Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ISUN, INC.ISUN · Entity 92542 | Director · Chief Executive Officer · 10% owner | May 23, 2023 | May 25, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ISUN, INC.
Report date May 23, 2023 · Filed May 25, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,613,055 |
Reported balance
After 2023-05-23 transaction · row 1
1 source rowRow 1 · 2023-05-23 · Purchase · Acquired 50,000 · Balance 1,613,055 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 23, 2023 Filed May 25, 2023 09:00 UTC | ISUN, INC. ISUN · Entity 92542 | PurchaseCommon Stock | 50,000 | $0.56 | $28,195.00 |
DisclosureSEC source: 0001493152-23-018992 · ownership.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,613,055 Read SEC document |
| January 03, 2023 Filed Jan 10, 2023 16:15 UTC | ISUN, INC. ISUN · Entity 92542 | GrantCommon Stock | 16,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-001066 · ownership.xml · nonDerivative · entry 3 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,527,056 F1 · balance_after: Does not include an aggregate of 1,103,918 shares of Common Stock subject to a Voting Agreement and Irrevocable Proxies under which the reporting person has the power to direct the vote of such shares. Read SEC document |
| January 03, 2023 Filed Feb 7, 2023 17:15 UTC | ISUN, INC. ISUN · Entity 92542 | GrantCommon Stock | 80,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-003874 · ownership.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563,055 F1 · deemedExecutionDate: Shares granted to reporting person for service as an officer of the Issuer pursuant to a Restricted Stock Agreement dated 1/3/2023. Such shares are subject to vesting in three equal installments on 12/31/23, 12/31/24, and 12/31/25. F2 · balance_after: Does not include an aggregate of 1,103,918 shares of Common Stock subject to a Voting Agreement and Irrevocable Proxies under which the reporting person has the power to direct the vote of such shares. Read SEC document |
| January 02, 2023 Filed Jan 10, 2023 16:15 UTC | ISUN, INC. ISUN · Entity 92542 | GrantStock Option (Right to Buy) · Derivative | 33,333 | $5.04 Strike: $5.04 | $167,998.32 |
DisclosureSEC source: 0001493152-23-001066 · ownership.xml · derivative · entry 5 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Stock · 33,333 shares Expires 2025-01-02 Read SEC document |
| January 02, 2023 Filed Jan 10, 2023 16:15 UTC | ISUN, INC. ISUN · Entity 92542 | GrantStock Option (Right to Buy) · Derivative | 43,334 | $1.49 Strike: $1.49 | $64,567.66 |
DisclosureSEC source: 0001493152-23-001066 · ownership.xml · derivative · entry 4 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,667 Underlying: Common Stock · 43,334 shares Expires 2025-01-02 Read SEC document |
| January 02, 2023 Filed Jan 10, 2023 16:15 UTC | ISUN, INC. ISUN · Entity 92542 | GrantCommon Stock | 27,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-001066 · ownership.xml · nonDerivative · entry 2 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510,389 F1 · balance_after: Does not include an aggregate of 1,103,918 shares of Common Stock subject to a Voting Agreement and Irrevocable Proxies under which the reporting person has the power to direct the vote of such shares. Read SEC document |
| December 31, 2022 Filed Jan 10, 2023 16:15 UTC | ISUN, INC. ISUN · Entity 92542 | GrantCommon Stock | 34,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-23-001066 · ownership.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,483,055 F1 · balance_after: Does not include an aggregate of 1,103,918 shares of Common Stock subject to a Voting Agreement and Irrevocable Proxies under which the reporting person has the power to direct the vote of such shares. Read SEC document |
| September 24, 2022 Filed Sep 27, 2022 19:20 UTC | ISUN, INC. ISUN · Entity 92542 | Exercise / conversionStock Option (Right to Buy) · Derivative | 43,333 | $1.49 Strike: $1.49 | $64,566.17 |
DisclosureSEC source: 0001493152-22-026948 · ownership.xml · derivative · entry 2 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 43,333 shares Expires 2024-01-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 24, 2022 Filed Sep 27, 2022 19:20 UTC | ISUN, INC. ISUN · Entity 92542 | Exercise / conversionCommon Stock | 43,333 | $1.49 | $64,566.17 |
DisclosureSEC source: 0001493152-22-026948 · ownership.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448,830 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Does not include an aggregate of 3,173,295 shares of Common Stock subject to a Voting Agreement dated June 20, 2019, under which the reporting person has the power to direct the vote of such shares of Common Stock. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 16:54 UTC | ISUN, INC. ISUN · Entity 92542 | GrantSTOCK OPTION (Right to Buy) · Derivative | 33,333 | $0.00 Strike: $5.04 | $0.00 |
DisclosureSEC source: 0001140361-22-002755 · form4.xml · derivative · entry 4 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,666 Underlying: COMMON STOCK · 33,333 shares Expires 2024-01-24 F5 · derivative.exercise_date: On January 24, 2022, the reporting person was granted the option for the right to buy 100,000 shares of Common Stock under the Issuer's 2020 Equity Incentive Plan, as amended. The option vests in three equal installments which become exercisable on January 24, 2022, January 24, 2023, and January 24, 2024. Read SEC document |
| January 24, 2022 Filed Jan 26, 2022 16:54 UTC | ISUN, INC. ISUN · Entity 92542 | GrantCOMMON STOCK | 16,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-002755 · form4.xml · nonDerivative · entry 2 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,405,497 F3 · shares: On January 24, 2022, the reporting person was granted 50,000 shares of Common Stock under the Issuer's 2020 Equity Incentive Plan, as amended. The grant vests in three equal installments on January 24, 2022, January 24, 2023, and January 24, 2024. F2 · balance_after: Does not include an aggregate of 3,009,004 shares of Common Stock subject to a Voting Agreement dated June 20, 2019, under which the reporting person has the power to direct the voting of such shares of Common Stock. Read SEC document |
| January 04, 2022 Filed Jan 26, 2022 16:54 UTC | ISUN, INC. ISUN · Entity 92542 | GrantCOMMON STOCK | 27,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-22-002755 · form4.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,388,830 F1 · shares: On January 4, 2021, the reporting person was granted 82,000 shares of Common Stock under the Issuer's 2020 Equity Incentive Plan, as amended. The grant vests in three equal installments on January 4, 2021, January 3, 2022, and January 2, 2023. F2 · balance_after: Does not include an aggregate of 3,009,004 shares of Common Stock subject to a Voting Agreement dated June 20, 2019, under which the reporting person has the power to direct the voting of such shares of Common Stock. Read SEC document |
| January 03, 2022 Filed Jan 26, 2022 16:54 UTC | ISUN, INC. ISUN · Entity 92542 | GrantSTOCK OPTION (Right to Buy) · Derivative | 43,333 | $0.00 Strike: $1.49 | $0.00 |
DisclosureSEC source: 0001140361-22-002755 · form4.xml · derivative · entry 3 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,333 Underlying: COMMON STOCK · 43,333 shares Expires 2024-01-03 F4 · derivative.exercise_date: On January 3, 2021, the reporting person was granted the option for the right to buy 130,000 shares of Common Stock under the Issuer's 2020 Equity Incentive Plan, as amended. The option vests in three equal installments which become exercisable on January 3, 2021, January 3, 2022, and January 2, 2023. Read SEC document |
| April 05, 2021 Filed Apr 8, 2021 16:29 UTC | ISUN, INC. ISUN · Entity 92542 | SaleCommon Stock | 13,807 | $15.12 | $208,761.84 |
DisclosureSEC source: 0001140361-21-012162 · form4.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,361,497 Read SEC document |
| April 05, 2021 Filed Apr 16, 2021 09:43 UTC Amendment | ISUN, INC. ISUN · Entity 92542 | SaleCommon Stock | 13,807 | $15.12 | $208,761.84 |
DisclosureSEC source: 0001140361-21-013032 · form4.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,361,497 F1 · security: Sale of shares was made pusuant to a Rule 10b5-1 Plan dated March 23, 2021. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:07 UTC | ISUN, INC. ISUN · Entity 92542 | SaleCommon Stock | 36,193 | $15.11 | $546,876.23 |
DisclosureSEC source: 0001140361-21-011691 · form4.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375,302 Read SEC document |
| April 01, 2021 Filed Apr 16, 2021 09:51 UTC Amendment | ISUN, INC. ISUN · Entity 92542 | SaleCommon Stock | 36,193 | $15.11 | $546,876.23 |
DisclosureSEC source: 0001140361-21-013036 · form4.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,375,302 F1 · security: Sale of shares was made pursuant to a Rule 10b5-1 Plan dated March 23, 2021 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 18:06 UTC | ISUN, INC. ISUN · Entity 92542 | Exercise / conversionOptions · Derivative | 43,333 | $1.49 Strike: $1.49 | $64,566.17 |
DisclosureSEC source: 0001140361-21-009866 · form4.xml · derivative · entry 3 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 43,333 shares Expires 2023-01-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 18:06 UTC | ISUN, INC. ISUN · Entity 92542 | SaleCommon Stock | 43,333 | $16.58 | $718,534.81 |
DisclosureSEC source: 0001140361-21-009866 · form4.xml · nonDerivative · entry 2 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411,495 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 18:06 UTC | ISUN, INC. ISUN · Entity 92542 | Exercise / conversionCommon Stock | 43,333 | $1.49 | $64,566.17 |
DisclosureSEC source: 0001140361-21-009866 · form4.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,454,828 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 25, 2021 Filed Jan 28, 2021 16:10 UTC | ISUN, INC. ISUN · Entity 92542 | Disposition to issuerCommon Stock | 22,810 | $19.68 | $448,900.80 |
DisclosureSEC source: 0001493152-21-001995 · ownership.xml · nonDerivative · entry 2 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411,495 F2 · balance_after: Does not include an aggregate of 948,595 shares of Common Stock subject to a Voting Agreement dated June 20, 2019, under which Mr. Peck has the power to direct the voting of such shares of Common Stock. Read SEC document |
| January 04, 2021 Filed Jan 28, 2021 16:10 UTC | ISUN, INC. ISUN · Entity 92542 | GrantOptions · Derivative | 43,333 | $0.00 Strike: $1.49 | $0.00 |
DisclosureSEC source: 0001493152-21-001995 · ownership.xml · derivative · entry 3 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,333 Underlying: Common Stock · 43,333 shares Expires 2023-01-04 F1 · price: Granted pursuant to the Company's 2020 Equity Incentive Plan, as amended. Read SEC document |
| January 04, 2021 Filed Jan 28, 2021 16:10 UTC | ISUN, INC. ISUN · Entity 92542 | GrantCommon Stock | 27,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-21-001995 · ownership.xml · nonDerivative · entry 1 Peck Jeffrey · CIK 0001781227 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,434,307 F1 · price: Granted pursuant to the Company's 2020 Equity Incentive Plan, as amended. F2 · balance_after: Does not include an aggregate of 948,595 shares of Common Stock subject to a Voting Agreement dated June 20, 2019, under which Mr. Peck has the power to direct the voting of such shares of Common Stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.