Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intrepid Potash, Inc.IPI · Entity 5401 | VP of Sales and Marketing | November 08, 2020 | November 10, 2020 |
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 November 08, 2020 · Filed November 10, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,434 |
Reported balance
After 2020-11-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-11-08 · Tax withholding · Disposed 665 · Balance 7,434 F1: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. F2: On August 13, 2020, the issuer effected a 1-for-10 reverse split of its common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock.
F2: On August 13, 2020, the issuer effected a 1-for-10 reverse split of its common 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 |
|---|---|---|---|---|---|---|
| November 08, 2020 Filed Nov 10, 2020 21:10 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 665 | $8.76 | $5,825.40 |
DisclosureSEC source: 0001567619-20-019066 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,434 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 20:16 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,792 | $1.20 | $2,150.40 |
DisclosureSEC source: 0001567619-20-011841 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,992 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 21:10 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,656 | $1.15 | $1,904.40 |
DisclosureSEC source: 0001567619-20-006434 · doc1.xml · nonDerivative · entry 3 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,784 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 21:10 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Disposition to issuerCommon Stock | 9,656 | $1.15 | $11,104.40 |
DisclosureSEC source: 0001567619-20-006434 · doc1.xml · nonDerivative · entry 2 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,440 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 21:10 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,286 | $0.92 | $1,183.12 |
DisclosureSEC source: 0001567619-20-006434 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,096 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 08, 2019 Filed Nov 13, 2019 22:30 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 6,649 | $2.53 | $16,821.97 |
DisclosureSEC source: 0001567619-19-021225 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,382 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 21:52 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,659 | $3.34 | $5,541.06 |
DisclosureSEC source: 0001567619-19-012963 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,031 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 21:17 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 19,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006992 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,690 F1 · price: 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 22:30 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Disposition to issuerCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006911 · doc1.xml · nonDerivative · entry 2 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,378 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 22:30 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,286 | $3.86 | $4,963.96 |
DisclosureSEC source: 0001567619-19-006911 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,878 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 08, 2018 Filed Nov 13, 2018 22:17 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 6,618 | $4.34 | $28,722.12 |
DisclosureSEC source: 0001567619-18-005852 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,164 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:40 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,791 | $4.41 | $7,898.31 |
DisclosureSEC source: 0001140361-18-027592 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,782 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, 2018 Filed Mar 14, 2018 21:03 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-013469 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,573 F1 · price: Represents a grant of restricted stock. Half of the shares will vest on March 12, 2019, if the company satisfies certain performance criteria for the year ending December 31, 2018. The other half of the shares will vest in two equal annual installments beginning on March 12, 2019, subject to the reporting person's continued employment with the company through the vesting date. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 22:22 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 192 | $3.88 | $744.96 |
DisclosureSEC source: 0001140361-18-010548 · doc1.xml · nonDerivative · entry 1 McDonald Mark A · CIK 0001723122 · VP of Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,573 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.