Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ideal Power Inc.IPWR · Entity 6940 | Director · President and CEO | August 13, 2026 | August 27, 2026 |
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 August 13, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 413,383 |
Ending reported balance
After 2026-08-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-13 · Grant · Acquired 61,860 · Balance 437,725 F1: Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on August 13, 2026, based on the achievement of pre-established performance metrics. Row 2 · 2026-08-13 · Tax withholding · Disposed 24,342 · Balance 413,383 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a PSU award. No issuance or sale of securities occurred in connection with the tax withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on August 13, 2026, based on the achievement of pre-established performance metrics.
F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a PSU award. No issuance or sale of securities occurred in connection with the tax withholding.
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 |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 27, 2026 20:03 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 24,342 | $4.26 | $103,696.92 |
DisclosureSEC source: 0001437749-26-029100 · rdgdoc.xml · nonDerivative · entry 2 SOMO DAVID M · CIK 0001263268 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 413,383 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a PSU award. No issuance or sale of securities occurred in connection with the tax withholding. Read SEC document |
| August 13, 2026 Filed Aug 27, 2026 20:03 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 61,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-029100 · rdgdoc.xml · nonDerivative · entry 1 SOMO DAVID M · CIK 0001263268 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 437,725 F1 · shares: Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on August 13, 2026, based on the achievement of pre-established performance metrics. Read SEC document |
| May 18, 2026 Filed Jun 12, 2026 21:00 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 24,342 | $5.77 | $140,453.34 |
DisclosureSEC source: 0001437749-26-020498 · rdgdoc.xml · nonDerivative · entry 2 SOMO DAVID M · CIK 0001263268 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,865 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a PSU award. No issuance or sale of securities occurred in connection with the tax withholding. Read SEC document |
| May 18, 2026 Filed Jun 12, 2026 21:00 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 61,860 | $5.77 | $356,932.20 |
DisclosureSEC source: 0001437749-26-020498 · rdgdoc.xml · nonDerivative · entry 1 SOMO DAVID M · CIK 0001263268 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,207 F1 · shares: Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on May 18, 2026, based on the achievement of pre-established performance metrics. Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 13:49 UTC | Ideal Power Inc. IPWR · Entity 6940 | PurchaseCommon Stock | 90,909 | $2.75 | $249,999.75 |
DisclosureSEC source: 0001437749-26-005745 · rdgdoc.xml · nonDerivative · entry 1 SOMO DAVID M · CIK 0001263268 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,347 F1 · shares: Represents the purchase of shares of common stock in an underwritten public offering at the same price paid by the public. The shares are subject to a lock-up provision for a period of 90 days, as required under a lock-up agreement with the underwriters of the public offering. Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 21:06 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 247,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-033341 · rdgdoc.xml · nonDerivative · entry 1 SOMO DAVID M · CIK 0001263268 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 247,438 F1 · shares: Represents 247,438 restricted stock units (RSUs) granted to the reporting person as an inducement award. Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments beginning on November 3, 2026. 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.