Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Forgent Power Solutions, Inc.FPS · Entity 1480 | Chief Accounting Officer | September 01, 2026 | September 03, 2026 |
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | Chief Accounting Officer | March 10, 2025 | March 11, 2025 |
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.
Forgent Power Solutions, Inc.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 7,043 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Grant · Acquired 7,043 · Balance 7,043 F1: Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. |
| Non-qualified stock options (right-to-buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.27 · Expires 2036-09-01 | Direct | 17,147 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-01 · Grant · Acquired 17,147 · Balance 17,147 F2: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date.
F2: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date.
Shoals Technologies Group, Inc.
Report date March 10, 2025 · Filed March 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 61,134 |
Reported balance
After 2025-03-10 transaction · row 1
1 source rowRow 1 · 2025-03-10 · Sale · Disposed 1,900 · Balance 61,134 F1: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.92 to $2.94. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range. |
Filing footnotes · ownership attribution and instrument terms
F1: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.92 to $2.94. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 19:56 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | GrantNon-qualified stock options (right-to-buy) · Derivative | 17,147 | $0.00 Strike: $29.27 | $0.00 |
DisclosureSEC source: 0002080126-26-000028 · form4.xml · derivative · entry 2 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,147 Underlying: Class A Common Stock · 17,147 shares Expires 2036-09-01 F2 · derivative.exercise_date: Non-qualified stock options vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 19:56 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | GrantClass A Common Stock | 7,043 | $0.00 | $0.00 |
DisclosureSEC source: 0002080126-26-000028 · form4.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,043 F1 · shares: Consists of restricted stock units (RSU). RSUs will vest in three equal annual installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 17:07 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 1,900 | $2.92 | $5,548.00 |
DisclosureSEC source: 0001831651-25-000031 · wk-form4_1741727255.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,134 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.92 to $2.94. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 18:15 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 1,025 | $3.11 | $3,187.75 |
DisclosureSEC source: 0001831651-25-000027 · wk-form4_1741302939.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,034 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.10 to $3.11. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 18:19 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 27,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-25-000010 · wk-form4_1740439178.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,059 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 March 4, 2026, March 4, 2027, and March 4, 2028. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 16:26 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 850 | $4.72 | $4,012.00 |
DisclosureSEC source: 0001831651-24-000135 · wk-form4_1733520356.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,825 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.71 to $4.73, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the aforementioned range. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 14:01 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 350 | $6.33 | $2,215.50 |
DisclosureSEC source: 0001831651-24-000112 · wk-form4_1726682491.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,675 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.32 to $6.33, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| July 08, 2024 Filed Jul 9, 2024 16:36 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 16,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000075 · wk-form4_1720557395.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,025 F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 16:37 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 1,940 | $13.05 | $25,317.00 |
DisclosureSEC source: 0001831651-24-000027 · wk-form4_1710189431.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,577 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.03 to $13.07, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth herein. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 17:34 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 6,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000021 · wk-form4_1709159631.xml · nonDerivative · entry 1 Lund Inez · CIK 0002013393 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,517 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 March 4, 2025, March 4, 2026, and March 4, 2027. 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.