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 |
|---|---|---|---|---|---|---|
| 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: $12.30 | $0.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · derivative · entry 15 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 / conversionCommon Stock Options · Derivative | 18,000 | $0.00 Strike: $12.30 | $0.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · derivative · entry 14 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,000 Underlying: Common Stock · 18,000 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. F6 · derivative.exercise_date: The stock options 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 | Tax withholdingCommon Stock | 13,223 | $73.83 | $976,254.09 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 12 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,367 Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Disposition to issuerCommon Stock | 8,941 | $73.83 | $660,114.03 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 11 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,590 Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 10,000 | $21.25 | $212,500.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 10 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320,531 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. F5 · kind: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 10,000 | $17.71 | $177,100.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 9 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,531 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. F5 · kind: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 10,000 | $14.75 | $147,500.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,531 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. F5 · kind: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 10,000 | $12.30 | $123,000.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 7 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,531 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. F5 · kind: Reflects exercise of the stock appreciation rights reported on Table II of this Form 4. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 7,475 | $73.83 | $551,879.25 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,531 Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 18,000 | $12.30 | $221,400.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,006 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 · kind: Reflects exercise of stock options reported on Table II of this Form 4. Read SEC document |
| January 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,500 | $73.91 | $554,288.25 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.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: 259,212 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1(c) 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 $73.83 to $74.92, 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 written 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 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,000 | $73.61 | $368,048.00 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.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: 266,712 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1(c) 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 $73.60 to $73.67, 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 written 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 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,089 | $74.92 | $81,587.88 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,006 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1(c) 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 $73.83 to $74.92, 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 written 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 06, 2021 Filed Jan 9, 2021 01:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,500 | $73.95 | $554,625.75 |
DisclosureSEC source: 0000076605-21-000003 · wf-form4_161015604455919.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,095 F1 · shares: The sales reported in this Form 4 were effected pursuant to Rule 10b5-1(c) 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 $73.83 to $74.92, 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 written 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 04, 2021 Filed Jan 6, 2021 00:30 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 427 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-21-000004 · wf-form4_160989302211237.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,616 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 |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 8,749 | $0.00 Strike: $21.25 | $0.00 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · derivative · entry 11 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 8,749 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. F2 · security: Reflects stock appreciation rights that were granted on December 18, 2013 (post stock-splits adjusted basis). F3 · derivative.exercise_date: The stock appreciation rights exercised on December 24, 2020 became exercisable on December 18, 2016. Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 8,749 | $0.00 Strike: $17.71 | $0.00 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · derivative · entry 10 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 8,749 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. F2 · security: Reflects stock appreciation rights that were granted on December 18, 2013 (post stock-splits adjusted basis). F3 · derivative.exercise_date: The stock appreciation rights exercised on December 24, 2020 became exercisable on December 18, 2016. Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 8,749 | $0.00 Strike: $14.75 | $0.00 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · derivative · entry 9 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 8,749 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. F2 · security: Reflects stock appreciation rights that were granted on December 18, 2013 (post stock-splits adjusted basis). F3 · derivative.exercise_date: The stock appreciation rights exercised on December 24, 2020 became exercisable on December 18, 2016. Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionStock Appreciation Rights · Derivative | 8,749 | $0.00 Strike: $12.30 | $0.00 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · derivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 8,749 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. F2 · security: Reflects stock appreciation rights that were granted on December 18, 2013 (post stock-splits adjusted basis). F3 · derivative.exercise_date: The stock appreciation rights exercised on December 24, 2020 became exercisable on December 18, 2016. Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 11,424 | $70.37 | $803,906.88 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · nonDerivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,595 Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Disposition to issuerCommon Stock | 8,207 | $70.37 | $577,526.59 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · nonDerivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,019 Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 8,749 | $21.25 | $185,916.25 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,226 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 · kind: Reflects exercise of the stock appreication rights reorted on Table II of this Form 4. Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 8,749 | $17.71 | $154,944.79 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,477 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 · kind: Reflects exercise of the stock appreication rights reorted on Table II of this Form 4. Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 8,749 | $14.75 | $129,047.75 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,728 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 · kind: Reflects exercise of the stock appreication rights reorted on Table II of this Form 4. Read SEC document |
| December 24, 2020 Filed Dec 30, 2020 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 8,749 | $12.30 | $107,612.70 |
DisclosureSEC source: 0000076605-20-000217 · wf-form4_160929149151750.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,979 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 · kind: Reflects exercise of the stock appreication rights reorted on Table II of this Form 4. Read SEC document |
| December 18, 2020 Filed Dec 23, 2020 01:36 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 4,673 | $72.82 | $340,290.66 |
DisclosureSEC source: 0000076605-20-000215 · wf-form4_160868740148600.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: 271,712 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.80 to $72.84, 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 17, 2020 Filed Dec 23, 2020 01:36 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-20-000215 · wf-form4_160868740148600.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,230 F1 · shares: Represents shares of common stock gifted by the reporting person. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 01:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,615 | $72.80 | $117,572.00 |
DisclosureSEC source: 0000076605-20-000211 · wf-form4_160816745480391.xml · nonDerivative · entry 5 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: 276,385 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 01:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 8,994 | $71.45 | $642,633.89 |
DisclosureSEC source: 0000076605-20-000211 · wf-form4_160816745480391.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: 278,000 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.92 to $72.05, 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 15, 2020 Filed Dec 17, 2020 01:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 8,994 | $71.45 | $642,633.89 |
DisclosureSEC source: 0000076605-20-000211 · wf-form4_160816745480391.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,230 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.92 to $72.05, 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, 2020 Filed Dec 17, 2020 01:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 3,506 | $69.94 | $245,225.07 |
DisclosureSEC source: 0000076605-20-000211 · wf-form4_160816745480391.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: 286,994 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.92 to $70.00, 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 |
| December 14, 2020 Filed Dec 17, 2020 01:11 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 3,506 | $69.94 | $245,225.07 |
DisclosureSEC source: 0000076605-20-000211 · wf-form4_160816745480391.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 279,224 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.92 to $70.00, 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 |
| October 06, 2020 Filed Oct 8, 2020 00:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,000 | $67.23 | $336,136.50 |
DisclosureSEC source: 0000076605-20-000176 · wf-form4_160211725874811.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: 290,500 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.15 to $67.46, 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 |
| October 06, 2020 Filed Oct 8, 2020 00:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 3,344 | $67.23 | $224,808.09 |
DisclosureSEC source: 0000076605-20-000176 · wf-form4_160211725874811.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282,730 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.15 to $67.46, 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 |
| October 05, 2020 Filed Oct 8, 2020 00:34 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,656 | $67.15 | $111,208.18 |
DisclosureSEC source: 0000076605-20-000176 · wf-form4_160211725874811.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,074 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on September 11, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.15 to $67.16, 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 |
| October 01, 2020 Filed Oct 2, 2020 23:04 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 619 | $0.00 | $0.00 |
DisclosureSEC source: 0001456922-20-000003 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,189 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 |
| July 22, 2020 Filed Jul 25, 2020 00:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $66.73 | $667,336.00 |
DisclosureSEC source: 0000076605-20-000143 · wf-form4_159563673208602.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: 295,500 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on June 5, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.70 to $66.90, 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 15, 2020 Filed Jul 18, 2020 00:01 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $64.66 | $646,609.00 |
DisclosureSEC source: 0000076605-20-000138 · wf-form4_159503048583157.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: 305,500 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on June 5, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.635 to $65.34, 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 15, 2020 Filed Jul 18, 2020 00:01 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $64.66 | $646,609.00 |
DisclosureSEC source: 0000076605-20-000138 · wf-form4_159503048583157.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,730 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on June 5, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.635 to $65.34, 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, 2020 Filed Jul 2, 2020 20:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 849 | $0.00 | $0.00 |
DisclosureSEC source: 0001297011-20-000004 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,570 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 23, 2020 Filed Jun 26, 2020 01:00 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,650 | $61.16 | $100,911.03 |
DisclosureSEC source: 0000076605-20-000129 · wf-form4_159313323656307.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: 315,500 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on June 5, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.75 to $61.56, 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 23, 2020 Filed Jun 26, 2020 01:00 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,650 | $61.16 | $100,911.03 |
DisclosureSEC source: 0000076605-20-000129 · wf-form4_159313323656307.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,730 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on June 5, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.75 to $61.56, 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 17, 2020 Filed Jun 20, 2020 01:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 8,350 | $60.12 | $502,012.02 |
DisclosureSEC source: 0000076605-20-000127 · wf-form4_159261670267434.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: 317,150 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on June 5, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.185 to $61.07, 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 17, 2020 Filed Jun 20, 2020 01:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 8,350 | $60.12 | $502,012.02 |
DisclosureSEC source: 0000076605-20-000127 · wf-form4_159261670267434.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,380 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on June 5, 2020. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.185 to $61.07, 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 14, 2020 Filed May 19, 2020 00:46 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 27,000 | $0.00 Strike: $41.33 | $0.00 |
DisclosureSEC source: 0000076605-20-000081 · wf-form4_158984916270739.xml · derivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 27,000 shares Expires 2029-05-14 Read SEC document |
| May 14, 2020 Filed May 19, 2020 00:46 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 31,500 | $0.00 Strike: $41.33 | $0.00 |
DisclosureSEC source: 0000076605-20-000081 · wf-form4_158984916270739.xml · derivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Underlying: Common Stock · 31,500 shares Expires 2029-05-14 Read SEC document |
| May 14, 2020 Filed May 19, 2020 00:46 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 31,500 | $0.00 Strike: $41.33 | $0.00 |
DisclosureSEC source: 0000076605-20-000081 · wf-form4_158984916270739.xml · derivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,500 Underlying: Common Stock · 31,500 shares Expires 2029-05-14 Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 21:00 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001297011-20-000001 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,721 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 |
| February 13, 2020 Filed Feb 14, 2020 01:46 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $60.67 | $606,722.00 |
DisclosureSEC source: 0000076605-20-000036 · wf-form4_158164477054125.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 582,730 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on December 17, 2019. F4 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $62.75, 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 12, 2020 Filed Feb 14, 2020 01:46 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 12,599 | $58.12 | $732,311.84 |
DisclosureSEC source: 0000076605-20-000036 · wf-form4_158164477054125.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · Executive Board Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,730 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1(c) trading plan adopted by the Reporting Person on December 17, 2019. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.20 to $58.45, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.