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, 2021 Filed Oct 4, 2021 21:29 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-21-000141 · wf-form4_163338294980876.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,480 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 |
| October 01, 2021 Filed Oct 6, 2021 00:57 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $87.46 | $874,621.00 |
DisclosureSEC source: 0000076605-21-000173 · wf-form4_163348186450609.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,656 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 $87.25 to $87.65, 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 30, 2021 Filed Sep 1, 2021 00:55 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,000 | $85.53 | $85,533.20 |
DisclosureSEC source: 0000076605-21-000168 · wf-form4_163045772464982.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,656 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.50 to $85.72, 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 27, 2021 Filed Sep 1, 2021 00:55 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,300 | $86.67 | $459,336.69 |
DisclosureSEC source: 0000076605-21-000168 · wf-form4_163045772464982.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 283,656 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.50 to $86.77, 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 26, 2021 Filed Aug 27, 2021 00:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,000 | $86.25 | $86,250.00 |
DisclosureSEC source: 0000076605-21-000164 · wf-form4_163002497406789.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,956 Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 00:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,000 | $86.45 | $605,178.70 |
DisclosureSEC source: 0000076605-21-000164 · wf-form4_163002497406789.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,956 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.40 to $86.55, 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 24, 2021 Filed Aug 27, 2021 00:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 13,000 | $85.21 | $1,107,759.90 |
DisclosureSEC source: 0000076605-21-000164 · wf-form4_163002497406789.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,956 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.40, 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 |
| July 01, 2021 Filed Jul 2, 2021 21:05 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-21-000118 · wf-form4_162525989153053.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,022 F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. 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 Equity Incentive Plan. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 20:59 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 400 | $55.32 | $22,128.00 |
DisclosureSEC source: 0001048268-21-000108 · wf-form4_162335876530810.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,615 Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 20:59 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,000 | $55.39 | $110,780.00 |
DisclosureSEC source: 0001048268-21-000108 · wf-form4_162335876530810.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,015 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.13 to $55.49, inclusive. The reporting person undertakes to provide 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 |
| June 02, 2021 Filed Jun 4, 2021 00:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,000 | $87.14 | $610,012.90 |
DisclosureSEC source: 0000076605-21-000139 · wf-form4_162276836362467.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,956 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 $87.35, 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 |
| June 01, 2021 Filed Jun 4, 2021 00:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 9,325 | $87.15 | $812,674.68 |
DisclosureSEC source: 0000076605-21-000139 · wf-form4_162276836362467.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,956 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.80 to $87.32 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 29, 2021 Filed May 4, 2021 01:04 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 675 | $98.65 | $66,588.75 |
DisclosureSEC source: 0000076605-21-000104 · wf-form4_162009026481718.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,281 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 01:31 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $95.58 | $955,757.00 |
DisclosureSEC source: 0000076605-21-000097 · wf-form4_161957345783388.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,956 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 $95.25 to $96.17 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, 2021 Filed Apr 2, 2021 22:10 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 399 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-21-000042 · wf-form4_161740134062952.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,015 F1 · security: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 (the "Equity Incentive Plan") upon Mr. 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 Equity Incentive Plan. Read SEC document |
| March 12, 2021 Filed Mar 13, 2021 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 9,597 | $89.60 | $859,861.45 |
DisclosureSEC source: 0000076605-21-000079 · wf-form4_161559969699774.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,956 F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.22 to $90.08, 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 |
| March 11, 2021 Filed Mar 13, 2021 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 403 | $93.27 | $37,586.16 |
DisclosureSEC source: 0000076605-21-000079 · wf-form4_161559969699774.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,553 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.15 to $93.38, 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 |
| March 10, 2021 Filed Mar 11, 2021 00:15 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 8,900 | $52.00 | $462,832.93 |
DisclosureSEC source: 0001048268-21-000037 · wf-form4_161542168902156.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,616 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.75 to $52.50, 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 ranges set forth in this footnote. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock Options · Derivative | 208,845 | $0.00 Strike: $53.83 | $0.00 |
DisclosureSEC source: 0000076605-21-000079 · wf-form4_161559969699774.xml · derivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 208,845 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. F4 · derivative.exercise_date: Reflects the date the stock options became fully exercisable. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock Options · Derivative | 57,000 | $0.00 Strike: $12.30 | $0.00 |
DisclosureSEC source: 0000076605-21-000079 · wf-form4_161559969699774.xml · derivative · entry 7 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 57,000 shares Expires 2022-12-18 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. F4 · derivative.exercise_date: Reflects the date the stock options became fully exercisable. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 188,308 | $91.30 | $17,192,520.40 |
DisclosureSEC source: 0000076605-21-000079 · wf-form4_161559969699774.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,956 Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 208,845 | $53.83 | $11,242,126.35 |
DisclosureSEC source: 0000076605-21-000079 · wf-form4_161559969699774.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,264 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 stock options reported on Table II of this Form 4. Read SEC document |
| March 10, 2021 Filed Mar 13, 2021 01:41 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 57,000 | $12.30 | $701,100.00 |
DisclosureSEC source: 0000076605-21-000079 · wf-form4_161559969699774.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 326,419 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 stock options reported on Table II of this Form 4. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 00:15 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 7,521 | $52.45 | $394,439.60 |
DisclosureSEC source: 0001048268-21-000037 · wf-form4_161542168902156.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,516 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.25 to $53.05 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 ranges set forth in this footnote. Read SEC document |
| March 08, 2021 Filed Mar 11, 2021 00:15 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 3,579 | $52.94 | $189,486.93 |
DisclosureSEC source: 0001048268-21-000037 · wf-form4_161542168902156.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,037 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.25 to $53.17, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("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 ranges set forth in this footnote. Read SEC document |
| February 24, 2021 Filed Feb 25, 2021 01:36 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 18,129 | $82.70 | $1,499,195.78 |
DisclosureSEC source: 0000076605-21-000056 · wf-form4_161421697088040.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 182,237 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 $82.43 to $83.00, 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 |
| February 23, 2021 Filed Feb 25, 2021 01:36 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 100 | $82.43 | $8,243.00 |
DisclosureSEC source: 0000076605-21-000056 · wf-form4_161421697088040.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 200,366 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 22, 2021 Filed Feb 25, 2021 01:36 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 6,571 | $82.43 | $541,667.90 |
DisclosureSEC source: 0000076605-21-000056 · wf-form4_161421697088040.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 200,466 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 $82.43 to $82.45, 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 19, 2021 Filed Feb 20, 2021 01:58 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 200 | $82.43 | $16,486.00 |
DisclosureSEC source: 0000076605-21-000050 · wf-form4_161378630087494.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 207,037 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 17, 2021 Filed Feb 20, 2021 01:58 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 557 | $80.15 | $44,643.55 |
DisclosureSEC source: 0000076605-21-000050 · wf-form4_161378630087494.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 207,237 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 11, 2021 Filed Feb 13, 2021 01:47 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,972 | $80.36 | $158,466.96 |
DisclosureSEC source: 0000076605-21-000046 · wf-form4_161318084389743.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 207,794 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 $80.15 to $80.75, 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 |
| February 10, 2021 Filed Feb 13, 2021 01:47 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,471 | $80.22 | $599,304.20 |
DisclosureSEC source: 0000076605-21-000046 · wf-form4_161318084389743.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 209,766 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 $80.15 to $80.48, 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 10, 2021 Filed Feb 13, 2021 01:47 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 9,659 | $79.33 | $766,259.09 |
DisclosureSEC source: 0000076605-21-000046 · wf-form4_161318084389743.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 217,237 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 $79.21 to $79.83, 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 09, 2021 Filed Feb 10, 2021 02:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,341 | $79.22 | $423,133.25 |
DisclosureSEC source: 0000076605-21-000041 · wf-form4_161292430373046.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 226,896 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 $79.21 to $79.26 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 08, 2021 Filed Feb 10, 2021 02:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 4,480 | $76.40 | $342,293.95 |
DisclosureSEC source: 0000076605-21-000041 · wf-form4_161292430373046.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 232,237 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 $76.10 to $76.80, 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 08, 2021 Filed Feb 10, 2021 02:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,000 | $77.64 | $388,184.00 |
DisclosureSEC source: 0000076605-21-000041 · wf-form4_161292430373046.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 236,717 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 $77.48 to $77.87 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 |
| February 08, 2021 Filed Feb 10, 2021 02:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $77.64 | $776,368.00 |
DisclosureSEC source: 0000076605-21-000041 · wf-form4_161292430373046.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,419 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 $77.48 to $77.87 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 |
| January 26, 2021 Filed Jan 29, 2021 02:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | OtherCommon Stock | 17,272 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-21-000031 · wf-form4_161188820760860.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,419 F3 · shares: Reflects an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2021 of a performance-based grant originally awarded in January 2018. F3 · price: Reflects an adjustment to the number of shares that the reporting owner is entitled to upon vesting in January 2021 of a performance-based grant originally awarded in January 2018. Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 02:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 15,871 | $69.61 | $1,104,780.31 |
DisclosureSEC source: 0000076605-21-000031 · wf-form4_161188820760860.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,691 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 2018 that vested after three years upon the achievement of target Company objectives. Read SEC document |
| January 26, 2021 Filed Jan 29, 2021 02:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 3,870 | $69.97 | $270,783.90 |
DisclosureSEC source: 0000076605-21-000031 · wf-form4_161188820760860.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,562 F1 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a time-based stock grant awarded in January 2018 that became fully vested in January 2021. Read SEC document |
| January 21, 2021 Filed Jan 23, 2021 01:53 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,520 | $76.16 | $801,247.38 |
DisclosureSEC source: 0000076605-21-000010 · wf-form4_161136677063297.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 241,717 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans. F4 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.10 to $76.36, 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 21, 2021 Filed Jan 26, 2021 01:18 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 4,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-21-000018 · wf-form4_161162386985809.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,432 F2 · shares: Annual Management time-based grant awarded January 2021 and vesting in January 2024. Read SEC document |
| January 21, 2021 Filed Jan 26, 2021 01:18 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 25,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-21-000018 · wf-form4_161162386985809.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,146 F1 · shares: Shares are performance-based and vest after three years upon achievement of target Company objectives. Read SEC document |
| January 20, 2021 Filed Jan 23, 2021 01:53 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,000 | $75.27 | $376,325.00 |
DisclosureSEC source: 0000076605-21-000010 · wf-form4_161136677063297.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 252,237 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.25 to $75.46, 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, 2021 Filed Jan 23, 2021 01:53 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,975 | $74.92 | $147,975.69 |
DisclosureSEC source: 0000076605-21-000010 · wf-form4_161136677063297.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Consists of shares held by family members and shares held in a limited liability corporation Disclosed balance after: 257,237 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.92 to $74.95, 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 |
| January 20, 2021 Filed Jan 23, 2021 01:53 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 11,686 | $74.92 | $875,566.54 |
DisclosureSEC source: 0000076605-21-000010 · wf-form4_161136677063297.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,431 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1 trading plans. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.92 to $74.95, 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 |
| January 07, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 250 | $74.92 | $18,730.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 13 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,117 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1(c) trading plans. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 10,000 | $0.00 Strike: $21.25 | $0.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · derivative · entry 18 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2022-12-18 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. F7 · derivative.exercise_date: The stock appreciation rights exercised on January 6, 2021 became exercisable on December 18, 2016. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 10,000 | $0.00 Strike: $17.71 | $0.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · derivative · entry 17 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2022-12-18 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. F7 · derivative.exercise_date: The stock appreciation rights exercised on January 6, 2021 became exercisable on December 18, 2016. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 10,000 | $0.00 Strike: $14.75 | $0.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · derivative · entry 16 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2022-12-18 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. F7 · derivative.exercise_date: The stock appreciation rights exercised on January 6, 2021 became exercisable on December 18, 2016. 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.