Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IES Holdings, Inc.IESC · Entity 3458 | Director | October 01, 2026 | October 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,135 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 159 · Balance 17,135 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. Fouts 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) NAME 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. Fouts 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) NAME 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
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 2, 2026 20:08 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000150 · wk-form4_1790957293.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,135 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. Fouts 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) NAME 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 21:18 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000117 · wk-form4_1783372697.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,488 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. Fouts 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. Fouts 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 20:18 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000071 · wk-form4_1775161131.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,419 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. Fouts 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. Fouts 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 22:21 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000013 · wk-form4_1767651679.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,312 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. Fouts 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. Fouts 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, 2025 Filed Oct 3, 2025 12:48 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 128 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000151 · wk-form4_1759495701.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,181 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. Fouts 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. Fouts 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 22:00 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0002039454-25-000003 · wk-form4_1751493601.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,053 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 Ms. Baldockelecting to receive PSUs in lieu of cash or common stock for that portion of her retainer. Each unit converts to one share of IES common stock when either (i) Ms. Baldock leaves the board of directors for anyreason, 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 21:16 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000048 · wk-form4_1743628552.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,880 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. Fouts 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. Fouts 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 22:27 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000009 · wk-form4_1735943221.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,570 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. Fouts 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. Fouts 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 21:08 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000128 · wk-form4_1727903280.xml · nonDerivative · entry 1 Fouts John Louis · CIK 0002039454 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,315 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. Fouts 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. Fouts 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.