Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IES Holdings, Inc.IESC · Entity 3458 | Director | October 01, 2026 | October 02, 2026 |
| PATRICK INDUSTRIES INCPATK · Entity 4317 | Director | May 14, 2026 | May 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
IES Holdings, Inc.
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,906 |
Reported balance
After 2026-10-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 84 · Balance 121,906 F1: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Cleveland electing to receive PSUs in lieu of common stock or cash for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Cleveland leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan. F2: On August 21, 2026, the Issuer executed a two-for-one stock split with a record date of August 14, 2026, effected in the form of a one-time special stock dividend on each share of the company's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan") upon Mr. Cleveland electing to receive PSUs in lieu of common stock or cash for that portion of his retainer. Each unit converts to one share of IES common stock when either (i) Mr. Cleveland leaves the board of directors for any reason, or (ii) upon a change of control as defined in the 2006 Equity Incentive Plan.
F2: On August 21, 2026, the Issuer executed a two-for-one stock split with a record date of August 14, 2026, effected in the form of a one-time special stock dividend on each share of the company's common stock.
PATRICK INDUSTRIES INC
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,880 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,594 · Balance 134,880 F1: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027. |
| Common StockSEC Table I · non-derivative | IndirectConsists of shares held in a limited liability corporation | 51,356 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 51,356 |
Filing footnotes · ownership attribution and instrument terms
F1: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 16, 2016 Filed Dec 16, 2016 23:13 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 5,739 | $74.03 | $424,862.76 |
DisclosureSEC source: 0000076605-16-000016 · wf-form4_148192998553630.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,098 F3 · 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 $74.30, 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 |
| December 15, 2016 Filed Dec 16, 2016 23:13 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,400 | $74.06 | $103,684.98 |
DisclosureSEC source: 0000076605-16-000016 · wf-form4_148192998553630.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,837 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.00 to $74.15, 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, 2016 Filed Dec 16, 2016 23:13 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 7,244 | $73.68 | $533,720.53 |
DisclosureSEC source: 0000076605-16-000016 · wf-form4_148192998553630.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,237 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.50 to $74.00, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 01:57 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 1,654 | $67.40 | $111,482.25 |
DisclosureSEC source: 0000076605-16-000008 · wf-form4_147977982727975.xml · nonDerivative · entry 4 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 365,481 F4 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.40 to $67.425, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. Read SEC document |
| November 18, 2016 Filed Nov 22, 2016 01:57 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $67.32 | $673,176.00 |
DisclosureSEC source: 0000076605-16-000008 · wf-form4_147977982727975.xml · nonDerivative · entry 3 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 367,135 F3 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.00 to $67.75, 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 |
| November 17, 2016 Filed Nov 22, 2016 01:57 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 8,346 | $67.00 | $559,184.50 |
DisclosureSEC source: 0000076605-16-000008 · wf-form4_147977982727975.xml · nonDerivative · entry 2 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 377,135 F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.000 to $67.025, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. Read SEC document |
| September 12, 2016 Filed Nov 22, 2016 01:57 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-16-000008 · wf-form4_147977982727975.xml · nonDerivative · entry 1 Cleveland Todd M · CIK 0001407402 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,481 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.