Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | Chief Legal Officer | June 15, 2026 | June 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Shoals Technologies Group, Inc.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 97,918 |
Ending reported balance
After 2026-06-16 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-06-15 · Tax withholding · Disposed 6,377 · Balance 115,295 F1: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Row 2 · 2026-06-16 · Tax withholding · Disposed 6,377 · Balance 108,918 F1: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Row 3 · 2026-06-16 · Sale · Disposed 10,000 · Balance 98,918 F3: The price listed is a weighted average price. The shares reported herein were sold in multiple transactions at prices ranging from $10.34 to $10.47, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2026-06-16 · Gift · Disposed 1,000 · Balance 97,918 F4: Reflects the gift of common stock to a charitable organization. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person.
F2: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding.
F3: The price listed is a weighted average price. The shares reported herein were sold in multiple transactions at prices ranging from $10.34 to $10.47, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: Reflects the gift of common stock to a charitable organization.
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 |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 17, 2026 01:22 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GiftClass A Common Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-26-000100 · wk-form4_1781659367.xml · nonDerivative · entry 4 King Bobbie Lee Jr · CIK 0002070393 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,918 F4 · kind: Reflects the gift of common stock to a charitable organization. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 01:22 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 10,000 | $10.41 | $104,100.00 |
DisclosureSEC source: 0001831651-26-000100 · wk-form4_1781659367.xml · nonDerivative · entry 3 King Bobbie Lee Jr · CIK 0002070393 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,918 F3 · price: The price listed is a weighted average price. The shares reported herein were sold in multiple transactions at prices ranging from $10.34 to $10.47, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 01:22 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 6,377 | $9.96 | $63,514.92 |
DisclosureSEC source: 0001831651-26-000100 · wk-form4_1781659367.xml · nonDerivative · entry 2 King Bobbie Lee Jr · CIK 0002070393 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,918 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 01:22 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 6,377 | $10.30 | $65,683.10 |
DisclosureSEC source: 0001831651-26-000100 · wk-form4_1781659367.xml · nonDerivative · entry 1 King Bobbie Lee Jr · CIK 0002070393 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,295 F1 · shares: Represents shares of common stock that have been withheld by the Issuer to satisfy the income tax obligations of the Reporting Person in connection with the vesting of restricted stock units, and does not represent a sale by the Reporting Person. F2 · price: Pursuant to the Shoals Technologies Group, Inc. 2021 Long-Term Incentive Plan, the closing price of the common stock on the Nasdaq Global Market on the date of vesting is used for purposes of computing tax reporting and withholding. Read SEC document |
| February 17, 2026 Filed Feb 20, 2026 00:32 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 28,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-26-000013 · wk-form4_1771547555.xml · nonDerivative · entry 1 King Bobbie Lee Jr · CIK 0002070393 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,672 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represents a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on March 4, 2027, March 4, 2028, and March 4, 2029. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 21:05 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 93,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-25-000075 · wk-form4_1750280751.xml · nonDerivative · entry 1 King Bobbie Lee Jr · CIK 0002070393 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,634 F1 · shares: Restricted stock units ("RSUs") representing a right to receive one share of the Issuer's Class A Common Stock. 56,180 RSUs will vest in three approximately equal installments on each of the first three anniversaries of June 15, 2025; and 37,454 RSUs will vest in two equal installments on each of the first two anniversaries of June 15, 2025; in each case subject to the Reporting Person's continued employment through each applicable vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.