Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Array Technologies, Inc.ARRY · Entity 5254 | Director | October 14, 2020 | October 14, 2020 |
| Forgent Power Solutions, Inc.FPS · Entity 1480 | Director · 10% owner | July 06, 2026 | July 08, 2026 |
| Infrastructure & Energy Alternatives, Inc.IEA · Entity 123160 | Director | March 26, 2020 | March 30, 2020 |
| Onterris, Inc.MEG · Entity 5360 | Director | July 22, 2020 | July 22, 2020 |
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | Director | May 05, 2022 | May 09, 2022 |
| TPI COMPOSITES, INCTPIC · Entity 12367 | Director | December 22, 2021 | December 30, 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.
Array Technologies, Inc.
Report date October 14, 2020 · Filed October 14, 2020
This filing explicitly reported no securities owned.
Forgent Power Solutions, Inc.
Report date July 06, 2026 · Filed July 08, 2026
Jointly reported with Neos Partners, LP, Savage David, Cannova Frank R., Bivins Trey, Gofer Sergey
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A common stockSEC Table I · non-derivative | IndirectSee Notes | 127,005,094 |
Reported balance
After 2026-07-06 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-07-06 · Grant · Acquired 14,555,925 · Balance 127,005,094 F2: See Exhibit 99.1 for text of footnote (2). F3: See Exhibit 99.1 for text of footnote (3). F4: See Exhibit 99.1 for text of footnote (4). F1: See Exhibit 99.1 for text of footnote (1). F10: See Exhibit 99.1 for text of footnote (10). F11: See Exhibit 99.1 for text of footnote (11). |
| Class A common stockSEC Table I · non-derivative | IndirectSee Notes | 83,355,094 |
Reported balance
After 2026-07-06 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2026-07-06 · Sale · Disposed 43,650,000 · Balance 83,355,094 F5: See Exhibit 99.1 for text of footnote (5). F6: See Exhibit 99.1 for text of footnote (6.) F7: See Exhibit 99.1 for text of footnote (7). F1: See Exhibit 99.1 for text of footnote (1). F10: See Exhibit 99.1 for text of footnote (10). F11: See Exhibit 99.1 for text of footnote (11). |
| Opco LLC InterestsSEC Table II · derivative / convertible security | IndirectSee Notes | 29,901,795 |
Reported balance
After 2026-07-06 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-07-06 · Disposition to issuer · Disposed 14,555,925 · Balance 29,901,795 F2: See Exhibit 99.1 for text of footnote (2). F3: See Exhibit 99.1 for text of footnote (3). F9: See Exhibit 99.1 for text of footnote (9). F1: See Exhibit 99.1 for text of footnote (1). F10: See Exhibit 99.1 for text of footnote (10). F11: See Exhibit 99.1 for text of footnote (11). |
| Class A common stockSEC Table I · non-derivative | Direct | 46,756 |
Reported balance
Holding disclosure · report date 2026-07-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 46,756 F8: See Exhibit 99.1 for text of footnote (8). |
Filing footnotes · ownership attribution and instrument terms
F1: See Exhibit 99.1 for text of footnote (1).
F2: See Exhibit 99.1 for text of footnote (2).
F3: See Exhibit 99.1 for text of footnote (3).
F4: See Exhibit 99.1 for text of footnote (4).
F5: See Exhibit 99.1 for text of footnote (5).
F6: See Exhibit 99.1 for text of footnote (6.)
F7: See Exhibit 99.1 for text of footnote (7).
F8: See Exhibit 99.1 for text of footnote (8).
F9: See Exhibit 99.1 for text of footnote (9).
F10: See Exhibit 99.1 for text of footnote (10).
F11: See Exhibit 99.1 for text of footnote (11).
Infrastructure & Energy Alternatives, Inc.
Report date March 26, 2020 · Filed March 30, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-03-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-03-26 · Other · Disposed 12,184 · Balance 0 F1: Represents shares of the issuer's common stock that were issued upon vesting of restricted stock units that were previously granted to Mr. Jonna for the benefit of OCM FIE, LLC ("FIE"). The restricted stock units vested on March 26, 2020 and the shares were directly issued to FIE on such date. |
| Common Stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 34,529 |
Reported balance
After 2020-03-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2020-03-26 · Grant · Acquired 34,529 · Balance 34,529 F2: Represents restricted stock units which vest on March 26, 2021. F3: Pursuant to the policies of Oaktree Capital Management, L.P., the restricted stock units are held directly by the reporting person on behalf of and for the sole benefit of FIE. The reporting person disclaims beneficial ownership of these securities, and the filing of this Form 4 shall not be construed as an admission that such person is the beneficial owner of any securities covered by this Form 4, except to the extent of any indirect pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of the issuer's common stock that were issued upon vesting of restricted stock units that were previously granted to Mr. Jonna for the benefit of OCM FIE, LLC ("FIE"). The restricted stock units vested on March 26, 2020 and the shares were directly issued to FIE on such date.
F2: Represents restricted stock units which vest on March 26, 2021.
F3: Pursuant to the policies of Oaktree Capital Management, L.P., the restricted stock units are held directly by the reporting person on behalf of and for the sole benefit of FIE. The reporting person disclaims beneficial ownership of these securities, and the filing of this Form 4 shall not be construed as an admission that such person is the beneficial owner of any securities covered by this Form 4, except to the extent of any indirect pecuniary interest therein.
Onterris, Inc.
Report date July 22, 2020 · Filed July 22, 2020
This filing explicitly reported no securities owned.
Shoals Technologies Group, Inc.
Report date May 05, 2022 · Filed May 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,552 |
Reported balance
After 2022-05-05 transaction · row 1
1 source rowRow 1 · 2022-05-05 · Grant · Acquired 12,935 · Balance 20,552 F1: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2023 shareholder meeting |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2023 shareholder meeting
TPI COMPOSITES, INC
Report date December 22, 2021 · Filed December 30, 2021
This filing explicitly reported no securities owned.
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 06, 2026 Filed Jul 8, 2026 22:24 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | Disposition to issuerOpco LLC Interests · Derivative | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298798 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 29,901,795 Underlying: Class A Common Stock · 14,555,925 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:24 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | SaleClass A common stock | 43,650,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298798 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 83,355,094 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 22:24 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | GrantClass A common stock | 14,555,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-298798 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 127,005,094 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:16 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | Disposition to issuerOpco LLC Interests · Derivative | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255902 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 44,457,720 Underlying: Class A Common Stock · 15,852,319 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:16 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | SaleClass A common stock | 48,622,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255902 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 112,449,169 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 22:16 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | GrantClass A common stock | 15,852,319 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-255902 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 161,071,169 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:35 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | Disposition to issuerOpco LLC Interests · Derivative | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138415 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 60,310,039 Underlying: Class A Common Stock · 10,783,205 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:35 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | SaleClass A common stock | 34,500,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138415 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 145,218,850 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| March 30, 2026 Filed Apr 1, 2026 23:35 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | GrantClass A common stock | 10,783,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-138415 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 179,718,850 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:19 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | Disposition to issuerOpco LLC Interests · Derivative | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047152 · ownership.xml · derivative · entry 4 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 71,093,244 Underlying: Class A Common Stock · 2,487,964 shares Expires not disclosed F2 · derivative.exercise_price: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F2 · derivative.exercise_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.expiration_date: See Exhibit 99.1 for text of footnote (2). F2 · derivative.underlying: See Exhibit 99.1 for text of footnote (2). F3 · derivative.underlying_shares: See Exhibit 99.1 for text of footnote (3). F9 · balance_after: See Exhibit 99.1 for text of footnote (9). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:19 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | SaleClass A common stock | 8,400,000 | $25.79 | $216,594,000.00 |
DisclosureSEC source: 0001193125-26-047152 · ownership.xml · nonDerivative · entry 2 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 168,935,645 F5 · shares: See Exhibit 99.1 for text of footnote (5). F6 · price: See Exhibit 99.1 for text of footnote (6.) F7 · balance_after: See Exhibit 99.1 for text of footnote (7). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| February 09, 2026 Filed Feb 12, 2026 00:19 UTC | Forgent Power Solutions, Inc. FPS · Entity 1480 | GrantClass A common stock | 2,487,964 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-047152 · ownership.xml · nonDerivative · entry 1 Neos Partners, LP · CIK 0002107358 · Director · 10% owner Jonna Peter Joseph · CIK 0001735316 · Director · 10% owner Savage David · CIK 0001423295 · Director · 10% owner Cannova Frank R. · CIK 0001827744 · Director · 10% owner Bivins Trey · CIK 0002108570 · Director · 10% owner Gofer Sergey · CIK 0002108576 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Notes Disclosed balance after: 177,335,645 F2 · kind: See Exhibit 99.1 for text of footnote (2). F3 · shares: See Exhibit 99.1 for text of footnote (3). F2 · price: See Exhibit 99.1 for text of footnote (2). F4 · balance_after: See Exhibit 99.1 for text of footnote (4). F1 · ownership.nature: See Exhibit 99.1 for text of footnote (1). F10 · ownership.nature: See Exhibit 99.1 for text of footnote (10). F11 · ownership.nature: See Exhibit 99.1 for text of footnote (11). Read SEC document |
| May 05, 2022 Filed May 9, 2022 15:18 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 12,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-22-000019 · wf-form4_165210950205854.xml · nonDerivative · entry 1 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,552 F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the 2023 shareholder meeting Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 23:31 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 5,078 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-033973 · doc4.xml · nonDerivative · entry 2 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,617 F1 · shares: The reported securities were granted as restricted stock units ("RSUs") that will vest and settle on the date of the issuer's 2022 annual meeting. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 23:31 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 2,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-033973 · doc4.xml · nonDerivative · entry 1 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,539 Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 21:56 UTC | Infrastructure & Energy Alternatives, Inc. IEA · Entity 123160 | GrantCommon Stock, par value $0.0001 per share | 34,529 | $0.00 | $0.00 |
DisclosureSEC source: 0001652362-20-000047 · wf-form4_158561979396078.xml · nonDerivative · entry 2 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,529 F2 · shares: Represents restricted stock units which vest on March 26, 2021. F3 · balance_after: Pursuant to the policies of Oaktree Capital Management, L.P., the restricted stock units are held directly by the reporting person on behalf of and for the sole benefit of FIE. The reporting person disclaims beneficial ownership of these securities, and the filing of this Form 4 shall not be construed as an admission that such person is the beneficial owner of any securities covered by this Form 4, except to the extent of any indirect pecuniary interest therein. Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 21:56 UTC | Infrastructure & Energy Alternatives, Inc. IEA · Entity 123160 | OtherCommon Stock, par value $0.0001 per share | 12,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001652362-20-000047 · wf-form4_158561979396078.xml · nonDerivative · entry 1 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Represents shares of the issuer's common stock that were issued upon vesting of restricted stock units that were previously granted to Mr. Jonna for the benefit of OCM FIE, LLC ("FIE"). The restricted stock units vested on March 26, 2020 and the shares were directly issued to FIE on such date. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 21:25 UTC | Infrastructure & Energy Alternatives, Inc. IEA · Entity 123160 | OtherCommon Stock, par value $0.0001 per share | 8,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001652362-19-000065 · wf-form4_155425470358710.xml · nonDerivative · entry 1 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,184 F1 · shares: Represents shares of the issuer's common stock that were issued upon vesting of restricted stock units that were previously granted to Mr. Jonna for the benefit of OCM FIE, LLC ("FIE"). The restricted stock units vested on March 31,2019 and the shares were directly issued to FIE on such date. F2 · balance_after: Represents restricted stock units subject to vesting and forfeiture. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 21:02 UTC | Infrastructure & Energy Alternatives, Inc. IEA · Entity 123160 | GrantCommon Stock, par value $0.0001 per share | 12,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001652362-19-000062 · wf-form4_155382131761278.xml · nonDerivative · entry 1 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,426 F1 · shares: Represents restricted stock units which vest on March 26, 2020. F2 · ownership.direct: Pursuant to the policies of Oaktree Capital Management, L.P., the restricted stock units are held directly by the reporting person on behalf of and for the sole benefit of OCM FIE, LLC ("FIE"). The reporting person disclaims beneficial ownership of these securities, and the filing of this Form 4 shall not be construed as an admission that such person is the beneficial owner of any securities covered by this Form 4, except to the extent of any indirect pecuniary interest therein. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:42 UTC | Infrastructure & Energy Alternatives, Inc. IEA · Entity 123160 | GrantCommon Stock, par value $0.0001 per share | 8,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001652362-19-000009 · wf-form4_154656973836313.xml · nonDerivative · entry 1 Jonna Peter Joseph · CIK 0001735316 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,242 F1 · shares: Represents restricted stock units which vest on March 31, 2019. F2 · ownership.direct: Pursuant to the policies of Oaktree Capital Management, L.P., the restricted stock units are held directly by the reporting person on behalf of and for the sole benefit of OCM FIE, LLC ("FIE"). The reporting person disclaims beneficial ownership of these securities, and the filing of this Form 4 shall not be construed as an admission that such person is the beneficial owner of any securities covered by this Form 4, except to the extent of any indirect pecuniary interest therein. 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.