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 |
|---|---|---|---|---|---|---|
| December 13, 2023 Filed Dec 15, 2023 02:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $88.72 | $887,191.00 |
DisclosureSEC source: 0000076605-23-000193 · wk-form4_1702607575.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,690 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.31 to $89.20, 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 11, 2023 Filed Dec 13, 2023 22:33 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 10,150 | $83.12 | $843,620.30 |
DisclosureSEC source: 0001048268-23-000114 · wk-form4_1702506799.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,472 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.73 to $83.62, 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 |
| November 20, 2023 Filed Nov 23, 2023 01:52 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $85.60 | $856,006.00 |
DisclosureSEC source: 0000076605-23-000176 · wk-form4_1700704288.xml · nonDerivative · entry 1 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: 44,237 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.20 to $86.25, 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 |
| November 15, 2023 Filed Nov 17, 2023 02:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 20,000 | $84.04 | $1,680,722.00 |
DisclosureSEC source: 0000076605-23-000174 · wk-form4_1700188327.xml · nonDerivative · entry 3 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: 54,237 F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.75 to $84.695, 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 |
| November 15, 2023 Filed Nov 17, 2023 02:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 2,500 | $83.57 | $208,920.00 |
DisclosureSEC source: 0000076605-23-000174 · wk-form4_1700188327.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,690 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.15 to $84.00, 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 sold at each separate price within the price range set forth in this footnote. Read SEC document |
| November 14, 2023 Filed Nov 17, 2023 02:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 17,500 | $83.02 | $1,452,876.25 |
DisclosureSEC source: 0000076605-23-000174 · wk-form4_1700188327.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,190 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.53 to $83.31, 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 |
| October 02, 2023 Filed Oct 4, 2023 21:08 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 317 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000087 · wk-form4_1696453722.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,622 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 14, 2023 Filed Sep 19, 2023 01:45 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Options · Derivative | 58,500 | $0.00 Strike: $41.33 | $0.00 |
DisclosureSEC source: 0000076605-23-000147 · wk-form4_1695087930.xml · derivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,500 shares Expires 2029-05-14 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 · derivative.exercise_date: Reflects the date the stock options became fully exercisable. Read SEC document |
| September 14, 2023 Filed Sep 19, 2023 01:45 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 42,029 | $80.99 | $3,403,928.71 |
DisclosureSEC source: 0000076605-23-000147 · wk-form4_1695087930.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,690 Read SEC document |
| September 14, 2023 Filed Sep 19, 2023 01:45 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 58,500 | $41.33 | $2,417,805.00 |
DisclosureSEC source: 0000076605-23-000147 · wk-form4_1695087930.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,719 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. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:47 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000067 · wk-form4_1688593643.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,305 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 06, 2023 Filed Jun 8, 2023 01:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 15,000 | $74.35 | $1,115,262.00 |
DisclosureSEC source: 0000076605-23-000116 · wk-form4_1686188573.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: 74,237 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.00 to $75.35, 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 |
| May 26, 2023 Filed May 27, 2023 01:09 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 20,000 | $70.15 | $1,403,002.00 |
DisclosureSEC source: 0000076605-23-000111 · wk-form4_1685149750.xml · nonDerivative · entry 4 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: 89,237 F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.405 to $71.08, 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 |
| May 25, 2023 Filed May 27, 2023 01:09 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 2,500 | $68.99 | $172,475.75 |
DisclosureSEC source: 0000076605-23-000111 · wk-form4_1685149750.xml · nonDerivative · entry 3 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: 109,237 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.735 to $69.40, 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 |
| May 25, 2023 Filed May 27, 2023 01:09 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,500 | $68.99 | $517,427.25 |
DisclosureSEC source: 0000076605-23-000111 · wk-form4_1685149750.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,219 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.735 to $69.40, 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 |
| May 25, 2023 Filed May 27, 2023 01:09 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,803 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-23-000111 · wk-form4_1685149750.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,719 F1 · price: Annual Director's Stock Grant awarded on May 25, 2023 and vesting on May 25, 2024. Read SEC document |
| May 24, 2023 Filed May 25, 2023 00:50 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $68.52 | $685,203.00 |
DisclosureSEC source: 0000076605-23-000091 · wk-form4_1684975796.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,916 F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.3101 to $68.75, 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 |
| May 23, 2023 Filed May 25, 2023 00:50 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 17,500 | $69.06 | $1,208,572.75 |
DisclosureSEC source: 0000076605-23-000091 · wk-form4_1684975796.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,916 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.725 to $69.35, 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 |
| May 22, 2023 Filed May 25, 2023 00:50 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 2,500 | $69.09 | $172,714.50 |
DisclosureSEC source: 0000076605-23-000091 · wk-form4_1684975796.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,416 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.00 to $69.27, inclusive. The reporting peson 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 |
| April 03, 2023 Filed Apr 4, 2023 21:44 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000028 · wf-form4_168064463416825.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,937 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 |
| February 02, 2023 Filed Feb 3, 2023 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $74.63 | $746,272.00 |
DisclosureSEC source: 0000076605-23-000040 · wf-form4_167539188845843.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,916 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.35 to $75.45, 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 02, 2023 Filed Feb 3, 2023 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $75.69 | $756,909.00 |
DisclosureSEC source: 0000076605-23-000040 · wf-form4_167539188845843.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held in a limited liability corporation Disclosed balance after: 111,737 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.26 to $76.20, 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 |
| January 31, 2023 Filed Feb 3, 2023 02:38 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $71.10 | $710,950.00 |
DisclosureSEC source: 0000076605-23-000040 · wf-form4_167539188845843.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held in a limited liability corporation Disclosed balance after: 121,737 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.85 to $71.42, 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 |
| January 25, 2023 Filed Jan 28, 2023 01:58 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 3,000 | $67.80 | $203,405.70 |
DisclosureSEC source: 0000076605-23-000036 · wf-form4_167487109836454.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,916 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plan. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.65 to $67.99, 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 |
| January 24, 2023 Filed Jan 25, 2023 01:48 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,000 | $67.83 | $474,791.80 |
DisclosureSEC source: 0000076605-23-000016 · wf-form4_167461130927926.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,916 F3 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.65 to $68.00, 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 sold at each separate price within the price range set forth in this footnote. Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 01:48 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 20,400 | $65.09 | $1,327,836.00 |
DisclosureSEC source: 0000076605-23-000016 · wf-form4_167461130927926.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,916 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 2020 that vested after three years upon the achievement of target Company objectives. Read SEC document |
| January 20, 2023 Filed Jan 25, 2023 01:48 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | OtherCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-23-000016 · wf-form4_167461130927926.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,316 F1 · shares: Reflects an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2023 of a performance-based grant originally awarded in January 2020. F1 · price: Reflects an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2023 of a performance-based grant originally awarded in January 2020. Read SEC document |
| January 09, 2023 Filed Jan 12, 2023 01:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $65.77 | $657,703.00 |
DisclosureSEC source: 0000076605-23-000009 · wf-form4_167348720154569.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,316 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.25 to $66.27, 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 |
| January 03, 2023 Filed Jan 3, 2023 22:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 588 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000010 · wf-form4_167278567177913.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,452 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 01, 2023 Filed Jan 5, 2023 02:07 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 799 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-23-000007 · wf-form4_167288445682852.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,316 F1 · shares: These shares will fully vest in May 2023 assuming Mr. Cleveland continues to serve as director until that date. Read SEC document |
| December 27, 2022 Filed Dec 29, 2022 01:52 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-22-000146 · wf-form4_167227874747280.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,517 F1 · shares: Represents shares of common stock gifted by the reporting person. Read SEC document |
| October 03, 2022 Filed Oct 4, 2022 21:30 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 758 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-22-000089 · wf-form4_166491902064399.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,864 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 16, 2022 Filed Aug 18, 2022 01:21 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 20,000 | $65.02 | $1,300,434.00 |
DisclosureSEC source: 0000076605-22-000110 · wf-form4_166078564477454.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,517 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.00 to $66.00, 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 sold at each separate price within the price range set forth in this footnote. Read SEC document |
| August 15, 2022 Filed Aug 18, 2022 01:21 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 20,000 | $63.42 | $1,268,316.00 |
DisclosureSEC source: 0000076605-22-000110 · wf-form4_166078564477454.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held in a limited liability corporation Disclosed balance after: 131,737 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.00 to $63.69, 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 |
| July 01, 2022 Filed Jul 1, 2022 21:23 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-22-000073 · wf-form4_165671056472134.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,106 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 13, 2022 Filed May 13, 2022 21:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,000 | $67.65 | $338,227.00 |
DisclosureSEC source: 0000076605-22-000086 · wf-form4_165247909552051.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,517 F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.50 to $67.95, 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 |
| May 12, 2022 Filed May 13, 2022 21:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 16,897 | $64.72 | $1,093,589.05 |
DisclosureSEC source: 0000076605-22-000086 · wf-form4_165247909552051.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,517 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.005 to $65.13, 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 |
| May 11, 2022 Filed May 13, 2022 21:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 3,103 | $65.04 | $201,816.64 |
DisclosureSEC source: 0000076605-22-000086 · wf-form4_165247909552051.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,414 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.12, 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 |
| May 06, 2022 Filed May 7, 2022 01:03 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,000 | $66.68 | $333,381.00 |
DisclosureSEC source: 0000076605-22-000065 · wf-form4_165188541412923.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,517 F2 · shares: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.07 to $67.20, 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 |
| May 04, 2022 Filed May 7, 2022 01:03 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $68.32 | $683,187.00 |
DisclosureSEC source: 0000076605-22-000065 · wf-form4_165188541412923.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,517 F1 · shares: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.00 to $68.87, 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 |
| April 01, 2022 Filed Apr 5, 2022 01:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-22-000040 · wf-form4_164912096947006.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,413 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 25, 2022 Filed Jan 28, 2022 02:14 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 56,773 | $64.96 | $3,687,974.08 |
DisclosureSEC source: 0000076605-22-000017 · wf-form4_164333605766469.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,184 F1 · 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 2019 that vested after three years upon the achievement of target Company objectives. Read SEC document |
| January 25, 2022 Filed Feb 1, 2022 02:11 UTC Amendment | PATRICK INDUSTRIES INC PATK · Entity 4317 | OtherCommon Stock | 33,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-22-000029 · wf-form4a_164368147120612.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,517 F1 · shares: Reflects an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2022 of a performance-based grant originally awarded in January 2019. F1 · price: Reflects an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2022 of a performance-based grant originally awarded in January 2019. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 22:52 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 413 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-22-000005 · wf-form4_164133673444715.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,893 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 31, 2021 Filed Jan 5, 2022 02:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 11,474 | $80.69 | $925,837.06 |
DisclosureSEC source: 0000076605-22-000003 · wf-form4_164135006479806.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,957 F2 · shares: Represents total shares in the aggregate of common stock returned to the Company to satisfy the tax withholding obligation associated with the vesting as of December 31, 2021 of time-based stock grants initially awarded in January 2019, January 2020, and January 2021. Read SEC document |
| December 27, 2021 Filed Jan 5, 2022 02:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-22-000003 · wf-form4_164135006479806.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,431 F1 · shares: Represents shares of common stock gifted by the reporting person. Read SEC document |
| December 06, 2021 Filed Dec 9, 2021 02:17 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $85.63 | $856,314.00 |
DisclosureSEC source: 0000076605-21-000204 · wf-form4_163901625661537.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,931 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.25 to $86.16, 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 02, 2021 Filed Dec 7, 2021 01:47 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Options · Derivative | 31,500 | $0.00 Strike: $41.33 | $0.00 |
DisclosureSEC source: 0000076605-21-000199 · wf-form4_163884163078984.xml · derivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,500 Underlying: Common Stock · 31,500 shares Expires 2029-05-14 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 · derivative.exercise_date: Reflects the date the stock options became fully exercisable. Read SEC document |
| December 02, 2021 Filed Dec 7, 2021 01:47 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 22,225 | $84.83 | $1,885,346.75 |
DisclosureSEC source: 0000076605-21-000199 · wf-form4_163884163078984.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,931 Read SEC document |
| December 02, 2021 Filed Dec 7, 2021 01:47 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 31,500 | $41.33 | $1,301,895.00 |
DisclosureSEC source: 0000076605-21-000199 · wf-form4_163884163078984.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,156 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. 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.