Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | Director · Chief Executive Officer | August 13, 2026 | August 14, 2026 |
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 August 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,041,482 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Tax withholding · Disposed 104,386 · Balance 1,041,482 F1: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person.
F2: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding.
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 13, 2026 Filed Aug 14, 2026 20:15 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 104,386 | $8.14 | $849,702.04 |
DisclosureSEC source: 0001831651-26-000110 · wk-form4_1786738535.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,041,482 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| July 17, 2026 Filed Jul 20, 2026 21:54 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 9,133 | $10.30 | $94,069.90 |
DisclosureSEC source: 0001831651-26-000102 · wk-form4_1784584449.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,145,868 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 21:11 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 92,738 | $6.14 | $569,411.32 |
DisclosureSEC source: 0001831651-26-000033 · wk-form4_1772831482.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,155,001 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 17, 2026 Filed Feb 20, 2026 00:32 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 205,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-26-000015 · wk-form4_1771547566.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,247,739 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, 2027, March 4, 2028, and March 4, 2029. Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 20:19 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 9,172 | $5.70 | $52,280.40 |
DisclosureSEC source: 0001831651-25-000077 · wk-form4_1753129150.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,042,131 F1 · shares: Represents 9,172 shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of 20,592 restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 23:11 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 21,700 | $3.07 | $66,619.00 |
DisclosureSEC source: 0001831651-25-000021 · wk-form4_1741302711.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,051,303 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 $3.06 to $3.09. 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 23:17 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 479,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-25-000006 · wk-form4_1740439044.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,073,003 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 |
| November 21, 2024 Filed Nov 21, 2024 23:03 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | PurchaseClass A Common Stock | 22,300 | $4.55 | $101,465.00 |
DisclosureSEC source: 0001831651-24-000127 · wk-form4_1732230201.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 593,700 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.47 to $4.59, 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 purchased at each separate price within the aforementioned range. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 22:01 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 353,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000092 · wk-form4_1722895306.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 571,400 F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on August 13, 2026, and 33 1/3% on August 13, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date. Read SEC document |
| July 17, 2024 Filed Jul 18, 2024 21:35 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 27,639 | $6.81 | $188,221.59 |
DisclosureSEC source: 0001831651-24-000086 · wk-form4_1721338541.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,270 F1 · shares: Represents 27,639 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 61,776 RSUs and does not represent a sale by the Reporting Person Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 22:33 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 142,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000020 · wk-form4_1709159598.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,909 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 |
| July 17, 2023 Filed Jul 19, 2023 00:14 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 102,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-23-000071 · wk-form4_1689725658.xml · nonDerivative · entry 1 MOSS BRANDON · CIK 0001981256 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,959 F1 · shares: Restricted stock units ("RSUs") representing a right to receive one share of the Issuer's Class A Common Stock. 61,775 RSUs will vest in three equal installments on each of the first three anniversaries of July 17, 2023; and 41,184 RSUs will vest on July 17, 2024; in each case subject to the Reporting Person's continued employment through each applicable vesting date. 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.