Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Ivanhoe Electric Inc.IE · Entity 984 | Director | March 06, 2026 | March 09, 2026 |
| SES AI CorpIVAN · Entity 2220 | Director | January 06, 2021 | January 07, 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.
Ivanhoe Electric Inc.
Report date March 06, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,684 |
Reported balance
After 2026-03-06 transaction · row 1
1 source rowRow 1 · 2026-03-06 · Grant · Acquired 9,901 · Balance 81,684 F1: Deferred share unit award subject to vesting criteria relating to continued board service. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred share unit award subject to vesting criteria relating to continued board service.
SES AI Corp
Report date January 06, 2021 · Filed January 07, 2021
This filing explicitly reported no securities owned.
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 06, 2026 Filed Mar 9, 2026 21:58 UTC | Ivanhoe Electric Inc. IE · Entity 984 | GrantCommon Stock | 9,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-26-002066 · section16.xml · nonDerivative · entry 1 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,684 F1 · shares: Deferred share unit award subject to vesting criteria relating to continued board service. Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 17:55 UTC | Ivanhoe Electric Inc. IE · Entity 984 | GrantCommon Stock | 17,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-25-002519 · section16.xml · nonDerivative · entry 1 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,783 F1 · shares: Deferred share unit award subject to vesting criteria relating to continued board service. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 23:48 UTC | Ivanhoe Electric Inc. IE · Entity 984 | GrantDirector Stock Option (right to buy) · Derivative | 28,927 | $0.00 Strike: $13.50 | $0.00 |
DisclosureSEC source: 0001654954-24-003021 · section16.xml · derivative · entry 1 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,927 Underlying: Common Stock · 28,927 shares Expires 2031-03-11 F1 · derivative.exercise_date: The Option vests in three equal annual installments beginning on March 11, 2025 and subject to continued board service. Read SEC document |
| August 14, 2023 Filed Aug 17, 2023 00:18 UTC | Ivanhoe Electric Inc. IE · Entity 984 | GrantCommon Stock | 6,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001654954-23-010937 · section16.xml · nonDerivative · entry 1 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,660 F1 · shares: Deferred share unit award subject to vesting criteria relating to continued board service. Read SEC document |
| November 21, 2022 Filed Nov 24, 2022 00:11 UTC | Ivanhoe Electric Inc. IE · Entity 984 | GrantCommon Stock | 4,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-121870 · tm2231190-9_4seq1.xml · nonDerivative · entry 1 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,438 F1 · shares: The award is subject to vesting criteria relating to continued board service. Read SEC document |
| October 06, 2022 Filed Oct 11, 2022 23:36 UTC | Ivanhoe Electric Inc. IE · Entity 984 | ConversionI-Pulse Convertible Notes · Derivative | 63,910 | $0.00 Strike: $4.69 | $0.00 |
DisclosureSEC source: 0001654954-22-013594 · section16.xml · derivative · entry 3 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,898 shares Expires 2023-07-31 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. F1 · derivative.exercise_price: Upon the consummation of an initial public offering ("IPO") that resulted in gross proceeds of at least $25 million (a "Qualifying IPO"), which was consummated by the Issuer on June 27, 2022, the I-Pulse Convertible Notes, including any accrued but unpaid interest, became exchangeable, in whole or in part, at the option of the holder, into shares of common stock currently held by I-Pulse at a price per share equal to the lesser of (A) 80% of the gross price per share at which common stock is sold in the Qualifying IPO, and (B) $4.6929 per share of common stock (as adjusted for the reverse stock split). F1 · derivative.exercise_date: Upon the consummation of an initial public offering ("IPO") that resulted in gross proceeds of at least $25 million (a "Qualifying IPO"), which was consummated by the Issuer on June 27, 2022, the I-Pulse Convertible Notes, including any accrued but unpaid interest, became exchangeable, in whole or in part, at the option of the holder, into shares of common stock currently held by I-Pulse at a price per share equal to the lesser of (A) 80% of the gross price per share at which common stock is sold in the Qualifying IPO, and (B) $4.6929 per share of common stock (as adjusted for the reverse stock split). Read SEC document |
| October 06, 2022 Filed Oct 11, 2022 23:36 UTC | Ivanhoe Electric Inc. IE · Entity 984 | ConversionCommon Stock | 13,898 | $4.69 | $65,221.92 |
DisclosureSEC source: 0001654954-22-013594 · section16.xml · nonDerivative · entry 1 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,055 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. F1 · shares: Upon the consummation of an initial public offering ("IPO") that resulted in gross proceeds of at least $25 million (a "Qualifying IPO"), which was consummated by the Issuer on June 27, 2022, the I-Pulse Convertible Notes, including any accrued but unpaid interest, became exchangeable, in whole or in part, at the option of the holder, into shares of common stock currently held by I-Pulse at a price per share equal to the lesser of (A) 80% of the gross price per share at which common stock is sold in the Qualifying IPO, and (B) $4.6929 per share of common stock (as adjusted for the reverse stock split). F1 · price: Upon the consummation of an initial public offering ("IPO") that resulted in gross proceeds of at least $25 million (a "Qualifying IPO"), which was consummated by the Issuer on June 27, 2022, the I-Pulse Convertible Notes, including any accrued but unpaid interest, became exchangeable, in whole or in part, at the option of the holder, into shares of common stock currently held by I-Pulse at a price per share equal to the lesser of (A) 80% of the gross price per share at which common stock is sold in the Qualifying IPO, and (B) $4.6929 per share of common stock (as adjusted for the reverse stock split). Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 21:06 UTC | Ivanhoe Electric Inc. IE · Entity 984 | ConversionSeries 1 Convertible Notes · Derivative | Not disclosed | $0.00 Strike: $9.39 | $162,672.36 |
DisclosureSEC source: 0001104659-22-076905 · tm2219451-20_4seq1.xml · derivative · entry 3 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,324 shares Expires 2023-07-31 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. F1 · derivative.exercise_date: Upon the consummation of an initial public offering that resulted in gross proceeds of at least $25 million (a "Qualifying IPO"), the Series 1 Convertible Notes, including any accrued but unpaid interest thereon, automatically converted into shares of common stock at a price per share equal to the lesser of (A) 80% of the gross price per share at which common stock is sold in the Qualifying IPO, and (B) $9.39 per share of common stock, subject in each case to adjustment for any stock split, stock dividend, reverse stock split, or similar transactions. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 21:06 UTC | Ivanhoe Electric Inc. IE · Entity 984 | ConversionCommon Stock | 17,324 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-076905 · tm2219451-20_4seq1.xml · nonDerivative · entry 1 Katase Hirofumi · CIK 0001838270 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,157 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. F1 · price: Upon the consummation of an initial public offering that resulted in gross proceeds of at least $25 million (a "Qualifying IPO"), the Series 1 Convertible Notes, including any accrued but unpaid interest thereon, automatically converted into shares of common stock at a price per share equal to the lesser of (A) 80% of the gross price per share at which common stock is sold in the Qualifying IPO, and (B) $9.39 per share of common stock, subject in each case to adjustment for any stock split, stock dividend, reverse stock split, or similar transactions. 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.