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Koshkin Joe D

Disclosed activity across 1 company

Tapewire entity
32307
SEC CIK
0001495394

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
IES Holdings, Inc.IESC · Entity 3458DirectorOctober 01, 2026October 02, 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.

IES Holdings, Inc.

Report date October 01, 2026 · Filed October 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect89,879 Reported balance After 2026-10-01 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 1 · 2026-10-01 · Grant · Acquired 89 · Balance 89,879

F1: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

F2: On August 21, 2026, the Issuer executed a two-for-one stock split with a record date of August 14, 2026, effected in the form of a one-time special stock dividend on each share of the company's common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

F2: On August 21, 2026, the Issuer executed a two-for-one stock split with a record date of August 14, 2026, effected in the form of a one-time special stock dividend on each share of the company's common stock.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 2, 2026 20:05 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 89 $0.00 $0.00
Disclosure

SEC source: 0001048268-26-000146 · wk-form4_1790957156.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,879

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

F2 · balance_after: On August 21, 2026, the Issuer executed a two-for-one stock split with a record date of August 14, 2026, effected in the form of a one-time special stock dividend on each share of the company's common stock.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:16 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 39 $0.00 $0.00
Disclosure

SEC source: 0001048268-26-000114 · wk-form4_1783372571.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,895

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
April 01, 2026 Filed Apr 2, 2026 20:21 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 60 $0.00 $0.00
Disclosure

SEC source: 0001048268-26-000078 · wk-form4_1775161282.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,856

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
January 01, 2026 Filed Jan 5, 2026 22:24 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 73 $0.00 $0.00
Disclosure

SEC source: 0001048268-26-000016 · wk-form4_1767651863.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,796

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 23:23 UTC IES Holdings, Inc. IESC · Entity 3458 SaleCommon Stock 4,198 $449.68 $1,887,756.64
Disclosure

SEC source: 0001048268-25-000214 · wk-form4_1765495433.xml · nonDerivative · entry 3

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,723

F3 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $449.46 to $450.40, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 23:23 UTC IES Holdings, Inc. IESC · Entity 3458 SaleCommon Stock 402 $450.96 $181,285.92
Disclosure

SEC source: 0001048268-25-000214 · wk-form4_1765495433.xml · nonDerivative · entry 2

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,921

F2 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $450.65 to $451.33, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 09, 2025 Filed Dec 11, 2025 23:23 UTC IES Holdings, Inc. IESC · Entity 3458 SaleCommon Stock 400 $452.63 $181,052.00
Disclosure

SEC source: 0001048268-25-000214 · wk-form4_1765495433.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,323

F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $452.48 to $453.05, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
October 01, 2025 Filed Oct 3, 2025 12:55 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 72 $0.00 $0.00
Disclosure

SEC source: 0001048268-25-000159 · wk-form4_1759496115.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,723

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 21:55 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 97 $0.00 $0.00
Disclosure

SEC source: 0001495394-25-000005 · wk-form4_1751493304.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,651

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
April 01, 2025 Filed Apr 2, 2025 21:19 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 174 $0.00 $0.00
Disclosure

SEC source: 0001048268-25-000052 · wk-form4_1743628756.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,554

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
January 02, 2025 Filed Jan 3, 2025 22:29 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 143 $0.00 $0.00
Disclosure

SEC source: 0001048268-25-000011 · wk-form4_1735943341.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,380

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 21:06 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 144 $0.00 $0.00
Disclosure

SEC source: 0001048268-24-000127 · wk-form4_1727903203.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,237

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
July 01, 2024 Filed Jul 2, 2024 21:08 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 206 $0.00 $0.00
Disclosure

SEC source: 0001048268-24-000091 · wk-form4_1719954496.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,093

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
April 01, 2024 Filed Apr 2, 2024 21:18 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0001048268-24-000058 · wk-form4_1712092664.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,887

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
January 02, 2024 Filed Jan 3, 2024 22:52 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 268 $0.00 $0.00
Disclosure

SEC source: 0001048268-24-000008 · wk-form4_1704322301.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,651

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 21:13 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 322 $0.00 $0.00
Disclosure

SEC source: 0001048268-23-000089 · wk-form4_1696454004.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,383

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 21:51 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 373 $0.00 $0.00
Disclosure

SEC source: 0001048268-23-000069 · wk-form4_1688593866.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,061

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
April 03, 2023 Filed Apr 4, 2023 21:48 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 493 $0.00 $0.00
Disclosure

SEC source: 0001048268-23-000030 · wf-form4_168064490370870.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,688

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
January 03, 2023 Filed Jan 3, 2023 22:40 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 597 $0.00 $0.00
Disclosure

SEC source: 0001048268-23-000009 · wf-form4_167278558740892.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,195

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 21:37 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 769 $0.00 $0.00
Disclosure

SEC source: 0001048268-22-000091 · wf-form4_166491945268975.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,598

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
July 01, 2022 Filed Jul 1, 2022 21:19 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 704 $0.00 $0.00
Disclosure

SEC source: 0001048268-22-000070 · wf-form4_165671036930187.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,829

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 01:07 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 528 $0.00 $0.00
Disclosure

SEC source: 0001048268-22-000038 · wf-form4_164912083802484.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,125

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
January 03, 2022 Filed Jan 4, 2022 22:44 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 419 $0.00 $0.00
Disclosure

SEC source: 0001048268-22-000003 · wf-form4_164133626602897.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,597

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 21:38 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 465 $0.00 $0.00
Disclosure

SEC source: 0001048268-21-000145 · wf-form4_163338349007478.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,178

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.

Read SEC document
July 01, 2021 Filed Jul 2, 2021 21:12 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 413 $0.00 $0.00
Disclosure

SEC source: 0001048268-21-000121 · wf-form4_162526030777529.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,713

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

Read SEC document
April 01, 2021 Filed Apr 2, 2021 22:20 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 421 $0.00 $0.00
Disclosure

SEC source: 0001048268-21-000045 · wf-form4_161740194510732.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,300

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 00:45 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 461 $0.00 $0.00
Disclosure

SEC source: 0001048268-21-000010 · wf-form4_160989389235344.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,879

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

F2 · balance_after: This total reflects the amount of securities beneficially owned by the reporting person on January 4, 2021 following the reported transaction. The reporting person's Form 4 filed on October 2, 2020 inadvertently underreported the amount of securities beneficially owned following the October 1, 2020 reported transaction by 59 shares.

Read SEC document
October 01, 2020 Filed Oct 2, 2020 22:43 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 609 $0.00 $0.00
Disclosure

SEC source: 0001495394-20-000004 · wf-form4_160167860562797.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,359

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 21:05 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 917 $0.00 $0.00
Disclosure

SEC source: 0001495394-20-000002 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,750

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

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April 01, 2020 Filed Apr 3, 2020 21:27 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 1,203 $0.00 $0.00
Disclosure

SEC source: 0001495394-20-000001 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,833

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

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January 02, 2020 Filed Jan 6, 2020 22:04 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 828 $0.00 $0.00
Disclosure

SEC source: 0000899243-20-000575 · doc4.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,630

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

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October 01, 2019 Filed Oct 3, 2019 20:18 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 1,032 $0.00 $0.00
Disclosure

SEC source: 0000899243-19-024912 · doc4.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,802

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

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July 01, 2019 Filed Jul 3, 2019 20:58 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 1,127 $0.00 $0.00
Disclosure

SEC source: 0001495394-19-000003 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,770

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Koshkin leaves the board of directors for any reason, or (ii) upon a change of control as defined in the Equity Incentive Plan.

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April 01, 2019 Filed Apr 2, 2019 21:13 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 334 $0.00 $0.00
Disclosure

SEC source: 0001495394-19-000001 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,643

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 22:48 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 381 $0.00 $0.00
Disclosure

SEC source: 0001297011-19-000004 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,309

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

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October 01, 2018 Filed Oct 3, 2018 23:01 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 304 $0.00 $0.00
Disclosure

SEC source: 0001408176-18-000021 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,928

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

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July 02, 2018 Filed Jul 5, 2018 22:15 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 354 $0.00 $0.00
Disclosure

SEC source: 0001408176-18-000014 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,624

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

Read SEC document
April 02, 2018 Filed Apr 3, 2018 21:57 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 391 $0.00 $0.00
Disclosure

SEC source: 0001408176-18-000006 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,270

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

Read SEC document
January 02, 2018 Filed Jan 3, 2018 23:33 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 344 $0.00 $0.00
Disclosure

SEC source: 0001495394-18-000001 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,879

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

Read SEC document
October 02, 2017 Filed Oct 3, 2017 22:16 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 343 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-023342 · doc4.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,535

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

Read SEC document
July 03, 2017 Filed Jul 6, 2017 22:38 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 327 $0.00 $0.00
Disclosure

SEC source: 0001408176-17-000010 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,192

F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of cash or common stock for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

Read SEC document
April 03, 2017 Filed Apr 5, 2017 18:25 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 328 $0.00 $0.00
Disclosure

SEC source: 0001297011-17-000004 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,865

F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive PSUs in lieu of common stock or cash for that portion of his retainer. Each unit converts to one share of IES common stock when Mr. Koshkin leaves the board of directors for any reason.

Read SEC document
January 03, 2017 Filed Jan 5, 2017 22:02 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 620 $0.00 $0.00
Disclosure

SEC source: 0000899243-17-000474 · doc4.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,537

F1 · security: Represents common stock granted pursuant to the Integrated Electrical Services, Inc. (n/k/a IES Holdings, Inc.) 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive stock in lieu of cash or Phantom Stock Units for that portion of his retainer.

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October 03, 2016 Filed Oct 5, 2016 21:49 UTC IES Holdings, Inc. IESC · Entity 3458 GrantCommon Stock 667 $0.00 $0.00
Disclosure

SEC source: 0001495394-16-000004 · primary_doc.xml · nonDerivative · entry 1

Koshkin Joe D · CIK 0001495394 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,917

F1 · security: Represents common stock granted pursuant to the Integrated Electrical Services, Inc. (n/k/a IES Holdings, Inc.) 2006 Equity Incentive Plan (as amended and restated through February 2016) upon Mr. Koshkin electing to receive stock in lieu of cash or Phantom Stock Units for that portion of his retainer.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.