Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intrepid Potash, Inc.IPI · Entity 5401 | SVP - New Mexico | March 17, 2022 | March 22, 2022 |
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.
Intrepid Potash, Inc.
Report date March 17, 2022 · Filed March 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,525 |
Ending reported balance
After 2022-03-18 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-03-17 · Grant · Acquired 1,711 · Balance 16,204 F1: Represents a grant of restricted stock. 882 of the shares will vest on March 17, 2023 (as to 33.333%), March 17, 2024 (as to 33.333%) and March 17, 2025 (as to 33.333%), if the issuer satisfies certain performance criteria for the relevant periods, subject to the reporting person's continued employment with the issuer through the vesting date. The remaining 829 of the shares will vest in three equal annual installments beginning on March 17, 2023, subject to the reporting person's continued employment with the issuer through the vesting date. Row 2 · 2022-03-18 · Exercise / conversion · Acquired 3,360 · Balance 19,564 Row 3 · 2022-03-18 · Sale · Disposed 16,039 · Balance 3,525 |
| Employee Stock Option (option to purchase)SEC Table II · derivative / convertible security · Conversion / exercise price $1.03 · Expires 2026-11-08 | Direct | 0 |
Reported balance
After 2022-03-18 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-03-18 · Exercise / conversion · Disposed 3,360 · Balance 0 F2: The option is vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock. 882 of the shares will vest on March 17, 2023 (as to 33.333%), March 17, 2024 (as to 33.333%) and March 17, 2025 (as to 33.333%), if the issuer satisfies certain performance criteria for the relevant periods, subject to the reporting person's continued employment with the issuer through the vesting date. The remaining 829 of the shares will vest in three equal annual installments beginning on March 17, 2023, subject to the reporting person's continued employment with the issuer through the vesting date.
F2: The option is vested and exercisable.
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 |
|---|---|---|---|---|---|---|
| March 18, 2022 Filed Mar 22, 2022 00:25 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionEmployee Stock Option (option to purchase) · Derivative | 3,360 | $0.00 Strike: $1.03 | $0.00 |
DisclosureSEC source: 0001209191-22-020409 · doc4.xml · derivative · entry 4 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,360 shares Expires 2026-11-08 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. F2 · derivative.exercise_date: The option is vested and exercisable. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 00:25 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | SaleCommon Stock | 16,039 | $64.89 | $1,040,770.71 |
DisclosureSEC source: 0001209191-22-020409 · doc4.xml · nonDerivative · entry 3 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,525 Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 00:25 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionCommon Stock | 3,360 | $1.03 | $3,460.80 |
DisclosureSEC source: 0001209191-22-020409 · doc4.xml · nonDerivative · entry 2 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,564 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 |
| March 17, 2022 Filed Mar 22, 2022 00:25 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020409 · doc4.xml · nonDerivative · entry 1 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,204 F1 · shares: Represents a grant of restricted stock. 882 of the shares will vest on March 17, 2023 (as to 33.333%), March 17, 2024 (as to 33.333%) and March 17, 2025 (as to 33.333%), if the issuer satisfies certain performance criteria for the relevant periods, subject to the reporting person's continued employment with the issuer through the vesting date. The remaining 829 of the shares will vest in three equal annual installments beginning on March 17, 2023, subject to the reporting person's continued employment with the issuer through the vesting date. Read SEC document |
| September 27, 2021 Filed Sep 29, 2021 21:20 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Disposition to issuerCommon Stock | 11,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-058080 · doc4.xml · nonDerivative · entry 1 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,493 F1 · kind: Represents the cancellation of previously granted equity awards due to non-acceptance. Read SEC document |
| March 14, 2021 Filed Mar 15, 2021 22:05 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 245 | $37.15 | $9,101.75 |
DisclosureSEC source: 0001567619-21-006324 · doc1.xml · nonDerivative · entry 2 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,793 F2 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| March 11, 2021 Filed Mar 15, 2021 22:05 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 4,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006324 · doc1.xml · nonDerivative · entry 1 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,038 F1 · shares: Represents a grant of restricted stock. 2,490 of the shares will vest on March 11, 2022 (as to 33%), March 11, 2023 (as to 33%) and March 11, 2024 (as to 34%), if the issuer satisfies certain performance criteria for the relevant periods, subject to the reporting person's continued employment with the issuer through the vesting date. The remaining 1,648 of the shares will vest in three equal annual installments beginning on March 11, 2022, subject to the reporting person's continued employment with the issuer through the vesting date. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:16 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 7,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-021267 · doc1.xml · nonDerivative · entry 1 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,900 F1 · price: Represents a grant of restricted stock that will vest in three equal annual installments beginning on December 15, 2021, subject to the reporting person's continued employment with the company through the vesting date. Read SEC document |
| November 08, 2020 Filed Nov 10, 2020 21:09 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,276 | $8.76 | $11,177.76 |
DisclosureSEC source: 0001567619-20-019065 · doc1.xml · nonDerivative · entry 1 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,738 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. F2 · balance_after: On August 13, 2020, the issuer effected a 1-for-10 reverse split of its common stock. Read SEC document |
| June 04, 2020 Filed Jun 8, 2020 20:12 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 4,521 | $1.20 | $5,425.20 |
DisclosureSEC source: 0001567619-20-011839 · doc1.xml · nonDerivative · entry 1 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,151 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| March 14, 2020 Filed Mar 16, 2020 21:09 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Disposition to issuerCommon Stock | 14,142 | $1.15 | $16,263.30 |
DisclosureSEC source: 0001567619-20-006431 · doc1.xml · nonDerivative · entry 3 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,672 F2 · shares: The disposition represents the forfeiture of previously awarded performance-vesting restricted stock as the performance conditions were not met. Read SEC document |
| March 14, 2020 Filed Mar 16, 2020 21:09 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 2,444 | $1.15 | $2,810.60 |
DisclosureSEC source: 0001567619-20-006431 · doc1.xml · nonDerivative · entry 2 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,814 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| March 12, 2020 Filed Mar 16, 2020 21:09 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 2,348 | $0.92 | $2,160.16 |
DisclosureSEC source: 0001567619-20-006431 · doc1.xml · nonDerivative · entry 1 Baldridge Robert E · CIK 0001796840 · SVP - New Mexico 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,258 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. 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.