Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ideal Power Inc.IPWR · Entity 6940 | SVP, Business Development | March 03, 2017 | March 06, 2017 |
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.
Ideal Power Inc.
Report date March 03, 2017 · Filed March 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,300 |
Reported balance
After 2017-03-03 transaction · row 1
1 source rowRow 1 · 2017-03-03 · Purchase · Acquired 7,800 · Balance 9,300 F1: The reported securities are included within the securities purchased by the reporting person for $2.535 per share of common stock together with a warrant to purchase one share of common stock. |
| Common Stock WarrantsSEC Table II · derivative / convertible security · Conversion / exercise price $2.41 · Expires 2020-03-03 | Direct | 7,800 |
Reported balance
After 2017-03-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-03-03 · Purchase · Acquired 7,800 · Balance 7,800 F1: The reported securities are included within the securities purchased by the reporting person for $2.535 per share of common stock together with a warrant to purchase one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are included within the securities purchased by the reporting person for $2.535 per share of common stock together with a warrant to purchase one share of 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 |
|---|---|---|---|---|---|---|
| March 03, 2017 Filed Mar 6, 2017 21:32 UTC | Ideal Power Inc. IPWR · Entity 6940 | PurchaseCommon Stock Warrants · Derivative | 7,800 | $2.54 Strike: $2.41 | $19,773.00 |
DisclosureSEC source: 0001144204-17-012982 · v461207_form4.xml · derivative · entry 2 O'Keefe Ryan · CIK 0001619156 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Underlying: Common Stock · 7,800 shares Expires 2020-03-03 F1 · price: The reported securities are included within the securities purchased by the reporting person for $2.535 per share of common stock together with a warrant to purchase one share of common stock. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:32 UTC | Ideal Power Inc. IPWR · Entity 6940 | PurchaseCommon Stock | 7,800 | $2.54 | $19,773.00 |
DisclosureSEC source: 0001144204-17-012982 · v461207_form4.xml · nonDerivative · entry 1 O'Keefe Ryan · CIK 0001619156 · SVP, Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,300 F1 · price: The reported securities are included within the securities purchased by the reporting person for $2.535 per share of common stock together with a warrant to purchase one share of common 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.