Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Array Technologies, Inc.ARRY · Entity 5254 | Director | June 07, 2021 | June 17, 2021 |
| Forgent Power Solutions, Inc.FPS · Entity 1480 | Director · 10% owner | July 06, 2026 | July 08, 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.
Array Technologies, Inc.
Report date June 07, 2021 · Filed June 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 9,003 |
Reported balance
After 2021-06-07 transaction · row 1
1 source rowRow 1 · 2021-06-07 · Grant · Acquired 9,003 · Balance 9,003 F1: Represents shares of common stock issuable pursuant to a restricted stock unit award that will vest in full on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock issuable pursuant to a restricted stock unit award that will vest in full on the first anniversary of the grant date.
Forgent Power Solutions, Inc.
Report date July 06, 2026 · Filed July 08, 2026
Jointly reported with Neos Partners, LP, Jonna Peter Joseph, Savage David, 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).
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Shoals Technologies Group, Inc.
Report date July 19, 2021 · Filed August 23, 2021
Section 16 reporting ended · disclosed 2021-08-23. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
| June 07, 2021 Filed Jun 17, 2021 21:49 UTC | Array Technologies, Inc. ARRY · Entity 5254 | GrantCommon Stock, par value $0.001 per share | 9,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001820721-21-000034 · wf-form4_162396653724776.xml · nonDerivative · entry 1 Cannova Frank R. · CIK 0001827744 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,003 F1 · shares: Represents shares of common stock issuable pursuant to a restricted stock unit award that will vest in full on the first anniversary of the grant 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.