Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Installed Building Products, Inc.IBP · Entity 3769 | Director · President, CEO and Chairman · 10% owner | September 09, 2026 | September 11, 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.
Installed Building Products, Inc.
Report date September 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | Direct | 193,803 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Gift · Disposed 2,500 · Balance 193,803 F1: Gift to a charitable organization. |
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | IndirectSee footnote | 1,727,819 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,727,819 F2: These securities are held directly by PJAM IBP Holdings, Inc. ("PJAM"). The Reporting Person disclaims beneficial ownership in the reported securities except to the extent of his pecuniary interest therein. IBP Holding Company is the sole shareholder of PJAM. |
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | IndirectSee footnote | 1,416,194 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,416,194 F3: These securities are held directly by Installed Building Systems, Inc. The Reporting Person disclaims beneficial ownership in the reported securities except to the extent of his pecuniary interest therein. |
| Common Stock, $0.01 par value per shareSEC Table I · non-derivative | IndirectSee footnote | 173,408 |
Reported balance
Holding disclosure · report date 2026-09-09 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 173,408 F4: These securities are held by a trust for the benefit of one of Mr. Edwards' children. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Gift to a charitable organization.
F2: These securities are held directly by PJAM IBP Holdings, Inc. ("PJAM"). The Reporting Person disclaims beneficial ownership in the reported securities except to the extent of his pecuniary interest therein. IBP Holding Company is the sole shareholder of PJAM.
F3: These securities are held directly by Installed Building Systems, Inc. The Reporting Person disclaims beneficial ownership in the reported securities except to the extent of his pecuniary interest therein.
F4: These securities are held by a trust for the benefit of one of Mr. Edwards' children. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| April 16, 2018 Filed Apr 18, 2018 21:05 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCapped Call Option (right to buy) · Derivative | 1 | $0.00 Strike: $32.00 | $0.00 |
DisclosureSEC source: 0001209191-18-025403 · doc4.xml · derivative · entry 11 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Installed Building Systems, Inc. Disclosed balance after: 0 Underlying: Common Stock · 167,540 shares Expires not disclosed F6 · security: The Call Option has a capped upside participation price to the applicable Reporting Person of $50 (the "Cap Price"). Upon cash settlement of the Call Option, the applicable Reporting Person could receive an amount equal to the product of (1) number of shares underlying the Call Option multiplied by (2) the difference between (A) the lower of (i) the Cap Price and (ii) the reference price (which is the average of the closing prices of the underlying shares as reported by the New York Stock Exchange at the expiration time on the valuations dates) and (B) the exercise price. The valuation dates consisted of the expiration date and the nineteen business days immediately preceding the expiration date. F1 · kind: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · kind: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F8 · derivative.exercise_date: The Call Option is a European-style call option that consisted of 167,540 shares that became exercisable and expired on April 16, 2018. F8 · derivative.expiration_date: The Call Option is a European-style call option that consisted of 167,540 shares that became exercisable and expired on April 16, 2018. F4 · ownership.nature: These securities are held directly by Installed Building Systems, Inc. The Reporting Persons (except Installed Building Systems, Inc.) disclaim beneficial ownership in the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 21:05 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCapped Call Option (right to buy) · Derivative | 1 | $0.00 Strike: $32.00 | $0.00 |
DisclosureSEC source: 0001209191-18-025403 · doc4.xml · derivative · entry 10 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · IBP Holding Company Disclosed balance after: 0 Underlying: Common Stock · 196,660 shares Expires not disclosed F6 · security: The Call Option has a capped upside participation price to the applicable Reporting Person of $50 (the "Cap Price"). Upon cash settlement of the Call Option, the applicable Reporting Person could receive an amount equal to the product of (1) number of shares underlying the Call Option multiplied by (2) the difference between (A) the lower of (i) the Cap Price and (ii) the reference price (which is the average of the closing prices of the underlying shares as reported by the New York Stock Exchange at the expiration time on the valuations dates) and (B) the exercise price. The valuation dates consisted of the expiration date and the nineteen business days immediately preceding the expiration date. F1 · kind: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · kind: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F7 · derivative.exercise_date: The Call Option is a European-style call option that consisted of 196,660 shares that became exercisable and expired on April 16, 2018. F7 · derivative.expiration_date: The Call Option is a European-style call option that consisted of 196,660 shares that became exercisable and expired on April 16, 2018. F3 · ownership.nature: The securities listed include 196,660 shares held directly by IBP Holding Company and 4,027,819 shares held directly by PJAM IBP Holdings, Inc. IBP Holding Company is the sole shareholder of PJAM IBP Holdings, Inc. The Reporting Persons (except IBP Holding Company) disclaim beneficial ownership in the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 21:05 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCommon Stock, $0.01 par value per share | 167,540 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-025403 · doc4.xml · nonDerivative · entry 4 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Installed Building Systems, Inc. Disclosed balance after: 2,940,882 F1 · kind: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · kind: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F1 · price: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · price: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F4 · ownership.nature: These securities are held directly by Installed Building Systems, Inc. The Reporting Persons (except Installed Building Systems, Inc.) disclaim beneficial ownership in the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 21:05 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCommon Stock, $0.01 par value per share | 167,540 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-025403 · doc4.xml · nonDerivative · entry 3 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Installed Building Systems, Inc. Disclosed balance after: 3,108,422 F1 · kind: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · kind: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F1 · price: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · price: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F4 · ownership.nature: These securities are held directly by Installed Building Systems, Inc. The Reporting Persons (except Installed Building Systems, Inc.) disclaim beneficial ownership in the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 21:05 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCommon Stock, $0.01 par value per share | 196,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-025403 · doc4.xml · nonDerivative · entry 2 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · IBP Holding Company Disclosed balance after: 4,027,819 F1 · kind: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · kind: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F1 · price: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · price: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F3 · ownership.nature: The securities listed include 196,660 shares held directly by IBP Holding Company and 4,027,819 shares held directly by PJAM IBP Holdings, Inc. IBP Holding Company is the sole shareholder of PJAM IBP Holdings, Inc. The Reporting Persons (except IBP Holding Company) disclaim beneficial ownership in the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 21:05 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCommon Stock, $0.01 par value per share | 196,660 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-025403 · doc4.xml · nonDerivative · entry 1 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · IBP Holding Company Disclosed balance after: 4,224,479 F1 · kind: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · kind: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F1 · price: Represents the automatic exercise and settlement of a cash-settled Call Option. Since the Call Option is cash-settled, the applicable Reporting Person did not acquire, dispose or otherwise transact in any shares of common stock. The applicable Reporting Person entered into the Call Option on December 9, 2016. Pursuant to the terms of the Call Option, which are further described in footnote 6, the counterparty to the Call Option paid to the applicable Reporting Person an amount in cash upon settlement. The amount paid in cash reflects the increase in the price per share of the Issuer's common stock from the Call Option's exercise price of $32 per share. F2 · price: Pursuant to Section 16 of the Securities Exchange Act of 1934, the applicable Reporting Person was deemed for Section 16 purposes to have acquired common stock upon exercise at $32 per share and was deemed for Section 16 purposes to have disposed common stock to the counterparty at $50 per share, which represents the capped upside participation price of the Call Option to the applicable Reporting Person. However, because the Call Option was cash-settled, the applicable Reporting Person did not actually acquire, dispose or otherwise transact in any shares of common stock. F3 · ownership.nature: The securities listed include 196,660 shares held directly by IBP Holding Company and 4,027,819 shares held directly by PJAM IBP Holdings, Inc. IBP Holding Company is the sole shareholder of PJAM IBP Holdings, Inc. The Reporting Persons (except IBP Holding Company) disclaim beneficial ownership in the reported securities except to the extent of their pecuniary interest therein. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:00 UTC | Installed Building Products, Inc. IBP · Entity 3769 | GrantCommon Stock, $0.01 par value per share | 34,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013038 · doc4.xml · nonDerivative · entry 1 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,807 F1 · shares: These securities are performance-based restricted shares granted under the Issuer's 2014 Omnibus Incentive Plan. The Issuer's Compensation Committee certified on February 21, 2018 that the applicable performance criteria for fiscal year 2017 had been satisfied. These shares remain subject to a time-based vesting requirement and are scheduled to vest in two equal installments (rounded to the nearest whole share) on each of April 20, 2019 and April 20, 2020. Read SEC document |
| December 04, 2017 Filed Dec 7, 2017 01:39 UTC | Installed Building Products, Inc. IBP · Entity 3769 | SaleCommon Stock, $0.01 par value per share | 200,000 | $74.25 | $14,850,000.00 |
DisclosureSEC source: 0001209191-17-064300 · doc4.xml · nonDerivative · entry 1 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner PJAM IBP Holdings, Inc. · CIK 0001609973 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · PJAM IBP Holdings, Inc. Disclosed balance after: 4,027,819 F1 · kind: On December 4, 2017, PJAM IBP Holdings, Inc. sold 200,000 shares of common stock of Installed Building Products, Inc. (the "Issuer") through a secondary block trade pursuant to Rule 144 under the Securities Act of 1933, as amended. IBP Holding Company is the sole shareholder of PJAM IBP Holdings, Inc. F1 · price: On December 4, 2017, PJAM IBP Holdings, Inc. sold 200,000 shares of common stock of Installed Building Products, Inc. (the "Issuer") through a secondary block trade pursuant to Rule 144 under the Securities Act of 1933, as amended. IBP Holding Company is the sole shareholder of PJAM IBP Holdings, Inc. F2 · ownership.nature: These securities are held directly by PJAM IBP Holdings, Inc. The Reporting Persons, other than PJAM IBP Holdings, Inc., disclaims pecuniary interest in the reported securities except to the extent of his or its economic interest therein. Read SEC document |
| June 14, 2017 Filed Jun 17, 2017 01:19 UTC | Installed Building Products, Inc. IBP · Entity 3769 | SaleCommon Stock, $0.01 par value per share | 600,000 | $52.50 | $31,500,000.00 |
DisclosureSEC source: 0001209191-17-040702 · doc4.xml · nonDerivative · entry 1 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Installed Building Systems, Inc. Disclosed balance after: 2,940,882 F1 · kind: On June 14, 2017, Installed Building Systems, Inc. sold 600,000 shares of common stock of Installed Building Products, Inc. (the "Issuer") through a secondary block trade to an existing institutional stockholder of the Issuer pursuant to Rule 144 under the Securities Act of 1933, as amended. F1 · price: On June 14, 2017, Installed Building Systems, Inc. sold 600,000 shares of common stock of Installed Building Products, Inc. (the "Issuer") through a secondary block trade to an existing institutional stockholder of the Issuer pursuant to Rule 144 under the Securities Act of 1933, as amended. F2 · ownership.nature: These securities are held directly by Installed Building Systems, Inc. Mr. Edwards disclaims pecuniary interest in the reported securities except to the extent of his economic interest therein. Read SEC document |
| April 19, 2017 Filed Apr 22, 2017 01:02 UTC | Installed Building Products, Inc. IBP · Entity 3769 | GrantCommon Stock, $0.01 par value per share | 32,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-027918 · doc4.xml · nonDerivative · entry 1 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 504,800 F1 · shares: The shares vest in three equal installments (rounded to the nearest whole share) on each of April 20, 2018, April 20, 2019 and April 20, 2020. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:09 UTC | Installed Building Products, Inc. IBP · Entity 3769 | PurchaseCapped Call (right to buy) · Derivative | 1 | Not disclosed Strike: $32.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-154689 · doc4.xml · derivative · entry 4 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1 Underlying: Common Stock · 167,540 shares Expires not disclosed F6 · security: The Call Option has a capped upside participation price to the Reporting Person of $50 (the "Cap Price"). Upon cash settlement of the Call Option, the Reporting Person could receive an amount equal to the product of (1) number of shares underlying the Call Option multiplied by (2) the difference between (A) the lower of (i) the Cap Price and (ii) the reference price (which is the average of the closing prices of the underlying shares as reported by the exchange at the expiration time on the valuation dates) and (B) the exercise price. The valuation dates consist of the expiration date and the nineteen business days immediately preceding the expiration date, subject to adjustment. This Call Option is referred to as the "New Call Option." F2 · kind: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · kind: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F2 · price: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · price: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F10 · derivative.exercise_date: The Call Option is a European-style call option that consists of 167,540 shares becoming exercisable and expiring on April 16, 2018. F10 · derivative.expiration_date: The Call Option is a European-style call option that consists of 167,540 shares becoming exercisable and expiring on April 16, 2018. F9 · ownership.nature: The Call Option is held by Installed Building Systems, Inc. The Reporting Persons, other than Installed Building Systems, Inc., disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:09 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCapped Call (right to buy) · Derivative | 1 | Not disclosed Strike: $20.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-154689 · doc4.xml · derivative · entry 3 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 167,540 shares Expires not disclosed F1 · security: The Call Option has a capped upside participation price to the Reporting Person of $40 (the "Old Option Cap Price"). If there would have been cash settlement of the Call Option, the Reporting Person would have received an amount equal to the product of (1) number of shares underlying the Call Option multiplied by (2) the difference between (A) the lower of (i) the Old Option Cap Price and (ii) the reference price (which is the average weighted average price, per share, of the underlying shares as reported by the exchange at the expiration time on the expiration date) and (B) the exercise price. This Call Option is referred to as the "Old Call Option." F2 · kind: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · kind: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F2 · price: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · price: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F8 · derivative.exercise_date: The Call Option is a European-style call option that consists of 167,540 shares with 8,377 shares becoming exercisable and expiring on each of June 1, 2017; June 2, 2017; June 5, 2017; June 6, 2017; June 7, 2017; June 8, 2017; June 9, 2017; June 12, 2017; June 13, 2017; June 14, 2017; June 15, 2017; June 16, 2017; June 19, 2017; June 20, 2017; June 21, 2017; June 22, 2017; June 23, 2017; June 26, 2017; June 27, 2017; and June 28, 2017. F8 · derivative.expiration_date: The Call Option is a European-style call option that consists of 167,540 shares with 8,377 shares becoming exercisable and expiring on each of June 1, 2017; June 2, 2017; June 5, 2017; June 6, 2017; June 7, 2017; June 8, 2017; June 9, 2017; June 12, 2017; June 13, 2017; June 14, 2017; June 15, 2017; June 16, 2017; June 19, 2017; June 20, 2017; June 21, 2017; June 22, 2017; June 23, 2017; June 26, 2017; June 27, 2017; and June 28, 2017. F9 · ownership.nature: The Call Option is held by Installed Building Systems, Inc. The Reporting Persons, other than Installed Building Systems, Inc., disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:09 UTC | Installed Building Products, Inc. IBP · Entity 3769 | PurchaseCapped Call Option (right to buy) · Derivative | 1 | Not disclosed Strike: $32.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-154689 · doc4.xml · derivative · entry 2 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1 Underlying: Common Stock · 196,660 shares Expires not disclosed F6 · security: The Call Option has a capped upside participation price to the Reporting Person of $50 (the "Cap Price"). Upon cash settlement of the Call Option, the Reporting Person could receive an amount equal to the product of (1) number of shares underlying the Call Option multiplied by (2) the difference between (A) the lower of (i) the Cap Price and (ii) the reference price (which is the average of the closing prices of the underlying shares as reported by the exchange at the expiration time on the valuation dates) and (B) the exercise price. The valuation dates consist of the expiration date and the nineteen business days immediately preceding the expiration date, subject to adjustment. This Call Option is referred to as the "New Call Option." F2 · kind: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · kind: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F2 · price: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · price: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F7 · derivative.exercise_date: The Call Option is a European-style call option that consists of 196,660 shares becoming exercisable and expiring on April 16, 2018. F7 · derivative.expiration_date: The Call Option is a European-style call option that consists of 196,660 shares becoming exercisable and expiring on April 16, 2018. F5 · ownership.nature: The Call Option is held by IBP Holding Company. The Reporting Persons, other than IBP Holding Company, disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:09 UTC | Installed Building Products, Inc. IBP · Entity 3769 | OtherCapped Call Option (right to buy) · Derivative | 1 | Not disclosed Strike: $20.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-154689 · doc4.xml · derivative · entry 1 Edwards Jeffrey W. · CIK 0001598688 · Director · President, CEO and Chairman · 10% owner Installed Building Systems, Inc. · CIK 0001609975 · Director · 10% owner · Director by Deputization IBP Holding Co · CIK 0001610199 · Director · 10% owner · Director by Deputization Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 Underlying: Common Stock · 196,660 shares Expires not disclosed F1 · security: The Call Option has a capped upside participation price to the Reporting Person of $40 (the "Old Option Cap Price"). If there would have been cash settlement of the Call Option, the Reporting Person would have received an amount equal to the product of (1) number of shares underlying the Call Option multiplied by (2) the difference between (A) the lower of (i) the Old Option Cap Price and (ii) the reference price (which is the average weighted average price, per share, of the underlying shares as reported by the exchange at the expiration time on the expiration date) and (B) the exercise price. This Call Option is referred to as the "Old Call Option." F2 · kind: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · kind: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F2 · price: Prior to the opening of trading on the New York Stock Exchange on December 9, 2016, each of IBP Holding Company and Installed Building Systems, Inc. cancelled its Old Call Option and purchased its New Call Option (as defined below in footnote 6). The cancellation of the Old Call Option and the purchase of the New Call Option occurred simultaneously with respect to both IBP Holding Company and Installed Building Systems, Inc. (i.e., the four transactions with respect to which this footnote relates occurred simultaneously). The same person acts as the counterparty to both the Old Call Option and the New Call Option. F3 · price: IBP Holding Company received $3,325,521 for the cancellation of its Old Call Option. Installed Building Systems, Inc. received $2,833,101 for the cancellation of its Old Call Option. IBP Holding Company purchased its New Call Option for $2,054,744. Installed Building Systems, Inc. purchased its New Call Option for $1,750,492. Effectively, IBP Holding Company exchanged its Old Call Option for its New Call Option and $1,270,777 in cash and Installed Building Systems, Inc. exchanged its Old Call Option for its New Call Option and $1,082,609 in cash. F4 · derivative.exercise_date: The Call Option is a European-style call option that consists of 196,660 shares with 9,833 shares becoming exercisable and expiring on each of June 1, 2017; June 2, 2017; June 5, 2017; June 6, 2017; June 7, 2017; June 8, 2017; June 9, 2017; June 12, 2017; June 13, 2017; June 14, 2017; June 15, 2017; June 16, 2017; June 19, 2017; June 20, 2017; June 21, 2017; June 22, 2017; June 23, 2017; June 26, 2017; June 27, 2017; and June 28, 2017. F4 · derivative.expiration_date: The Call Option is a European-style call option that consists of 196,660 shares with 9,833 shares becoming exercisable and expiring on each of June 1, 2017; June 2, 2017; June 5, 2017; June 6, 2017; June 7, 2017; June 8, 2017; June 9, 2017; June 12, 2017; June 13, 2017; June 14, 2017; June 15, 2017; June 16, 2017; June 19, 2017; June 20, 2017; June 21, 2017; June 22, 2017; June 23, 2017; June 26, 2017; June 27, 2017; and June 28, 2017. F5 · ownership.nature: The Call Option is held by IBP Holding Company. The Reporting Persons, other than IBP Holding Company, disclaim beneficial ownership of the reported securities except to the extent of his or its pecuniary interest therein. 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.