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 |
|---|---|---|---|---|---|---|
| March 14, 2024 Filed Mar 15, 2024 21:37 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 3,600 | $101.96 | $367,056.00 |
DisclosureSEC source: 0001048268-24-000049 · wk-form4_1710538635.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,510 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.47 to $102.27, 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 07, 2024 Filed Mar 8, 2024 22:21 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 4,918 | $115.14 | $566,258.52 |
DisclosureSEC source: 0001048268-24-000045 · wk-form4_1709936456.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,110 F1 · shares: Represents shares of Common Stock withheld to satisfy the withholding tax obligation resulting from the vesting of the remaining portion of the first 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 |
| January 08, 2024 Filed Jan 10, 2024 22:10 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 5,010 | $77.40 | $387,774.00 |
DisclosureSEC source: 0001048268-24-000018 · wk-form4_1704924624.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,028 F1 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of a portion of the first 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 07, 2023 Filed Dec 8, 2023 22:13 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000105 · wk-form4_1702073609.xml · nonDerivative · entry 3 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,038 F3 · shares: On December 7, 2023, Mr. Simmes was granted 25,000 time-based PSUs pursuant to the 2006 Equity Incentive Plan. Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock and are scheduled to vest on December 7, 2026, subject to the continued performance of services through the scheduled vesting date. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 22:13 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 5,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000105 · wk-form4_1702073609.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,038 F2 · shares: On December 7, 2023, Mr. Simmes was granted 5,612 time-based PSUs pursuant to the 2006 Equity Incentive Plan. Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock and are scheduled to vest on December 7, 2026, subject to the continued performance of services through the scheduled vesting date. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 22:13 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 3,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000105 · wk-form4_1702073609.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,426 F1 · shares: On December 7, 2023, Mr. Simmes was granted 3,507 time-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 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 scheduled vesting date. The PSUs are scheduled to vest on the earlier of (i) December 15, 2026 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2026. Read SEC document |
| June 16, 2023 Filed Jun 16, 2023 22:53 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,000 | $53.76 | $107,525.00 |
DisclosureSEC source: 0001048268-23-000059 · wk-form4_1686955985.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,919 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.31 to $54.0142, 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 |
| May 15, 2023 Filed May 17, 2023 23:00 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 1,475 | $48.25 | $71,168.75 |
DisclosureSEC source: 0001048268-23-000048 · wf-form4_168436443680107.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,919 F1 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the time-based phantom stock units granted to Mr. Simmes on May 15, 2020 pursuant to the 2006 Equity Incentive Plan, as amended and restated. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 22:24 UTC | IES Holdings, Inc. IESC · Entity 3458 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,000 | $0.00 Strike: $7.21 | $0.00 |
DisclosureSEC source: 0001048268-23-000022 · wf-form4_167606786715960.xml · derivative · entry 2 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2025-02-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 22:24 UTC | IES Holdings, Inc. IESC · Entity 3458 | Exercise / conversionCommon Stock | 1,000 | $7.21 | $7,210.00 |
DisclosureSEC source: 0001048268-23-000022 · wf-form4_167606786715960.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,394 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2022 Filed Dec 15, 2022 22:17 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 500 | $30.20 | $15,100.00 |
DisclosureSEC source: 0001048268-22-000112 · wf-form4_167114261718269.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,394 Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 22:15 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 5,905 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-22-000108 · wf-form4_167053770889907.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,894 F1 · shares: On December 6, 2022, Mr. Simmes was granted 5,905 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 scheduled vesting date. The PSUs are scheduled to vest on the earlier of (i) December 15, 2025 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2025. Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 500 | $33.14 | $16,570.00 |
DisclosureSEC source: 0001048268-22-000082 · wf-form4_166025345659403.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,989 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 21:31 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 1,000 | $32.50 | $32,500.00 |
DisclosureSEC source: 0001048268-22-000082 · wf-form4_166025345659403.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,489 Read SEC document |
| May 04, 2022 Filed May 6, 2022 21:21 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 1,000 | $26.70 | $26,700.00 |
DisclosureSEC source: 0001048268-22-000053 · wf-form4_165187208302466.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,489 Read SEC document |
| December 07, 2021 Filed Dec 15, 2021 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | PurchaseCommon Stock | 1,000 | $51.29 | $51,290.00 |
DisclosureSEC source: 0001048268-21-000174 · wf-form4_163960865777267.xml · nonDerivative · entry 2 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,489 Read SEC document |
| December 03, 2021 Filed Dec 15, 2021 22:51 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-21-000174 · wf-form4_163960865777267.xml · nonDerivative · entry 1 Simmes Matthew J · CIK 0001899288 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,489 F1 · shares: Represents Phantom Stock Units ("PSUs") granted pursuant to the IES Holdings, Inc. ("IES") 2006 Equity Incentive Plan as amended and restated through February 2016 to Mr. Simmes on December 3, 2021. Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock. Such PSUs will vest, if at all, on or prior to December 3, 2026, subject to Mr. Simmes meeting certain service requirements and the Common Stock meeting certain trading price requirements. 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.