Ideal Power Inc.
IPWRFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Ideal Power Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 14 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 12, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 2026-03-31 | 500 | Not shown | SEC filing |
| Resurgent Financial Advisors LLC | 2026-03-31 | 20,040 | $56.7K | SEC filing |
| AlphaCore Capital LLC | 2026-03-31 | 14,234 | $40.3K | SEC filing |
| Cable Car Capital, LP | 2026-03-31 | 50,000 | $142K | SEC filing |
| AIGH Capital Management LLC | 2026-03-31 | 1,181,696 | $3.34M | SEC filing |
| Bleichroeder LP | 2026-03-31 | 300,000 | $849K | SEC filing |
| UBS Group AG | 2026-03-31 | 22,409 | $63.4K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 99,245 | $281K | SEC filing |
| STIFEL FINANCIAL CORP | 2026-03-31 | 81,452 | $231K | SEC filing |
| FNY Investment Advisers, LLC | 2026-03-31 | 3,402 | Not shown | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 26,698 | $75.6K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 216 | $611 | SEC filing |
| STATE STREET CORP | 2026-03-31 | 21,847 | $61.8K | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 11,764 | $33.3K | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 121,527 | $344K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 300 | $849 | SEC filing |
| BAILARD, INC. | 2026-03-31 | 20,365 | $57.6K | SEC filing |
| JONES FINANCIAL COMPANIES LLLP | 2026-03-31 | 307 | $884 | SEC filing |
| Westside Investment Management, Inc. | 2026-03-31 | 386 | $1.09K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 21,060 | $59.6K | SEC filing |
- Each value is checked against Ideal Power Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Ideal Power Inc.'s share price.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- JANE STREET GROUP, LLC: 10,823 shares reported 2025-12-31; 24,055 shares reported 2026-03-31.
- SBI Securities Co., Ltd.: 31 shares reported 2025-12-31; 31 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 300 shares reported 2025-12-31; 300 shares reported 2026-03-31.
- AWM Investment Company, Inc.: 786,094 shares reported 2025-12-31; 1,196,849 shares reported 2026-03-31.
- Westside Investment Management, Inc.: 1,000 shares reported 2025-12-31; 386 shares reported 2026-03-31.
- JONES FINANCIAL COMPANIES LLLP: 307 shares reported 2025-12-31; 307 shares reported 2026-03-31.
- BAILARD, INC.: 20,365 shares reported 2025-12-31; 20,365 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 300 shares reported 2025-12-31; 300 shares reported 2026-03-31.
- BlackRock, Inc.: 120,339 shares reported 2025-12-31; 121,527 shares reported 2026-03-31.
- SUSQUEHANNA INTERNATIONAL GROUP, LLP: 14,669 shares reported 2025-12-31; 11,764 shares reported 2026-03-31.
- STATE STREET CORP: 21,847 shares reported 2025-12-31; 21,847 shares reported 2026-03-31.
- Tower Research Capital LLC (TRC): 537 shares reported 2025-09-30; 216 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
11 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Ideal Power Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2019-10-14 · AWM Investment Company, Inc.: Larger than all 33 other insider sales of Common Stock on file. SEC filing
- 2019-10-14 · AWM Investment Company, Inc.: Larger than 32 of the 33 other insider sales of Common Stock on file. SEC filing
- 2019-10-10 · AWM Investment Company, Inc.: Larger than 30 of the 33 other insider sales of Common Stock on file. SEC filing
- 2017-03-03 · APPEL PETER A (derivative): Larger than all 8 other insider purchases of Common Stock Warrants on file. SEC filing
- 2015-11-13 · BAUM MARK L: Larger than 31 of the 33 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2024-11-19–2024-11-19: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2023-05-15–2023-05-16: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2017-03-03–2017-03-03: 8 event(s) across 8 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2017-03-03–2017-03-03: 8 event(s) across 8 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2016-05-17–2016-05-19: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2015-05-15–2015-05-15: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-26 | TURMELLE MICHAEL C · Director | Common Stock | P — Open market or private purchase | +5,250 | 7.60 | SEC filing |
| 2026-02-25 | SOMO DAVID M · President and CEO | Common Stock | P — Open market or private purchase | +90,909 | 2.75 | SEC filing |
| 2024-11-19 | BRDAR DANIEL · President and CEO | Common Stock | P — Open market or private purchase | +4,500 | 5.91 | SEC filing |
| 2024-11-19 | Lesster Laban E · Director | Common Stock | P — Open market or private purchase | +3,000 | 5.88 | SEC filing |
| 2023-05-16 | BRDAR DANIEL · President and CEO | Common Stock | P — Open market or private purchase | +4,500 | 9.40 | SEC filing |
| 2023-05-15 | BRDAR DANIEL · President and CEO | Common Stock | P — Open market or private purchase | +1,202 | 9.10 | SEC filing |
| 2023-05-15 | BURNS TIMOTHY · Chief Financial Officer | Common Stock | P — Open market or private purchase | +2,500 | 9.24 | SEC filing |
| 2021-11-18 | Lesster Laban E · Director | Common Stock | S — Open market or private sale | −400 | 18.02 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-18 | SOMO DAVID M · President and CEO | Common Stock | A — Grant, award, or other acquisition | +61,860 | SEC filing |
| 2026-05-18 | SOMO DAVID M · President and CEO | Common Stock | F — Payment of exercise price or tax by delivering securities | −24,342 | SEC filing |
| 2026-01-02 | KNIGHT GREGORY C · Director | Common Stock | A — Grant, award, or other acquisition | +18,182 | SEC filing |
| 2026-01-02 | Lesster Laban E · Director | Common Stock | A — Grant, award, or other acquisition | +18,182 | SEC filing |
| 2026-01-02 | TURMELLE MICHAEL C · Director | Common Stock | A — Grant, award, or other acquisition | +36,364 | SEC filing |
| 2026-01-02 | FREEMAN DRUE · Director | Common Stock | A — Grant, award, or other acquisition | +18,182 | SEC filing |
| 2025-12-15 | BURNS TIMOTHY · CFO | Common Stock | F — Payment of exercise price or tax by delivering securities | −3,607 | SEC filing |
| 2025-11-03 | SOMO DAVID M · President and CEO | Common Stock | A — Grant, award, or other acquisition | +247,438 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2019-04-04 | BURNS TIMOTHY · Chief Financial Officer | Option to Purchase Stock | D — Disposition to the issuer | −30,000 | SEC filing |
| 2019-04-04 | EISENHAURE DAVID B · Director | Option to Purchase Stock | D — Disposition to the issuer | −12,742 | SEC filing |
| 2019-04-04 | BRDAR DANIEL · BTRAN Chief Commercial Officer | Non-Qualified Stock Option | D — Disposition to the issuer | −250,000 | SEC filing |
| 2019-04-04 | BRDAR DANIEL · BTRAN Chief Commercial Officer | Option to Purchase Stock | D — Disposition to the issuer | −200,000 | SEC filing |
| 2019-04-04 | BURNS TIMOTHY · Chief Financial Officer | Option to Purchase Stock | D — Disposition to the issuer | −125,000 | SEC filing |
| 2019-04-04 | BELL LON E · CEO and President | Option to Purchase Stock | D — Disposition to the issuer | −12,834 | SEC filing |
| 2019-04-04 | BELL LON E · CEO and President | Option to Purchase Stock | D — Disposition to the issuer | −12,742 | SEC filing |
| 2019-04-04 | BELL LON E · CEO and President | Option to Purchase Stock | D — Disposition to the issuer | −12,646 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.