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 |
|---|---|---|---|---|---|---|
| August 12, 2025 Filed Aug 15, 2025 01:40 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 4,803 | $348.75 | $1,675,046.25 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,577 F4 · price: On August 12, 2025 Mr. Cleveland sold 4.803 shares of Common Stock at a weighted average price of $348.75 per share. These shares were sold in multiple transactions at prices ranging from $348.28 to $349.25, 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 | 1,554 | $347.64 | $540,232.56 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,380 F3 · price: On August 12, 2025 Mr. Cleveland sold 1,554 shares of Common Stock at a weighted average price of $347.64 per share. These shares were sold in multiple transactions at prices ranging from $347.23 to $348.23, 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 | 1,646 | $346.60 | $570,503.60 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,934 F2 · price: On August 12, 2025 Mr. Cleveland sold 1,646 shares of Common Stock at a weighted average price of $346.60 per share. These shares were sold in multiple transactions at prices ranging from $346.20 to $347.17, 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 | 1,600 | $345.63 | $553,008.00 |
DisclosureSEC source: 0001048268-25-000113 · wk-form4a_1755222048.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,580 F1 · price: On August 12, 2025 Mr. Cleveland sold 1,600 shares of Common Stock at a weighted average price of $345.63 per share. These shares were sold in multiple transactions at prices ranging from $345.02 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 |
| July 01, 2025 Filed Jul 2, 2025 21:17 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000091 · wk-form4_1751491032.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,180 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 03, 2025 Filed Jun 5, 2025 00:58 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 1,000 | $82.75 | $82,750.00 |
DisclosureSEC source: 0000076605-25-000163 · wk-form4_1749085109.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,286 Read SEC document |
| June 02, 2025 Filed Jun 5, 2025 00:58 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 2,000 | $82.55 | $165,100.00 |
DisclosureSEC source: 0000076605-25-000163 · wk-form4_1749085109.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,286 F1 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $82.50 to $82.60, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. Read SEC document |
| May 19, 2025 Filed May 20, 2025 01:17 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 5,000 | $87.49 | $437,450.00 |
DisclosureSEC source: 0000076605-25-000140 · wk-form4_1747703859.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,286 F3 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $87.45 to $87.50, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:17 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 6,000 | $85.80 | $514,809.00 |
DisclosureSEC source: 0000076605-25-000140 · wk-form4_1747703859.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,286 F2 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $85.75 to $86.00, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:17 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-25-000140 · wk-form4_1747703859.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,286 F1 · shares: Annual Director's Stock Grant awarded on May 15, 2025 and vesting on May 15, 2026. F1 · price: Annual Director's Stock Grant awarded on May 15, 2025 and vesting on May 15, 2026. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:13 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000046 · wk-form4_1743628419.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,089 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 |
| January 02, 2025 Filed Jan 3, 2025 22:26 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000008 · wk-form4_1735943152.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,925 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 13, 2024 Filed Dec 14, 2024 02:46 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-24-000207 · wk-form4_1734144396.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,374 F1 · shares: Represents shares of common stock gifted by the reporting person. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:20 UTC | IES Holdings, Inc. IESC · Entity 3458 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000156 · wk-form4_1734128420.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,790 F1 · shares: The shares reported in this transaction represent a gift to a charitable organization. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 21:04 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000125 · wk-form4_1727903048.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,790 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 |
| September 13, 2024 Filed Sep 14, 2024 00:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 2,500 | $135.48 | $338,698.50 |
DisclosureSEC source: 0000076605-24-000163 · wk-form4_1726275585.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,874 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $134.66 to $136.13, inclusive. The Reporting Person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., 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 price range set forth in this footnote. Read SEC document |
| September 12, 2024 Filed Sep 14, 2024 00:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,500 | $131.05 | $982,884.00 |
DisclosureSEC source: 0000076605-24-000163 · wk-form4_1726275585.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,374 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $130.54 to $131.42, inclusive. The Reporting Person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., 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 price range set forth in this footnote. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 21:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,092 | $155.48 | $325,264.16 |
DisclosureSEC source: 0001048268-24-000112 · wk-form4_1726261766.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,654 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $155.21 to $155.93, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 |
| September 11, 2024 Filed Sep 13, 2024 21:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,508 | $154.80 | $388,238.40 |
DisclosureSEC source: 0001048268-24-000112 · wk-form4_1726261766.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,746 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.20 to $155.20, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 |
| September 11, 2024 Filed Sep 13, 2024 21:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,479 | $153.35 | $226,804.65 |
DisclosureSEC source: 0001048268-24-000112 · wk-form4_1726261766.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,254 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.89 to $153.89, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 |
| September 11, 2024 Filed Sep 13, 2024 21:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,221 | $152.44 | $338,569.24 |
DisclosureSEC source: 0001048268-24-000112 · wk-form4_1726261766.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,733 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.88 to $152.88, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 |
| September 11, 2024 Filed Sep 13, 2024 21:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,700 | $151.08 | $256,836.00 |
DisclosureSEC source: 0001048268-24-000112 · wk-form4_1726261766.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,954 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.54 to $151.23, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the Securities and Exchange Commission ("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 |
| July 01, 2024 Filed Jul 2, 2024 21:06 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 195 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000089 · wk-form4_1719954372.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,654 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 |
| May 16, 2024 Filed May 20, 2024 21:55 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-24-000123 · wk-form4_1716242136.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,874 F1 · price: Annual Director's Stock Grant awarded on May 16, 2024 and vesting on May 16, 2025. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 21:15 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000056 · wk-form4_1712092498.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,459 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 07, 2024 Filed Mar 7, 2024 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,931 | $116.15 | $340,435.65 |
DisclosureSEC source: 0001048268-24-000040 · wk-form4_1709851899.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,236 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.00 to $116.25, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 07, 2024 Filed Mar 7, 2024 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 6,782 | $115.21 | $781,354.22 |
DisclosureSEC source: 0001048268-24-000040 · wk-form4_1709851899.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,167 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.90 to $115.83, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 07, 2024 Filed Mar 7, 2024 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 3,800 | $114.30 | $434,340.00 |
DisclosureSEC source: 0001048268-24-000040 · wk-form4_1709851899.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,949 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.85 to $114.70, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 06, 2024 Filed Mar 7, 2024 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 3,832 | $113.25 | $433,974.00 |
DisclosureSEC source: 0001048268-24-000040 · wk-form4_1709851899.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,749 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.00 to $ 113.59, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 05, 2024 Filed Mar 7, 2024 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 3,000 | $115.11 | $345,330.00 |
DisclosureSEC source: 0001048268-24-000040 · wk-form4_1709851899.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,581 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.85 to $115.46, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 05, 2024 Filed Mar 7, 2024 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 8,000 | $114.23 | $913,840.00 |
DisclosureSEC source: 0001048268-24-000040 · wk-form4_1709851899.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,581 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.835 to $114.65, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the Securities and Exchange Commission ("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 01, 2024 Filed Mar 5, 2024 02:02 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 8,524 | $120.44 | $1,026,601.58 |
DisclosureSEC source: 0000076605-24-000088 · wk-form4_1709604143.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,629 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $120.00 to $120.92, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., 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 price range set forth in this footnote. Read SEC document |
| February 29, 2024 Filed Mar 5, 2024 02:02 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 19,076 | $119.29 | $2,275,535.98 |
DisclosureSEC source: 0000076605-24-000088 · wk-form4_1709604143.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,153 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.50 to $120.255, inclusive. The Reporting Person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., 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 price range set forth in this footnote. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 52,212 | $0.00 Strike: $74.63 | $0.00 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · derivative · entry 11 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,212 shares Expires 2026-01-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Reflects the date the stock appreciation rights became fully exercisable. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 52,212 | $0.00 Strike: $66.93 | $0.00 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · derivative · entry 10 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,212 shares Expires 2026-01-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Reflects the date the stock appreciation rights became fully exercisable. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 52,212 | $0.00 Strike: $60.03 | $0.00 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · derivative · entry 9 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,212 shares Expires 2026-01-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Reflects the date the stock appreciation rights became fully exercisable. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 52,212 | $0.00 Strike: $53.83 | $0.00 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · derivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,212 shares Expires 2026-01-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Reflects the date the stock appreciation rights became fully exercisable. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 38,293 | $112.50 | $4,307,962.50 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,228 Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Disposition to issuerCommon Stock | 118,542 | $112.50 | $13,335,975.00 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,521 Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 52,212 | $74.63 | $3,896,581.56 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 52,212 | $66.93 | $3,494,549.16 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,851 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 52,212 | $60.03 | $3,134,286.36 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,639 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 02:51 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 52,212 | $53.83 | $2,810,571.96 |
DisclosureSEC source: 0000076605-24-000057 · wk-form4_1707965470.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,427 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| January 26, 2024 Filed Jan 31, 2024 02:39 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 13,046 | $94.77 | $1,236,369.42 |
DisclosureSEC source: 0000076605-24-000034 · wk-form4_1706668781.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,215 F2 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a performance-based stock grant awarded in January 2021 that vested after three years upon the achievement of target Company objectives. Read SEC document |
| January 26, 2024 Filed Jan 31, 2024 02:39 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | OtherCommon Stock | 8,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-24-000034 · wk-form4_1706668781.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,261 F1 · shares: Represents an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2024 of a performance-based grant originally awarded in January 2021. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 22:48 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 264 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000004 · wk-form4_1704322047.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,581 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 15, 2023 Filed Dec 19, 2023 02:39 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-23-000197 · wk-form4_1702953541.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,690 F1 · shares: Represents shares of common stock gifted by the reporting person. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,000 | $91.62 | $458,093.00 |
DisclosureSEC source: 0000076605-23-000193 · wk-form4_1702607575.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,690 F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.00 to $92.82, inclusive. The Reporting Person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., 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 price range set forth in this footnote. Read SEC document |
| December 14, 2023 Filed Dec 19, 2023 00:23 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 6,155 | $85.97 | $529,129.96 |
DisclosureSEC source: 0001048268-23-000120 · wk-form4_1702945428.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,317 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.80 to $86.19, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the Securities and Exchange Commission ("SEC"), upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $87.73 | $877,314.00 |
DisclosureSEC source: 0000076605-23-000193 · wk-form4_1702607575.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Consists of shares held in a limited liability corporation Disclosed balance after: 34,237 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.00 to $88.29, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., 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 price 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.