Welcome to our dedicated page for Ies Holdings SEC filings (Ticker: IESC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The IES Holdings, Inc. (NASDAQ: IESC) SEC filings page provides access to the company’s regulatory disclosures, including annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K. These documents offer detailed information on IES’s four operating segments—Communications, Residential, Infrastructure Solutions, and Commercial & Industrial—as well as its end markets, risk factors, and capital allocation decisions.
Annual reports (Form 10-K) describe the overall business, segment structure, key end markets such as data centers, residential housing, and commercial and industrial facilities, and the company’s use of non-GAAP measures like adjusted net income, adjusted EBITDA, and backlog. They also discuss risks related to economic conditions, competition, labor availability, supply chain constraints, fixed-price contracts, and acquisition integration.
Quarterly reports (Form 10-Q) update segment results, remaining performance obligations, and backlog, and provide management’s discussion of recent trends in Communications, Residential, Infrastructure Solutions, and Commercial & Industrial. These filings help readers track how demand in data centers, housing, industrial projects, and education and healthcare work is affecting IES’s operations.
Current reports (Form 8-K) disclose material events such as earnings releases, entry into material definitive agreements, acquisitions, executive compensation plans, and leadership changes. For example, IES has filed 8-Ks related to its fiscal 2025 quarterly and annual results, the Agreement and Plan of Merger to acquire Gulf Island Fabrication, Inc., and executive incentive arrangements.
This page also surfaces insider and governance-related filings, such as those reporting executive compensation plans or other board and management actions, as they appear in 8-Ks and related exhibits. Filings are sourced from the SEC’s EDGAR system and updated as new documents become available.
AI-powered tools on this platform can help summarize lengthy filings, highlight key segment data, explain non-GAAP reconciliations, and point out notable disclosures about backlog, remaining performance obligations, acquisitions, and compensation plans, allowing users to review IESC’s regulatory information more efficiently.
IES Holdings, Inc. director Joe D. Koshkin received an award of 60 Phantom Stock Units as equity compensation, rather than cash or common stock for part of his board retainer. These units were granted under the company’s 2006 Equity Incentive Plan at a stated price of $0.00 per unit.
Each unit converts into one share of IES common stock when Mr. Koshkin leaves the board for any reason or upon a defined change of control. Following this grant, he directly owns or is credited with 44,856 shares or units tied to IES common stock.
IES Holdings, Inc. director Todd M. Cleveland acquired 57 Phantom Stock Units as part of his board retainer, electing units instead of common stock or cash. Each unit converts into one share of IES common stock when he leaves the board for any reason or upon a defined change of control, bringing his direct holdings to 78,374 shares.
IES Holdings, Inc. director David B. Gendell reported receiving a grant of 53 Phantom Stock Units under the company’s 2006 Equity Incentive Plan in lieu of part of his board retainer. Each unit converts into one share of common stock when he leaves the board or upon a defined change of control. Following this grant, he holds 70,787 shares directly, with additional indirect holdings of 40,000 shares in a family trust and 6,000 shares in an IRA.
IES Holdings, Inc. director John Louis Fouts received a grant of 107 shares of Common Stock reported as Phantom Stock Units under the company’s 2006 Equity Incentive Plan. Following this award, he holds 8,419 shares directly. Each unit converts into one share when he leaves the board or upon a qualifying change of control.
Baldock Jennifer A reported acquisition or exercise transactions in this Form 4 filing.
IES Holdings director Jennifer A. Baldock received 56 shares of IES Holdings, Inc. common stock as an equity award. The shares were granted under the IES Holdings, Inc. 2006 Equity Incentive Plan after she elected to take part of her board retainer in stock instead of cash or phantom stock units.
After this grant, she holds 5,579 common shares directly. She also has an additional 375 common shares held indirectly through a family limited liability company, where she is a co-manager.
Janzen Kelly reported acquisition or exercise transactions in this Form 4 filing.
IES Holdings director Janzen Kelly received 53 shares of common stock as compensation. The shares were granted at no cash cost under the IES Holdings, Inc. 2006 Equity Incentive Plan as amended. Ms. Janzen elected to take this portion of her director retainer in stock instead of cash or phantom stock units, bringing her direct holdings to 229 shares.
IES Holdings, Inc. director Todd M. Cleveland reported a series of open-market sales of common stock. Over March 2–4, 2026, he sold a total of 2,500 shares in seven transactions at reported weighted-average prices around $500–$514 per share. After these sales, his direct ownership stood at 78,089 shares of IES Holdings common stock.
IES Holdings director Todd M. Cleveland reported open-market sales of 5,000 shares of IESC common stock. The sales took place over February 24–26, 2026 at prices generally between about $510 and $521 per share. After these transactions, he directly owned 80,817 common shares.
IES Holdings, Inc. President and CEO Matthew J. Simmes reported selling 5,000 shares of IES Holdings common stock in open-market transactions on February 18, 2026. The sales were executed in multiple trades at prices ranging from $493.47 to $511.96 per share.
After these transactions, Simmes directly owned 93,575 shares of IES Holdings common stock.