Comparable stake leader
Orin Hirschman
SEC ownership of Ideal Power Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001507957.
Disclosed value leader
AWM Investment Company, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- IPWR on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Orin Hirschman
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Orin Hirschman
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001507957
- Issuer location
- Austin, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Ideal Power Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Orin Hirschman
Disclosed value leader
AWM Investment Company, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 9.8%
13D/G row: Orin Hirschman
Showing 1-8 of 50 holder rows.
Quick read
Orin Hirschman leads the comparable SEC ownership view at 9.8%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Orin Hirschman's linked filing trail.
Comparable ownership
Top 5
Orin Hirschman
9.8%
Laurence W. Lytton
7.5%
David M. Somo
2.9%
Timothy Burns
0.9%
Michael C. Turmelle
0.65%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Orin Hirschman |
13D/G
|
9.8%
|
$3,126,177
1,181,696 shares
|
+$1,824,620 | 31 Mar 2026 |
| Laurence W. Lytton |
13D/G
LYTTON LAURENCE W
|
7.5%
|
$4,837,674
959,856 shares
|
-$1,260,963 | 30 Jun 2026 |
| David M. Somo |
3/4/5
President and CEO, Director
|
2.9%
|
$1,063,697
375,865 shares
|
+$250,000 | 18 May 2026 |
| Timothy Burns |
3/4/5
CFO
|
0.9%
|
$324,598
114,699 shares
|
— | 01 Jun 2026 |
| Michael C. Turmelle |
3/4/5
Director
|
0.65%
|
$635,223
83,582 shares
|
+$39,900 | 26 May 2026 |
| Laban E. Lesster |
3/4/5
Director
|
0.33%
|
$182,157
42,166 shares
|
— | 02 Jan 2026 |
| Drue Freeman |
3/4/5
Director
|
0.31%
|
$169,197
39,166 shares
|
— | 02 Jan 2026 |
| Gregory C. Knight |
3/4/5
Director
|
0.31%
|
$169,197
39,166 shares
|
— | 02 Jan 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$289,900.
Buys
$289,900
Insiders: 2
Sells
$0
Insiders: 0
Net
+$289,900
Shares: +96,159
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 96,159
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 5,250 | 0 | $39,900 | $0 | +$39,900 |
| 3-6 | 90,909 | 0 | $250,000 | $0 | +$250,000 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to Ideal Power Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Largest Forms 3/4/5 holder
David M. Somo
Net 12M change
+$289,900
Latest report
01 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| David M. Somo | President and CEO, Director | $1,063,697 | +$250,000 | +31% | Mixed | 18 May 2026 |
| R. Daniel Brdar | President and CEO, Director | $737,031 | Mixed | 20 Jun 2025 | ||
| Michael C. Turmelle | Director | $635,223 | +$39,900 | +6.7% | Filing P/S | 26 May 2026 |
| Timothy Burns | Cfo | $324,598 | Mixed | 01 Jun 2026 | ||
| Laban E. Lesster | Director | $182,157 | Mixed | 02 Jan 2026 | ||
| Gregory C. Knight | Director | $169,197 | Mixed | 02 Jan 2026 | ||
| Drue Freeman | Director | $169,197 | Mixed | 02 Jan 2026 |
Recent insider transactions for Ideal Power Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Timothy Burns | IPWR | Common Stock | Award | 21.1% | 20,000 | 114,699 | 22 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Tax liability | -5.25% | -5,247 | 94,699 | 20 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Tax liability | -2.85% | -2,928 | 99,946 | 12 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Tax liability | -2.49% | -2,624 | 102,874 | 05 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Options Exercise | 6.75% | 6,667 | 105,498 | 05 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Performance Stock Units | Options Exercise | -100% | -6,667 | 0 | 05 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Tax liability | -2.59% | -2,624 | 98,831 | 03 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Options Exercise | 7.03% | 6,667 | 101,455 | 03 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Performance Stock Units | Options Exercise | -50% | -6,667 | 6,667 | 03 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Tax liability | -2.69% | -2,624 | 94,788 | 01 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Options Exercise | 7.35% | 6,666 | 97,412 | 01 Jun 2026 | Direct | ||
| Timothy Burns | IPWR | Performance Stock Units | Options Exercise | -33.3% | -6,666 | 13,334 | 01 Jun 2026 | Direct | ||
| Michael C. Turmelle | IPWR | Common Stock | Purchase | 6.7% | $39,900 | $7.60 | 5,250 | 83,582 | 26 May 2026 | Direct |
| David M. Somo | IPWR | Common Stock | Tax liability | -6.08% | -24,342 | 375,865 | 18 May 2026 | Direct | ||
| David M. Somo | IPWR | Common Stock | Award | 18.3% | 61,860 | 400,207 | 18 May 2026 | Direct | ||
| David M. Somo | IPWR | Common Stock | Purchase | 36.7% | $250,000 | $2.75 | 90,909 | 338,347 | 25 Feb 2026 | Direct |
| Michael C. Turmelle | IPWR | Common Stock | Award | 86.6% | 36,364 | 78,332 | 02 Jan 2026 | Direct | ||
| Drue Freeman | IPWR | Common Stock | Award | 86.6% | 18,182 | 39,166 | 02 Jan 2026 | Direct | ||
| Gregory C. Knight | IPWR | Common Stock | Award | 86.6% | 18,182 | 39,166 | 02 Jan 2026 | Direct | ||
| Laban E. Lesster | IPWR | Common Stock | Award | 75.8% | 18,182 | 42,166 | 02 Jan 2026 | Direct | ||
| Timothy Burns | IPWR | Common Stock | Tax liability | -3.82% | -3,607 | 90,746 | 15 Dec 2025 | Direct | ||
| David M. Somo | IPWR | Common Stock | Award | 247,438 | 247,438 | 03 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.