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Ideal Power (NASDAQ: IPWR) CEO earns PSUs, shares withheld for taxes

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Ideal Power Inc. President and CEO David M. Somo reported equity compensation activity tied to performance-based stock units on May 18, 2026. He acquired 61,860 shares of common stock at $5.77 per share through a grant/award after performance metrics were achieved. To cover tax withholding obligations on the vesting of this PSU award, 24,342 shares were withheld by the company; no open-market sale occurred. Following these transactions, Somo directly holds 400,207 shares of Ideal Power common stock.

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Insider SOMO DAVID M
Role President and CEO
Type Security Shares Price Value
Grant/Award Common Stock 61,860 $5.77 $357K
Tax Withholding Common Stock 24,342 $5.77 $140K
Holdings After Transaction: Common Stock — 400,207 shares (Direct, null)
Footnotes (1)
  1. Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on May 18, 2026, based on the achievement of pre-established performance metrics. Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a PSU award. No issuance or sale of securities occurred in connection with the tax withholding.
PSU shares earned 61,860 shares Grant/award acquisition of common stock at $5.77 per share
Tax withholding shares 24,342 shares Shares withheld to cover tax obligations on PSU vesting
Grant price $5.77 per share Price per share for the 61,860-share award
Shares after withholding 375,865 shares Direct holdings after tax-withholding disposition transaction
Final holdings 400,207 shares Direct common stock held after the grant/award acquisition
Tax withholding events 1 event, 24,342 shares Non-derivative F-code tax-withholding disposition
Performance-based stock units financial
"Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on May 18, 2026"
Performance-based stock units are company promises to deliver shares or cash to employees or executives only if the business hits specific financial or operational goals over a set period. Like a bonus that only pays out when certain milestones are reached, they link pay to company performance and matter to investors because they can dilute the share count, affect reported earnings when they vest, and signal how management is being incentivized.
PSUs financial
"Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on May 18, 2026"
PSUs are company shares promised to employees or executives that only become actual stock if the business hits specific performance targets over a set period. For investors, PSUs matter because they link pay to measurable outcomes — similar to a conditional bonus that converts into ownership — which can influence management decisions, dilution of shares, and signals about confidence in future results.
tax withholding obligations financial
"Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a PSU award"
grant/award acquisition financial
"transaction_action: "grant/award acquisition" for 61,860 shares of Common Stock"
Form 4 regulatory
"INSIDER FILING DATA (Form 4) for Ideal Power Inc. and David M. Somo"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
SOMO DAVID M
(Last)(First)(Middle)
5508 HIGHWAY 290 WEST
SUITE 120
(Street)
AUSTIN TEXAS 78735
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
Ideal Power Inc. [ IPWR ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
President and CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/18/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/18/2026A61,860(1)A$5.77400,207D
Common Stock05/18/2026F24,342(2)D$5.77375,865D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Performance-based stock units("PSUs") for shares of the Issuer's common stock were earned on May 18, 2026, based on the achievement of pre-established performance metrics.
2. Represents shares withheld by the issuer to cover tax withholding obligations upon vesting of a PSU award. No issuance or sale of securities occurred in connection with the tax withholding.
/s/ Timothy Burns, Attorney-in-Fact06/12/2026
** 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 4 (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 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did Ideal Power (IPWR) report for its CEO?

Ideal Power CEO David M. Somo reported PSU-related equity compensation on May 18, 2026. He received 61,860 common shares at $5.77 per share and had 24,342 shares withheld by the company to satisfy tax obligations tied to the vesting.

How many Ideal Power (IPWR) shares did the CEO receive and at what price?

David M. Somo received 61,860 shares of Ideal Power common stock at $5.77 per share. These shares were earned from performance-based stock units that vested after pre-established performance metrics were achieved on May 18, 2026, according to the filing footnotes.

Were any Ideal Power (IPWR) shares sold by the CEO in this Form 4?

No open-market sale occurred in this Form 4. The 24,342-share disposition represents shares withheld by Ideal Power to cover tax withholding obligations upon vesting of a PSU award, with the filing explicitly stating no issuance or sale occurred in connection with this withholding.

How many Ideal Power (IPWR) shares does the CEO hold after these transactions?

After the reported PSU vesting and tax withholding, CEO David M. Somo directly holds 400,207 shares of Ideal Power common stock. The Form 4 shows this total following the grant/award acquisition transaction recorded on May 18, 2026.

What are performance-based stock units (PSUs) in the Ideal Power (IPWR) filing?

In this context, performance-based stock units are awards that convert into shares only if pre-set performance metrics are achieved. The filing notes PSUs for Ideal Power common stock were earned on May 18, 2026, triggering the 61,860-share grant to the CEO.