Follow The Filings

IESC Ies Holdings Inc.

Industrials, filed as IES HLDGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.1%
  • $5.3M
  • 1 reduce

In 2026 Q2 Polen Capital Management trimmed Ies.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Polen Capital Management). Not free-float ownership.

  1. Polen Capital Management Reduce 0.05%

Who owns IESC

Sorted by value, long equity only, as of 2026 Q2.

History
Polen Capital Management 0.05% Reduce −39.1% 7,275 $5.3M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IESC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IESC insider trades
  • None no insider bought on the open market
  • $256M sold by 8 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Jeffrey L Et Al Gendell Chair, +7 joint filers
    Sale
    $35.3M 46,720 shares at $756.47 0.4% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  2. Todd M Cleveland Director
    Sale
    $3.8M 5,000 shares at $761.89 7.6% of stake
    Traded Jun 12 Filed Jun 16
    ↗
  3. Jeffrey L Et Al Gendell Chair, +7 joint filers
    Sale
    $22.8M 32,365 shares at $705.70 0.3% of stake
    Traded May 26–27 Filed May 28
    ↗
  4. Jeffrey L Et Al Gendell Chair, +7 joint filers
    Sale
    $37.7M 54,361 shares at $693.65 0.5% of stake
    Traded May 13–14 Filed May 15
    ↗
  5. Tracy McLauchlin CFO
    Sale
    $2M 3,000 shares at $662.61 4.6% of stake
    Traded May 8 Filed May 12
    ↗
  6. Todd M Cleveland Director
    Sale
    $8.3M 12,500 shares at $664.85 16% of stake
    Traded May 6–8 Filed May 8
    ↗
  7. Jeffrey L Et Al Gendell Chair, +7 joint filers
    Sale
    $31.9M 47,156 shares at $676.75 0.4% of stake
    Traded May 6–8 Filed May 8
    ↗
  8. Matthew J Simmes CEO
    Sale
    $4.6M 7,000 shares at $658.24 7.5% of stake
    Traded May 5 Filed May 7
    ↗
  9. Todd M Cleveland Director
    Sale
    $1.3M 2,500 shares at $501.96 3.1% of stake
    Traded Mar 2–4 Filed Mar 4
    ↗
  10. Todd M Cleveland Director
    Sale
    $2.6M 5,000 shares at $511.94 5.8% of stake
    Traded Feb 24–26 Filed Feb 26
    ↗
  11. Matthew J Simmes CEO
    Sale
    $2.5M 5,000 shares at $506.26 5.1% of stake
    Traded Feb 18 Filed Feb 20
    ↗
  12. Jeffrey L Et Al Gendell Chair, +7 joint filers
    Sale
    $4.3M 8,159 shares at $525.93 0.1% of stake
    Traded Feb 12–17 Filed Feb 17
    ↗
  13. Matthew Michael Allen Chief Technical Officer
    Sale
    $321K 700 shares at $457.95 39% of stake
    Traded Dec 15, 2025 Filed Dec 18, 2025
    ↗
  14. Jeffrey L Et Al Gendell Chair, +7 joint filers
    Sale
    $38.8M 82,094 shares at $473.20 0.8% of stake
    Traded Dec 10–11 Filed Dec 12, 2025
    ↗
  15. Mary K Newman SVP, CAO and General Counsel
    Sale
    $956K 2,000 shares at $477.86 8.4% of stake
    Traded Dec 11, 2025 Filed Dec 12, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 33 stock grants, 5 share withholdings for taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
SCHEDULE 13D/A — Filing Doc
8-K 1.01,2.01,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,3.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024
Revenue $2.38B $2.88B
Gross profit $444.54M $696.59M
Gross margin * 18.7% 24.2%
Net income $108.29M $219.12M
Net margin * 4.6% 7.6%

Balance sheet

Metric FY2023 FY2024
Total current assets $671.3M $871.69M
Total non-current assets * $310.3M $372.33M
Total assets $0.982B $1.24B
Total current liabilities $400.57M $522.55M
Total non-current liabilities * $81.1M $69.36M
Total equity $449.98M $611.11M

Cash flow

Metric FY2023 FY2024
Cash from operations $153.9M $234.4M
Cash from investing $2.77M -$108.85M
Cash from financing -$105.75M -$100.5M
Net change in cash $50.92M $25.06M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.