Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intrepid Potash, Inc.IPI · Entity 5401 | VP, General Counsel | March 17, 2022 | March 21, 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 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,818 |
Reported balance
After 2022-03-17 transaction · row 1
1 source rowRow 1 · 2022-03-17 · Grant · Acquired 2,332 · Balance 7,818 F1: Represents a grant of restricted stock. 1,202 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 1,130 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock. 1,202 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 1,130 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.
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 17, 2022 Filed Mar 21, 2022 20:31 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 2,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020412 · doc4.xml · nonDerivative · entry 1 Smith Kyle R · CIK 0001796918 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,818 F1 · shares: Represents a grant of restricted stock. 1,202 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 1,130 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 |
| March 11, 2022 Filed Mar 15, 2022 16:27 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 243 | $84.19 | $20,458.17 |
DisclosureSEC source: 0001209191-22-018822 · doc4.xml · nonDerivative · entry 1 Smith Kyle R · CIK 0001796918 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,486 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:33 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 387 | $40.66 | $15,735.42 |
DisclosureSEC source: 0001209191-21-070282 · doc4.xml · nonDerivative · entry 1 Smith Kyle R · CIK 0001796918 · VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,729 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 11, 2021 Filed Mar 15, 2021 18:08 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 2,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006326 · doc1.xml · nonDerivative · entry 1 Smith Kyle R · CIK 0001796918 · Gen Cnsl Land,Minerals,Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,116 F1 · shares: Represents a grant of restricted stock. 1,275 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 844 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 16:18 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 3,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-021272 · doc1.xml · nonDerivative · entry 1 Smith Kyle R · CIK 0001796918 · Gen Cnsl Land,Minerals,Water 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,997 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.