Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Enphase Energy, Inc.ENPH · Entity 3957 | EVP & Chief Operating Officer | March 01, 2023 | March 03, 2023 |
| Eos Energy Enterprises, Inc.EOSE · Entity 4901 | Director | June 05, 2026 | June 09, 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.
Enphase Energy, Inc.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,648 |
Ending reported balance
After 2023-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Tax withholding · Disposed 4,477 · Balance 53,144 F1: Represents shares withheld by the Issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock units ("RSUs") granted to the Reporting Person on July 1, 2021. Row 2 · 2023-03-01 · Tax withholding · Disposed 16,496 · Balance 36,648 F2: Represents shares withheld by the Issuer to satisfy the tax withholding obligation associated with the vesting of RSUs granted to the Reporting Person on April 8, 2022. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 15,000 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,000 F3: Shares held of record by the 2022 Jeff McNeil and Nanci McNeil Charitable Remainder Unitrust for which the Reporting Person serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock units ("RSUs") granted to the Reporting Person on July 1, 2021.
F2: Represents shares withheld by the Issuer to satisfy the tax withholding obligation associated with the vesting of RSUs granted to the Reporting Person on April 8, 2022.
F3: Shares held of record by the 2022 Jeff McNeil and Nanci McNeil Charitable Remainder Unitrust for which the Reporting Person serves as trustee.
Eos Energy Enterprises, Inc.
Report date June 05, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 18,217 |
Reported balance
After 2026-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 18,217 · Balance 18,217 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock. F2: 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: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of common stock.
F2: 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: Not applicable.
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 05, 2026 Filed Jun 9, 2026 20:24 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 18,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-041920 · wk-form4_1781036689.xml · derivative · entry 1 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,217 Underlying: Common Stock · 18,217 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 19, 2026 Filed May 19, 2026 23:33 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 23,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036657 · wk-form4_1779233604.xml · derivative · entry 3 McNeil Jeff · CIK 0001776803 · 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. 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 |
| May 19, 2026 Filed May 19, 2026 23:33 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 23,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036657 · wk-form4_1779233604.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,290 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 |
| December 04, 2025 Filed Dec 9, 2025 02:14 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GiftCommon Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-055940 · wk-form4_1765246484.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,179 F1 · shares: Represents a charitable donation by the reporting person. Read SEC document |
| May 19, 2025 Filed May 21, 2025 20:10 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 23,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-25-000101 · wk-form4_1747858201.xml · derivative · entry 1 McNeil Jeff · CIK 0001776803 · 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 20:12 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 78,947 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805077-25-000078 · wk-form4_1747426324.xml · derivative · entry 3 McNeil Jeff · CIK 0001776803 · 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 20:12 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 78,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-25-000078 · wk-form4_1747426324.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,179 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 00:40 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 78,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-24-000087 · wk-form4_1722300009.xml · derivative · entry 1 McNeil Jeff · CIK 0001776803 · 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 00:17 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionRestricted Stock Units · Derivative | 36,232 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001805077-24-000041 · wk-form4_1714695410.xml · derivative · entry 3 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,232 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 00:17 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | Exercise / conversionCommon Stock | 36,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001805077-24-000041 · wk-form4_1714695410.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,232 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 |
| October 06, 2023 Filed Oct 10, 2023 21:28 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantRestricted Stock Units · Derivative | 36,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034210 · wk-form4_1696973283.xml · derivative · entry 2 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,232 Underlying: Common Stock · 36,232 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) options 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 |
| October 06, 2023 Filed Oct 10, 2023 21:28 UTC | Eos Energy Enterprises, Inc. EOSE · Entity 4901 | GrantStock Option (Right to Buy) · Derivative | 82,452 | $0.00 Strike: $2.07 | $0.00 |
DisclosureSEC source: 0001628280-23-034210 · wk-form4_1696973283.xml · derivative · entry 1 McNeil Jeff · CIK 0001776803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,452 Underlying: Common Stock · 82,452 shares Expires 2028-10-06 F1 · derivative.exercise_date: The reporting person was granted (A) options 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 |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Tax withholdingCommon Stock | 16,496 | $212.95 | $3,512,823.20 |
DisclosureSEC source: 0001463101-23-000028 · wf-form4_167788472671613.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,648 F2 · shares: Represents shares withheld by the Issuer to satisfy the tax withholding obligation associated with the vesting of RSUs granted to the Reporting Person on April 8, 2022. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 23:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Tax withholdingCommon Stock | 4,477 | $212.95 | $953,377.15 |
DisclosureSEC source: 0001463101-23-000028 · wf-form4_167788472671613.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,144 F1 · shares: Represents shares withheld by the Issuer to satisfy the tax withholding obligation associated with the vesting of restricted stock units ("RSUs") granted to the Reporting Person on July 1, 2021. Read SEC document |
| January 26, 2023 Filed Jan 28, 2023 00:37 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-23-000003 · wf-form4_167486621409311.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,621 F2 · kind: On this date, the Compensation Committee of the Company certified the achievement of the performance criteria related to the performance of individual goals during 2022 at 100% of target under a performance-based stock unit award originally granted by the Compensation Committee on April 8, 2022 under the 2021 Plan. The shares are scheduled to vest on March 1, 2023, subject to Mr. McNeil's continuous service through such date. Read SEC document |
| January 26, 2023 Filed Jan 28, 2023 00:37 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-23-000003 · wf-form4_167486621409311.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,621 F1 · kind: On this date, the Compensation Committee of Enphase Energy, Inc. (the "Company") certified the achievement of the performance criteria related to the performance of Company goals during 2022 at 100% of target under a performance-based stock unit award originally granted by the Compensation Committee on April 8, 2022 under the 2021 Equity Incentive Plan (the "2021 Plan"). The shares are scheduled to vest on March 1, 2023, subject to Mr. McNeil's continuous service through such date. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 23:18 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 800 | $328.01 | $262,410.08 |
DisclosureSEC source: 0001463101-22-000120 · wf-form4_167114629065094.xml · nonDerivative · entry 5 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,000 F7 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $327.875 to $328.12. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F4 · ownership.nature: Shares held of record by the 2022 Jeff McNeil and Nanci McNeil Charitable Remainder Unitrust for which the Reporting Person serves as trustee. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 23:18 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 5,820 | $327.23 | $1,904,490.82 |
DisclosureSEC source: 0001463101-22-000120 · wf-form4_167114629065094.xml · nonDerivative · entry 4 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,800 F6 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $326.82 to $327.775. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F4 · ownership.nature: Shares held of record by the 2022 Jeff McNeil and Nanci McNeil Charitable Remainder Unitrust for which the Reporting Person serves as trustee. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 23:18 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 3,279 | $326.27 | $1,069,831.13 |
DisclosureSEC source: 0001463101-22-000120 · wf-form4_167114629065094.xml · nonDerivative · entry 3 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 21,620 F5 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $325.82 to $326.77. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F4 · ownership.nature: Shares held of record by the 2022 Jeff McNeil and Nanci McNeil Charitable Remainder Unitrust for which the Reporting Person serves as trustee. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 23:18 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 5,101 | $325.35 | $1,659,607.29 |
DisclosureSEC source: 0001463101-22-000120 · wf-form4_167114629065094.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 24,899 F3 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $324.80 to $325.76. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. F4 · ownership.nature: Shares held of record by the 2022 Jeff McNeil and Nanci McNeil Charitable Remainder Unitrust for which the Reporting Person serves as trustee. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 23:18 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-22-000120 · wf-form4_167114629065094.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,621 F1 · kind: On December 13, 2022, the Reporting Person contributed 30,000 shares of ENPH common stock to a charitable remainder trust of which the Reporting Person is a trustee and of which the reporting person and his spouse are beneficiaries. The Reporting Person continues to report beneficial ownership of all of the ENPH common stock held by the trust but disclaims beneficial ownership except to the extent of his and his spouse's pecuniary interest therein. F2 · balance_after: Includes a non-reportable acquisition of 209 shares purchased through the Company's 2011 Employee Stock Purchase Plan. Read SEC document |
| April 08, 2022 Filed Apr 12, 2022 20:21 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 16,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-22-000040 · wf-form4_164979485224704.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,412 F1 · security: RSUs issued pursuant to the 2021 Equity Incentive Plan. F2 · shares: The RSUs will vest as follows: 50% on March 1, 2023 and 50% on March 1, 2024, subject to the employee remaining an employee in good standing. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 02:08 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 4,024 | $164.83 | $663,270.69 |
DisclosureSEC source: 0001463101-22-000023 · wf-form4_164635967004669.xml · nonDerivative · entry 7 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,412 F4 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $164.45 to $165.17. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 02:08 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 4,898 | $163.86 | $802,584.32 |
DisclosureSEC source: 0001463101-22-000023 · wf-form4_164635967004669.xml · nonDerivative · entry 6 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,436 F4 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $163.40 to $164.31. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 02:08 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 2,000 | $163.09 | $326,183.60 |
DisclosureSEC source: 0001463101-22-000023 · wf-form4_164635967004669.xml · nonDerivative · entry 5 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,334 F4 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $162.35 to $163.38. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 02:08 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 4,700 | $161.61 | $759,562.30 |
DisclosureSEC source: 0001463101-22-000023 · wf-form4_164635967004669.xml · nonDerivative · entry 4 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,334 F4 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $161.26 to $162.22. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 03, 2022 Filed Mar 4, 2022 02:08 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 3,594 | $160.80 | $577,929.94 |
DisclosureSEC source: 0001463101-22-000023 · wf-form4_164635967004669.xml · nonDerivative · entry 3 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,034 F4 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $160.21 to $161.20. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:08 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 20,784 | $162.81 | $3,383,913.71 |
DisclosureSEC source: 0001463101-22-000023 · wf-form4_164635967004669.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,628 F2 · shares: Represents shares sold by the reporting person to satisfy the tax withholding obligation associated with the vesting of a portion of the restricted stock units (RSUs) and performance stock units (PSUs) vested on March 1, 2022. F3 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $162.59 to $162.86. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 21, 2022 Filed Mar 4, 2022 02:08 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-22-000023 · wf-form4_164635967004669.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,412 F1 · kind: On this date, the Compensation Committee certified the achievement of the performance criteria under a performance award originally granted on July 1, 2021 under the 2021 Equity Incentive Plan. The shares vested on March 1, 2022. Read SEC document |
| February 17, 2022 Filed Feb 19, 2022 01:41 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 10,409 | $151.38 | $1,575,764.38 |
DisclosureSEC source: 0001463101-22-000019 · wf-form4_164523486244219.xml · nonDerivative · entry 4 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,527 F3 · kind: Represents shares sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $151.00 to $151.775. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 17, 2022 Filed Feb 19, 2022 01:41 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 8,862 | $150.68 | $1,335,349.20 |
DisclosureSEC source: 0001463101-22-000019 · wf-form4_164523486244219.xml · nonDerivative · entry 3 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,936 F3 · kind: Represents shares sold pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $150.00 to $150.99. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| February 16, 2022 Filed Feb 19, 2022 01:41 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 345 | $151.13 | $52,140.85 |
DisclosureSEC source: 0001463101-22-000019 · wf-form4_164523486244219.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,798 F1 · kind: Represents shares sold by the Company to satisfy the tax withholding obligation associated with the vesting of a portion of the restricted stock units (RSUs) originally reported on May 15, 2019. Read SEC document |
| February 16, 2022 Filed Feb 19, 2022 01:41 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 17,884 | $149.45 | $2,672,837.12 |
DisclosureSEC source: 0001463101-22-000019 · wf-form4_164523486244219.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,143 F1 · kind: Represents shares sold by the Company to satisfy the tax withholding obligation associated with the vesting of a portion of the restricted stock units (RSUs) originally reported on May 15, 2019. F2 · balance_after: Balance includes a non-reportable acquisition of 208 shares purchased through the Company's 2011 Employee Stock Purchase Plan. Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 23:46 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 752 | $227.18 | $170,837.40 |
DisclosureSEC source: 0001463101-21-000127 · wf-form4_163555115285124.xml · nonDerivative · entry 3 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,819 F3 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $227.17 to $227.185. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 23:46 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 8,440 | $226.63 | $1,912,779.99 |
DisclosureSEC source: 0001463101-21-000127 · wf-form4_163555115285124.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,571 F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $226.11 to $227.085. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 23:46 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 20,808 | $225.42 | $4,690,483.18 |
DisclosureSEC source: 0001463101-21-000127 · wf-form4_163555115285124.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,011 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $225.11 to $226.10. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 400 | $166.94 | $66,775.00 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 9 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,819 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F10 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $166.71 to $167.16. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 3,106 | $166.12 | $515,975.55 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 8 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,219 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F9 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $165.70 to $166.66. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 6,159 | $165.08 | $1,016,728.95 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 7 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,325 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F8 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $164.64 to $165.61. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 1,940 | $164.39 | $318,909.42 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 6 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,484 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F7 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $163.59 to $164.58. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 1,420 | $162.85 | $231,241.75 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 5 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,424 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F6 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $162.485 to $163.41. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 3,700 | $161.89 | $599,005.21 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 4 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,844 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F5 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $161.45 to $162.22. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 1,609 | $160.93 | $258,930.42 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 3 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,544 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F4 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $160.45 to $161.40. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 16, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 19,166 | $169.79 | $3,254,139.56 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,153 F1 · shares: Represents shares sold to cover taxes associated with the vesting of RSUs. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $169.814 to $168.28. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| August 06, 2021 Filed Aug 17, 2021 22:06 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-21-000110 · wf-form4_162923798230811.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,319 Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 23:21 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 7,529 | $183.16 | $1,379,012.39 |
DisclosureSEC source: 0001463101-21-000109 · wf-form4_162803284556077.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,319 F1 · price: All shares sold at an exact price. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 22:53 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-21-000095 · wf-form4_162526640579855.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,848 F1 · security: RSUs issued pursuant to the 2021 Equity Incentive Plan. F2 · shares: The RSUs will vest as follows: 50% on March 1, 2022 and 50% on March 1, 2023, subject to the employee remaining an employee in good standing. F3 · balance_after: Balance includes a non-reportable acquisition of 1,270 shares purchased through the Issuer's 2011 Employee Stock Purchase Plan on May 15, 2021. Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 00:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 200 | $163.06 | $32,611.00 |
DisclosureSEC source: 0001463101-21-000030 · wf-form4_161490475929072.xml · nonDerivative · entry 15 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,578 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F14 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $163.00 to $163.11. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 00:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 1,500 | $162.46 | $243,691.05 |
DisclosureSEC source: 0001463101-21-000030 · wf-form4_161490475929072.xml · nonDerivative · entry 14 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,778 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F13 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $161.95 to $162.85. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 00:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 4,300 | $161.23 | $693,300.18 |
DisclosureSEC source: 0001463101-21-000030 · wf-form4_161490475929072.xml · nonDerivative · entry 13 McNeil Jeff · CIK 0001776803 · EVP & Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,278 F3 · kind: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 3, 2020. F12 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $160.71 to $161.66. The reporting person has provided to the issuer, and undertakes to provide to the staff of the Commission or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range. 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.