Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IPERIONX LtdIPX · Entity 5162 | President | July 10, 2026 | July 13, 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.
IPERIONX Ltd
Report date July 10, 2026 · Filed July 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| American Depository Shares (ADS)SEC Table II · derivative / convertible security | Direct | 39,040 |
Reported balance
After 2026-07-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-10 · Purchase · Acquired 2,040 · Balance 39,040 F3: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into 10 IPX Ordinary Shares (IPX Ordinary Shares are traded on the Australian Stock Exchange). F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. F4: The purchase of 2,040 ADS is equivalent to 20,400 Ordinary Shares. With this purchase, Mr. Symonds now owns 39,040 ADS equivalent to 390,400 Ordinary Shares F5: 39,040 ADS is equivalent (and convertible into) 390,400 IPX Ordinary Shares |
| IPX Ordinary SharesSEC Table I · non-derivative | Direct | 3,128,089 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,128,089 F1: IPX Ordinary Shares are traded on the Australian Stock Exchange. |
| Restricted Stock Units (RSUs)SEC Table I · non-derivative | Direct | 703,199 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 703,199 F2: 302,666 vest in December 2026; 400,533 vest in April 2028 |
| Performance Rights (A$4)SEC Table II · derivative / convertible security · Conversion / exercise price $4.00 · Expires 2028-12-21 | Direct | 1,110,000 |
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 1,110,000 F6: Australian dollars 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 | 415,695 |
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 415,695 F6: 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 | 415,695 |
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 415,695 F6: 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 | 415,695 |
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 415,695 F6: 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 | 226,047 |
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 226,047 F6: 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 | 536,521 |
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 536,521 F6: 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 | 607,244 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 607,244 F6: 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: 302,666 vest in December 2026; 400,533 vest in April 2028
F3: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into 10 IPX Ordinary Shares (IPX Ordinary Shares are traded on the Australian Stock Exchange).
F4: The purchase of 2,040 ADS is equivalent to 20,400 Ordinary Shares. With this purchase, Mr. Symonds now owns 39,040 ADS equivalent to 390,400 Ordinary Shares
F5: 39,040 ADS is equivalent (and convertible into) 390,400 IPX Ordinary Shares
F6: Australian dollars
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 13:11 UTC | IPERIONX Ltd IPX · Entity 5162 | PurchaseAmerican Depository Shares (ADS) · Derivative | 2,040 | $24.55 | $50,082.00 |
DisclosureSEC source: 0001619437-26-000007 · primary_doc.xml · derivative · entry 3 Symonds Toby Edgcumbe · CIK 0001619437 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,040 Underlying: Ordinary Shares · 20,400 shares Expires not disclosed F3 · security: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into 10 IPX Ordinary Shares (IPX Ordinary Shares are traded on the Australian Stock Exchange). F3 · derivative.exercise_price: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into 10 IPX Ordinary Shares (IPX Ordinary Shares are traded on the Australian Stock Exchange). F3 · derivative.exercise_date: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into 10 IPX Ordinary Shares (IPX Ordinary Shares are traded on the Australian Stock Exchange). F3 · derivative.expiration_date: IPX American Depository Shares (ADS) are traded on the NASDAQ. One ADS is equivalent to and convertible into 10 IPX Ordinary Shares (IPX Ordinary Shares are traded on the Australian Stock Exchange). F1 · derivative.underlying: IPX Ordinary Shares are traded on the Australian Stock Exchange. F4 · derivative.underlying_shares: The purchase of 2,040 ADS is equivalent to 20,400 Ordinary Shares. With this purchase, Mr. Symonds now owns 39,040 ADS equivalent to 390,400 Ordinary Shares F5 · balance_after: 39,040 ADS is equivalent (and convertible into) 390,400 IPX Ordinary Shares Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 13:30 UTC | IPERIONX Ltd IPX · Entity 5162 | PurchaseAmerican Depository Shares (ADS) · Derivative | 3,000 | $30.63 | $91,890.00 |
DisclosureSEC source: 0001619437-26-000006 · primary_doc.xml · derivative · entry 3 Symonds Toby Edgcumbe · CIK 0001619437 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,000 Underlying: Ordinary Shares · 30,000 shares Expires not disclosed F4 · security: American Depository Shares (ADS) are traded on the Nasdaq F5 · derivative.exercise_price: One ADS is equivalent and exchangeable into ten ordinary shares F6 · price: This is the average price of ADS purchased. F5 · derivative.exercise_date: One ADS is equivalent and exchangeable into ten ordinary shares F5 · derivative.expiration_date: One ADS is equivalent and exchangeable into ten ordinary shares F1 · derivative.underlying: Ordinary Shares are traded on the Australian Stock Exchange (ASX). F5 · derivative.underlying_shares: One ADS is equivalent and exchangeable into ten ordinary shares F2 · balance_after: This is a correction since prior filing. See detailed notes below. Read SEC document |
| April 02, 2026 Filed Apr 2, 2026 23:56 UTC | IPERIONX Ltd IPX · Entity 5162 | GrantOptions (A$22) · Derivative | 607,244 | Not disclosed Strike: $22.00 | Not disclosed |
DisclosureSEC source: 0001619437-26-000005 · primary_doc.xml · derivative · entry 10 Symonds Toby Edgcumbe · CIK 0001619437 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 607,244 Underlying: IPX Ordinary Shares · 607,244 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 23:56 UTC | IPERIONX Ltd IPX · Entity 5162 | GrantOptions (A$18) · Derivative | 536,521 | Not disclosed Strike: $18.00 | Not disclosed |
DisclosureSEC source: 0001619437-26-000005 · primary_doc.xml · derivative · entry 9 Symonds Toby Edgcumbe · CIK 0001619437 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 536,521 Underlying: IPX Ordinary Shares · 536,521 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 23:56 UTC | IPERIONX Ltd IPX · Entity 5162 | GrantPerformance Rights (A$18) · Derivative | 226,047 | Not disclosed Strike: $18.00 | Not disclosed |
DisclosureSEC source: 0001619437-26-000005 · primary_doc.xml · derivative · entry 8 Symonds Toby Edgcumbe · CIK 0001619437 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,047 Underlying: IPX Ordinary Shares · 226,047 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 13:23 UTC | IPERIONX Ltd IPX · Entity 5162 | PurchaseAmerican Depository Shares | 11,000 | $23.87 | $262,552.40 |
DisclosureSEC source: 0001619437-26-000004 · primary_doc.xml · nonDerivative · entry 1 Symonds Toby Edgcumbe · CIK 0001619437 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 F1 · security: American Depository Shares (ADS) are traded on the NASDAQ. One ADS is convertible into 10 ordinary shares (ordinary shares are traded on the Australian Stock Exchange). F2 · price: This is the average purchase price. 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.