Form 4: OIS CFO Hajdik Boosts Stake After RSU Vesting

Oil States International's CFO, Lloyd A. Hajdik, increased his direct beneficial ownership of common stock following the vesting of performance-based restricted stock units.

Summary

• Lloyd A. Hajdik, Executive VP, CFO & Treasurer of Oil States International, Inc. (OIS), acquired 28,471 shares of common stock on February 18, 2026.
• These shares were earned from performance-based restricted stock units (RSUs) originally granted on February 16, 2023.
• The vesting was certified by the Compensation Committee on February 18, 2026, based on the achievement of cumulative EBITDA performance over the three-year period from January 1, 2023, to December 31, 2025.
• Hajdik also disposed of 12,057 shares of common stock at a price of $9.43 per share on February 18, 2026, to cover tax liabilities incident to the RSU vesting.
• Following these transactions, Hajdik's direct beneficial ownership of Oil States International common stock stands at 624,535 shares.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a positive indicator, as the vesting of performance-based RSUs confirms the achievement of a key financial metric (cumulative EBITDA) and demonstrates management's alignment with shareholder interests through increased beneficial ownership.

Positives

• The company achieved its cumulative EBITDA performance metric for the period from January 1, 2023, to December 31, 2025, leading to the vesting of performance-based restricted stock units.
• The CFO's overall direct beneficial ownership of common stock increased by 16,414 shares (28,471 acquired minus 12,057 disposed), indicating continued alignment with shareholder interests.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future outlook.

Industry Context

StockSavvy.ai notes that executive compensation tied to performance metrics like EBITDA is a common practice in the energy services sector, aligning management incentives with shareholder value creation. The vesting of these RSUs indicates operational success during the specified performance period, which is generally viewed favorably by the market.

Comparison to Industry Standards

• The use of performance-based restricted stock units (RSUs) tied to financial metrics like EBITDA is a standard executive compensation practice across various industries, including the oil and gas services sector. This aligns executive incentives with long-term company performance and shareholder value, similar to practices observed at peers like Schlumberger (SLB) or Halliburton (HAL).

Related Party Transactions

• The acquisition of shares through the vesting of performance-based restricted stock units and the subsequent disposition of shares for tax liability are transactions between the company and an executive, which are standard related-party compensation events.

Stakeholder Impact

• Shareholders: Positive impact due to the achievement of performance targets, which led to RSU vesting, and an increase in the CFO's beneficial ownership, aligning executive interests with shareholder value.
• Employees: No direct impact on general employees is mentioned in this filing.
• Customers/Suppliers/Creditors: No direct impact on these stakeholders is mentioned in this filing.

Key Dates

Recommendation

The filing indicates the company successfully met its cumulative EBITDA performance targets, leading to the vesting of executive restricted stock units. This suggests solid operational execution over the past three years. While the CFO increased his beneficial ownership, a Form 4 primarily reports a compensation event and tax-related sale, which typically warrants a 'hold' recommendation unless combined with other significant financial news.

Keywords

Oil States International, OIS, Lloyd A. Hajdik, CFO, Form 4, Insider Transaction, Restricted Stock Units, RSU Vesting, EBITDA Performance, Executive Compensation, Beneficial Ownership