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 |
|---|---|---|---|---|---|---|
| March 23, 2020 Filed Mar 25, 2020 20:59 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 2,989 | $25.39 | $75,882.64 |
DisclosureSEC source: 0001463101-20-000035 · wf-form4_158516992549283.xml · nonDerivative · entry 3 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346,173 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 20, 2020. F3 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $25.13 to $25.99. 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 |
| March 23, 2020 Filed Mar 25, 2020 20:59 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 3,798 | $24.59 | $93,375.73 |
DisclosureSEC source: 0001463101-20-000035 · wf-form4_158516992549283.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,162 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 20, 2020. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $24.01 to $25.00. 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 20, 2020 Filed Mar 25, 2020 20:59 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000035 · wf-form4_158516992549283.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,960 Read SEC document |
| February 15, 2020 Filed Feb 20, 2020 00:00 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Tax withholdingCommon Stock | 15,078 | $41.09 | $619,555.02 |
DisclosureSEC source: 0001463101-20-000013 · wf-form4_158215680231407.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 358,960 F1 · shares: Represents shares withheld by the Company to satisfy the tax withholding obligation associated with the vesting of a portion of restricted stock units (RSUs). The deemed disposition is exempt from Section 16(b) pursuant to Rule 16b-3(e). Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 00:37 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionRestricted Stock Units · Derivative | 25,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000003 · wf-form4_158086302441903.xml · derivative · entry 5 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,500 shares Expires 2020-03-26 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 · security: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. F1 · kind: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 00:37 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionRestricted Stock Units · Derivative | 25,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000003 · wf-form4_158086302441903.xml · derivative · entry 4 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,500 shares Expires 2020-03-26 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 · security: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. F1 · kind: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 00:37 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 25,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000003 · wf-form4_158086302441903.xml · nonDerivative · entry 3 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 374,038 F2 · security: The award of restricted stock units reflects additional shares earned from achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. F2 · shares: The award of restricted stock units reflects additional shares earned from achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 00:37 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionCommon Stock | 25,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000003 · wf-form4_158086302441903.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,538 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 · security: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. F1 · kind: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. Read SEC document |
| January 31, 2020 Filed Feb 5, 2020 00:37 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionCommon Stock | 25,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000003 · wf-form4_158086302441903.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 323,038 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 · security: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. F1 · kind: Conversion of performance stock units upon the recognized achievement of certain performance criteria under a performance award originally granted on March 27, 2019 under the 2011 Equity Incentive Plan. Read SEC document |
| December 10, 2019 Filed Dec 11, 2019 21:29 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 7,500 | $24.02 | $180,121.50 |
DisclosureSEC source: 0001463101-19-000164 · wf-form4_157609974870330.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,538 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2019. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $24.00 to $24.06. 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 |
| November 25, 2019 Filed Nov 26, 2019 01:20 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 7,000 | $20.02 | $140,154.00 |
DisclosureSEC source: 0001463101-19-000163 · wf-form4_157473120663122.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,038 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2019. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.07. 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 |
| November 18, 2019 Filed Nov 20, 2019 23:25 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 500 | $20.00 | $10,000.00 |
DisclosureSEC source: 0001463101-19-000160 · wf-form4_157429233446753.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,038 F1 · shares: The sale reported on this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2019. F2 · balance_after: Includes 2,000 shares purchased through the 2011 Employee Stock Purchase Plan on November 15, 2019. Read SEC document |
| October 09, 2019 Filed Oct 11, 2019 22:00 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 2,200 | $24.39 | $53,658.00 |
DisclosureSEC source: 0001463101-19-000141 · wf-form4_157083117882496.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310,538 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2019. Read SEC document |
| October 09, 2019 Filed Oct 11, 2019 22:00 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 5,300 | $23.88 | $126,575.66 |
DisclosureSEC source: 0001463101-19-000141 · wf-form4_157083117882496.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,738 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2019. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $23.38 to $24.34. 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 |
| September 09, 2019 Filed Sep 11, 2019 22:35 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 7,500 | $25.08 | $188,092.50 |
DisclosureSEC source: 0001463101-19-000138 · wf-form4_156824133407248.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,038 F1 · shares: The sales reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 5, 2019. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $24.405 to $25.27. 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 |
| September 03, 2019 Filed Sep 5, 2019 23:31 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GiftCommon Stock | 7,137 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000136 · wf-form4_156772630185507.xml · nonDerivative · entry 2 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,538 F2 · balance_after: A portion of the common stock holding reflects restricted stock units (RSUs) that will be settled in common stock upon vesting. Read SEC document |
| August 15, 2019 Filed Sep 5, 2019 23:31 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Tax withholdingCommon Stock | 16,568 | $29.78 | $493,395.04 |
DisclosureSEC source: 0001463101-19-000136 · wf-form4_156772630185507.xml · nonDerivative · entry 1 McNeil Jeff · CIK 0001776803 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332,675 F1 · shares: Represents shares withheld by the Company to satisfy the tax withholding obligation associated with the vesting of a portion of the restricted stock units (RSUs). The deemed disposition is exempt from Section 16(b) pursuant to Rule 16b-3(e). F2 · balance_after: A portion of the common stock holding reflects restricted stock units (RSUs) that will be settled in common stock upon vesting. 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.