NASDAQ-Listed AI Infrastructure Company Co-CEO Hits 'Jackpot' with Stock Holdings... Large RSU Acquisition Locked Until 2033

Nasdaq-listed IREN Ltd. (NASDAQ: IREN) co-CEOs Daniel Roberts and William Roberts reported on July 1, 2026, the vesting of a large number of restricted stock units (RSUs) granted as fiscal‐2027 compensation, as well as previously awarded TSR performance RSUs. As a result, their indirect holdings through their respective trusts each rose to approximately 23.64 million shares. These shares are subject to a six-year vesting schedule and additional holding requirements, with a portion restricted from sale until fiscal 2033. The reported transactions did not involve any open-market purchases or sales. Separately, on September 16, 2025, executive Christopher Guzowski sold roughly 12,000 common shares in the open market, generating about $430,000 (approximately KRW 600 million) in cash. On July 1, 2026, he received several thousand new common shares in the form of RSUs, modestly increasing his direct holdings to the mid-40,000-share range.

Meanwhile, IREN has secured a uniform-patch sponsorship deal with the NBA’s Golden State Warriors, agreeing to pay over $50 million annually (around KRW 70 billion) to boost its brand visibility in North America. In its latest earnings and business update, the company stated it is transitioning from a Bitcoin-mining–centric model to an AI cloud and data-center business. Backed by substantial GPU investments and long-term AI cloud contracts, IREN is targeting a multi-billion-dollar annual revenue run rate by the end of 2026.

Headquartered in Sydney, Australia, IREN is a vertically integrated data-center and high-performance computing infrastructure company operating its own facilities in Australia and Canada. It concurrently conducts Bitcoin mining and provides AI cloud services. Known as Iris Energy until 2024, the company began with Bitcoin mining powered by abundant renewable energy and has since expanded into next-generation data-center operations focused on AI and cloud demand.