Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IES Holdings, Inc.IESC · Entity 3458 | Chief Technical Officer | December 15, 2025 | December 18, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
IES Holdings, Inc.
Report date December 15, 2025 · Filed December 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,098 |
Reported balance
After 2025-12-15 transaction · row 1
1 source rowRow 1 · 2025-12-15 · Sale · Disposed 700 · Balance 1,098 |
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 |
|---|---|---|---|---|---|---|
| December 15, 2025 Filed Dec 18, 2025 13:14 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 700 | $457.95 | $320,565.00 |
DisclosureSEC source: 0001048268-25-000227 · wk-form4_1766063663.xml · nonDerivative · entry 1 Allen Matthew Michael · CIK 0002076933 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,098 Read SEC document |
| November 26, 2025 Filed Nov 28, 2025 20:48 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 173 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000203 · wk-form4_1764362881.xml · nonDerivative · entry 1 Allen Matthew Michael · CIK 0002076933 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,798 F1 · shares: On November 26, 2025, Mr. Allen was granted 173 time-based Phantom Stock Units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated. Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock and will vest upon the continued performance of services through the applicable scheduled vesting date. The PSUs are scheduled to vest on the earlier of (i) December 15, 2028 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2028. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 22:12 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 179 | $371.19 | $66,443.01 |
DisclosureSEC source: 0001048268-25-000190 · wk-form4_1764108734.xml · nonDerivative · entry 1 Allen Matthew Michael · CIK 0002076933 · Chief Technical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 559 F1 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the Phantom Stock Units granted to Mr. Allen on December 6, 2022 pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated. 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.