Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUNation Energy, Inc.JCS · Entity 7787 | VP of IT | August 02, 2021 | August 05, 2021 |
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.
SUNation Energy, Inc.
Report date August 02, 2021 · Filed August 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,518 |
Reported balance
After 2021-08-02 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2021-08-02 · Exercise / conversion · Acquired 20,624 · Balance 47,518 |
| Common StockSEC Table I · non-derivative | Direct | 27,454 |
Reported balance
After 2021-08-02 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2021-08-02 · Tax withholding · Disposed 20,064 · Balance 27,454 |
| Common StockSEC Table I · non-derivative | Direct | 37,454 |
Reported balance
After 2021-08-02 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2021-08-02 · Exercise / conversion · Acquired 10,000 · Balance 37,454 |
| Common StockSEC Table I · non-derivative | Direct | 27,997 |
Reported balance
After 2021-08-02 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2021-08-02 · Tax withholding · Disposed 9,497 · Balance 27,997 |
| Common StockSEC Table I · non-derivative | Direct | 38,618 |
Reported balance
After 2021-08-02 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2021-08-02 · Exercise / conversion · Acquired 10,621 · Balance 38,618 |
| Common StockSEC Table I · non-derivative | Direct | 30,637 |
Reported balance
After 2021-08-02 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2021-08-02 · Tax withholding · Disposed 7,981 · Balance 30,637 |
| Common StockSEC Table I · non-derivative | Direct | 47,047 |
Reported balance
After 2021-08-02 transaction · row 7
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 7 · 2021-08-02 · Exercise / conversion · Acquired 16,410 · Balance 47,047 |
| Common StockSEC Table I · non-derivative | Direct | 35,890 |
Reported balance
After 2021-08-02 transaction · row 8
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 8 · 2021-08-02 · Tax withholding · Disposed 11,157 · Balance 35,890 |
| Common StockSEC Table I · non-derivative | Direct | 44,642 |
Reported balance
After 2021-08-02 transaction · row 9
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 9 · 2021-08-02 · Exercise / conversion · Acquired 8,752 · Balance 44,642 |
| Common StockSEC Table I · non-derivative | Direct | 39,459 |
Reported balance
After 2021-08-02 transaction · row 10
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 10 · 2021-08-02 · Tax withholding · Disposed 5,183 · Balance 39,459 |
| Common StockSEC Table I · non-derivative | Direct | 52,241 |
Reported balance
After 2021-08-02 transaction · row 11
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 11 · 2021-08-02 · Exercise / conversion · Acquired 12,782 · Balance 52,241 |
| Common StockSEC Table I · non-derivative | Direct | 41,493 |
Reported balance
After 2021-08-02 transaction · row 12
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 12 · 2021-08-02 · Tax withholding · Disposed 10,748 · Balance 41,493 |
| Common StockSEC Table I · non-derivative | Direct | 46,836 |
Reported balance
After 2021-08-02 transaction · row 13
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 13 · 2021-08-02 · Exercise / conversion · Acquired 5,343 · Balance 46,836 |
| Common StockSEC Table I · non-derivative | Direct | 45,535 |
Reported balance
After 2021-08-02 transaction · row 14
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 14 · 2021-08-02 · Tax withholding · Disposed 1,301 · Balance 45,535 |
| Common StockSEC Table I · non-derivative | Direct | 51,314 |
Reported balance
After 2021-08-02 transaction · row 15
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 15 · 2021-08-02 · Exercise / conversion · Acquired 5,779 · Balance 51,314 |
| Common StockSEC Table I · non-derivative | Direct | 49,907 |
Reported balance
After 2021-08-02 transaction · row 16
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 16 · 2021-08-02 · Tax withholding · Disposed 1,407 · Balance 49,907 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.65 · Expires 2022-03-17 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2021-08-02 · Other · Disposed 15,732 · Balance 0 F1: As provided under the 2011 Plan and in accordance with the determinations of the Compensation Committee, all stock options outstanding on August 2, 2021 having an exercise price equal to or greater than the Fair Market Value on the August 2, 2021 closing date of the E&S Sale Transaction were terminated and cancelled as of the closing without any payment therefor |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.85 · Expires 2023-03-15 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2021-08-02 · Exercise / conversion · Disposed 11,724 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.85 · Expires 2023-03-15 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2021-08-02 · Exercise / conversion · Disposed 8,900 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.55 · Expires 2023-05-25 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2021-08-02 · Exercise / conversion · Disposed 10,000 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.40 · Expires 2024-03-31 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2021-08-02 · Exercise / conversion · Disposed 10,621 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.61 · Expires 2025-03-09 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 22
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 22 · 2021-08-02 · Exercise / conversion · Disposed 16,410 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.64 · Expires 2026-03-28 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 23
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 23 · 2021-08-02 · Exercise / conversion · Disposed 8,752 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.39 · Expires 2027-05-06 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 24
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 24 · 2021-08-02 · Exercise / conversion · Disposed 12,782 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $7.15 · Expires 2026-03-28 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 25
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 25 · 2021-08-02 · Exercise / conversion · Disposed 5,343 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $7.15 · Expires 2027-05-06 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 26
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 26 · 2021-08-02 · Exercise / conversion · Disposed 5,779 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: As provided under the 2011 Plan and in accordance with the determinations of the Compensation Committee, all stock options outstanding on August 2, 2021 having an exercise price equal to or greater than the Fair Market Value on the August 2, 2021 closing date of the E&S Sale Transaction were terminated and cancelled as of the closing without any payment therefor
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 |
|---|---|---|---|---|---|---|
| March 28, 2017 Filed Mar 30, 2017 22:10 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantCommon Stock | 979 | $0.00 | $0.00 |
DisclosureSEC source: 0000897101-17-000390 · csi170970fluegge_4.xml · nonDerivative · entry 1 FLUEGGE SCOTT · CIK 0001550300 · VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,493 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.