Form 4: HP Officer Sells Shares for Tax Obligations

Helmerich & Payne VP, CAO Sara Momper reported a disposition of 302 common shares for tax liability at $29.88 per share.

Summary

• Sara Marie Momper, VP, CAO of Helmerich & Payne, Inc. (HP), reported a transaction involving company common stock.
• On December 5, 2025, Momper disposed of 302 shares of Helmerich & Payne common stock.
• The transaction was executed at a price of $29.88 per share.
• This disposition was coded as 'F', indicating it was for the payment of tax liability incident to the vesting of a security or restricted stock.
• Following this transaction, Momper beneficially owns 14,925 shares of Helmerich & Payne common stock.

Sentiment

Score: 5

Explanation: The transaction is a routine, non-discretionary sale for tax purposes, which is neutral in terms of sentiment regarding the company's future prospects.

Positives

• The transaction is a routine disposition for tax purposes, not a discretionary sale, which typically does not signal a lack of confidence in the company's future prospects.

Negatives

• A reduction in direct share ownership, albeit for tax purposes, slightly decreases the officer's direct stake in the company.

Future Outlook

NA

Industry Context

This is an individual insider transaction and does not directly reflect broader industry trends. However, the transaction price of $29.88 per share provides a snapshot of the company's stock valuation at the time of the transaction within the energy services sector.

Related Party Transactions

• Sara Marie Momper, an officer of Helmerich & Payne, Inc., disposed of 302 shares of company common stock for tax liability.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a small, routine transaction for tax purposes by an individual officer, not indicative of a change in company fundamentals or strategy.
• Employees: No direct impact.
• Customers/Suppliers/Creditors: No direct impact.

Key Dates

Recommendation

This Form 4 filing details a routine, non-discretionary sale of a small number of shares by an officer for tax purposes. It does not provide new fundamental information about Helmerich & Payne, Inc. that would warrant a change in investment thesis. Therefore, a 'hold' recommendation is appropriate, maintaining existing positions based on broader company fundamentals and market conditions rather than this specific insider transaction.

Keywords

Helmerich & Payne, HP, Form 4, Insider Transaction, Stock Sale, Tax Liability, Officer Transaction, Sara Momper, Common Stock