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ioneer (NASDAQ: IONR) director Alan Davies details multi-million share stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

ioneer Ltd director Alan Davies has filed an initial ownership report showing substantial holdings in the company’s Ordinary Shares. He directly holds 3,485,583 Ordinary Shares, including 188,083 time-based units scheduled to vest on November 2, 2026. An additional 2,616,649 Ordinary Shares are reported as indirectly held through Diversa Trustees Limited as trustee for the HUB24 Super Fund. This filing records existing ownership positions rather than new share purchases or sales.

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Negative

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Insider Davies Alan
Role Director
Type Security Shares Price Value
holding Ordinary Shares -- -- --
holding Ordinary Shares -- -- --
Holdings After Transaction: Ordinary Shares — 3,485,583 shares (Direct); Ordinary Shares — 2,616,649 shares (Indirect, By Trust)
Footnotes (1)
  1. Includes 188,083 Ordinary Shares underlying time-based units that vest on November 2, 2026. 2,616,649 reported Ordinary Shares are held by Diversa Trustees Limited as trustee for HUB24 Super Fund.
Direct Ordinary Shares held 3,485,583 shares Total direct Ordinary Shares following reporting as of March 18, 2026
Indirect Ordinary Shares held 2,616,649 shares Ordinary Shares held by Diversa Trustees Limited as trustee for HUB24 Super Fund
Time-based units underlying shares 188,083 shares Ordinary Shares underlying time-based units vesting on November 2, 2026
Holding entries reported 2 entries Two holding records, one direct and one indirect, in the Form 3
Net buy/sell direction Neutral transactionSummary shows no buy, sell, or exercise activity
Ordinary Shares financial
"security_title: "Ordinary Shares" and total_shares_following_transaction entries"
Ordinary shares are a type of ownership stake in a company, giving shareholders a right to participate in the company’s profits and decision-making through voting. They are similar to owning a piece of a business, and their value can rise or fall based on the company's performance. Investors buy ordinary shares to potentially earn dividends and benefit from the company's growth over time.
time-based units financial
"Includes 188,083 Ordinary Shares underlying time-based units that vest on November 2, 2026."
trustee financial
"2,616,649 reported Ordinary Shares are held by Diversa Trustees Limited as trustee for HUB24 Super Fund."
A trustee is a person or institution legally appointed to hold and manage assets or enforce an agreement on behalf of other people (beneficiaries). Think of a trustee as a neutral referee or custodian who must act in the beneficiaries’ best interests, follow the trust or contract rules, and handle distributions, recordkeeping and enforcement. Investors care because a trustworthy trustee protects their rights, ensures promised payments or remedies are delivered, and can influence recoveries if things go wrong.
indirect ownership financial
"transaction record lists ownership_type "indirect" with nature_of_ownership "By Trust""
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SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Davies Alan
(Last)(First)(Middle)
C/O IONEER LTD
9460 DOUBLE R. BLVD, SUITE 200
(Street)
RENO NEVADA 89521
(City)(State)(Zip)
UNITED STATES
(Country)		2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026		3. Issuer Name and Ticker or Trading Symbol
ioneer Ltd [ IONR ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Ordinary Shares3,485,583(1)D
Ordinary Shares2,616,649(2)IBy Trust
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Includes 188,083 Ordinary Shares underlying time-based units that vest on November 2, 2026.
2. 2,616,649 reported Ordinary Shares are held by Diversa Trustees Limited as trustee for HUB24 Super Fund.
/s/ Alan Davies04/13/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What does the ioneer (IONR) Form 3 filing by Alan Davies show?

The Form 3 shows Alan Davies’ existing ownership in ioneer. He reports 3,485,583 Ordinary Shares held directly and 2,616,649 shares held indirectly through a trustee, establishing his baseline stake as a director without indicating any recent share purchases or sales.

How many ioneer (IONR) shares does Alan Davies hold directly and indirectly?

Alan Davies reports 3,485,583 Ordinary Shares held directly and 2,616,649 Ordinary Shares held indirectly. The indirect holding is through Diversa Trustees Limited as trustee for the HUB24 Super Fund, giving a clear picture of both his personal and trust-related ownership positions.

What are the time-based units mentioned in the ioneer (IONR) Form 3?

The filing states that 188,083 of Alan Davies’ reported Ordinary Shares are underlying time-based units. These units are scheduled to vest on November 2, 2026, meaning they convert into fully vested Ordinary Shares for him only after that vesting date is reached.

How are Alan Davies’ indirect ioneer (IONR) holdings structured?

The Form 3 notes that 2,616,649 Ordinary Shares are held by Diversa Trustees Limited as trustee for the HUB24 Super Fund. This means those shares are owned through a trust arrangement rather than directly, reflecting an indirect form of beneficial ownership for Davies.

Does the Alan Davies Form 3 for ioneer (IONR) show any recent insider trades?

No, the Form 3 serves as an initial ownership report and lists existing positions only. The transactions are classified as holdings with unknown transaction codes, and the summary data shows no recorded buys, sells, exercises, gifts, or tax-withholding events in this filing.