Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | Chief Technology Officer | February 01, 2022 | February 04, 2022 |
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.
Shoals Technologies Group, Inc.
Report date February 01, 2022 · Filed February 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,026 |
Reported balance
After 2022-02-01 transaction · row 1
1 source rowRow 1 · 2022-02-01 · Grant · Acquired 4,353 · Balance 8,026 |
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 |
|---|---|---|---|---|---|---|
| February 01, 2022 Filed Feb 4, 2022 02:49 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 4,353 | $17.23 | $75,002.19 |
DisclosureSEC source: 0000899243-22-004758 · doc4.xml · nonDerivative · entry 1 Neal Alan D · CIK 0001838863 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,026 Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 14:09 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 3,673 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-043838 · doc4.xml · nonDerivative · entry 1 Neal Alan D · CIK 0001838863 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,673 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on each of the first three anniversaries of September 13, 2021. 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.