Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Intrepid Potash, Inc.IPI · Entity 5401 | VP and General Counsel | November 08, 2019 | November 13, 2019 |
| Local Bounti Corporation/DELOCL · Entity 7559 | General Counsel & Secretary | May 01, 2026 | May 01, 2026 |
| ROYAL GOLD INCRGLD · Entity 3241 | Asst. GC, CCO & Corp. Sec. | August 24, 2021 | August 26, 2021 |
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.
Intrepid Potash, Inc.
Report date November 08, 2019 · Filed November 13, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 189,258 |
Reported balance
After 2019-11-08 transaction · row 1
1 source rowRow 1 · 2019-11-08 · Tax withholding · Disposed 11,965 · Balance 189,258 F1: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock.
Local Bounti Corporation/DE
Report date May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,537 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 40,000 · Balance 109,537 F1: The RSUs will vest in three equal installments on November 1, 2026, November 1, 2027, and November 1, 2028, subject to the continuous service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: The RSUs will vest in three equal installments on November 1, 2026, November 1, 2027, and November 1, 2028, subject to the continuous service of the Reporting Person on each vesting date.
ROYAL GOLD INC
Report date August 24, 2021 · Filed August 26, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,385 |
Ending reported balance
After 2021-08-24 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-08-24 · Grant · Acquired 160 · Balance 1,280 F1: Represents the vesting and settlement of previously awarded performance shares. Row 2 · 2021-08-24 · Tax withholding · Disposed 45 · Balance 1,235 F2: Represents shares withheld to satisfy taxes; no shares were sold. Row 3 · 2021-08-24 · Grant · Acquired 2,150 · Balance 3,385 F3: Grant of restricted stock where one-third vests annually over three years beginning on the first anniversary of date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the vesting and settlement of previously awarded performance shares.
F2: Represents shares withheld to satisfy taxes; no shares were sold.
F3: Grant of restricted stock where one-third vests annually over three years beginning on the first anniversary of date of grant.
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 01, 2026 Filed May 1, 2026 20:20 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001629976-26-000006 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,537 F1 · shares: The RSUs will vest in three equal installments on November 1, 2026, November 1, 2027, and November 1, 2028, subject to the continuous service of the Reporting Person on each vesting date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:30 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 5,393 | $1.52 | $8,197.36 |
DisclosureSEC source: 0001629976-26-000003 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,537 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:19 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 2,874 | $2.10 | $6,035.40 |
DisclosureSEC source: 0001193125-26-035601 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,930 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. Read SEC document |
| May 01, 2025 Filed May 2, 2025 21:56 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 4,535 | $2.39 | $10,838.65 |
DisclosureSEC source: 0000950170-25-062989 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,804 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 21:11 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | GrantCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-054859 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,339 F1 · shares: Represents 40,000 restricted stock units ("RSUs") issued under the Issuer's 2021 Equity Incentive Plan. The RSUs will vest in three equal installments on May 1, 2025, March 1, 2026 and March 1, 2027, subject to the continuous service of the Reporting Person on each vesting date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:03 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 2,432 | $2.06 | $5,009.92 |
DisclosureSEC source: 0000950170-25-050729 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,339 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 22:26 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 796 | $2.29 | $1,822.84 |
DisclosureSEC source: 0000950170-25-032479 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,771 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 22:43 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 2,875 | $2.20 | $6,325.00 |
DisclosureSEC source: 0000950170-25-013802 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,567 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 20:18 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | GrantCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-049166 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,442 F1 · shares: Represents 25,000 restricted stock units ("RSUs") issued under the Issuer's 2021 Equity Incentive Plan. The RSUs will vest in three equal installments on February 1, 2025, February 1, 2026 and February 1, 2027, subject to the continuous service of the Reporting Person on each vesting date. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:59 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 2,432 | $2.84 | $6,906.88 |
DisclosureSEC source: 0000950170-24-041232 · ownership.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,442 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 22:26 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | Tax withholdingCommon Stock | 796 | $2.72 | $2,165.12 |
DisclosureSEC source: 0001209191-24-004419 · doc4.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,874 F1 · kind: Shares withheld by the Company in payment of the withholding tax liability incurred upon settlement of restricted stock units previously awarded. The amount of shares withheld is based on the closing sale price on March 1, 2024. F2 · balance_after: Effective on June 15, 2023, the Issuer effected a 1 to 13 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 has been adjusted to reflect the Reverse Stock Split. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 00:19 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | SaleCommon Stock | 23,830 | $0.51 | $12,108.02 |
DisclosureSEC source: 0001209191-23-023517 · doc4.xml · nonDerivative · entry 3 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 348,209 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F4 · price: This transaction was executed in multiple trades at prices ranging from $0.5001 to $0.5450. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 05, 2023 Filed May 3, 2023 20:51 UTC Amendment | Local Bounti Corporation/DE LOCL · Entity 7559 | SaleCommon Stock | 24,575 | $0.51 | $12,486.56 |
DisclosureSEC source: 0001209191-23-027014 · doc4a.xml · nonDerivative · entry 3 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346,708 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F4 · price: This transaction was executed in multiple trades at prices ranging from $0.5001 to $0.5450. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 00:19 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | SaleCommon Stock | 9,284 | $0.58 | $5,390.29 |
DisclosureSEC source: 0001209191-23-023517 · doc4.xml · nonDerivative · entry 2 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,039 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F3 · price: This transaction was executed in multiple trades at prices ranging from $0.5302 to $0.6284. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 04, 2023 Filed May 3, 2023 20:51 UTC Amendment | Local Bounti Corporation/DE LOCL · Entity 7559 | SaleCommon Stock | 9,830 | $0.58 | $5,707.30 |
DisclosureSEC source: 0001209191-23-027014 · doc4a.xml · nonDerivative · entry 2 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,283 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F3 · price: This transaction was executed in multiple trades at prices ranging from $0.5302 to $0.6284. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 03, 2023 Filed Apr 6, 2023 00:19 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | SaleCommon Stock | 10,067 | $0.66 | $6,693.55 |
DisclosureSEC source: 0001209191-23-023517 · doc4.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,323 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F2 · price: This transaction was executed in multiple trades at prices ranging from $0.5922 to $0.7851. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 03, 2023 Filed May 3, 2023 20:51 UTC Amendment | Local Bounti Corporation/DE LOCL · Entity 7559 | SaleCommon Stock | 10,277 | $0.66 | $6,833.18 |
DisclosureSEC source: 0001209191-23-027014 · doc4a.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,113 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F2 · price: This transaction was executed in multiple trades at prices ranging from $0.5922 to $0.7851. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 23:03 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | SaleCommon Stock | 3,610 | $0.63 | $2,272.13 |
DisclosureSEC source: 0001209191-23-015890 · doc4.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,390 F1 · kind: The sales reported on this Form 4 represent shares sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of restricted stock units. The sales were to satisfy tax withholding obligations to be funded by a "sell to cover" transaction. F2 · price: This transaction was executed in multiple trades at prices ranging from $0.61 to $0.63. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 23:37 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | GrantCommon Stock | 275,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001358 · doc4.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,000 F1 · shares: Represents 275,000 restricted stock units issued under the Issuer's 2021 Equity Incentive Plan which will vest in three equal installments on April 1, 2023, April 1, 2024, and April 1, 2025, subject to the continuous service of the Reporting Person on each vesting date. Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 21:09 UTC | Local Bounti Corporation/DE LOCL · Entity 7559 | GrantCommon Stock | 20,000 | $2.50 | $50,000.00 |
DisclosureSEC source: 0001209191-22-054555 · doc4.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · General Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 F1 · kind: On October 21, 2022, the Reporting Person purchased shares of Local Bounti Corporation (the "Company") common stock, par value $0.0001 per share (the "Common Stock"), pursuant to a securities purchase agreement by and between the Reporting Person and the Company, as part of a private placement. The issuance of the shares to the Reporting Person was approved by the Company's board of directors in the manner contemplated by Rule 16b-3 under the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 21:34 UTC | ROYAL GOLD INC RGLD · Entity 3241 | GrantCommon Stock | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005577 · primarydocument.xml · nonDerivative · entry 3 McCandless Margaret · CIK 0001629976 · Asst. GC, CCO & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,385 F3 · shares: Grant of restricted stock where one-third vests annually over three years beginning on the first anniversary of date of grant. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 21:34 UTC | ROYAL GOLD INC RGLD · Entity 3241 | Tax withholdingCommon Stock | 45 | $111.28 | $5,007.60 |
DisclosureSEC source: 0001562180-21-005577 · primarydocument.xml · nonDerivative · entry 2 McCandless Margaret · CIK 0001629976 · Asst. GC, CCO & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,235 F2 · shares: Represents shares withheld to satisfy taxes; no shares were sold. Read SEC document |
| August 24, 2021 Filed Aug 26, 2021 21:34 UTC | ROYAL GOLD INC RGLD · Entity 3241 | GrantCommon Stock | 160 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-005577 · primarydocument.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · Asst. GC, CCO & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,280 F1 · shares: Represents the vesting and settlement of previously awarded performance shares. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 22:03 UTC | ROYAL GOLD INC RGLD · Entity 3241 | GrantStock Appreciation Right (SARs) · Derivative | 3,165 | $139.84 Strike: $139.84 | $442,593.60 |
DisclosureSEC source: 0001562180-20-005545 · primarydocument.xml · derivative · entry 3 McCandless Margaret · CIK 0001629976 · Asst. GC, CCO & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,165 Underlying: Common Stock · 3,165 shares Expires 2030-08-18 F2 · derivative.exercise_date: One-third vests annually over three years beginning on August 18, 2021. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 22:03 UTC | ROYAL GOLD INC RGLD · Entity 3241 | GrantEmployee Stock Option (Right to buy ISOs) · Derivative | 715 | $139.84 Strike: $139.84 | $99,985.60 |
DisclosureSEC source: 0001562180-20-005545 · primarydocument.xml · derivative · entry 2 McCandless Margaret · CIK 0001629976 · Asst. GC, CCO & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 715 Underlying: Common Stock · 715 shares Expires 2030-08-18 F2 · derivative.exercise_date: One-third vests annually over three years beginning on August 18, 2021. Read SEC document |
| August 18, 2020 Filed Aug 19, 2020 22:03 UTC | ROYAL GOLD INC RGLD · Entity 3241 | GrantCommon Stock | 1,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-005545 · primarydocument.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · Asst. GC, CCO & Corp. Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,120 F1 · shares: Grant of Restricted Stock with a two year hold and then vesting as to one-third in years three, four and five. Read SEC document |
| November 08, 2019 Filed Nov 13, 2019 22:31 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 11,965 | $2.53 | $30,271.45 |
DisclosureSEC source: 0001567619-19-021227 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,258 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 21:51 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,926 | $3.34 | $6,432.84 |
DisclosureSEC source: 0001567619-19-012961 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,223 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 21:18 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 25,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006994 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,149 F1 · price: Represents a grant of restricted stock. Half of the shares will vest on March 14, 2020, if the company satisfies certain performance criteria for the year ending December 31, 2019, subject to the reporting person's continued employment with the company through the vesting date. The other half of the shares will vest in two equal annual installments beginning on March 14, 2020, subject to the reporting person's continued employment with the company through the vesting date. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 22:31 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Disposition to issuerCommon Stock | 12,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006912 · doc1.xml · nonDerivative · entry 2 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,011 F2 · shares: The disposition represents the forfeiture of previously awarded performance-vesting restricted stock as the performance conditions were not met. Read SEC document |
| March 12, 2019 Filed Mar 14, 2019 22:31 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 2,071 | $3.86 | $7,994.06 |
DisclosureSEC source: 0001567619-19-006912 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,088 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 22:17 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 11,965 | $4.34 | $51,928.10 |
DisclosureSEC source: 0001567619-18-005851 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,159 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 22:39 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 2,074 | $4.41 | $9,146.34 |
DisclosureSEC source: 0001140361-18-027591 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,124 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 21:02 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 24,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-013468 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,198 F1 · price: Represents a grant of restricted stock. Half of the shares will vest on March 12, 2019, if the company satisfies certain performance criteria for the year ending December 31, 2018. The other half of the shares will vest in two equal annual installments beginning on March 12, 2019, subject to the reporting person's continued employment with the company through the vesting date. Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 22:22 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 692 | $3.88 | $2,684.96 |
DisclosureSEC source: 0001140361-18-010552 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,044 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 22:59 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 13,204 | $3.91 | $51,627.64 |
DisclosureSEC source: 0001140361-17-042222 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,736 F1 · shares: The disposition represents the withholding of shares for income taxes due upon the vesting of previously awarded restricted stock. Read SEC document |
| June 04, 2017 Filed Jun 6, 2017 11:13 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantEmployee Stock Option (option to purchase) · Derivative | 32,263 | $0.00 Strike: $2.29 | $0.00 |
DisclosureSEC source: 0001140361-17-023878 · doc1.xml · derivative · entry 2 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,263 Underlying: Common Stock · 32,263 shares Expires 2027-06-03 F2 · derivative.exercise_date: Represents a grant of non-qualified stock options that will vest in three equal annual installments beginning on June 4, 2018, subject to the reporting person's continued employment with the company through the vesting date. Read SEC document |
| June 04, 2017 Filed Jun 6, 2017 11:13 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 20,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-023878 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,940 F1 · price: Represents a grant of restricted stock that will vest in three equal annual installments beginning on June 4, 2018, subject to the reporting person's continued employment with the company through the vesting date. Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 22:05 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | Tax withholdingCommon Stock | 1,244 | $2.23 | $2,774.12 |
DisclosureSEC source: 0001140361-17-009732 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,371 F1 · shares: The disposition represents the net share settlement of shares for income tax purposes upon the vesting of previously awarded restricted stock. F2 · balance_after: Represents 8,210 unrestricted shares of common stock and 167,161 shares of restricted stock. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:37 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantEmployee Stock Option (option to purchase) · Derivative | 140,000 | $0.00 Strike: $1.03 | $0.00 |
DisclosureSEC source: 0001140361-16-085848 · doc1.xml · derivative · entry 2 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 Underlying: Common Stock · 140,000 shares Expires 2026-11-07 F3 · derivative.exercise_date: Represents a grant of non-qualified stock options that will vest in four equal annual installments beginning on November 8, 2017, subject to the reporting person's continued employment with the company through the vesting date. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 21:37 UTC | Intrepid Potash, Inc. IPI · Entity 5401 | GrantCommon Stock | 165,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-085848 · doc1.xml · nonDerivative · entry 1 McCandless Margaret · CIK 0001629976 · VP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,615 F1 · price: Represents a grant of restricted stock that will vest in four equal annual installments beginning on November 8, 2017, subject to the reporting person's continued employment with the company through the vesting date. F2 · balance_after: Represents 6,119 unrestricted shares of common stock and 170,496 shares of restricted stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.