Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IES Holdings, Inc.IESC · Entity 3458 | SVP, CAO and General Counsel | December 11, 2025 | December 12, 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 11, 2025 · Filed December 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,843.3 |
Ending reported balance
After 2025-12-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-11 · Sale · Disposed 1,335 · Balance 22,508.3 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $477.20 to $478.20, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2025-12-11 · Sale · Disposed 665 · Balance 21,843.3 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $478.25 to $479.05, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $477.20 to $478.20, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $478.25 to $479.05, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 11, 2025 Filed Dec 12, 2025 23:30 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 665 | $478.71 | $318,342.15 |
DisclosureSEC source: 0001048268-25-000221 · wk-form4_1765582250.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · SVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,843.3 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $478.25 to $479.05, inclusive. The reporting person undertakes to provide IES, any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 23:30 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 1,335 | $477.43 | $637,369.05 |
DisclosureSEC source: 0001048268-25-000221 · wk-form4_1765582250.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · SVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,508.3 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $477.20 to $478.20, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 26, 2025 Filed Nov 28, 2025 20:46 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 389 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-25-000202 · wk-form4_1764362814.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · SVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,843.3 F1 · shares: On November 26, 2025, Ms. Newman was granted 389 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 22:10 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 3,423 | $371.19 | $1,270,583.37 |
DisclosureSEC source: 0001048268-25-000188 · wk-form4_1764108642.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · SVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,454.3 F2 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the time- and performance-based PSUs granted to Ms. Newman on December 6, 2022 pursuant to the 2006 Equity Incentive Plan. Read SEC document |
| November 21, 2025 Filed Nov 25, 2025 22:10 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 6,142 | $371.19 | $2,279,848.98 |
DisclosureSEC source: 0001048268-25-000188 · wk-form4_1764108642.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · SVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,877.3 F1 · shares: On December 6, 2022, Ms. Newman was granted performance-based phantom stock units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represented a contractual right in respect of one share of the Issuer's Common Stock and would vest, if at all, upon the achievement of certain specified annual financial performance objectives and the continued performance of services through the scheduled vesting date. On November 21, 2025, upon the filing of the Issuer's Annual Report on Form 10-K for its fiscal year ended September 30, 2025, the performance and service criteria were determined to have been met, resulting in the vesting of 6,142 performance-based PSUs under this award. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 20:11 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 444 | $325.19 | $144,384.36 |
DisclosureSEC source: 0001858333-25-000005 · wk-form4_1755893463.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · SVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,735.3 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $325.00 to $325.81, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 20:11 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,556 | $323.76 | $827,530.56 |
DisclosureSEC source: 0001858333-25-000005 · wk-form4_1755893463.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · SVP, CAO and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,179.3 Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 22:16 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 449 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000144 · wk-form4_1732918552.xml · nonDerivative · entry 3 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,735.3 F3 · shares: On November 27, 2024, Ms. Newman was granted an additional award of PSUs pursuant to the 2006 Equity Incentive Plan. The number of PSUs granted to Ms. Newman on November 27, 2024 (the "Regular Time-Based PSUs") will vest upon the continued performance of services through the scheduled vesting date. The Regular Time-Based PSUs are scheduled to vest on the earlier of (i) December 15, 2027 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2027. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 22:16 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-24-000144 · wk-form4_1732918552.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,286.3 F2 · shares: On November 27, 2024, Ms. Newman was granted an award of Phantom Stock Units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock. The 5,000 PSUs granted to Ms. Newman are divided into two equal tranches and will vest upon the continued performance of services through the respective scheduled vesting dates. The first tranche of Special Time-Based PSUs is scheduled to vest on December 1, 2026 and the second tranche of Special Time-Based PSUs is scheduled to vest on December 1, 2027. Read SEC document |
| November 27, 2024 Filed Nov 29, 2024 22:16 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,500 | $286.23 | $715,575.00 |
DisclosureSEC source: 0001048268-24-000144 · wk-form4_1732918552.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,286.3 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $286.00 to $286.97, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 2,170 | $278.01 | $603,281.70 |
DisclosureSEC source: 0001048268-24-000140 · wk-form4_1732658942.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,786.3 F2 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the time- and performance-based PSUs granted to Ms. Newman on December 3, 2021 pursuant to the 2006 Equity Incentive Plan. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:09 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 5,516 | $278.01 | $1,533,503.16 |
DisclosureSEC source: 0001048268-24-000140 · wk-form4_1732658942.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,956.3 F1 · shares: On December 3, 2021, Ms. Newman was granted shares of time- and performance-based phantom stock units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represented a contractual right in respect of one share of the Issuer's Common Stock and would vest, if at all, upon the achievement of certain specified annual financial performance objectives and the continued performance of services through the scheduled vesting date. On November 22, 2024, upon the filing of the Issuer's Annual Report on Form 10-K for its fiscal year ended September 30, 2024, the performance and service criteria were determined to have been met, resulting in the vesting of 5,516 time- and performance-based PSUs under this award. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 22:07 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 1,403 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-23-000103 · wk-form4_1702073238.xml · nonDerivative · entry 3 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,472.3 F3 · shares: On December 7, 2023, Ms. Newman was granted 1,403 time-based PSUs pursuant to the 2006 Equity Incentive Plan. Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock and will vest upon the continued performance of services through the scheduled vesting date. The PSUs are scheduled to vest on the earlier of (i) December 15, 2026 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2026. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 22:07 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 2,573 | $74.70 | $192,203.10 |
DisclosureSEC source: 0001048268-23-000103 · wk-form4_1702073238.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,069.3 F2 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the time- and performance-based PSUs granted to Ms. Newman on December 7, 2020 pursuant to the 2006 Equity Incentive Plan. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 22:07 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 1,712 | $74.70 | $127,886.40 |
DisclosureSEC source: 0001048268-23-000103 · wk-form4_1702073238.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,642.3 F1 · shares: On December 7, 2020, Ms. Newman was granted shares of performance-based phantom stock units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represented a contractual right in respect of one share of the Issuer's Common Stock and would vest, if at all, upon the achievement of certain specified annual financial performance objectives and the continued performance of services through the scheduled vesting date. On December 7, 2023, upon the filing of the Issuer's Annual Report on Form 10-K for its fiscal year ended September 30, 2023, the performance and service criteria were determined to have been met, resulting in the vesting of 1,712 performance-based PSUs under this award. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 22:31 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 2,553 | $74.70 | $190,709.10 |
DisclosureSEC source: 0001048268-23-000109 · wk-form4a_1702420289.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,440.3 F2 · shares: The original Form 4, filed on December 8, 2023, is being amended by this Form 4 amendment solely to correct an administrative error on the part of the company, which misreported the amount of PSUs in which the reporting person vested and the amount of shares withheld to satisfy the tax obligation resulting from the vesting event. F3 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the time- and performance-based PSUs granted to Ms. Newman on December 7, 2020 pursuant to the 2006 Equity Incentive Plan. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 22:31 UTC Amendment | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 1,660 | $74.70 | $124,002.00 |
DisclosureSEC source: 0001048268-23-000109 · wk-form4a_1702420289.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,993.3 F1 · shares: On December 7, 2020, Ms. Newman was granted shares of performance-based phantom stock units ("PSUs") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). Each PSU represented a contractual right in respect of one share of the Issuer's Common Stock and would vest, if at all, upon the achievement of certain specified annual financial performance objectives and the continued performance of services through the scheduled vesting date. On December 7, 2023, upon the filing of the Issuer's Annual Report on Form 10-K for its fiscal year ended September 30, 2023, the performance and service criteria were determined to have been met, resulting in the vesting of 1,660 performance-based PSUs under this award. F2 · shares: The original Form 4, filed on December 8, 2023, is being amended by this Form 4 amendment solely to correct an administrative error on the part of the company, which misreported the amount of PSUs in which the reporting person vested and the amount of shares withheld to satisfy the tax obligation resulting from the vesting event. Read SEC document |
| September 14, 2023 Filed Sep 15, 2023 21:02 UTC | IES Holdings, Inc. IESC · Entity 3458 | SaleCommon Stock | 2,000 | $69.72 | $139,446.00 |
DisclosureSEC source: 0001048268-23-000080 · wk-form4_1694811768.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,930.3 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.71 to $70.07, inclusive. The reporting person undertakes to provide IES Holdings, Inc. ("IES"), any security holder of IES, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001048268-22-000109 · wf-form4_167053793648033.xml · nonDerivative · entry 3 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,930.3 F3 · shares: On December 6, 2022, Ms. Newman was granted 2,559 time-based Phantom Stock Units ("PSUs") pursuant to the 2006 Equity Incentive Plan. Each PSU represents a contractual right in respect of one share of the Issuer's Common Stock and will vest upon the continued performance of services through the scheduled vesting date. The PSUs are scheduled to vest on the earlier of (i) December 15, 2025 and (ii) the date that the Issuer files its Annual Report on Form 10-K for its fiscal year ending September 30, 2025. Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 3,805 | $35.96 | $136,827.80 |
DisclosureSEC source: 0001048268-22-000109 · wf-form4_167053793648033.xml · nonDerivative · entry 2 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,371.3 F2 · shares: Represents shares of Common Stock withheld to satisfy the tax obligation resulting from the vesting of the performance and time-based restricted stock granted to Ms. Newman on December 4, 2019 pursuant to the 2006 Equity Incentive Plan. Read SEC document |
| December 06, 2022 Filed Dec 8, 2022 22:19 UTC | IES Holdings, Inc. IESC · Entity 3458 | GrantCommon Stock | 2,657 | $35.96 | $95,545.72 |
DisclosureSEC source: 0001048268-22-000109 · wf-form4_167053793648033.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,176.3 F1 · shares: On December 4, 2019, Ms. Newman was granted shares of performance based restricted stock (the "Performance-Based Restricted Stock") pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). The Performance-Based Restricted Stock vested, if at all, upon the achievement of certain specified annual financial performance objectives and the continued performance of services through the scheduled vesting date. On December 6, 2022, upon the filing of the Issuer's Annual Report on Form 10-K for its fiscal year ended September 30, 2022, the performance and service criteria were determined to have been met, resulting in the vesting of 2,657 Performance-Based Restricted Stock under this award. Read SEC document |
| December 01, 2022 Filed Dec 2, 2022 22:22 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 1,227 | $33.63 | $41,264.01 |
DisclosureSEC source: 0001048268-22-000094 · wf-form4_167001973252385.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,519.3 F1 · shares: Represents shares of Common Stock withheld to satisfy the withholding tax obligation resulting from the vesting of the third tranche of the restricted stock granted to Ms. Newman on December 4, 2019 pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:49 UTC | IES Holdings, Inc. IESC · Entity 3458 | Tax withholdingCommon Stock | 1,226 | $48.21 | $59,105.46 |
DisclosureSEC source: 0001048268-21-000166 · wf-form4_163856812865086.xml · nonDerivative · entry 1 Newman Mary K · CIK 0001858333 · VP, General Counsel & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,746.3 F1 · shares: Represents shares of Common Stock withheld to satisfy the withholding tax obligation resulting from the vesting of the second tranche of the restricted stock (the "Sign-On Restricted Stock") granted to Ms. Newman on December 4, 2019 pursuant to the IES Holdings, Inc. 2006 Equity Incentive Plan, as amended and restated (the "2006 Equity Incentive Plan"). 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.