Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IES Holdings, Inc.IESC · Entity 3458 | President and CEO | May 05, 2026 | May 07, 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 May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,575 |
Ending reported balance
After 2026-05-05 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2026-05-05 · Sale · Disposed 730 · Balance 92,845 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $654.85 to $655.77, inclusive. The reporting person undertakes to provide IES Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2026-05-05 · Sale · Disposed 1,587 · Balance 91,258 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $656.00 to $656.96, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2026-05-05 · Sale · Disposed 1,322 · Balance 89,936 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $657.05 to $657.93 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2026-05-05 · Sale · Disposed 1,195 · Balance 88,741 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $658.13 to $659.06, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 5 · 2026-05-05 · Sale · Disposed 731 · Balance 88,010 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $659.24 to $660.22, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 6 · 2026-05-05 · Sale · Disposed 797 · Balance 87,213 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $660.28 to $661.23, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 7 · 2026-05-05 · Sale · Disposed 570 · Balance 86,643 F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $661.32 to $661.87, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 8 · 2026-05-05 · Sale · Disposed 28 · Balance 86,615 F8: These shares were sold in multiple transactions each at a price of $662.33. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Row 9 · 2026-05-05 · Sale · Disposed 40 · Balance 86,575 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $654.85 to $655.77, inclusive. The reporting person undertakes to provide IES Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $656.00 to $656.96, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $657.05 to $657.93 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $658.13 to $659.06, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $659.24 to $660.22, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $660.28 to $661.23, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $661.32 to $661.87, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F8: These shares were sold in multiple transactions each at a price of $662.33. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described 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 |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 40 | $665.15 | $26,606.00 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 9 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,575 Read SEC document |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 28 | $662.33 | $18,545.24 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 8 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,615 F8 · price: These shares were sold in multiple transactions each at a price of $662.33. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold in each separate transaction described in this footnote. Read SEC document |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 570 | $661.68 | $377,157.60 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 7 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,643 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $661.32 to $661.87, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, 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 |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 797 | $660.70 | $526,577.90 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 6 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,213 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $660.28 to $661.23, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, 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 |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 731 | $659.92 | $482,401.52 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 5 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,010 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $659.24 to $660.22, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, 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 |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,195 | $658.52 | $786,931.40 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 4 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,741 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $658.13 to $659.06, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, 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 |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,322 | $657.49 | $869,201.78 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 3 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,936 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $657.05 to $657.93 inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, 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 |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,587 | $656.48 | $1,041,833.76 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,258 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $656.00 to $656.96, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the SEC, 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 |
| May 05, 2026 Filed May 7, 2026 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 730 | $655.41 | $478,449.30 |
DisclosureSEC source: 0001048268-26-000088 · wk-form4_1778189500.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,845 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $654.85 to $655.77, inclusive. The reporting person undertakes to provide IES Holdings, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the SEC, 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 |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 440 | $511.39 | $225,011.60 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 15 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,575 F15 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $510.985 to $511.96, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 686 | $510.40 | $350,134.40 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 14 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,015 F14 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $509.94 to $510.85, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 579 | $509.11 | $294,774.69 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 13 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,701 F13 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $508.72 to $509.705, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 410 | $507.89 | $208,234.90 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 12 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,280 F12 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $507.45 to $508.43, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 708 | $506.93 | $358,906.44 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 11 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,690 F11 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $506.45 to $507.40, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 859 | $505.88 | $434,550.92 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 10 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,398 F10 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $505.41 to $506.32, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 228 | $504.82 | $115,098.96 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 9 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,257 F9 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $504.41 to $505.37, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 153 | $503.66 | $77,059.98 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 8 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,485 F8 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $503.01 to $503.88, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 217 | $502.35 | $109,009.95 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 7 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,638 F7 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $502.01 to $502.82, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 80 | $500.54 | $40,043.20 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 6 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,855 F6 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $500.48 to $500.59, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 64 | $499.78 | $31,985.92 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 5 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,935 F5 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $499.49 to $499.95, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 56 | $498.84 | $27,935.04 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 4 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,999 F4 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $498.44 to $499.00, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 292 | $497.88 | $145,380.96 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 3 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,055 F3 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $497.35 to $498.24, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 208 | $496.70 | $103,313.60 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,347 F2 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $496.33 to $497.18, inclusive. The reporting person undertakes to provide 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 range set forth in this footnote. Read SEC document |
| February 18, 2026 Filed Feb 20, 2026 21:41 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 20 | $493.51 | $9,870.20 |
DisclosureSEC source: 0001048268-26-000057 · wk-form4_1771623655.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,555 F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $493.47 to $493.61, 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 range set forth in this footnote. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,000 | $409.86 | $409,860.00 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 9 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,575 F9 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $409.72 to $410.00, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, 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 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,471 | $408.92 | $601,521.32 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 8 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,575 F8 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $408.50 to $409.38, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, 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 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 3,280 | $407.87 | $1,337,813.60 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 7 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,046 F7 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $407.44 to $408.31, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, 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 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,001 | $406.65 | $407,056.65 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 6 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,326 F6 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $406.23 to $407.10, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, 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 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,312 | $405.64 | $937,839.68 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 5 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,327 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $405.08 to $406.04, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, 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 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 156 | $404.43 | $63,091.08 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 4 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,639 F4 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $403.87 to $404.72, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, 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 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 260 | $402.44 | $104,634.40 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 3 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,795 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $402.16 to $402.85, inclusive. The reporting person undertakes to provide 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 |
| December 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 160 | $400.27 | $64,043.20 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,055 F2 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $400.01 to $400.53, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, 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 01, 2025 Filed Dec 3, 2025 23:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 360 | $399.30 | $143,748.00 |
DisclosureSEC source: 0001048268-25-000207 · wk-form4_1764802976.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,215 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $398.88 to $399.35, 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 purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| November 26, 2025 Filed Nov 28, 2025 20:45 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 799 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000200 · wk-form4_1764362716.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,575 F1 · shares: On November 26, 2025, Mr. Simmes was granted 799 time-based Phantom Stock Units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated. Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock and will vest upon the continued performance of services through the applicable scheduled vesting date. The PSUs are scheduled to vest on the earlier of (i) December 15, 2028 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2028. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 22:04 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 7,900 | $371.19 | $2,932,401.00 |
DisclosureSEC source: 0001048268-25-000184 · wk-form4_1764108280.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,776 F2 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the time- and performance-based PSUs granted to Mr. Simmes on December 6, 2022 pursuant to the 2006 Equity Incentive Plan. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 22:04 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 14,172 | $371.19 | $5,260,504.68 |
DisclosureSEC source: 0001048268-25-000184 · wk-form4_1764108280.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,676 F1 · shares: On December 6, 2022, Mr. Simmes was granted performance-based phantom stock units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represented a contractual right in respect of one share of the Issuer's Common Stock and would vest, if at all, upon the achievement of certain specified annual financial performance objectives and the continued performance of services through the scheduled vesting date. On November 21, 2025, upon the filing of the Issuer's Annual Report on Form 10-K for its fiscal year ended September 30, 2025, the performance and service criteria were determined to have been met, resulting in the vesting of 14,172 performance-based PSUs under this award. Read SEC document |
| August 07, 2025 Filed Aug 8, 2025 20:05 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 4,000 | $339.00 | $1,356,000.00 |
DisclosureSEC source: 0001899288-25-000007 · wk-form4_1754683525.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,504 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 22:43 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 9,837 | $295.80 | $2,909,784.60 |
DisclosureSEC source: 0001048268-24-000150 · wk-form4_1733352178.xml · nonDerivative · entry 3 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,504 F1 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the second tranche of the phantom stock units granted to Mr. Simmes on December 3, 2021 pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated. Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 22:43 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,949 | $294.62 | $868,834.38 |
DisclosureSEC source: 0001048268-24-000150 · wk-form4_1733352178.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,341 Read SEC document |
| December 03, 2024 Filed Dec 4, 2024 22:43 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 4,051 | $292.38 | $1,184,431.38 |
DisclosureSEC source: 0001048268-24-000150 · wk-form4_1733352178.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,290 Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 22:18 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 897 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000146 · wk-form4_1732918717.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,341 F2 · shares: On November 27, 2024, Mr. Simmes was granted an additional award of PSUs pursuant to the 2006 Equity Incentive Plan. The number of PSUs granted to Mr. Simmes on November 27, 2024 (the "Regular Time-Based PSUs") will vest upon the continued performance of services through the scheduled vesting date. The Regular Time-Based PSUs are scheduled to vest on the earlier of (i) December 15, 2027 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2027. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 22:18 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000146 · wk-form4_1732918717.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,444 F1 · shares: On November 27, 2024, Mr. Simmes was granted an award of Phantom Stock Units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock. The 40,000 PSUs granted to Mr. Simmes are divided into two equal tranches and will vest upon the continued performance of services through the respective scheduled vesting dates. The first tranche of Special Time-Based PSUs is scheduled to vest on December 1, 2026 and the second tranche of Special Time-Based PSUs is scheduled to vest on December 1, 2027. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:10 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 5,406 | $278.01 | $1,502,922.06 |
DisclosureSEC source: 0001048268-24-000141 · wk-form4_1732659030.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,444 F2 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the time- and performance-based phantom stock units granted to Mr. Simmes on December 3, 2021 pursuant to the 2006 Equity Incentive Plan. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:10 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 13,740 | $278.01 | $3,819,857.40 |
DisclosureSEC source: 0001048268-24-000141 · wk-form4_1732659030.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,850 F1 · shares: On December 3, 2021, Mr. Simmes was granted shares of time- and performance-based phantom stock units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represented a contractual right in respect of one share of the Issuer's Common Stock and would vest, if at all, upon the achievement of certain specified annual financial performance objectives and the continued performance of services through the scheduled vesting date. On November 22, 2024, upon the filing of the Issuer's Annual Report on Form 10-K for its fiscal year ended September 30, 2024, the performance and service criteria were determined to have been met, resulting in the vesting of 13,740 time- and performance-based PSUs under this award. Read SEC document |
| May 07, 2024 Filed May 10, 2024 00:33 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 4,000 | $172.11 | $688,440.00 |
DisclosureSEC source: 0001048268-24-000072 · wk-form4_1715301208.xml · nonDerivative · entry 5 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,110 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.916 to $172.402, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 ranges set forth in this footnote. Read SEC document |
| May 07, 2024 Filed May 10, 2024 00:33 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,580 | $171.11 | $270,353.80 |
DisclosureSEC source: 0001048268-24-000072 · wk-form4_1715301208.xml · nonDerivative · entry 4 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,110 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.901 to $171.811, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 ranges set forth in this footnote. Read SEC document |
| May 07, 2024 Filed May 10, 2024 00:33 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 4,936 | $170.30 | $840,600.80 |
DisclosureSEC source: 0001048268-24-000072 · wk-form4_1715301208.xml · nonDerivative · entry 3 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,690 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.891 to $170.851, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 ranges set forth in this footnote. Read SEC document |
| May 07, 2024 Filed May 10, 2024 00:33 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,385 | $169.23 | $234,383.55 |
DisclosureSEC source: 0001048268-24-000072 · wk-form4_1715301208.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,626 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.851 to $169.731, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 ranges set forth in this footnote. Read SEC document |
| May 07, 2024 Filed May 10, 2024 00:33 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,099 | $168.39 | $353,450.61 |
DisclosureSEC source: 0001048268-24-000072 · wk-form4_1715301208.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,011 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.841 to $168.821, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, 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 ranges set forth in this footnote. Read SEC document |
| March 14, 2024 Filed Mar 15, 2024 21:37 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 400 | $102.76 | $41,104.00 |
DisclosureSEC source: 0001048268-24-000049 · wk-form4_1710538635.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,110 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.495 to $102.89, inclusive. The reporting person undertakes to provide IES, any security holder of IES, 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 ranges 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.