Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ideal Power Inc.IPWR · Entity 6940 | CFO | June 01, 2026 | July 02, 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.
Ideal Power Inc.
Report date June 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,699 |
Ending reported balance
After 2026-06-22 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2026-06-01 · Exercise / conversion · Acquired 6,666 · Balance 97,412 F1: Performance-based stock units ("PSUs") for shares of the issuer's common stock were earned on June 1, 2026, based on the achievement of pre-established common stock price appreciation metrics. Row 2 · 2026-06-01 · Tax withholding · Disposed 2,624 · Balance 94,788 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Row 3 · 2026-06-03 · Exercise / conversion · Acquired 6,667 · Balance 101,455 F3: PSUs for shares of the issuer's common stock were earned on June 3, 2026, based on the achievement of pre-established common stock price appreciation metrics. Row 4 · 2026-06-03 · Tax withholding · Disposed 2,624 · Balance 98,831 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Row 5 · 2026-06-05 · Exercise / conversion · Acquired 6,667 · Balance 105,498 F4: PSUs for shares of the issuer's common stock were earned on June 5, 2026, based on the achievement of pre-established common stock price appreciation metrics. Row 6 · 2026-06-05 · Tax withholding · Disposed 2,624 · Balance 102,874 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Row 7 · 2026-06-12 · Tax withholding · Disposed 2,928 · Balance 99,946 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Row 8 · 2026-06-20 · Tax withholding · Disposed 5,247 · Balance 94,699 F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Row 9 · 2026-06-22 · Grant · Acquired 20,000 · Balance 114,699 F5: Represents RSUs granted to the reporting person under the issuer's Amended and Restated 2013 Equity Incentive Plan (the 2013 Plan). Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments on June 22, 2027, June 22, 2028 and June 22, 2029, provided that the reporting person remains employed by the issuer as of each vesting date |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-06-12 | Direct | 13,334 |
Reported balance
After 2026-06-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-06-01 · Exercise / conversion · Disposed 6,666 · Balance 13,334 F6: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-06-12 | Direct | 6,667 |
Reported balance
After 2026-06-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-06-03 · Exercise / conversion · Disposed 6,667 · Balance 6,667 F6: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-06-12 | Direct | 0 |
Reported balance
After 2026-06-05 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-06-05 · Exercise / conversion · Disposed 6,667 · Balance 0 F6: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance-based stock units ("PSUs") for shares of the issuer's common stock were earned on June 1, 2026, based on the achievement of pre-established common stock price appreciation metrics.
F2: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding.
F3: PSUs for shares of the issuer's common stock were earned on June 3, 2026, based on the achievement of pre-established common stock price appreciation metrics.
F4: PSUs for shares of the issuer's common stock were earned on June 5, 2026, based on the achievement of pre-established common stock price appreciation metrics.
F5: Represents RSUs granted to the reporting person under the issuer's Amended and Restated 2013 Equity Incentive Plan (the 2013 Plan). Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments on June 22, 2027, June 22, 2028 and June 22, 2029, provided that the reporting person remains employed by the issuer as of each vesting date
F6: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date.
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 |
|---|---|---|---|---|---|---|
| June 22, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 9 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,699 F5 · shares: Represents RSUs granted to the reporting person under the issuer's Amended and Restated 2013 Equity Incentive Plan (the 2013 Plan). Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments on June 22, 2027, June 22, 2028 and June 22, 2029, provided that the reporting person remains employed by the issuer as of each vesting date Read SEC document |
| June 20, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 5,247 | $6.04 | $31,691.88 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 8 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,699 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 12, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 2,928 | $6.10 | $17,860.80 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 7 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,946 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 05, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Exercise / conversionPerformance Stock Units · Derivative | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · derivative · entry 12 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,667 shares Expires 2028-06-12 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_price: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. F6 · derivative.exercise_date: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| June 05, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 2,624 | $6.03 | $15,822.72 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 6 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,874 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 05, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Exercise / conversionCommon Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 5 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,498 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 · shares: PSUs for shares of the issuer's common stock were earned on June 5, 2026, based on the achievement of pre-established common stock price appreciation metrics. Read SEC document |
| June 03, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Exercise / conversionPerformance Stock Units · Derivative | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · derivative · entry 11 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,667 Underlying: Common Stock · 6,667 shares Expires 2028-06-12 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_price: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. F6 · derivative.exercise_date: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| June 03, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 2,624 | $7.46 | $19,575.04 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 4 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,831 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 03, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Exercise / conversionCommon Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 3 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,455 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. F3 · shares: PSUs for shares of the issuer's common stock were earned on June 3, 2026, based on the achievement of pre-established common stock price appreciation metrics. Read SEC document |
| June 01, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Exercise / conversionPerformance Stock Units · Derivative | 6,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · derivative · entry 10 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,334 Underlying: Common Stock · 6,666 shares Expires 2028-06-12 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_price: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. F6 · derivative.exercise_date: Represents PSUs granted to the reporting person under the 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| June 01, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 2,624 | $7.30 | $19,155.20 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 2 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,788 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of PSU or restricted stock unit (RSUs) awards. No issuance or sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 01, 2026 Filed Jul 2, 2026 21:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | Exercise / conversionCommon Stock | 6,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-022555 · rdgdoc.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,412 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Performance-based stock units ("PSUs") for shares of the issuer's common stock were earned on June 1, 2026, based on the achievement of pre-established common stock price appreciation metrics. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:49 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 3,607 | $3.85 | $13,886.95 |
DisclosureSEC source: 0001437749-25-038196 · rdgdoc.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,746 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. No sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 22:45 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 5,639 | $4.22 | $23,796.58 |
DisclosureSEC source: 0001437749-25-021191 · rdgdoc.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,353 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a restricted stock unit award. No sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 21:16 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantPerformance Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-020339 · rdgdoc.xml · derivative · entry 2 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2028-06-12 F2 · derivative.exercise_price: Represents up to 20,000 performance stock units (PSUs) granted to the reporting person under the issuer's 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. F2 · derivative.exercise_date: Represents up to 20,000 performance stock units (PSUs) granted to the reporting person under the issuer's 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to June 12, 2028 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| June 12, 2025 Filed Jun 13, 2025 21:16 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-020339 · rdgdoc.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,992 F1 · shares: Represents 20,000 restricted stock units (RSUs) granted to the reporting person under the issuer's 2013 Equity Incentive Plan, as amended and restated to date (the 2013 Plan). Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments on June 12, 2026, June 12, 2027 and June 12, 2028, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| December 17, 2024 Filed Dec 17, 2024 23:41 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 3,279 | $6.91 | $22,657.89 |
DisclosureSEC source: 0001437749-24-037760 · rdgdoc.xml · nonDerivative · entry 2 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,992 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of an RSU award. No sale of securities occurred in connection with the tax withholding. Read SEC document |
| December 15, 2024 Filed Dec 17, 2024 23:41 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 3,608 | $6.36 | $22,946.88 |
DisclosureSEC source: 0001437749-24-037760 · rdgdoc.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,271 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of an RSU award. No sale of securities occurred in connection with the tax withholding. Read SEC document |
| June 20, 2024 Filed Jun 21, 2024 20:03 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-020955 · rdgdoc.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,879 F1 · shares: Represents restricted stock units (RSUs) granted to the reporting person under the issuer's 2013 Equity Incentive Plan, as amended and restated to date (the 2013 Plan). Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments on June 20, 2025, June 20, 2026 and June 20, 2027, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| December 17, 2023 Filed Dec 27, 2023 21:07 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 3,280 | $7.76 | $25,452.80 |
DisclosureSEC source: 0001437749-23-035398 · rdgdoc.xml · nonDerivative · entry 2 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,879 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of an RSU award. Read SEC document |
| December 15, 2023 Filed Dec 27, 2023 21:07 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 3,608 | $7.76 | $27,998.08 |
DisclosureSEC source: 0001437749-23-035398 · rdgdoc.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,159 F1 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of an RSU award. Read SEC document |
| May 15, 2023 Filed May 17, 2023 12:34 UTC | Ideal Power Inc. IPWR · Entity 6940 | PurchaseCommon Stock | 2,500 | $9.24 | $23,100.00 |
DisclosureSEC source: 0001104659-23-061625 · tm2315970-2_4seq1.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,767 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $9.1777 to $9.3000, inclusive. The reporting person undertakes to provide to the issuer, any shareholder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 17, 2022 Filed Dec 20, 2022 02:25 UTC | Ideal Power Inc. IPWR · Entity 6940 | Tax withholdingCommon Stock | 3,113 | $10.27 | $31,970.51 |
DisclosureSEC source: 0001104659-22-128386 · tm2233099-2_4seq1.xml · nonDerivative · entry 2 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,267 F2 · shares: Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of an RSU award. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 02:25 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantPerformance Stock Units · Derivative | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-128386 · tm2233099-2_4seq1.xml · derivative · entry 3 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Underlying: Common Stock · 27,500 shares Expires 2025-12-15 F3 · derivative.exercise_price: Represents up to 27,500 performance stock units (PSUs) granted to the reporting person under the issuer's 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to December 15, 2025 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. F3 · derivative.exercise_date: Represents up to 27,500 performance stock units (PSUs) granted to the reporting person under the issuer's 2013 Plan. Each PSU represents the contingent right to receive one share of the issuer's common stock. The PSUs vest in three equal tranches at such time or times prior to December 15, 2025 that certain common stock price appreciation metrics are achieved, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| December 15, 2022 Filed Dec 20, 2022 02:25 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 27,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-128386 · tm2233099-2_4seq1.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,380 F1 · shares: Represents 27,500 restricted stock units (RSUs) granted to the reporting person under the issuer's 2013 Equity Incentive Plan, as amended and restated to date (the 2013 Plan). Each RSU represents the contingent right to receive one share of the issuer's common stock. The RSUs vest in three equal annual installments on December 15, 2023, December 15, 2024 and December 15, 2025, provided that the reporting person remains employed by the issuer as of each vesting date. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:06 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-152162 · tm2135845-2_4seq1.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,880 F1 · shares: Represents restricted stock units that vest in three equal annual installments beginning on December 17, 2022, provided that the reporting person remains in continuous service with the issuer through each vesting date. Each restricted stock unit represents the contingent right to receive one share of the issuer's common stock. Read SEC document |
| December 10, 2020 Filed Dec 12, 2020 00:00 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantOption to Purchase Stock · Derivative | 25,000 | $0.00 Strike: $7.59 | $0.00 |
DisclosureSEC source: 0001104659-20-134860 · tm2038344d2_4.xml · derivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2030-12-10 Read SEC document |
| August 06, 2020 Filed Aug 13, 2020 22:31 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantOption to Purchase Stock · Derivative | 11,400 | $0.00 Strike: $7.19 | $0.00 |
DisclosureSEC source: 0001104659-20-094810 · tm2027531-2_4.xml · derivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,400 Underlying: Common Stock · 11,400 shares Expires 2030-08-06 F1 · security: The option fully vested on the grant date. F1 · derivative.exercise_date: The option fully vested on the grant date. Read SEC document |
| June 16, 2020 Filed Jun 19, 2020 01:01 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantOption to Purchase Stock · Derivative | 19,000 | $0.00 Strike: $1.99 | $0.00 |
DisclosureSEC source: 0001104659-20-074843 · tm2022907d6_4.xml · derivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,000 Underlying: Common Stock · 19,000 shares Expires 2030-03-25 F1 · security: The option was granted on March 25, 2020 from the Ideal Power Inc. Amended & Restated 2013 Equity Incentive Plan (the "Plan"), contingent on Ideal Power Inc. (the "Company") obtaining stockholder approval at the Company's next annual meeting to amend the Plan to, among other things, increase the number of shares reserved for issuance under the Plan (the "Plan Amendment"). The Plan Amendment was approved by stockholders on June 16, 2020. F2 · derivative.exercise_date: The option fully vested on the grant date. Read SEC document |
| October 28, 2019 Filed Oct 31, 2019 00:21 UTC | Ideal Power Inc. IPWR · Entity 6940 | GrantStock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $2.85 | $0.00 |
DisclosureSEC source: 0001104659-19-057976 · tm1921468d1_4.xml · derivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 14,000 shares Expires 2029-10-28 F1 · derivative.exercise_date: The stock option was granted under the issuer's Amended & Restated 2013 Equity Incentive Plan. The stock option vests in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| April 04, 2019 Filed Apr 5, 2019 10:07 UTC | Ideal Power Inc. IPWR · Entity 6940 | Disposition to issuerPerformance Stock Unit · Derivative | 44,000 | $0.00 Strike: $7.92 | $0.00 |
DisclosureSEC source: 0001144204-19-018269 · tv518249_4.xml · derivative · entry 3 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,000 shares Expires 2020-01-05 F2 · security: Each performance stock unit ("PSU") represents a contingent right to one share of the Issuer's common stock. F6 · kind: Derivative security voluntarily forfeited pursuant to an Award Forfeiture Agreement, dated April 4, 2019. F5 · derivative.exercise_date: PSUs vest based on the satisfaction of certain stock-price based performance targets and the completion of a 4 year service period. Read SEC document |
| April 04, 2019 Filed Apr 5, 2019 10:07 UTC | Ideal Power Inc. IPWR · Entity 6940 | Disposition to issuerOption to Purchase Stock · Derivative | 125,000 | $0.00 Strike: $7.84 | $0.00 |
DisclosureSEC source: 0001144204-19-018269 · tv518249_4.xml · derivative · entry 2 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 125,000 shares Expires 2024-09-16 F1 · security: The option was issued from the Ideal Power Inc. (formerly known as Ideal Power Converters, Inc.) Amended & Restated 2013 Equity Incentive Plan, as in existence on the date of grant. F6 · kind: Derivative security voluntarily forfeited pursuant to an Award Forfeiture Agreement, dated April 4, 2019. F4 · derivative.exercise_date: The right to purchase the common stock vests in equal increments over 4 years on the anniversary of the grant date. Read SEC document |
| April 04, 2019 Filed Apr 5, 2019 10:07 UTC | Ideal Power Inc. IPWR · Entity 6940 | Disposition to issuerOption to Purchase Stock · Derivative | 30,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001144204-19-018269 · tv518249_4.xml · derivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2023-11-21 F1 · security: The option was issued from the Ideal Power Inc. (formerly known as Ideal Power Converters, Inc.) Amended & Restated 2013 Equity Incentive Plan, as in existence on the date of grant. F6 · kind: Derivative security voluntarily forfeited pursuant to an Award Forfeiture Agreement, dated April 4, 2019. F3 · derivative.exercise_date: The right to purchase the common stock vests in equal increments over 4 years on the anniversary of the grant date. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:31 UTC | Ideal Power Inc. IPWR · Entity 6940 | PurchaseCommon Stock Warrants · Derivative | 7,800 | $2.54 Strike: $2.41 | $19,773.00 |
DisclosureSEC source: 0001144204-17-012980 · v461206_form4.xml · derivative · entry 2 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,800 Underlying: Common Stock · 7,800 shares Expires 2020-03-03 F1 · price: The reported securities are included within the securities purchased by the reporting person for $2.535 per share of common stock together with a warrant to purchase one share of common stock. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:31 UTC | Ideal Power Inc. IPWR · Entity 6940 | PurchaseCommon Stock | 7,800 | $2.54 | $19,773.00 |
DisclosureSEC source: 0001144204-17-012980 · v461206_form4.xml · nonDerivative · entry 1 BURNS TIMOTHY · CIK 0001520107 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,800 F1 · price: The reported securities are included within the securities purchased by the reporting person for $2.535 per share of common stock together with a warrant to purchase one share of common stock. 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.