IREN Chief ExecutiveWhat Daniel Roberts says in public, and what their own SEC filings show they own.
Co-Founder & Co-CEO · Iris Energy Limited
Co-founded IREN in 2018 with brother Will. Drives strategy and the big deals — $9.7B Microsoft partnership, AI data center expansion. Ex-Macquarie (finance, infrastructure, renewables). Very visible in media on the Bitcoin→AI pivot. Major shareholder.
Roberts owns 2.4% of Iris Energy Limited, worth $255.6M at the last close.
Nobody has researched this person's career yet, so founder and track record are left out of the score and of the total above.
Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). An axis we have not researched is left out of the score and of the total it is shown over. Every input links to a filing or to our own research; the bands are ours.
Dots mark the months the activity below moved the line. Hover one for that month's net move, how many movements it folds and the largest.
| Security | Held via | Shares |
|---|---|---|
| Ordinary Shares | Awassi Capital Trust #2 | 23,641,221 |
| Class B Shares | Awassi Capital Trust #2 | 1 |
| Reported as of 2026-07-01 | 23,641,222 | |
The 13G/A cover page counts the 6.3M shares the person can vote today. The Forms 4 add 17.4M more — typically an award that has not vested, which the person disclaims until it does. Never add them together.
| Date | Type | What happened | Shares | Price | Value | Note |
|---|---|---|---|---|---|---|
| Jul 1, 2026 filing: Award, Grant or award across 2 lots · Ordinary Shares | Award | Grant or award across 2 lots · Ordinary Shares | +9,651,525 | — | — | Through Awassi Capital Trust #2 |
| Sep 11, 2025 filing: Sale, Open-market sale · Ordinary Shares | Sale | Open-market sale · Ordinary Shares | −1,000,000 | $33.13 | $33.1M | Through Awassi Capital Trust #2 · no 10b5-1 plan |
| Company | Role | Reported | Beneficial | % of class |
|---|---|---|---|---|
| IREN IREN Ltd This page | Co-Chief Executive Officer | 24M 2026-07-01 |
6,251,247 | 2.4% |
| IREN: 17,389,975 shares on the Section 16 filings are excluded from the SCHEDULE 13G/A figure — read the cover page for why. | ||||
Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.
10 filings under CIK 0001909120 · captured 2026-09-05 · All filings on EDGAR ↗
8 recorded appearances
Roberts explains the emergence of "neoclouds" and where they sit relative to hyperscalers in the data-centre stack, arguing the required compute build-out is far larger than current capacity implies.
Watch or read: The world will need an ENORMOUS amount of compute infrastructure: IREN co-CEO, May 20, 2026 →Speaking to Ed Ludlow at Dell Technologies World, Roberts discusses IREN's strategic partnership with Nvidia worth up to $2.1 billion and how the Dell and Nvidia relationships accelerate its AI infrastructure build.
Watch or read: IREN CEO: Have Great Relationship With Dell and Nvidia, May 18, 2026 →In his segment (from 1:18:57), Roberts calls the AI infrastructure build-out "permanent whack-a-mole" and argues the real bottleneck is time-to-compute: even with chips and power secured, deployment speed is the binding constraint.
Watch or read: Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN, Mar 23, 2026 →Fireside chat with analyst Joseph Vafi on IREN's AI infrastructure roadmap, including the expansion to 150,000 GPUs and how the vertically integrated model is funded.
Watch or read: Daniel Roberts, IREN | Canaccord Genuity Fireside Chat, Mar 10, 2026 →Roberts frames AI data centres as factories whose "workers" are clustered GPUs that never stop, and argues this is what distinguishes the current industrial cycle from previous ones.
Watch or read: Daniel Roberts, IREN | theCUBE + NYSE Wired: AI Factories - Data Centers of the Future, Oct 3, 2025 →With E3 Platforms' Rhea Williams, Roberts argues IREN's vertical integration - owning power, land and build - is what lets it deliver high-performance compute faster and cheaper than lease-based competitors.
Watch or read: IREN Yotta 2025 Fireside chat with Dan Roberts: Powering High Performance Compute at Gigawatt Scale, Oct 3, 2025 →Roberts says demand for IREN's AI data-centre capacity outstrips what the company can deliver, and discusses how the bitcoin-mining base is being converted into AI compute.
Watch or read: 'We can't meet the demand fast enough,' says Iren co-CEO Dan Roberts, Sep 26, 2025 →An investor Q&A following FY25 results in which Roberts takes questions on the AI/HPC pivot, energy pipeline and capital plans.
Watch or read: IREN - Co-Founder & Co-CEO Daniel Roberts Q&A - FY25 Earnings & Outlook!, Aug 29, 2025 →
