Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IPERIONX LtdIPX · Entity 5162 | Director · Chief Executive Officer | July 10, 2026 | July 13, 2026 |
| Piedmont Lithium Inc.PLL · Entity 75957 | Director | May 17, 2021 | May 26, 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.
IPERIONX Ltd
Report date July 10, 2026 · Filed July 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| IPX Ordinary SharesSEC Table I · non-derivative | Direct | 12,455,502 |
Reported balance
After 2026-07-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-10 · Purchase · Acquired 138,720 · Balance 12,455,502 F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. F2: Australian dollars F3: average purchase price |
| Restricted Stock Units (RSUs)SEC Table I · non-derivative | Direct | 738,576 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 738,576 F4: 318,666 vest in December 2026; 419,910 vest in April 2028 |
| American Depository Shares (ADS)SEC Table II · derivative / convertible security | Direct | 12,800 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 12,800 F5: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into ten IPX Ordinary Shares (Ordinary Shares are traded on the Australian Stock Exchange). F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
| Performance Rights (A$6)SEC Table II · derivative / convertible security · Conversion / exercise price $6.00 · Expires 2030-04-10 | Direct | 435,806 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 435,806 F2: Australian dollars F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
| Performance Rights (A$7)SEC Table II · derivative / convertible security · Conversion / exercise price $7.00 · Expires 2030-04-10 | Direct | 435,806 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 435,806 F2: Australian dollars F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
| Performance Rights (A$8)SEC Table II · derivative / convertible security · Conversion / exercise price $8.00 · Expires 2030-04-10 | Direct | 435,806 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 435,806 F2: Australian dollars F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
| Performance Rights (A$18)SEC Table II · derivative / convertible security · Conversion / exercise price $18.00 · Expires 2031-04-02 | Direct | 237,944 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 237,944 F2: Australian dollars F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
| Options (A$18)SEC Table II · derivative / convertible security · Conversion / exercise price $18.00 · Expires 2031-04-02 | Direct | 564,759 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 564,759 F2: Australian dollars F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
| Options (A$22)SEC Table II · derivative / convertible security · Conversion / exercise price $22.00 · Expires 2031-04-02 | Direct | 639,205 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 639,205 F2: Australian dollars F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
Filing footnotes · ownership attribution and instrument terms
F1: IPX Ordinary Shares are traded on the Australian Stock Exchange.
F2: Australian dollars
F3: average purchase price
F4: 318,666 vest in December 2026; 419,910 vest in April 2028
F5: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into ten IPX Ordinary Shares (Ordinary Shares are traded on the Australian Stock Exchange).
Piedmont Lithium Inc.
Report date May 17, 2021 · Filed May 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001SEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2021-05-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,000 |
| Common Stock, par value $0.0001SEC Table I · non-derivative | IndirectBy Family Trust | 29,065 |
Reported balance
Holding disclosure · report date 2021-05-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,065 |
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 10, 2026 Filed Jul 13, 2026 12:38 UTC | IPERIONX Ltd IPX · Entity 5162 | PurchaseIPX Ordinary Shares | 138,720 | $3.58 | $497,227.97 |
DisclosureSEC source: 0001864247-26-000007 · primary_doc.xml · nonDerivative · entry 1 Arima Anastasios · CIK 0001864247 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,455,502 F1 · security: IPX Ordinary Shares are traded on the Australian Stock Exchange. F2 · price: Australian dollars F3 · price: average purchase price Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 11:38 UTC | IPERIONX Ltd IPX · Entity 5162 | PurchaseOrdinary Shares | 110,000 | $4.49 | $493,625.00 |
DisclosureSEC source: 0001864247-26-000006 · primary_doc.xml · nonDerivative · entry 1 Arima Anastasios · CIK 0001864247 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,316,782 F1 · security: Ordinary Shares are traded on the Australian Stock Exchange (ASX). F2 · price: Australian dollars. F3 · price: This is the average purchase price. Read SEC document |
| April 02, 2026 Filed Apr 2, 2026 23:35 UTC | IPERIONX Ltd IPX · Entity 5162 | GrantOptions (A$22) · Derivative | 639,205 | $22.00 Strike: $22.00 | $14,062,510.00 |
DisclosureSEC source: 0001864247-26-000005 · primary_doc.xml · derivative · entry 9 Arima Anastasios · CIK 0001864247 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 639,205 Underlying: IPX Ordinary Shares · 639,205 shares Expires 2031-04-02 F5 · derivative.exercise_price: Australian Dollars F7 · price: Each option confers the right to purchase one ordinary share at the conversion price. F1 · derivative.underlying: Ordinary Shares are traded on the Australian Stock Exchange (ASX). Read SEC document |
| April 02, 2026 Filed Apr 2, 2026 23:35 UTC | IPERIONX Ltd IPX · Entity 5162 | GrantOptions (A$18) · Derivative | 564,759 | $18.00 Strike: $18.00 | $10,165,662.00 |
DisclosureSEC source: 0001864247-26-000005 · primary_doc.xml · derivative · entry 8 Arima Anastasios · CIK 0001864247 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564,759 Underlying: IPX Ordinary Shares · 564,759 shares Expires 2031-04-02 F5 · derivative.exercise_price: Australian Dollars F7 · price: Each option confers the right to purchase one ordinary share at the conversion price. F1 · derivative.underlying: Ordinary Shares are traded on the Australian Stock Exchange (ASX). Read SEC document |
| April 02, 2026 Filed Apr 2, 2026 23:35 UTC | IPERIONX Ltd IPX · Entity 5162 | GrantPerformance Rights (A$18) · Derivative | 237,944 | Not disclosed Strike: $18.00 | Not disclosed |
DisclosureSEC source: 0001864247-26-000005 · primary_doc.xml · derivative · entry 7 Arima Anastasios · CIK 0001864247 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 237,944 Underlying: IPX Ordinary Shares · 237,944 shares Expires 2031-04-02 F5 · derivative.exercise_price: Australian Dollars F6 · price: Each performance right is convertible into one ordinary share after performance criteria have been met. Performance criteria are (1) four years of continuous service through 04/02/2030, and (2) IPX stock price on the ASX reaching a thirty-day volume-weighted average price (VWAP) of A$18.00. F1 · derivative.underlying: Ordinary Shares are traded on the Australian Stock Exchange (ASX). Read SEC document |
| March 27, 2026 Filed Mar 30, 2026 12:38 UTC | IPERIONX Ltd IPX · Entity 5162 | PurchaseAmerican Depository Shares | 12,800 | $23.41 | $299,644.16 |
DisclosureSEC source: 0001864247-26-000004 · primary_doc.xml · nonDerivative · entry 2 Arima Anastasios · CIK 0001864247 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,800 F3 · security: American Depository Shares (ADS) are traded on the NASDAQ. One ADS is convertible into 10 Ordinary Shares (which trade on the Australian Stock Exchange). F4 · price: This is the average price of shares purchased. Read SEC document |
| March 27, 2026 Filed Mar 30, 2026 12:38 UTC | IPERIONX Ltd IPX · Entity 5162 | PurchaseOrdinary Shares | 467,000 | $3.20 | $1,493,466.00 |
DisclosureSEC source: 0001864247-26-000004 · primary_doc.xml · nonDerivative · entry 1 Arima Anastasios · CIK 0001864247 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,206,782 F1 · security: Ordinary Shares are traded on the Australian Stock Exchange (ASX) F2 · price: This is the average price of shares purchased. The price shown is in Australian dollars. 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.