Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ivanhoe Electric Inc.IE · Entity 984 | Senior Vice President, Finance | June 15, 2023 | June 16, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Ivanhoe Electric Inc.
Report date June 15, 2023 · Filed June 16, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-06-15 transaction · row 29
29 source rows · reconciled sequenceRow 1 · 2023-06-15 · Exercise / conversion · Acquired 12,500 · Balance 12,500 Row 2 · 2023-06-15 · Sale · Disposed 200 · Balance 12,300 Row 3 · 2023-06-15 · Sale · Disposed 500 · Balance 11,800 Row 4 · 2023-06-15 · Sale · Disposed 300 · Balance 11,500 Row 5 · 2023-06-15 · Sale · Disposed 1,300 · Balance 10,200 Row 6 · 2023-06-15 · Sale · Disposed 500 · Balance 9,700 Row 7 · 2023-06-15 · Sale · Disposed 700 · Balance 9,000 Row 8 · 2023-06-15 · Sale · Disposed 300 · Balance 8,700 Row 9 · 2023-06-15 · Sale · Disposed 300 · Balance 8,400 Row 10 · 2023-06-15 · Sale · Disposed 200 · Balance 8,200 Row 11 · 2023-06-15 · Sale · Disposed 1,000 · Balance 7,200 Row 12 · 2023-06-15 · Sale · Disposed 200 · Balance 7,000 Row 13 · 2023-06-15 · Sale · Disposed 200 · Balance 6,800 Row 14 · 2023-06-15 · Sale · Disposed 300 · Balance 6,500 Row 15 · 2023-06-15 · Sale · Disposed 300 · Balance 6,200 Row 16 · 2023-06-15 · Sale · Disposed 1,700 · Balance 4,500 Row 17 · 2023-06-15 · Sale · Disposed 200 · Balance 4,300 Row 18 · 2023-06-15 · Sale · Disposed 300 · Balance 4,000 Row 19 · 2023-06-15 · Sale · Disposed 300 · Balance 3,700 Row 20 · 2023-06-15 · Sale · Disposed 200 · Balance 3,500 Row 21 · 2023-06-15 · Sale · Disposed 1,082 · Balance 2,418 Row 22 · 2023-06-15 · Sale · Disposed 200 · Balance 2,218 Row 23 · 2023-06-15 · Sale · Disposed 200 · Balance 2,018 Row 24 · 2023-06-15 · Sale · Disposed 300 · Balance 1,718 Row 25 · 2023-06-15 · Sale · Disposed 400 · Balance 1,318 Row 26 · 2023-06-15 · Sale · Disposed 300 · Balance 1,018 Row 27 · 2023-06-15 · Sale · Disposed 300 · Balance 718 Row 28 · 2023-06-15 · Sale · Disposed 200 · Balance 518 Row 29 · 2023-06-15 · Sale · Disposed 518 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.49 · Expires 2026-06-30 | Direct | 187,500 |
Reported balance
After 2023-06-15 transaction · row 30
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 30 · 2023-06-15 · Exercise / conversion · Disposed 12,500 · Balance 187,500 F1: The options are exercisable in four equal annual installments beginning June 30, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The options are exercisable in four equal annual installments beginning June 30, 2021.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 14, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 300 | $13.82 | $4,146.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 19 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,936 Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 200 | $13.80 | $2,760.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 18 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,236 Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 300 | $13.75 | $4,125.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 17 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,436 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $2.49 | $0.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · derivative · entry 30 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 25,000 shares Expires 2026-06-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options are exercisable in four equal annual installments beginning June 30, 2021. Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 200 | $14.22 | $2,844.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 16 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,736 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 300 | $14.20 | $4,260.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 15 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,936 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 100 | $14.17 | $1,417.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 14 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,236 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 300 | $14.15 | $4,245.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 13 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,336 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 600 | $13.97 | $8,382.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 12 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,636 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 1,101 | $13.96 | $15,369.96 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 11 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,236 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 3,200 | $13.95 | $44,640.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 10 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,337 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 4 | $13.91 | $55.64 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 9 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,537 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 596 | $13.90 | $8,284.40 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 8 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,541 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 33 | $13.82 | $456.06 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 7 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,137 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 200 | $13.80 | $2,760.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 6 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,170 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 1,262 | $13.78 | $17,390.36 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 5 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,370 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 2,800 | $13.77 | $38,556.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 4 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,632 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 1,068 | $13.76 | $14,695.68 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 3 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,432 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 2,500 | $13.75 | $34,375.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 2 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,500 Read SEC document |
| June 13, 2023 Filed Jun 16, 2023 01:52 UTC | Ivanhoe Electric Inc. IE · Entity 984 | Exercise / conversionCommon Stock | 25,000 | $2.49 | $62,250.00 |
DisclosureSEC source: 0001654954-23-008101 · section16.xml · nonDerivative · entry 1 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 13:02 UTC | Ivanhoe Electric Inc. IE · Entity 984 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $2.49 | $0.00 |
DisclosureSEC source: 0001654954-23-007777 · section16.xml · derivative · entry 3 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 25,000 shares Expires 2026-06-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option becomes exercisable in four equal annual installments beginning on June 30, 2021. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 13:02 UTC | Ivanhoe Electric Inc. IE · Entity 984 | SaleCommon Stock | 25,000 | $13.54 | $338,500.00 |
DisclosureSEC source: 0001654954-23-007777 · section16.xml · nonDerivative · entry 2 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 13:02 UTC | Ivanhoe Electric Inc. IE · Entity 984 | Exercise / conversionCommon Stock | 25,000 | $2.49 | $62,250.00 |
DisclosureSEC source: 0001654954-23-007777 · section16.xml · nonDerivative · entry 1 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 21, 2022 Filed Nov 23, 2022 22:19 UTC | Ivanhoe Electric Inc. IE · Entity 984 | GrantEmployee Stock Option (right to buy) · Derivative | 40,000 | $0.00 Strike: $11.75 | $0.00 |
DisclosureSEC source: 0001104659-22-121826 · tm2231260-2_4seq1.xml · derivative · entry 1 Barone Catherine Anne · CIK 0001932780 · Senior Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 40,000 shares Expires 2029-11-21 F1 · derivative.exercise_date: The option vests in three equal annual installments beginning on November 21, 2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.