3K 1.53M 33.55%
87 2012 Clifford V. Chamblee, Executive Vice President and COO 374.2K 750.0K 842.2K 6.3K 1.53M 49.09%
88 2011 Owen Kratz, Chief Executive Officer and President 700.0K 1.07M 3.33M 6.1K 5.11M 20.92%
89 2011 Owen Kratz, President and CEO 700.0K 1.07M 2.70M 6.1K 4.47M 23.90%
90 2011 Bart Heijermans, former Executive Vice President and Chief Operating Officer 34.6K 2.26M 2.29M 0.00%
91 2011 Anthony Tripodo, Executive Vice President and Chief Financial Officer 400.0K 680.8K 1.16M 6.1K 2.25M 30.28%
92 2011 Alisa B. Johnson, Executive Vice President and General Counsel 350.0K 476.7K 948.3K 6.1K 1.78M 26.77%
93 2011 Alisa B. Johnson, Executive Vice President, General Counsel and Corporate Secretary 350.0K 476.7K 798.7K 6.1K 1.63M 29.22%
94 2011 Clifford V. Chamblee, Executive Vice President – and Chief Operating Officer 296.8K 348.8K 801.3K 6.1K 1.45M 24.00%
95 2011 Clifford Chamblee, Executive Vice President – Contracting Services 296.8K 348.8K 801.3K 6.1K 1.45M 24.00%
96 2011 Johnny Edwards, Executive Vice President – Oil & Gas 350.0K 272.3K 702.7K 6.1K 1.33M 20.45%
97 2011 Johnny Edwards, Former Executive Vice President – Oil &Gas 350.0K 272.3K 702.7K 6.1K 1.33M 20.45%
98 2011 Clifford V Chamblee, Executive Vice President and Chief Operating Officer 296.8K 348.8K 464.2K 6.1K 1.12M 31.25%
99 2011 Johnny Edwards, Former Executive Vice President – Oil & Gas 350.0K 272.3K 464.2K 6.1K 1.09M 24.92%
100 2010 Owen Kratz, Chief Executive Officer and President 700.0K 295.0K 1.19M 1.81M 6.1K 4.00M 29.66%
101 2010 Robert Murphy, former Executive Vice President — Oil & Gas 90.0K 3.07M 3.16M 0.00%
102 2010 Bart Heijermans, former Executive Vice President and Chief Operating Officer 450.0K 600.0K 593.4K 906.5K 6.1K 2.56M 23.22%
103 2010 Anthony Tripodo, Executive Vice President and Chief Financial Officer 400.0K 438.0K 514.3K 785.7K 6.1K 2.14M 23.98%
104 2010 Alisa B. Johnson, Executive Vice President and General Counsel 325.0K 273.8K 415.4K 634.6K 6.1K 1.65M 25.10%
105 2010 Johnny Edwards, Executive Vice President – Oil & Gas 350.0K 300.0K 118.7K 181.3K 6.1K 956.1K 12.41%
106 2010 Johnny Edwards, Executive Vice President — Oil & Gas 350.0K 300.0K 118.7K 181.3K 6.1K 956.1K 12.41%
107 2010 Johnny Edwards, Former Executive Vice President – Oil &Gas 350.0K 300.0K 118.7K 181.3K 6.1K 956.1K 12.41%
108 2009 Owen Kratz, Chief Executive Officer and President 700.0K 100.0K 523.4K 2.48M 6.1K 4.71M 11.12%
109 2009 Bart Heijermans, former Executive Vice President and Chief Operating Officer 450.0K 450.0K 348.9K 1.65M 6.1K 2.91M 12.01%
110 2009 Bart Heijermans, Executive Vice President and Chief Operating Officer 450.0K 450.0K 348.9K 1.65M 6.1K 2.91M 12.01%
111 2009 Robert Murphy, former Executive Vice President — Oil & Gas 450.0K 300.0K 348.9K 1.65M 6.1K 2.76M 12.66%
112 2009 Robert Murphy, Executive Vice President — Oil & Gas 450.0K 300.0K 348.9K 1.65M 6.1K 2.76M 12.66%
113 2009 Anthony Tripodo, Executive Vice President and Chief Financial Officer 365.0K 450.0K 226.8K 1.07M 6.1K 2.12M 10.69%
114 2009 Alisa B. Johnson, Executive Vice President and General Counsel 325.0K 335.0K 165.7K 784.3K 6.1K 1.62M 10.26%
115 2008 Martin R. Ferron, former Chief Executive Officer and President 94.2K 3.13M 507.7K 1.65M 5.39M 67.55%
116 2008 Owen Kratz, Chief Executive Officer and President 697.3K 3.00M 5.8K 3.70M 81.01%
117 2008 Anthony Tripodo, Executive Vice President and Chief Financial Officer 186.7K 375.0K 2.87M 5.8K 3.43M 83.47%
118 2008 Bart Heijermans, former Executive Vice President and Chief Operating Officer 448.3K 300.0K 2.00M 7.8K 2.76M 72.57%
119 2008 Bart Heijermans, Executive Vice President and Chief Operating Officer 448.3K 300.0K 2.00M 7.8K 2.76M 72.57%
120 2008 Robert Murphy, Executive Vice President — Oil & Gas 448.3K 180.0K 2.00M 8.2K 2.64M 75.86%
121 2008 Robert Murphy, former Executive Vice President — Oil & Gas 448.3K 180.0K 2.00M 8.2K 2.64M 75.86%
122 2008 Alisa B. Johnson, Executive Vice President and General Counsel 323.8K 285.0K 950.0K 7.1K 1.57M 60.67%
123 2008 A. Wade Pursell, former Executive Vice President and Chief Financial Officer 188.1K 842.6K 154.4K 55.1K 1.49M 66.86%
124 2007 Owen Kratz, Chief Executive Officer and President 662.0K 2.81M 400.0K 5.6K 3.88M 72.47%
125 2007 Martin R. Ferron, Chief Executive Officer and President 662.0K 1.17M 111.7K 978.0K 13.4K 2.94M 43.72%
126 2007 Martin R. Ferron, former Chief Executive Officer and President 662.0K 1.17M 111.7K 978.0K 13.4K 2.94M 43.72%
127 2007 Owen Kratz, Executive Chairman 662.0K 1.11M 218.5K 400.0K 5.6K 2.40M 55.49%
128 2007 Bart Heijermans, Executive Vice President and Chief Operating Officer 425.0K 68.4K 1.23M 441.6K 11.2K 2.17M 56.44%
129 2007 Robert Murphy, Executive Vice President — Oil & Gas 425.0K 680.0K 13.3K 1.12M 0.00%
130 2007 A. Wade Pursell, former Executive Vice President and Chief Financial Officer 340.0K 419.1K 77.9K 250.9K 13.4K 1.10M 45.13%
131 2007 A. Wade Pursell, Executive Vice President and Chief Financial Officer 340.0K 419.1K 77.9K 250.9K 13.4K 1.10M 45.13%
132 2007 Alisa B. Johnson, Executive Vice President and General Counsel 278.0K 222.0K 188.8K 8.1K 696.9K 31.85%
133 2006 Robert Murphy, Executive Vice President — Oil & Gas 425.0K 850.0K 900.1K 2.18M 41.38%
134 2006 Martin R. Ferron Chief Executive Officer and President 446.2K 250.0K 610.8K 111.7K 599.4K 12.3K 2.03M 35.58%
135 2006 Martin R. Ferron, former Chief Executive Officer and President 446.2K 250.0K 610.8K 111.7K 599.4K 12.3K 2.03M 35.58%
136 2006 Martin R. Ferron, Chief Executive Officer and President 446.2K 250.0K 610.8K 111.7K 599.4K 12.3K 2.03M 35.58%
137 2006 Bart Heijermans, Executive Vice President and Chief Operating Officer 340.0K 125.0K 1.26M 200.0K 12.0K 1.93M 65.00%
138 2006 Bart Heijermans Executive Vice President and Chief Operating Officer 340.0K 125.0K 1.26M 200.0K 12.0K 1.93M 65.00%
139 2006 Owen Kratz, Executive Chairman 389.4K 550.5K 218.5K 529.8K 5.5K 1.69M 45.40%
140 2006 Owen Kratz Executive Chairman 389.4K 550.5K 218.5K 529.8K 5.5K 1.69M 45.40%
141 2006 Owen Kratz, Chief Executive Officer and President 389.4K 550.5K 218.5K 529.8K 5.5K 1.69M 45.40%
142 2006 James L. Connor, III former General Counsel 136.4K 50.5K 694.5K 881.3K 5.73%
143 2006 A. Wade Pursell, former Executive Vice President and Chief Financial Officer 245.1K 75.0K 187.3K 77.9K 255.9K 12.3K 853.6K 31.07%
144 2006 A. Wade Pursell, Executive Vice President and Chief Financial Officer 245.1K 75.0K 187.3K 77.9K 255.9K 12.3K 853.6K 31.07%
145 2006 A. Wade Pursell Executive Vice President and Chief Financial Officer 245.1K 75.0K 187.3K 77.9K 255.9K 12.3K 853.6K 31.07%
146 2006 Lloyd Hajdik Vice President – Corporate Controller and Chief Accounting Officer 165.0K 50.0K 39.8K 29.5K 143.1K 10.9K 438.3K 15.81%
147 2006 Alisa B. Johnson, Executive Vice President and General Counsel 80.0K 43.3K 130.0K 600.00 253.9K 17.06%
148 2005 Bart H. Heijermans Executive Vice President and Chief Operating Officer 113.3K 120.0K 3.73M 3.96M 94.11%
149 2005 Owen Kratz Chairman and Chief Executive Officer 389.4K 529.8K 1.16M 5.3K 2.09M 55.74%
150 2005 Martin R. Ferron President 389.4K 529.8K 1.16M 5.3K 2.09M 55.74%
151 2005 A. Wade Pursell Senior Vice President and Chief Financial Officer 221.0K 197.4K 400.0K 5.3K 823.6K 48.56%
152 2005 James Lewis Connor, III Senior Vice President and General Counsel 189.7K 204.6K 225.4K 5.3K 625.0K 36.06%
153 2005 Lloyd A. Hajdik Vice President — Corporate Controller and Chief Accounting Officer 143.7K 107.0K 65.1K 5.3K 321.0K 20.29%
154 2004 Owen Kratz Chairman and Chief Executive Officer 350.0K 467.6K 33.5K 5.1K 856.2K 3.91%
155 2004 Martin R. Ferron President 250.0K 209.4K 21.9K 5.1K 486.4K 4.50%
156 2004 A. Wade Pursell Senior Vice President and Chief Financial Officer 200.0K 164.2K 13.4K 5.1K 382.8K 3.50%
157 2004 James Lewis Connor, III Senior Vice President and General Counsel 171.0K 128.5K 11.7K 5.1K 316.3K 3.70%
158 2004 Lloyd A. Hajdik Vice President — Corporate Controller and Chief Accounting Officer 140.0K 80.0K 3.8K 223.8K 0.00%
159 2003 Owen Kratz Chairman and Chief Executive Officer 335.4K 123.8K 39.6K 5.0K 503.7K 7.86%
160 2003 Martin R. Ferron President 239.6K 63.8K 14.1K 5.0K 322.5K 4.39%
161 2003 James Lewis Connor, III Senior Vice President and General Counsel 133.8K 122.6K 4.6K 260.9K 0.00%
162 2003 A. Wade Pursell Senior Vice President and Chief Financial Officer 193.8K 45.5K 12.3K 4.8K 256.4K 4.78%
163 2003 Lloyd A. Hajdik Vice President — Corporate Controller and Chief Accounting Officer 11.7K 10.0K 21.7K 46.15%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-01 DEFA14A
2026-04-01 DEF 14A
2025-04-02 DEFA14A
2025-04-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 8-K
2026-05-05 8-K
2026-05-04 425
2026-04-24 8-K
2026-04-24 425
2026-04-24 10-Q
2026-04-23 8-K
2026-04-23 8-K
2026-04-23 425
2026-04-23 425

Executive team

NameTitleCompensationGender
Owen E. Kratz President, Chief Executive Officer & Director 1M male
Erik Staffeldt Executive Vice President & Chief Financial Officer 629.8K male
Scott Andrew Sparks Executive Vice President & Chief Operating Officer 621.0K male
Kenneth English Neikirk Executive Vice President, General Counsel & Corporate Secretary 575.8K male
Kenric McNeal Director of Human Resources male
Leigh Beck Vice President & Chief Technical Officer
Angie Wickert Deputy General Counsel, Sustainability & Compliance Officer, & Assistant Secretary
Stephen Wren Chief Information Officer
Brent Alexander Arriaga Chief Accounting Officer and Vice President of Finance & Accounting male
Dustin Greenwood Corporate Controller
Fred Vleghert Managing Director of Helix do Brasil male
ESG Rating
A
OIL & GAS EQUIPMENT & SERVICES
Rank: 4 out of 56
2021
E (Environmental)
76.3 / 62.9
Company / Sector avg.
S (Social)
72.2 / 64.9
Company / Sector avg.
G (Governance)
68.3 / 64.1
Company / Sector avg.
ESG Total
72.2 / 64.0
Company / Sector avg.
ESG Score History OIL & GAS EQUIPMENT & SERVICES
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2015-02-13 2015-02-26 Thom Tillis NC Joint Sale (Full) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-12-12 2023-01-20 Christopher L. Jacobs NY27 Sale (Full) $1,001 - $15,000
2022-11-08 2022-12-12 Christopher L. Jacobs NY27 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

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