organization · Reporting owner
IES Holdings, Inc.
Disclosed activity across 1 company
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Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IES Holdings, Inc.IESC · Entity 3458 | Director | August 12, 2025 | August 14, 2025 |
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 August 12, 2025 · Filed August 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 87,180 |
Ending reported balance
After 2025-08-14 transaction · row 13
13 source rows · reconciled sequenceRow 1 · 2025-08-12 · Sale · Disposed 1,600 · Balance 102,580 F1: On August 12, 2025 Mr. Cleveland sold 1,600 shares of Common Stock at a weighted average price of $345.63 per share. These shares were sold in multiple transactions at prices ranging from $345.02 to $346.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2025-08-12 · Sale · Disposed 1,646 · Balance 100,934 F2: On August 12, 2025 Mr. Cleveland sold 1,646 shares of Common Stock at a weighted average price of $346.60 per share. These shares were sold in multiple transactions at prices ranging from $346.20 to $347.17, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2025-08-12 · Sale · Disposed 1,554 · Balance 99,380 F3: On August 12, 2025 Mr. Cleveland sold 1,554 shares of Common Stock at a weighted average price of $347.64 per share. These shares were sold in multiple transactions at prices ranging from $347.23 to $348.23, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2025-08-12 · Sale · Disposed 4,803 · Balance 94,577 F4: On August 12, 2025 Mr. Cleveland sold 4.803 shares of Common Stock at a weighted average price of $348.75 per share. These shares were sold in multiple transactions at prices ranging from $348.28 to $349.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 5 · 2025-08-12 · Sale · Disposed 397 · Balance 94,180 F5: On August 12, 2025 Mr. Cleveland sold 397 shares of Common Stock at a weighted average price of $349.76 per share. These shares were sold in multiple transactions at prices ranging from $349.35 to $350.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 6 · 2025-08-12 · Sale · Disposed 48 · Balance 94,132 F6: On August 12, 2025 Mr. Cleveland sold 48 shares of Common Stock at a weighted average price of $354.02 per share. These shares were sold in multiple transactions at prices ranging from $354.01 to $354.11, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 7 · 2025-08-13 · Sale · Disposed 1,000 · Balance 93,132 F7: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $345.62 per share. These shares were sold in multiple transactions at prices ranging from $345.16 to $346.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 8 · 2025-08-13 · Sale · Disposed 1,000 · Balance 92,132 F8: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $347.24 per share. These shares were sold in multiple transactions at prices ranging from $346.50 to $347.49, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 9 · 2025-08-13 · Sale · Disposed 2,900 · Balance 89,232 F9: On August 13, 2025 Mr. Cleveland sold 2,900 shares of Common Stock at a weighted average price of $348.35 per share. These shares were sold in multiple transactions at prices ranging from $348.00 to $348.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 10 · 2025-08-13 · Sale · Disposed 96 · Balance 89,136 F10: On August 13, 2025 Mr. Cleveland sold 96 shares of Common Stock at a weighted average price of $349.29 per share. These shares were sold in multiple transactions at prices ranging from $349.25 to $349.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 11 · 2025-08-13 · Sale · Disposed 1,500 · Balance 87,636 F11: On August 13, 2025 Mr. Cleveland sold 1,500 shares of Common Stock at a weighted average price of $356.00 per share. These shares were sold in multiple transactions at prices ranging from $356.00 to $356.10, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 12 · 2025-08-14 · Sale · Disposed 300 · Balance 87,336 F12: On August 14, 2025 Mr. Cleveland sold 300 shares of Common Stock at a weighted average price of $346.76 per share. These shares were sold in multiple transactions at prices ranging from $346.70 to $346.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 13 · 2025-08-14 · Sale · Disposed 156 · Balance 87,180 |
Filing footnotes · ownership attribution and instrument terms
F1: On August 12, 2025 Mr. Cleveland sold 1,600 shares of Common Stock at a weighted average price of $345.63 per share. These shares were sold in multiple transactions at prices ranging from $345.02 to $346.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: On August 12, 2025 Mr. Cleveland sold 1,646 shares of Common Stock at a weighted average price of $346.60 per share. These shares were sold in multiple transactions at prices ranging from $346.20 to $347.17, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: On August 12, 2025 Mr. Cleveland sold 1,554 shares of Common Stock at a weighted average price of $347.64 per share. These shares were sold in multiple transactions at prices ranging from $347.23 to $348.23, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: On August 12, 2025 Mr. Cleveland sold 4.803 shares of Common Stock at a weighted average price of $348.75 per share. These shares were sold in multiple transactions at prices ranging from $348.28 to $349.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: On August 12, 2025 Mr. Cleveland sold 397 shares of Common Stock at a weighted average price of $349.76 per share. These shares were sold in multiple transactions at prices ranging from $349.35 to $350.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: On August 12, 2025 Mr. Cleveland sold 48 shares of Common Stock at a weighted average price of $354.02 per share. These shares were sold in multiple transactions at prices ranging from $354.01 to $354.11, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $345.62 per share. These shares were sold in multiple transactions at prices ranging from $345.16 to $346.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F8: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $347.24 per share. These shares were sold in multiple transactions at prices ranging from $346.50 to $347.49, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F9: On August 13, 2025 Mr. Cleveland sold 2,900 shares of Common Stock at a weighted average price of $348.35 per share. These shares were sold in multiple transactions at prices ranging from $348.00 to $348.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F10: On August 13, 2025 Mr. Cleveland sold 96 shares of Common Stock at a weighted average price of $349.29 per share. These shares were sold in multiple transactions at prices ranging from $349.25 to $349.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F11: On August 13, 2025 Mr. Cleveland sold 1,500 shares of Common Stock at a weighted average price of $356.00 per share. These shares were sold in multiple transactions at prices ranging from $356.00 to $356.10, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F12: On August 14, 2025 Mr. Cleveland sold 300 shares of Common Stock at a weighted average price of $346.76 per share. These shares were sold in multiple transactions at prices ranging from $346.70 to $346.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| August 14, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 156 | $336.70 | $52,525.20 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 13 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,180 Read SEC document |
| August 14, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 300 | $346.76 | $104,028.00 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 12 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,336 F12 · price: On August 14, 2025 Mr. Cleveland sold 300 shares of Common Stock at a weighted average price of $346.76 per share. These shares were sold in multiple transactions at prices ranging from $346.70 to $346.98, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,500 | $356.00 | $534,000.00 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 11 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,636 F11 · price: On August 13, 2025 Mr. Cleveland sold 1,500 shares of Common Stock at a weighted average price of $356.00 per share. These shares were sold in multiple transactions at prices ranging from $356.00 to $356.10, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 96 | $349.29 | $33,531.84 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 10 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,136 F10 · price: On August 13, 2025 Mr. Cleveland sold 96 shares of Common Stock at a weighted average price of $349.29 per share. These shares were sold in multiple transactions at prices ranging from $349.25 to $349.32, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,900 | $348.35 | $1,010,215.00 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 9 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,232 F9 · price: On August 13, 2025 Mr. Cleveland sold 2,900 shares of Common Stock at a weighted average price of $348.35 per share. These shares were sold in multiple transactions at prices ranging from $348.00 to $348.75, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,000 | $347.24 | $347,240.00 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 8 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,132 F8 · price: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $347.24 per share. These shares were sold in multiple transactions at prices ranging from $346.50 to $347.49, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 13, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,000 | $345.62 | $345,620.00 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 7 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,132 F7 · price: On August 13, 2025 Mr. Cleveland sold 1,000 shares of Common Stock at a weighted average price of $345.62 per share. These shares were sold in multiple transactions at prices ranging from $345.16 to $346.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 48 | $354.02 | $16,992.96 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 6 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,132 F6 · price: On August 12, 2025 Mr. Cleveland sold 48 shares of Common Stock at a weighted average price of $354.02 per share. These shares were sold in multiple transactions at prices ranging from $354.01 to $354.11, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 397 | $349.76 | $138,854.72 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 5 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,180 F5 · price: On August 12, 2025 Mr. Cleveland sold 397 shares of Common Stock at a weighted average price of $349.76 per share. These shares were sold in multiple transactions at prices ranging from $349.35 to $350.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 4,803 | $348.75 | $1,675,046.25 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 4 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,577 F4 · price: On August 12, 2025 Mr. Cleveland sold 4.803 shares of Common Stock at a weighted average price of $348.75 per share. These shares were sold in multiple transactions at prices ranging from $348.28 to $349.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,554 | $347.64 | $540,232.56 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 3 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,380 F3 · price: On August 12, 2025 Mr. Cleveland sold 1,554 shares of Common Stock at a weighted average price of $347.64 per share. These shares were sold in multiple transactions at prices ranging from $347.23 to $348.23, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,646 | $346.60 | $570,503.60 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 2 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,934 F2 · price: On August 12, 2025 Mr. Cleveland sold 1,646 shares of Common Stock at a weighted average price of $346.60 per share. These shares were sold in multiple transactions at prices ranging from $346.20 to $347.17, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 12, 2025 Filed Aug 14, 2025 23:50 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,600 | $345.63 | $553,008.00 |
DisclosureSEC source: 0001048268-25-000109 · wk-form4_1755215454.xml · nonDerivative · entry 1 IES Holdings, Inc. · CIK 0001048268 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,580 F1 · price: On August 12, 2025 Mr. Cleveland sold 1,600 shares of Common Stock at a weighted average price of $345.63 per share. These shares were sold in multiple transactions at prices ranging from $345.02 to $346.00, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.