Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUNation Energy, Inc.
Report date August 02, 2021 · Filed August 05, 2021
Section 16 reporting ended · disclosed 2021-08-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,155 |
Ending reported balance
After 2021-08-02 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2021-08-02 · Exercise / conversion · Acquired 10,493 · Balance 17,886 Row 2 · 2021-08-02 · Tax withholding · Disposed 9,071 · Balance 8,815 Row 3 · 2021-08-02 · Exercise / conversion · Acquired 25,000 · Balance 33,815 Row 4 · 2021-08-02 · Tax withholding · Disposed 19,805 · Balance 14,010 Row 5 · 2021-08-02 · Exercise / conversion · Acquired 1,992 · Balance 16,002 Row 6 · 2021-08-02 · Tax withholding · Disposed 609 · Balance 15,393 Row 7 · 2021-08-02 · Exercise / conversion · Acquired 4,743 · Balance 20,136 Row 8 · 2021-08-02 · Tax withholding · Disposed 1,451 · Balance 18,685 Row 9 · 2021-08-02 · Exercise / conversion · Acquired 5,000 · Balance 23,685 Row 10 · 2021-08-02 · Tax withholding · Disposed 1,530 · Balance 22,155 |
| 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 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2021-08-02 · Exercise / conversion · Disposed 10,493 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.45 · Expires 2027-06-06 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2021-08-02 · Exercise / conversion · Disposed 25,000 · 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 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2021-08-02 · Exercise / conversion · Disposed 1,992 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $7.15 · Expires 2027-05-08 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2021-08-02 · Exercise / conversion · Disposed 4,743 · 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 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2021-08-02 · Exercise / conversion · Disposed 5,000 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 7,331.3198 |
Reported balance
Holding disclosure · report date 2021-08-02 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 7,331.3198 |
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 |
|---|---|---|---|---|---|---|
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 Strike: $7.15 | $0.00 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · derivative · entry 16 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2027-05-06 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionRestricted Stock Units · Derivative | 4,743 | $0.00 Strike: $7.15 | $0.00 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · derivative · entry 15 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,743 shares Expires 2027-05-08 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionRestricted Stock Units · Derivative | 1,992 | $0.00 Strike: $7.15 | $0.00 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · derivative · entry 14 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,992 shares Expires 2026-03-28 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 25,000 | $0.00 Strike: $4.45 | $0.00 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · derivative · entry 13 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2027-06-06 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 10,493 | $0.00 Strike: $5.39 | $0.00 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · derivative · entry 12 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,493 shares Expires 2027-05-06 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 1,530 | $7.15 | $10,939.50 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 10 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,155 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 5,000 | $7.15 | $35,750.00 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 9 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,685 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 1,451 | $7.15 | $10,374.65 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 8 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,685 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 4,743 | $7.15 | $33,912.45 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 7 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,136 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 609 | $7.15 | $4,354.35 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 6 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,393 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 1,992 | $7.15 | $14,242.80 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 5 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,002 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 19,805 | $7.15 | $141,605.75 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 4 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,010 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 25,000 | $4.45 | $111,250.00 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 3 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,815 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 |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 9,071 | $7.15 | $64,857.65 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 2 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,815 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 11:01 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 10,493 | $5.39 | $56,557.27 |
DisclosureSEC source: 0001615594-21-000090 · primary_doc.xml · nonDerivative · entry 1 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,886 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 |
| May 06, 2021 Filed May 13, 2021 21:26 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 781 | $6.64 | $5,185.84 |
DisclosureSEC source: 0001615594-21-000054 · primary_doc.xml · nonDerivative · entry 2 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,393 F2 · shares: Represents share withholding in connection with the vesting of 2,372 Restricted Stock Units. Read SEC document |
| May 06, 2021 Filed May 13, 2021 21:26 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantCommon Stock | 2,372 | $6.64 | $15,750.08 |
DisclosureSEC source: 0001615594-21-000054 · primary_doc.xml · nonDerivative · entry 1 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,174 F1 · balance_after: Reflects all Employee Stock Purchase Plan issuances through May 6, 2021. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 714 | $6.02 | $4,298.28 |
DisclosureSEC source: 0001615594-21-000037 · primary_doc.xml · nonDerivative · entry 2 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,092 F1 · shares: Represents share withholding in connection with the vesting of 1,991 Restricted Stock Units. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 20:57 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantCommon Stock | 1,991 | $6.02 | $11,985.82 |
DisclosureSEC source: 0001615594-21-000037 · primary_doc.xml · nonDerivative · entry 1 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,806 Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 22:36 UTC | SUNation Energy, Inc. JCS · Entity 7787 | GrantCommon Stock | 1,256 | $5.96 | $7,485.76 |
DisclosureSEC source: 0001615594-21-000024 · primary_doc.xml · nonDerivative · entry 1 Kumar Anita · CIK 0001834663 · Director · President/CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,815 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.