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 |
| PATRICK INDUSTRIES INCPATK · Entity 4317 | Director | May 14, 2026 | May 18, 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 | 121,906 |
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 84 · Balance 121,906 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. Cleveland 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 either (i) Mr. Cleveland 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. Cleveland 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 either (i) Mr. Cleveland 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.
PATRICK INDUSTRIES INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,880 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,594 · Balance 134,880 F1: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027. |
| Common StockSEC Table I · non-derivative | IndirectConsists of shares held in a limited liability corporation | 51,356 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 51,356 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027.
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 20:10 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000152 · wk-form4_1790957427.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,906 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. Cleveland 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 either (i) Mr. Cleveland 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 21:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 37 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000118 · wk-form4_1783372761.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,911 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. Cleveland 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 either (i) Mr. Cleveland 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 |
| June 12, 2026 Filed Jun 16, 2026 21:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,500 | $763.35 | $1,145,025.00 |
DisclosureSEC source: 0001048268-26-000110 · wk-form4_1781644749.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,874 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $763.00 to $763.86, 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 |
| June 12, 2026 Filed Jun 16, 2026 21:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,200 | $762.01 | $914,412.00 |
DisclosureSEC source: 0001048268-26-000110 · wk-form4_1781644749.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,374 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $762.00 to $762.28, 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 |
| June 12, 2026 Filed Jun 16, 2026 21:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,200 | $761.31 | $913,572.00 |
DisclosureSEC source: 0001048268-26-000110 · wk-form4_1781644749.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,574 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $761.00 to $761.75, 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 |
| June 12, 2026 Filed Jun 16, 2026 21:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,100 | $760.41 | $836,451.00 |
DisclosureSEC source: 0001048268-26-000110 · wk-form4_1781644749.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,774 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $760.00 to $760.75, inclusive. The reporting person undertakes to provide IES Holdings, Inc. (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 |
| May 14, 2026 Filed May 18, 2026 20:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001407402-26-000002 · wk-form4_1779136859.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,880 F1 · shares: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027. F1 · price: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027. Read SEC document |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 200 | $672.00 | $134,400.00 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 15 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,817 F15 · price: These shares were sold in multiple transactions each at a price of $672.00. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 400 | $671.14 | $268,456.00 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 14 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,017 F14 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $671.00 to $671.18, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 200 | $670.35 | $134,070.00 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 13 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,417 F13 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $670.00 to $670.70, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 100 | $668.83 | $66,883.00 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 12 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,617 F12 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $668.77 to $669.31, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 500 | $667.74 | $333,870.00 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 11 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,717 F11 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $667.49 to $668.15, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 626 | $666.54 | $417,254.04 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 10 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,217 F10 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $666.08 to $667.00, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 3,118 | $665.41 | $2,074,748.38 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 9 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,843 F9 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $665.00 to $665.87, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 68 | $663.56 | $45,122.08 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,961 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $663.31 to $663.72, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,122 | $662.87 | $743,740.14 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 7 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,029 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $662.08 to $663.00, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 936 | $661.76 | $619,407.36 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,151 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $661.06 to $662.01, 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 |
| May 08, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 4,308 | $660.23 | $2,844,270.84 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,087 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $660.00 to $660.98, 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 |
| May 06, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 495 | $683.30 | $338,233.50 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,395 F4 · price: These shares were sold in multiple transactions each at a price of $683.31. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEXC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| May 06, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 157 | $683.17 | $107,257.69 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,890 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $682.26 to $683.20, 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 |
| May 06, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 129 | $680.00 | $87,720.00 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,047 F2 · price: These shares were sold in multiple transactions each at a price of $680.00. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| May 06, 2026 Filed May 8, 2026 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 141 | $675.00 | $95,175.00 |
DisclosureSEC source: 0001048268-26-000097 · wk-form4_1778278785.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,176 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $675.00 to $675.02, inclusive. The reporting person undertakes to provide IES Holdings, Inc. (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 |
| April 01, 2026 Filed Apr 2, 2026 20:20 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 57 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000076 · wk-form4_1775161228.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,374 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. Cleveland 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 either (i) Mr. Cleveland 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 |
| March 04, 2026 Filed Mar 4, 2026 22:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 200 | $502.10 | $100,420.00 |
DisclosureSEC source: 0001048268-26-000062 · wk-form4_1772664619.xml · nonDerivative · entry 7 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,089 F7 · price: These shares were sold in multiple transactions each at a price of $502.10. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| March 04, 2026 Filed Mar 4, 2026 22:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 400 | $501.36 | $200,544.00 |
DisclosureSEC source: 0001048268-26-000062 · wk-form4_1772664619.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,289 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $501.00 to $501.80, 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 |
| March 04, 2026 Filed Mar 4, 2026 22:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 825 | $500.28 | $412,731.00 |
DisclosureSEC source: 0001048268-26-000062 · wk-form4_1772664619.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,689 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $500.00 to $500.75, 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 |
| March 03, 2026 Filed Mar 4, 2026 22:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 200 | $502.70 | $100,540.00 |
DisclosureSEC source: 0001048268-26-000062 · wk-form4_1772664619.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,514 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $502.67 to $502.81, 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 |
| March 03, 2026 Filed Mar 4, 2026 22:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 100 | $501.50 | $50,150.00 |
DisclosureSEC source: 0001048268-26-000062 · wk-form4_1772664619.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,714 F3 · price: These shares were sold in multiple transactions each at a price of $501.50. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 575 | $500.52 | $287,799.00 |
DisclosureSEC source: 0001048268-26-000062 · wk-form4_1772664619.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,042 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $500.09 to $501.03, 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 |
| March 02, 2026 Filed Mar 4, 2026 22:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 200 | $513.54 | $102,708.00 |
DisclosureSEC source: 0001048268-26-000062 · wk-form4_1772664619.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,617 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $513.26 to $513.94, inclusive. The reporting person undertakes to provide IES Holdings, Inc. (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 |
| February 26, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 300 | $513.76 | $154,128.00 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,817 F8 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $513.64 to $513.84, 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 |
| February 26, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 100 | $512.00 | $51,200.00 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 7 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,117 F7 · price: These shares were sold in multiple transactions each at a price of $512.00. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| February 26, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 586 | $511.15 | $299,533.90 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,217 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $511.00 to $511.25, 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 |
| February 26, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 714 | $510.26 | $364,325.64 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,803 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $510.00 to $510.97, 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 |
| February 25, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 375 | $521.00 | $195,375.00 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,517 F4 · price: These shares were sold in multiple transactions each at a price of $521.00. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| February 25, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 600 | $511.39 | $306,834.00 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,892 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $511.00 to $511.80, inclusive. The reporting person undertakes to provide to 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 |
| February 25, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,144 | $510.32 | $1,094,126.08 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,492 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $510.00 to $510.99, 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 |
| February 24, 2026 Filed Feb 26, 2026 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 181 | $520.25 | $94,165.25 |
DisclosureSEC source: 0001048268-26-000061 · wk-form4_1772146969.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,636 F1 · price: These shares were sold in multiple transactions each at a price of $520.25. The reporting person undertakes to provide to IES Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:20 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-26-000012 · wk-form4_1767651638.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,817 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. Cleveland 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 either (i) Mr. Cleveland 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 12, 2025 Filed Dec 18, 2025 13:12 UTC | IES Holdings, Inc. IESC · Entity 3458 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000225 · wk-form4_1766063567.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,748 F1 · shares: The shares reported in this transaction represent a gift to a charitable organization. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 12:49 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 68 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000153 · wk-form4_1759495772.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,248 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. Cleveland 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 either (i) Mr. Cleveland 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 |
| August 14, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 156 | $336.70 | $52,525.20 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 13 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,180 Read SEC document |
| August 14, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 300 | $346.76 | $104,028.00 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 12 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,336 F12 · price: On August 14, 2025 Mr. Cleveland sold 300 shares of Common Stock at a weighted average price of $346.76 per share. These shares were sold in multiple transactions at prices ranging from $346.70 to $346.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
| August 13, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,500 | $356.00 | $534,000.00 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 11 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,636 F11 · price: On August 13, 2025 Mr. Cleveland sold 1,500 shares of Common Stock at a weighted average price of $356.00 per share. These shares were sold in multiple transactions at prices ranging from $356.00 to $356.10, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
| August 13, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 96 | $349.29 | $33,531.84 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 10 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,136 F10 · price: On August 13, 2025 Mr. Cleveland sold 96 shares of Common Stock at a weighted average price of $349.29 per share. These shares were sold in multiple transactions at prices ranging from $349.25 to $349.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
| August 13, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,900 | $348.35 | $1,010,215.00 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 9 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,232 F9 · price: On August 13, 2025 Mr. Cleveland sold 2,900 shares of Common Stock at a weighted average price of $348.35 per share. These shares were sold in multiple transactions at prices ranging from $348.00 to $348.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
| August 13, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,000 | $347.24 | $347,240.00 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,132 F8 · price: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $347.24 per share. These shares were sold in multiple transactions at prices ranging from $346.50 to $347.49, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
| August 13, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,000 | $345.62 | $345,620.00 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 7 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,132 F7 · price: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $345.62 per share. These shares were sold in multiple transactions at prices ranging from $345.16 to $346.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
| August 12, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 48 | $354.02 | $16,992.96 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,132 F6 · price: On August 12, 2025 Mr. Cleveland sold 48 shares of Common Stock at a weighted average price of $354.02 per share. These shares were sold in multiple transactions at prices ranging from $354.01 to $354.11, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
| August 12, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 397 | $349.76 | $138,854.72 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,180 F5 · price: On August 12, 2025 Mr. Cleveland sold 397 shares of Common Stock at a weighted average price of $349.76 per share. These shares were sold in multiple transactions at prices ranging from $349.35 to $350.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.