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  4. [Form 3] IPERIONX Ltd Initial Statement of Beneficial Ownership

IPERIONX (NASDAQ: IPX) president discloses equity and incentive holdings

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

Rhea-AI Filing Summary

IPERIONX Ltd President Toby Symonds has filed an initial ownership report detailing his equity and incentive holdings. He directly holds 3,128,089 Ordinary Shares traded on the ASX and 23,000 American Depository Shares listed on NASDAQ, with each ADS representing 10 ordinary shares.

He also holds 703,199 Restricted Stock Units, with 302,666 vesting in December 2026 and 400,533 vesting in April 2028. In addition, he has Performance Rights over 1,110,000 underlying Ordinary Shares at A$4 expiring on December 21, 2028, and 415,695 underlying shares at each of A$6, A$7, and A$8 exercise prices, all expiring on April 10, 2029.

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Insider Symonds Toby Edgcumbe
Role President
Type Security Shares Price Value
holding Performance Rights (A$4) -- -- --
holding Performance Rights (A$6) -- -- --
holding Performance Rights (A$7) -- -- --
holding Performance Rights (A$8) -- -- --
holding Ordinary Shares -- -- --
holding American Depository Shares (ADS) -- -- --
holding Restricted Stock Units (RSUs) -- -- --
Holdings After Transaction: Performance Rights (A$4) — 1,110,000 shares (Direct); Performance Rights (A$6) — 415,695 shares (Direct); Performance Rights (A$7) — 415,695 shares (Direct); Performance Rights (A$8) — 415,695 shares (Direct); Ordinary Shares — 3,128,089 shares (Direct); American Depository Shares (ADS) — 23,000 shares (Direct); Restricted Stock Units (RSUs) — 703,199 shares (Direct)
Footnotes (1)
  1. Ordinary Shares are traded on the Australian Stock Exchange (ASX). American Depository Shares (ADS) are traded on the NASDAQ and 1 ADS is convertible into 10 ordinary shares (ordinary shares are traded on the Australian Stock Exchange) 302,666 vest in December 2026; 400,533 vest in April 2028 Australian Dollars
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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*
Symonds Toby Edgcumbe
(Last)(First)(Middle)
1092 CONFROY DRIVE
(Street)
SOUTH BOSTON VIRGINIA 24592
(City)(State)(Zip)
UNITED STATES
(Country)		2. Date of Event Requiring Statement (Month/Day/Year)
03/20/2026		3. Issuer Name and Ticker or Trading Symbol
IPERIONX Ltd [ IPX ]
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)
Director10% Owner
XOfficer (give title below)Other (specify below)
President
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 Shares(1)3,128,089D
American Depository Shares (ADS)(2)23,000D
Restricted Stock Units (RSUs)703,199(3)D
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
Performance Rights (A$4)12/21/202812/21/2028Ordinary Shares1,110,000$4(4)D
Performance Rights (A$6)04/10/202904/10/2029Ordinary Shares415,695$6(4)D
Performance Rights (A$7)04/10/202904/10/2029Ordinary Shares415,695$7(4)D
Performance Rights (A$8)04/10/202904/10/2029Ordinary Shares415,695$8(4)D
Explanation of Responses:
1. Ordinary Shares are traded on the Australian Stock Exchange (ASX).
2. American Depository Shares (ADS) are traded on the NASDAQ and 1 ADS is convertible into 10 ordinary shares (ordinary shares are traded on the Australian Stock Exchange)
3. 302,666 vest in December 2026; 400,533 vest in April 2028
4. Australian Dollars
Michael Spath03/20/2026
** 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 IPERIONX (IPX) Form 3 filing show for President Toby Symonds?

The Form 3 shows President Toby Symonds’ initial ownership in IPERIONX, including Ordinary Shares, American Depository Shares, Restricted Stock Units, and Performance Rights. It establishes his starting equity position as a reporting insider under U.S. securities rules for IPERIONX Ltd.

How many IPERIONX Ordinary Shares does Toby Symonds directly hold?

Toby Symonds directly holds 3,128,089 Ordinary Shares of IPERIONX, traded on the Australian Stock Exchange. This figure reflects his reported direct common equity stake, separate from additional American Depository Shares and various incentive awards such as Restricted Stock Units and Performance Rights.

What incentive awards are reported for Toby Symonds in the IPERIONX Form 3?

The filing lists 703,199 Restricted Stock Units and multiple Performance Rights series tied to Ordinary Shares at exercise prices of A$4, A$6, A$7, and A$8. These performance-linked instruments can convert into shares if conditions are met before their stated expiration dates.

What are the vesting dates for Toby Symonds’ IPERIONX RSUs?

The Form 3 notes that 302,666 RSUs vest in December 2026, while 400,533 RSUs vest in April 2028. These schedules indicate when portions of his Restricted Stock Units are expected to convert into Ordinary Shares, assuming applicable vesting conditions are satisfied.

How are IPERIONX American Depository Shares (ADS) structured for Toby Symonds’ holdings?

Toby Symonds holds 23,000 American Depository Shares, which trade on NASDAQ. According to the filing, 1 ADS is convertible into 10 Ordinary Shares that trade on the Australian Stock Exchange, linking his U.S.-listed ADS position to underlying Australian-listed equity.

What Performance Rights does Toby Symonds hold in IPERIONX and when do they expire?

He holds Performance Rights over 1,110,000 underlying Ordinary Shares at A$4 expiring on December 21, 2028, plus 415,695 underlying shares at each of A$6, A$7, and A$8, all expiring April 10, 2029. These rights provide potential future share acquisitions.