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 $279.3M at the last close.
Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). Every input links to a filing or to the career file; the bands are ours.
Dots mark the months the activity below moved the line. Hover one for the filing.
| 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 | Award | Grant or award across 2 lots · Ordinary Shares | +9,651,525 | — | — | Through Awassi Capital Trust #2 |
| Sep 11, 2025 | 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.
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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.
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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.
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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.
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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.
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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.
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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 →An investor Q&A following FY25 results in which Roberts takes questions on the AI/HPC pivot, energy pipeline and capital plans.
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