Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intrepid Potash, Inc.IPI · Entity 5401 | Chief Human Resources Officer | March 11, 2021 | March 15, 2021 |
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 11, 2021 · Filed March 15, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,377 |
Ending reported balance
After 2021-03-14 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-03-11 · Grant · Acquired 2,292 · Balance 16,521 F1: Represents a grant of restricted stock. 1,379 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 913 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. Row 2 · 2021-03-14 · Tax withholding · Disposed 144 · Balance 16,377 F2: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock. 1,379 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 913 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.
F2: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock.
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 14, 2021 Filed Mar 15, 2021 22:10 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 144 | $37.15 | $5,349.60 |
DisclosureSEC source: 0001567619-21-006328 · doc1.xml · nonDerivative · entry 2 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,377 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 22:10 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 2,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006328 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,521 F1 · shares: Represents a grant of restricted stock. 1,379 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 913 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 21:19 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 3,966 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-021274 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,229 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. F2 · balance_after: The Form 4 filed on November 10, 2020 for the reporting person reported an incorrect number for post-split beneficial ownership. Read SEC document |
| November 08, 2020 Filed Nov 10, 2020 21:08 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 765 | $8.76 | $6,701.40 |
DisclosureSEC source: 0001567619-20-019064 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,087 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 20:18 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 2,434 | $1.20 | $2,920.80 |
DisclosureSEC source: 0001567619-20-011843 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,527 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 21:11 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,433 | $1.15 | $1,647.95 |
DisclosureSEC source: 0001567619-20-006437 · doc1.xml · nonDerivative · entry 3 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,961 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 21:11 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Disposition to issuerCommon Stock | 10,117 | $1.15 | $11,634.55 |
DisclosureSEC source: 0001567619-20-006437 · doc1.xml · nonDerivative · entry 2 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,394 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 12, 2020 Filed Mar 16, 2020 21:11 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,212 | $0.92 | $1,115.04 |
DisclosureSEC source: 0001567619-20-006437 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,511 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 22:06 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | PurchaseCommon Stock | 100 | $2.42 | $242.00 |
DisclosureSEC source: 0001567619-19-021773 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,723 Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 22:31 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 7,645 | $2.53 | $19,341.85 |
DisclosureSEC source: 0001567619-19-021228 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,623 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| August 19, 2019 Filed Aug 20, 2019 21:56 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | PurchaseCommon Stock | 100 | $3.16 | $316.00 |
DisclosureSEC source: 0001567619-19-017363 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,268 Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 21:52 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 2,300 | $3.34 | $7,682.00 |
DisclosureSEC source: 0001567619-19-012964 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,168 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, 2019 Filed Mar 15, 2019 21:19 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 16,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006995 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,468 F1 · shares: Represents a grant of restricted stock. Half of the shares will vest on March 14, 2020, if the company satisfies certain performance criteria for the year ending December 31, 2019, subject to the reporting person's continued employment with the company through the vesting date. The other half of the shares will vest in two equal annual installments beginning on March 14, 2020, subject to the reporting person's continued employment with the company through the vesting date Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 22:31 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Disposition to issuerCommon Stock | 7,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006913 · doc1.xml · nonDerivative · entry 2 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,760 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 12, 2019 Filed Mar 14, 2019 22:31 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,212 | $3.86 | $4,678.32 |
DisclosureSEC source: 0001567619-19-006913 · doc1.xml · nonDerivative · entry 1 Wyatt Erica · CIK 0001761137 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,827 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.