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 |
|---|---|---|---|---|---|---|
| November 30, 2017 Filed Dec 5, 2017 02:26 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 12,500 | $26.56 | $332,000.00 |
DisclosureSEC source: 0000076605-17-000151 · wf-form4_151244080194556.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,327 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 appreciation rights reported on Table II of this Form 4. Read SEC document |
| November 30, 2017 Filed Dec 5, 2017 02:26 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 12,500 | $22.13 | $276,625.00 |
DisclosureSEC source: 0000076605-17-000151 · wf-form4_151244080194556.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,827 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 appreciation rights reported on Table II of this Form 4. Read SEC document |
| November 30, 2017 Filed Dec 5, 2017 02:26 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 12,500 | $18.45 | $230,625.00 |
DisclosureSEC source: 0000076605-17-000151 · wf-form4_151244080194556.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,327 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 appreciation rights reported on Table II of this Form 4. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 22:16 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $89.87 | $898,701.00 |
DisclosureSEC source: 0000076605-17-000135 · wf-form4_150914257699940.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,827 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2017. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.75 to $90.10, 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 03, 2017 Filed Oct 5, 2017 01:04 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 2,374 | $86.43 | $205,193.84 |
DisclosureSEC source: 0000076605-17-000126 · wf-form4_150716547744188.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,827 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2017. F4 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.20 to $86.80, 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 |
| October 02, 2017 Filed Oct 3, 2017 22:13 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-17-023340 · doc4.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,127 F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) 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 Mr. Cleveland leaves the board of directors for any reason. Read SEC document |
| October 02, 2017 Filed Oct 5, 2017 01:04 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,626 | $86.21 | $657,403.91 |
DisclosureSEC source: 0000076605-17-000126 · wf-form4_150716547744188.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,201 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2017. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.20 to $86.25, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. Read SEC document |
| September 27, 2017 Filed Sep 30, 2017 01:33 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $83.16 | $831,617.00 |
DisclosureSEC source: 0000076605-17-000121 · wf-form4_150673518931078.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 362,227 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2017. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.15 to $83.25, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. Read SEC document |
| September 26, 2017 Filed Sep 27, 2017 01:17 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $80.97 | $809,743.00 |
DisclosureSEC source: 0000076605-17-000118 · wf-form4_150647502920033.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 372,227 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2017. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.85 to $81.00, 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 |
| September 22, 2017 Filed Sep 27, 2017 01:17 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,500 | $78.96 | $592,206.75 |
DisclosureSEC source: 0000076605-17-000118 · wf-form4_150647502920033.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,227 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2017. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.95 to $79.10, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. Read SEC document |
| September 01, 2017 Filed Sep 2, 2017 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,065 | $73.01 | $77,757.78 |
DisclosureSEC source: 0000076605-17-000101 · wf-form4_150431548945179.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 389,727 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.35 to $73.70, 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 31, 2017 Filed Sep 2, 2017 01:25 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,435 | $74.47 | $106,858.14 |
DisclosureSEC source: 0000076605-17-000101 · wf-form4_150431548945179.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,792 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $75.30, 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 03, 2017 Filed Jul 6, 2017 22:17 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 223 | $0.00 | $0.00 |
DisclosureSEC source: 0001408176-17-000007 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,893 F1 · security: Represents Phantom Stock Units granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan (as amended and restated through February 2016) 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 Mr. Cleveland leaves the board of directors for any reason. Read SEC document |
| May 31, 2017 Filed Jun 3, 2017 00:39 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock Options · Derivative | 50,000 | $0.00 Strike: $18.45 | $0.00 |
DisclosureSEC source: 0000076605-17-000079 · wf-form4_149645036343735.xml · derivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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. F1 · derivative.exercise_date: The 300,000 total common stock options originally granted on December 18, 2013 at an exercise price of $18.45 per share are 100% vested, of which a total of 250,000 common stock options have been exercised. F1 · derivative.expiration_date: The 300,000 total common stock options originally granted on December 18, 2013 at an exercise price of $18.45 per share are 100% vested, of which a total of 250,000 common stock options have been exercised. Read SEC document |
| May 31, 2017 Filed Jun 3, 2017 00:39 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Exercise / conversionCommon Stock | 50,000 | $18.45 | $922,500.00 |
DisclosureSEC source: 0000076605-17-000079 · wf-form4_149645036343735.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,227 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2017 Filed May 22, 2017 20:40 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 10,000 | $15.74 | $157,400.00 |
DisclosureSEC source: 0001408176-17-000003 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,670 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $15.50 to $16.05 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 |
| April 25, 2017 Filed Oct 5, 2017 01:04 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 1,400 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-17-000126 · wf-form4_150716547744188.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,827 F1 · shares: Represents shares of common stock gifted by the reporting person. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:55 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001297011-17-000001 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,670 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) 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 Mr. Cleveland leaves the board of directors for any reason. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 22:57 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 10,000 | $19.11 | $191,100.00 |
DisclosureSEC source: 0001495394-17-000003 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,550 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.75 to $19.50 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, 2017 Filed Feb 28, 2017 23:30 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 1,400 | $19.49 | $27,286.00 |
DisclosureSEC source: 0001495394-17-000002 · primary_doc.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,550 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $19.40 to $19.50 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 16, 2017 Filed Feb 17, 2017 23:07 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 4,650 | $19.87 | $92,395.50 |
DisclosureSEC source: 0000899243-17-004587 · doc4.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,150 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $20.33 to $20.50, inclusive for transactions on 2/15/2017, $19.70 to $20.00, inclusive for transactions on 2/16/2017. 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 15, 2017 Filed Feb 17, 2017 23:07 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 5,000 | $20.39 | $101,950.00 |
DisclosureSEC source: 0000899243-17-004587 · doc4.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,500 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $20.33 to $20.50, inclusive for transactions on 2/15/2017, $19.70 to $20.00, inclusive for transactions on 2/16/2017. 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 09, 2017 Filed Feb 10, 2017 22:12 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $85.30 | $853,018.00 |
DisclosureSEC source: 0000076605-17-000020 · wf-form4_148676472101984.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,227 F2 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2016. F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.30 to $85.35, 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 |
| February 08, 2017 Filed Feb 10, 2017 22:12 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | Tax withholdingCommon Stock | 13,872 | $78.20 | $1,084,790.40 |
DisclosureSEC source: 0000076605-17-000020 · wf-form4_148676472101984.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,227 F1 · shares: Represents shares of common stock returned to the Company to satisfy the tax withholding obligation associated with a performance-based stock grant awarded in February 2014 that vested after three years upon the achievement of target Company objectives. Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $111.94 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 23 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,808 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $111.94 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 22 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,106 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $111.94 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 21 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $111.94 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 20 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,702 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $100.39 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 19 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,808 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $100.39 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 18 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,106 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $100.39 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 17 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $100.39 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 16 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,702 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $90.04 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 15 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,808 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $90.04 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 14 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,106 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $90.04 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 13 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $90.04 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 12 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,702 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 11 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,808 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 10 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,106 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 9 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,404 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Appreciation Rights · Derivative | 8,702 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 8 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,702 Underlying: Common Stock · 8,702 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 34,807 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 7 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,230 Underlying: Common Stock · 34,807 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 34,808 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 6 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,423 Underlying: Common Stock · 34,808 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 34,807 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 5 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,615 Underlying: Common Stock · 34,807 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantStock Options · Derivative | 34,808 | $0.00 Strike: $80.75 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · derivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,808 Underlying: Common Stock · 34,808 shares Expires 2026-01-17 Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 25,715 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366,099 F2 · price: Shares are performance-based and vest after three years upon achievement of target Company objectives. Read SEC document |
| January 17, 2017 Filed Jan 20, 2017 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 4,286 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-17-000009 · wf-form4_148487788905939.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 340,384 F1 · price: Annual Management Grant awarded 01/17/2017 and vesting on 01/17/2020. Read SEC document |
| January 06, 2017 Filed Jan 7, 2017 02:18 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 290 | $80.15 | $23,243.50 |
DisclosureSEC source: 0001628280-17-000134 · wf-form4_148375547491988.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,098 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2016. Read SEC document |
| January 05, 2017 Filed Jan 7, 2017 02:18 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 8,610 | $80.15 | $690,099.25 |
DisclosureSEC source: 0001628280-17-000134 · wf-form4_148375547491988.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,388 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2016. 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 $80.20, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. Read SEC document |
| January 04, 2017 Filed Jan 7, 2017 02:18 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,100 | $80.22 | $88,240.02 |
DisclosureSEC source: 0001628280-17-000134 · wf-form4_148375547491988.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344,998 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 14, 2016. F2 · 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 $80.40, 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 |
| December 21, 2016 Filed Dec 24, 2016 01:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-16-000020 · wf-form4_148254477112256.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,098 F1 · shares: Represents shares of common stock gifted by the reporting person. 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.