Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intrepid Potash, Inc.IPI · Entity 5401 | General Counsel | July 25, 2026 | July 28, 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.
Intrepid Potash, Inc.
Report date July 25, 2026 · Filed July 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,609 |
Ending reported balance
After 2026-07-25 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-25 · Exercise / conversion · Acquired 299 · Balance 28,696 F1: Represents shares earned upon achievement of certain levels of absolute total stockholder return (aTSR) under Performance Restricted Stock Units ("PSUs") originally granted on March 17, 2025. See footnote 3 below. Row 2 · 2026-07-25 · Tax withholding · Disposed 87 · Balance 28,609 F2: Represents shares withheld by the issuer to cover the tax witholding obligations upon vesting of PSUs. |
| Performance Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2029-03-17 | Direct | 1,487 |
Reported balance
After 2026-07-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-25 · Exercise / conversion · Disposed 299 · Balance 1,487 F3: Each PSU represents the contingent right to receive one share of the issuer's common stock upon the applicable vesting conditions. The PSUs are earned based on certain levels of absolute total stockholder return (aTSR) on or prior to March 17, 2029. Earned PSU's are subject to additional time-vesting, with one-half of the earned PSUs vesting immediately and the remaining one-half vesting on the one-year anniversary of the date the PSU aTSR threshold was achieved. The PSUs are reported at the maximum level of aTSR achievement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares earned upon achievement of certain levels of absolute total stockholder return (aTSR) under Performance Restricted Stock Units ("PSUs") originally granted on March 17, 2025. See footnote 3 below.
F2: Represents shares withheld by the issuer to cover the tax witholding obligations upon vesting of PSUs.
F3: Each PSU represents the contingent right to receive one share of the issuer's common stock upon the applicable vesting conditions. The PSUs are earned based on certain levels of absolute total stockholder return (aTSR) on or prior to March 17, 2029. Earned PSU's are subject to additional time-vesting, with one-half of the earned PSUs vesting immediately and the remaining one-half vesting on the one-year anniversary of the date the PSU aTSR threshold was achieved. The PSUs are reported at the maximum level of aTSR achievement.
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 |
|---|---|---|---|---|---|---|
| July 25, 2026 Filed Jul 28, 2026 22:45 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 299 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006776 · doc4.xml · derivative · entry 3 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,487 Underlying: Common Stock · 299 shares Expires 2029-03-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each PSU represents the contingent right to receive one share of the issuer's common stock upon the applicable vesting conditions. The PSUs are earned based on certain levels of absolute total stockholder return (aTSR) on or prior to March 17, 2029. Earned PSU's are subject to additional time-vesting, with one-half of the earned PSUs vesting immediately and the remaining one-half vesting on the one-year anniversary of the date the PSU aTSR threshold was achieved. The PSUs are reported at the maximum level of aTSR achievement. Read SEC document |
| July 25, 2026 Filed Jul 28, 2026 22:45 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 87 | $34.22 | $2,977.14 |
DisclosureSEC source: 0001225208-26-006776 · doc4.xml · nonDerivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,609 F2 · shares: Represents shares withheld by the issuer to cover the tax witholding obligations upon vesting of PSUs. Read SEC document |
| July 25, 2026 Filed Jul 28, 2026 22:45 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionCommon Stock | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006776 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,696 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares earned upon achievement of certain levels of absolute total stockholder return (aTSR) under Performance Restricted Stock Units ("PSUs") originally granted on March 17, 2025. See footnote 3 below. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:40 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 297 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005880 · doc4.xml · derivative · entry 3 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,786 Underlying: Common Stock · 297 shares Expires 2029-03-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each PSU represents the contingent right to receive one share of the issue'rs common stock upon the applicable vesting conditions. The PSUs are earned based on certain levels of absolute total stockholder return (aTSR) on or prior to March 17, 2029. Earned PSU's are subject to additional time-vesting, with one-half of the earned PSUs vesting immediately and the remaining one-half vesting on the one-year anniversary of the date the PSU aTSR threshold was achieved. The PSUs are reported at the maximum level of aTSR achievement. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:40 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 87 | $37.18 | $3,234.66 |
DisclosureSEC source: 0001225208-26-005880 · doc4.xml · nonDerivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,397 F2 · shares: Represents shares withheld by the issuer to cover the tax witholding obligations upon vesting of PSUs. Read SEC document |
| June 04, 2026 Filed Jun 8, 2026 20:40 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionCommon Stock | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005880 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,484 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares earned upon achievement of certain levels of absolute total stockholder return (aTSR) under Performance Restricted Stock Units ("PSUs") originally granted on March 17, 2025. See footnote 3 below. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:56 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,354 | $41.94 | $56,786.76 |
DisclosureSEC source: 0001225208-26-003876 · doc4.xml · nonDerivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,187 F2 · shares: Represents shares withheld by the issuer to cover the tax withholding obligations upon vesting of equity awards. Read SEC document |
| March 17, 2026 Filed Mar 19, 2026 20:56 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 3,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-003876 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,541 F1 · shares: Represents a grant of restricted stock that vests in three equal annual installments beginning on March 17, 2027, subject to the reporting person's continued employment with the issuer through each vesting date. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:40 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,707 | $45.26 | $77,258.82 |
DisclosureSEC source: 0001225208-26-003737 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,589 F1 · shares: Represents shares withheld by the issuer to cover the tax withholding obligations upon vesting of equity awards. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 23:00 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionPerformance Restricted Stock Unit · Derivative | 295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006863 · doc4.xml · derivative · entry 3 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,083 Underlying: Common Stock · 295 shares Expires 2029-03-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Each PSU represents the contingent right to receive one share of the issuer's common stock upon the applicable vesting conditions. The PSUs are earned based on certain levels of absolute total stockholder return (aTSR) on or prior to March 17, 2029. Earned PSU's are subject to additional time-vesting, with one-half of the earned PSUs vesting immediately and the remaining one-half vesting on the one-year anniversary of the date the PSU aTSR threshold was achieved. The PSUs are reported at the maximum level of aTSR achievement. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 23:00 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 87 | $35.89 | $3,122.43 |
DisclosureSEC source: 0001225208-25-006863 · doc4.xml · nonDerivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,296 F2 · shares: Represents shares withheld by the issuer to cover the tax witholding obligations upon vesting of PSUs. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 23:00 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Exercise / conversionCommon Stock | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006863 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,383 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares earned upon achievement of certain levels of absolute total stockholder return (aTSR) under Performance Restricted Stock Units ("PSUs") originally granted on March 17, 2025. See footnote 3 below. Read SEC document |
| May 05, 2025 Filed May 6, 2025 23:24 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 394 | $32.57 | $12,832.58 |
DisclosureSEC source: 0001225208-25-004801 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,088 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| April 25, 2025 Filed Apr 28, 2025 22:37 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 394 | $33.25 | $13,100.50 |
DisclosureSEC source: 0001225208-25-004492 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,482 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 17, 2025 Filed Mar 18, 2025 20:35 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 439 | $29.18 | $12,810.02 |
DisclosureSEC source: 0001225208-25-003468 · doc4.xml · nonDerivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,879 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 17, 2025 Filed Mar 20, 2025 00:22 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantPerformance Restricted Stock Unit · Derivative | 2,378 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003495 · doc4.xml · derivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,378 Underlying: Common Stock · 2,378 shares Expires 2029-03-17 F2 · derivative.exercise_date: Each Performance Restricted Stock Unit ("PSU") represents the contingent right to receive one share of the issuer's common stock upon satisfaction of the applicable vesting conditions. The PSUs are earned based on the achievement of certain levels of absolute total stockholder return (aTSR) prior to December 31, 2029. Earned PSUs are subject to additional time-based vesting in three equal installments on the first three anniversaries of the grant date. The PSUs are reported at the maximum level of aTSR achievement. Read SEC document |
| March 17, 2025 Filed Mar 20, 2025 00:22 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 5,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-003495 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,876 F1 · shares: Represents a grant of restricted stock that vests in three equal annual installments beginning on March 17, 2026, subject to the reporting person's continued employment with the issuer through each vesting date. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 20:35 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,783 | $26.57 | $47,374.31 |
DisclosureSEC source: 0001225208-25-003468 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,318 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 17, 2024 Filed Mar 19, 2024 22:48 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 517 | $19.37 | $10,014.29 |
DisclosureSEC source: 0001225208-24-004335 · doc4.xml · nonDerivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,101 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 15, 2024 Filed Mar 19, 2024 22:48 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 16,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-004335 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,618 F1 · shares: Represents a grant of restricted stock. 8,426 of the shares will vest on March 15, 2025 (as to 33.333%), March 15, 2026 (as to 33.333%) and March 15, 2027 (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 7,743 of the shares will vest in three equal annual installments beginning on March 15, 2025, subject to the reporting person's continued employment with the issuer through the vesting date. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 00:58 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 7,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-020426 · doc4.xml · nonDerivative · entry 2 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,449 F2 · shares: Represents a grant of restricted stock. 4,040 of the shares will vest on March 17, 2024 (as to 33.333%), March 17, 2025 (as to 33.333%) and March 17, 2026 (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 3,838 of the shares will vest in three equal annual installments beginning on March 17, 2024, subject to the reporting person's continued employment with the issuer through the vesting date. Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 00:58 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 75 | $26.05 | $1,953.75 |
DisclosureSEC source: 0001209191-23-020426 · doc4.xml · nonDerivative · entry 1 Sheehan Christina · CIK 0001967962 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571 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.