Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRC Group Holdings, Inc.RILY · Entity 6050 | Director | April 03, 2026 | April 07, 2026 |
| Eos Energy Enterprises, Inc.EOSE · Entity 4901 | Director | July 21, 2026 | August 06, 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.
BRC Group Holdings, Inc.
Report date April 03, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,980 |
Ending reported balance
After 2026-04-03 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-04-03 · Grant · Acquired 3,660 · Balance 8,221 F1: Represents shares issued for Board equity compensation. Row 2 · 2026-04-03 · Grant · Acquired 14,695 · Balance 22,916 F2: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting. Row 3 · 2026-04-03 · Grant · Acquired 33,064 · Balance 55,980 F3: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027. |
| Common StockSEC Table I · non-derivative | IndirectSee Note | 5,701 |
Reported balance
Holding disclosure · report date 2026-04-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,701 F4: Held of record by D AND M WALTERS FAMILY TRUST, DAVID ALLEN WALTERS AND MARIAN KROGIUS WALTERS, TTEES DTD 7/6/2020 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares issued for Board equity compensation.
F2: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting.
F3: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027.
F4: Held of record by D AND M WALTERS FAMILY TRUST, DAVID ALLEN WALTERS AND MARIAN KROGIUS WALTERS, TTEES DTD 7/6/2020
Eos Energy Enterprises, Inc.
Report date July 21, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 171,634 |
Reported balance
After 2026-07-21 transaction · row 1
1 source rowRow 1 · 2026-07-21 · Exercise / conversion · Acquired 11,407 · Balance 171,634 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. |
| Subscription Rights (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.48 · Expires 2026-07-21 | Direct | 0 |
Reported balance
After 2026-07-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-21 · Exercise / conversion · Disposed 11,407 · Balance 0 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F3: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. |
| Warrant (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.48 | Direct | 5,005 |
Reported balance
After 2026-07-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-21 · Exercise / conversion · Acquired 5,005 · Balance 5,005 F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F3: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 5,000 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,000 F2: Shares of records held by David Walters and Marian Walters as trustees of the D. and M. Walters Family Trust dtd 7/6/2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share.
F2: Shares of records held by David Walters and Marian Walters as trustees of the D. and M. Walters Family Trust dtd 7/6/2020.
F3: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value.
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 |
|---|---|---|---|---|---|---|
| July 23, 2026 Filed Jul 27, 2026 21:16 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 5,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-049849 · wk-form4_1785186960.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,942 Underlying: Common Stock · 5,942 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · shares: Granted as part of the Company's annual compensation review process and reflects an adjustment based on benchmarking against market compensation practices. F3 · derivative.exercise_date: The reporting person was granted RSUs that settle in common stock, which will vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| July 21, 2026 Filed Aug 6, 2026 12:11 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionWarrant (right to buy) · Derivative | 5,005 | $0.00 Strike: $5.48 | $0.00 |
DisclosureSEC source: 0001628280-26-053907 · wk-form4_1786018296.xml · derivative · entry 4 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,005 Underlying: Common Stock · 5,005 shares Expires not disclosed 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 · kind: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F1 · derivative.exercise_date: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F3 · derivative.exercise_date: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. F3 · derivative.expiration_date: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. Read SEC document |
| July 21, 2026 Filed Aug 6, 2026 12:11 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionSubscription Rights (right to buy) · Derivative | 11,407 | $0.00 Strike: $5.48 | $0.00 |
DisclosureSEC source: 0001628280-26-053907 · wk-form4_1786018296.xml · derivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,407 shares Expires 2026-07-21 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 · kind: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F1 · derivative.exercise_date: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. F3 · derivative.exercise_date: Warrants became exercisable immediately after the Rights Offering closed and expire 10 years later, unless exercised or redeemed earlier. If a warrant is not exercised or redeemed before it expires, it will have no value. Read SEC document |
| July 21, 2026 Filed Aug 6, 2026 12:11 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 11,407 | $5.48 | $62,510.36 |
DisclosureSEC source: 0001628280-26-053907 · wk-form4_1786018296.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,634 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 · kind: Represents the conversion of a subscription right issued by the Issuer as part of a rights offering that closed on July 21, 2026 (the "Rights Offering"). Each subscription right was exercisable for units that consisted of (i) 1 share of common stock and (ii) 0.4388 of a warrant exercisable to acquire a share of common stock at an exercise price of $5.48 per share. Read SEC document |
| June 05, 2026 Filed Jun 9, 2026 20:23 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 21,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041917 · wk-form4_1781036605.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,253 Underlying: Common Stock · 21,253 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs that settle in common stock, which will vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 20:53 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040476 · wk-form4_1780520009.xml · derivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,782 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 20:53 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040476 · wk-form4_1780520009.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,227 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. Read SEC document |
| May 28, 2026 Filed May 29, 2026 20:01 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionStock Option (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001628280-26-039131 · wk-form4_1780084890.xml · derivative · entry 4 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,018 Underlying: Common Stock · 30,000 shares Expires 2027-05-19 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: On May 19, 2022 the reporting person was granted stock options to purchase 145,018 shares of common stock which vested on May 19, 2023. 80,000 of these stock options were previously exercised on December 4, 2025, May 19, 2026 and May 20, 2026. Read SEC document |
| May 28, 2026 Filed May 29, 2026 20:01 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | SaleCommon Stock | 30,000 | $9.18 | $275,400.00 |
DisclosureSEC source: 0001628280-26-039131 · wk-form4_1780084890.xml · nonDerivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,445 Read SEC document |
| May 28, 2026 Filed May 29, 2026 20:01 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 30,000 | $1.18 | $35,400.00 |
DisclosureSEC source: 0001628280-26-039131 · wk-form4_1780084890.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,445 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 20, 2026 Filed May 22, 2026 20:02 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,319 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001628280-26-037697 · wk-form4_1779480123.xml · derivative · entry 4 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,018 Underlying: Common Stock · 22,319 shares Expires 2027-05-19 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: On May 19, 2022 the reporting person was granted stock options to purchase 145,018 shares of common stock which vested on May 19, 2023. 57,681 of these stock options were previously exercised on December 4, 2025 and May 19, 2026. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:02 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | SaleCommon Stock | 22,319 | $7.20 | $160,696.80 |
DisclosureSEC source: 0001628280-26-037697 · wk-form4_1779480123.xml · nonDerivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,445 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.04 to $7.26, inclusive. The reporting person undertakes to provide 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 above. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:02 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 22,319 | $1.18 | $26,336.42 |
DisclosureSEC source: 0001628280-26-037697 · wk-form4_1779480123.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,764 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 19, 2026 Filed May 19, 2026 23:25 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,681 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001628280-26-036651 · wk-form4_1779233109.xml · derivative · entry 6 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,337 Underlying: Common Stock · 7,681 shares Expires 2027-05-19 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. F5 · derivative.exercise_date: On May 19, 2022 the reporting person was granted stock options to purchase 145,018 shares of common stock which vested on May 19, 2023. 50,000 of these stock options were previously exercised on December 4, 2025. Read SEC document |
| May 19, 2026 Filed May 19, 2026 23:25 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 23,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036651 · wk-form4_1779233109.xml · derivative · entry 5 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,111 shares Expires not disclosed 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| May 19, 2026 Filed May 19, 2026 23:25 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 23,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036651 · wk-form4_1779233109.xml · nonDerivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,445 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. Read SEC document |
| May 19, 2026 Filed May 19, 2026 23:25 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | SaleCommon Stock | 7,681 | $7.07 | $54,304.67 |
DisclosureSEC source: 0001628280-26-036651 · wk-form4_1779233109.xml · nonDerivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,334 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.01 to $7.24, inclusive. The reporting person undertakes to provide 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 above. Read SEC document |
| May 19, 2026 Filed May 19, 2026 23:25 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 7,681 | $1.18 | $9,063.58 |
DisclosureSEC source: 0001628280-26-036651 · wk-form4_1779233109.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,015 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 |
| April 03, 2026 Filed Apr 7, 2026 23:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 33,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-041178 · ownership.xml · nonDerivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,980 F3 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on April 3, 2027. Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 23:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 14,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-041178 · ownership.xml · nonDerivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,916 F2 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on May 19, 2026, the Company's 2026 Annual Shareholder Meeting. Read SEC document |
| April 03, 2026 Filed Apr 7, 2026 23:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 3,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-041178 · ownership.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,221 F1 · shares: Represents shares issued for Board equity compensation. Read SEC document |
| December 22, 2025 Filed Dec 23, 2025 21:04 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058730 · wk-form4_1766523889.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,782 Underlying: Common Stock · 1,782 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs that settle in common stock, which will vest on the earlier of (i) the first anniversary of the grant date or (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 01:24 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionStock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001628280-25-055930 · wk-form4_1765243446.xml · derivative · entry 7 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,018 Underlying: Common Stock · 50,000 shares Expires 2027-05-19 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. F5 · derivative.exercise_date: On May 19, 2022 the reporting person was granted stock options to purchase 145,018 shares of common stock which vested on May 19, 2023. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 01:24 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionStock Option (Right to Buy) · Derivative | 18,473 | $0.00 Strike: $14.43 | $0.00 |
DisclosureSEC source: 0001628280-25-055930 · wk-form4_1765243446.xml · derivative · entry 6 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,473 shares Expires 2025-12-08 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. F4 · derivative.exercise_date: On December 8, 2020 the reporting person was granted stock options to purchase 18,473 shares of common stock which vested on June 15, 2021. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 01:24 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | SaleCommon Stock | 50,000 | $15.81 | $790,500.00 |
DisclosureSEC source: 0001628280-25-055930 · wk-form4_1765243446.xml · nonDerivative · entry 4 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,334 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.42 to $16.02, inclusive. The reporting person undertakes to provide 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 above. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 01:24 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 50,000 | $1.18 | $59,000.00 |
DisclosureSEC source: 0001628280-25-055930 · wk-form4_1765243446.xml · nonDerivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,334 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 |
| December 04, 2025 Filed Dec 9, 2025 01:24 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Tax withholdingCommon Stock | 16,933 | $15.75 | $266,694.75 |
DisclosureSEC source: 0001628280-25-055930 · wk-form4_1765243446.xml · nonDerivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,334 F1 · price: The Reporting Person acquired shares through a cashless exercise transaction with the issuer in which the Reporting Person surrendered optioned shares in payment of the purchase price. These surrendered shares were sold in multiple transactions at prices ranging from $15.43 to $15.90, inclusive. The reporting person undertakes to provide 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 above. Read SEC document |
| December 04, 2025 Filed Dec 9, 2025 01:24 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 18,473 | $14.43 | $266,565.39 |
DisclosureSEC source: 0001628280-25-055930 · wk-form4_1765243446.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,267 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 |
| September 03, 2025 Filed Sep 3, 2025 20:54 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | SaleCommon Stock | 50,000 | $7.90 | $395,000.00 |
DisclosureSEC source: 0001782905-25-000006 · wk-form4_1756932865.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,794 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.66 to $8.04, inclusive. The reporting person undertakes to provide 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 above. Read SEC document |
| May 19, 2025 Filed May 21, 2025 20:09 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 23,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-25-000100 · wk-form4_1747858167.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,111 Underlying: Common Stock · 23,111 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs that settle in common stock, which will vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:10 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 78,947 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805077-25-000076 · wk-form4_1747426204.xml · derivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 78,947 shares Expires not disclosed 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: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:10 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 78,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-25-000076 · wk-form4_1747426204.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,794 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. Read SEC document |
| July 25, 2024 Filed Jul 30, 2024 00:44 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 78,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-24-000089 · wk-form4_1722300241.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,947 Underlying: Common Stock · 78,947 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs that settle in common stock, which will vest on the earlier of (i) the first anniversary of the grant date and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| April 30, 2024 Filed May 3, 2024 00:09 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 32,328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805077-24-000037 · wk-form4_1714694979.xml · derivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,328 shares Expires not disclosed 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: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| April 30, 2024 Filed May 3, 2024 00:09 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 32,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-24-000037 · wk-form4_1714694979.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,847 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 23, 2023 Filed May 25, 2023 21:03 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,997 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-23-043154 · ownership.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,561 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of May 23, 2024, or the Company's next Annual Shareholder Meeting. Read SEC document |
| May 18, 2023 Filed May 22, 2023 22:43 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 32,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-019343 · wk-form4_1684795371.xml · derivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,328 Underlying: Common Stock · 32,328 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F1 · derivative.exercise_date: The reporting person was granted (A) an option to purchase common stock and (B) restricted stock units that settle in common stock, each of which vest on the earlier of (i) the first anniversary of the Grant Date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date; provided, that, the option or restricted stock unit, as applicable, shall vest in full upon the consummation of a change in control. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| May 18, 2023 Filed May 22, 2023 22:43 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 72,380 | $0.00 Strike: $2.32 | $0.00 |
DisclosureSEC source: 0001628280-23-019343 · wk-form4_1684795371.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,380 Underlying: Common Stock · 72,380 shares Expires 2028-05-18 F1 · derivative.exercise_date: The reporting person was granted (A) an option to purchase common stock and (B) restricted stock units that settle in common stock, each of which vest on the earlier of (i) the first anniversary of the Grant Date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date; provided, that, the option or restricted stock unit, as applicable, shall vest in full upon the consummation of a change in control. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:23 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 63,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-018762 · wk-form4_1684358599.xml · derivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 63,559 shares Expires not disclosed 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.expiration_date: Not applicable. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:23 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 63,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-018762 · wk-form4_1684358599.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,519 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 · price: Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| May 24, 2022 Filed May 26, 2022 21:00 UTC | BRC Group Holdings, Inc. RILY · Entity 6050 | GrantCommon Stock | 1,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-029796 · ownership.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,564 F1 · shares: Represents a restricted stock unit that settles in common stock of the Company and vests in full on the earlier of June 2, 2023, or the Company's next Annual Shareholder Meeting. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:52 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 63,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015202 · wf-form4_165333911443757.xml · derivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,559 Underlying: Common Stock · 63,559 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock. F1 · derivative.exercise_date: The reporting person was granted (A) an option to purchase common stock and (B) restricted stock units that settle in common stock, each of which vest on the earlier of (i) the first anniversary of the Grant Date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date; provided, that, the option or restricted stock unit, as applicable, shall vest in full upon the consummation of a change in control. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 19, 2022 Filed May 23, 2022 20:52 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 145,018 | $0.00 Strike: $1.18 | $0.00 |
DisclosureSEC source: 0001628280-22-015202 · wf-form4_165333911443757.xml · derivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,018 Underlying: Common Stock · 145,018 shares Expires 2027-05-19 F1 · derivative.exercise_date: The reporting person was granted (A) an option to purchase common stock and (B) restricted stock units that settle in common stock, each of which vest on the earlier of (i) the first anniversary of the Grant Date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date; provided, that, the option or restricted stock unit, as applicable, shall vest in full upon the consummation of a change in control. Read SEC document |
| May 16, 2022 Filed May 18, 2022 20:46 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 3,762 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014769 · wf-form4_165290675196075.xml · derivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,762 shares Expires not disclosed 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. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| May 16, 2022 Filed May 18, 2022 20:46 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 3,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014769 · wf-form4_165290675196075.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,960 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 · shares: Restricted stock units vested F2 · price: Convert without cost to shares of common stock on a one-for-one basis. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 12:40 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | PurchaseCommon Stock | 5,000 | $3.56 | $17,800.00 |
DisclosureSEC source: 0001628280-22-005181 · wf-form4_164665682304703.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 5,000 F1 · ownership.nature: Shares of records held by David Walters and Marian Walters as trustees of the D. and M. Walters Family Trust dtd 7/6/2020 Read SEC document |
| June 17, 2021 Filed Sep 8, 2021 23:30 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 9,617 | $0.00 Strike: $19.94 | $0.00 |
DisclosureSEC source: 0001628280-21-018273 · wf-form4_163114380256295.xml · derivative · entry 4 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,617 Underlying: Common Stock · 9,617 shares Expires 2026-06-17 F6 · derivative.exercise_date: The reporting person was granted an option to purchase common stock which vests on the earlier of (i) the first anniversary of the grant date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date; provided, that, the option shall vest in full upon the consummation of a change in control. Read SEC document |
| June 17, 2021 Filed Sep 8, 2021 23:30 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 3,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-018273 · wf-form4_163114380256295.xml · derivative · entry 3 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,762 Underlying: Common Stock · 3,762 shares Expires not disclosed F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of common stock F5 · derivative.exercise_date: The reporting person received restricted stock units which vest on the earlier of (i) the first anniversary of the grant date, and (ii) immediately prior to the date of the next annual shareholders meeting of the Company following the grant date; provided, that, the restricted stock units shall vest in full upon the consummation of a change in control. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| June 15, 2021 Filed Sep 8, 2021 23:30 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 5,198 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-018273 · wf-form4_163114380256295.xml · derivative · entry 2 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,198 shares Expires not disclosed 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.expiration_date: Not applicable. Read SEC document |
| June 15, 2021 Filed Sep 8, 2021 23:30 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 5,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-018273 · wf-form4_163114380256295.xml · nonDerivative · entry 1 Walters Marian · CIK 0001782905 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,198 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 · shares: Restricted stock units vested F2 · price: Convert without cost to shares of common stock on a one-for-one basis. 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.