Insider Activity at Oil States International: What It Means for the Market

Oil States International Inc. (OSIT) has seen a flurry of insider transactions in the past week, most notably a buy of 62,500 shares by EVP and Chief Operating Officer Moses Philip Scott. The purchase, executed at a price of $0.00 under a service‑based restricted award, is part of a structured vesting plan that will deliver additional shares in 2027. Earlier that day, Scott also sold 15,266 shares to cover taxes on a previous restricted award, reducing his holdings to roughly 724,000 shares. These moves illustrate a pattern of balanced activity: Scott regularly buys and sells to manage liquidity while retaining a substantial long‑term stake.

For investors, the timing of this transaction is key. OSIT’s stock closed at $12.53 on February 19, up 43.9% for the week and 155.8% year‑to‑date. Scott’s buy, coupled with the company’s strong Q4 earnings—revenue growth and higher backlog in the Offshore Manufactured Products segment—reinforces management’s confidence in the firm’s upside. The fact that the award is service‑based rather than cash‑based signals a commitment to long‑term equity retention, suggesting that insiders are not looking to liquidate quickly but to stay invested in a growing business.

Scott’s historical pattern is consistent with a “hold‑and‑grow” approach. Over the past month he has made four transactions: two buys (28,471 shares each) and two sells (11,203 and 8,998 shares). His holdings have fluctuated between 659,000 and 739,000 shares, indicating a willingness to adjust position size while maintaining a majority stake. The recent sale of 15,266 shares to cover taxes shows a pragmatic use of equity to meet short‑term obligations without dramatically altering his ownership percentage.

Company‑wide insider activity is also notable. Both CFO Lloyd Haijdik and CEO Cindy Taylor have each performed two transactions—buying 62,500 and 160,000 shares, respectively, and selling 16,430 and 42,061 shares. Their net positions remain large (over 670,000 for Haijdik and 2.2 million for Taylor), underscoring a collective belief that OSIT is on an upward trajectory. The alignment of these top executives’ actions with the company’s earnings narrative and market momentum creates a positive signal for shareholders.

In summary, Moses Philip Scott’s recent buy, together with the broader insider buying trend, signals confidence in OSIT’s offshore strategy and resilient financials. For investors, this activity provides a useful gauge of management’s sentiment, suggesting that the company’s valuation could continue to rise as it capitalizes on global offshore opportunities while navigating domestic headwinds.

DateOwnerTransaction TypeSharesPrice per ShareSecurity
2026-02-19Moses Philip Scott (EVP, Chief Operating Officer)Buy62,500.00N/ACommon Stock
2026-02-20Moses Philip Scott (EVP, Chief Operating Officer)Sell15,266.0012.53Common Stock
2026-02-19HAJDIK LLOYD A (Executive VP, CFO & Treasurer)Buy62,500.00N/ACommon Stock
2026-02-20HAJDIK LLOYD A (Executive VP, CFO & Treasurer)Sell16,430.0012.53Common Stock
2026-02-19TAYLOR CINDY B (President & CEO)Buy160,000.00N/ACommon Stock
2026-02-20TAYLOR CINDY B (President & CEO)Sell42,061.0012.53Common Stock