Helmerich SEC Filings

Helmerich & Payne, Inc. (HP) reported an amended insider filing (Form 4/A) to correct the number of shares withheld for taxes. On 01/16/2025, an officer (SVP, Corp. Services & CLO) executed a transaction coded F (tax withholding) involving 8,543 shares of common stock at $36.7 per share. Following the transaction, the reporting person beneficially owned 166,554 shares, held directly.

The amendment clarifies that the original Form 4 filed on 01/21/2025 mistakenly listed 8,243 shares withheld; the correct figure is 8,543.

Dimensional Fund Advisors LP reports beneficial ownership of 4,970,330 shares of Helmerich & Payne Inc common stock, representing 5.0% of the outstanding class. Dimensional discloses sole voting power over 4,832,607 shares and sole dispositive power over 4,970,330 shares but states all reported shares are owned by affiliated funds and disclaims beneficial ownership. The filing clarifies these holdings arise from Dimensionals role as an investment adviser and that no group affiliation or parent-subsidiary acquisition was reported. The certification affirms the securities are held in the ordinary course of business and not to change control of the issuer.

Cara M. Hair, Senior Vice President, Corporate Services & Chief Legal Officer at Helmerich & Payne, Inc. (HP), reported an acquisition of 43,271 shares of the company's common stock on 10/01/2025. The transaction is coded V, indicating shares were acquired upon vesting, with an indicated price of $0 (typical for restricted stock vesting). Following the vesting, Ms. Hair beneficially owns 210,125 shares, held in a direct ownership form. The Form 4 was signed by William H. Gault by power of attorney on 10/03/2025. The filing contains no derivative transactions or additional explanatory text.

John R. Bell, Executive Vice President, Eastern Hemisphere Land at Helmerich & Payne, Inc. (HP), reported a transaction dated 10/01/2025 showing 43,271 shares of Common Stock acquired under Code V (vesting). Following the reported transaction, Mr. Bell beneficially owns 229,160 shares directly and 1,759 shares indirectly through a 401(k) plan. The Form 4 was signed by power of attorney on 10/03/2025. The filing shows a price of $0, consistent with vested shares rather than an open-market purchase.

Michael Lennox, EVP, Western Hemisphere Land at Helmerich & Payne, Inc. (HP), reported a change in beneficial ownership dated 10/01/2025. The filing shows 43,271 shares of Common Stock were acquired (Code V, typically the vesting of previously granted awards) at a reported price of $0. After the transaction Mr. Lennox beneficially owned 164,830 shares. The Form 4 was signed by power of attorney on 10/03/2025.

Helmerich & Payne, Inc. announced leadership changes: Raymond John "Trey" Adams III will become President effective October 1, 2025, while John Lindsay remains CEO. Adams, age 40, has held senior commercial and digital roles since joining in 2008. His annual base salary will be increased to $660,000 effective October 1, 2025, and he remains eligible for the annual short-term cash incentive with a 100% target bonus of base salary for fiscal 2026. Michael P. Lennox and John R. Bell will be promoted to Executive Vice Presidents for Western and Eastern Hemisphere Land, respectively, with base salaries increased to $560,000 and restricted stock awards valued at $1 million each that vest in full after three years. The company furnished a press release as Exhibit 99.1 on September 29, 2025.

Helmerich & Payne, Inc. announced at a Board meeting on September 9, 2025, a quarterly cash dividend of $0.25 per share on common stock. The dividend is payable on December 2, 2025 to stockholders of record at the close of business on November 18, 2025. The filing reflects the formal declaration and payment schedule but contains no additional financial results, guidance, or commentary.

Sara M. Momper, listed as a Vice President and Chief Accounting Officer and a director of Helmerich & Payne, Inc. (HP), reported a sale of 6,700 shares of the company's common stock at a price of $17.83 per share on 08/18/2025. After the transaction she is shown as beneficially owning 21,908 shares directly. The sale was disclosed on a Form 4 and signed by an authorized power of attorney.

Helmerich & Payne, Inc. filed a Form 144 reporting an intended sale of 6,700 common shares via Fidelity Brokerage Services, with an aggregate market value of $119,461 and an approximate sale date of 08/18/2025 on the NYSE. The filing shows the shares were acquired through restricted stock vesting on multiple dates between 12/11/2021 and 01/11/2024 as part of compensation, totaling disclosed lots of 8 separate vesting events. No securities were reported sold in the past three months. The filer certifies they have no undisclosed material information and includes the standard signature and legal notice.