Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SUNation Energy, Inc.JCS · Entity 7787 | Senior Vice President | 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 | 9,843 |
Ending reported balance
After 2021-08-02 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-08-02 · Exercise / conversion · Acquired 4,687 · Balance 12,228 Row 2 · 2021-08-02 · Tax withholding · Disposed 3,434 · Balance 8,794 Row 3 · 2021-08-02 · Exercise / conversion · Acquired 3,750 · Balance 12,544 Row 4 · 2021-08-02 · Tax withholding · Disposed 2,701 · Balance 9,843 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.24 · Expires 2027-05-06 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-08-02 · Exercise / conversion · Disposed 4,687 · Balance 0 |
| Stock Option (Right-to-Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.15 · Expires 2027-07-20 | Direct | 0 |
Reported balance
After 2021-08-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-08-02 · Exercise / conversion · Disposed 3,750 · Balance 0 |
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 01:51 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 3,750 | $0.00 Strike: $5.15 | $0.00 |
DisclosureSEC source: 0001615594-21-000088 · primary_doc.xml · derivative · entry 6 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 shares Expires 2027-07-20 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 01:51 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 4,687 | $0.00 Strike: $5.24 | $0.00 |
DisclosureSEC source: 0001615594-21-000088 · primary_doc.xml · derivative · entry 5 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,687 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 01:51 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 2,701 | $7.15 | $19,312.15 |
DisclosureSEC source: 0001615594-21-000088 · primary_doc.xml · nonDerivative · entry 4 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,843 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:51 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 3,750 | $4.40 | $16,500.00 |
DisclosureSEC source: 0001615594-21-000088 · primary_doc.xml · nonDerivative · entry 3 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,544 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 01:51 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Tax withholdingCommon Stock | 3,434 | $7.15 | $24,553.10 |
DisclosureSEC source: 0001615594-21-000088 · primary_doc.xml · nonDerivative · entry 2 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,794 Read SEC document |
| August 02, 2021 Filed Aug 5, 2021 01:51 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 4,687 | $6.85 | $32,105.95 |
DisclosureSEC source: 0001615594-21-000088 · primary_doc.xml · nonDerivative · entry 1 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,228 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 |
| July 27, 2021 Filed Aug 3, 2021 14:56 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,250 | $0.00 Strike: $5.15 | $0.00 |
DisclosureSEC source: 0001615594-21-000080 · primary_doc.xml · derivative · entry 4 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 5,000 shares Expires 2027-07-20 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. F3 · derivative.exercise_date: Option vests as to 25% on each of the first four anniversaries of the July 20, 2020 grant date. Read SEC document |
| July 27, 2021 Filed Aug 3, 2021 14:56 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionStock Option (Right-to-Buy) · Derivative | 1,563 | $0.00 Strike: $5.24 | $0.00 |
DisclosureSEC source: 0001615594-21-000080 · primary_doc.xml · derivative · entry 3 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,687 Underlying: Common Stock · 6,250 shares Expires 2027-05-14 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. F2 · derivative.exercise_date: Option vests as to 25% on each of the first four anniversaries of the May 14, 2020 grant date. Read SEC document |
| July 27, 2021 Filed Aug 3, 2021 14:56 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 1,250 | $5.15 | $6,437.50 |
DisclosureSEC source: 0001615594-21-000080 · primary_doc.xml · nonDerivative · entry 2 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,541 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 |
| July 27, 2021 Filed Aug 3, 2021 14:56 UTC | SUNation Energy, Inc. JCS · Entity 7787 | Exercise / conversionCommon Stock | 1,563 | $5.24 | $8,190.12 |
DisclosureSEC source: 0001615594-21-000080 · primary_doc.xml · nonDerivative · entry 1 Siegler Mike · CIK 0001839687 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,291 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: Reflects all Employee Stock Purchase Plan issuances through July 31, 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.