Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Shoals Technologies Group, Inc.SHLS · Entity 4879 | President | June 01, 2026 | June 02, 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 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 273,800 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Tax withholding · Disposed 8,630 · Balance 273,800 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. |
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.
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 01, 2026 Filed Jun 2, 2026 20:06 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 8,630 | $12.18 | $105,113.40 |
DisclosureSEC source: 0001831651-26-000091 · wk-form4_1780430789.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,800 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 |
| March 04, 2026 Filed Mar 6, 2026 21:11 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 23,206 | $6.14 | $142,484.84 |
DisclosureSEC source: 0001831651-26-000031 · wk-form4_1772831470.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,430 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 | 56,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-26-000014 · wk-form4_1771547560.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,636 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 |
| December 05, 2025 Filed Dec 5, 2025 23:55 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 2,450 | $7.85 | $19,232.50 |
DisclosureSEC source: 0001831651-25-000103 · wk-form4_1764978911.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,561 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.84 to $7.86, 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 aforementioned range. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 22:49 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 1,415 | $3.32 | $4,697.80 |
DisclosureSEC source: 0001831651-25-000039 · wk-form4_1743634149.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 252,011 F1 · shares: Represents 1,415 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 3,594 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 |
| March 10, 2025 Filed Mar 11, 2025 21:06 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 2,700 | $2.88 | $7,776.00 |
DisclosureSEC source: 0001831651-25-000029 · wk-form4_1741727194.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,426 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $2.87 to $2.90, 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 aforementioned range. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 23:14 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 5,800 | $3.07 | $17,806.00 |
DisclosureSEC source: 0001831651-25-000025 · wk-form4_1741302871.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,126 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $3.06 to $3.09. 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 aforementioned range. Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 23:21 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 130,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-25-000013 · wk-form4_1740439305.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 261,926 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, 2026, March 4, 2027, and March 4, 2028. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:20 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 5,450 | $4.08 | $22,236.00 |
DisclosureSEC source: 0001831651-25-000003 · wk-form4_1740093626.xml · nonDerivative · entry 2 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,207 F2 · acquired: This transaction represents the number of shares withheld to satisfy tax withholding liabilities upon the vesting of performance-based share units. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 23:20 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 12,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-25-000003 · wk-form4_1740093626.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,657 F1 · acquired: Represents vesting of performance-based share units (PSUs) earned pursuant to the terms of an award of PSUs granted to the reporting person on April 18, 2022, following certification by the Compensation Committee of the Board of Directors on February 18, 2025 of achievement against performance criteria established under the award. Each PSU entitles the reporting person to receive one share of the Issuer's common stock. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 21:25 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 1,310 | $4.65 | $6,091.50 |
DisclosureSEC source: 0001831651-24-000134 · wk-form4_1733520328.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,451 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $4.65 to $4.66, 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 aforementioned range. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 18:02 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 2,110 | $6.34 | $13,377.40 |
DisclosureSEC source: 0001831651-24-000113 · wk-form4_1726682547.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,761 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $6.32 to $6.34, 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 herein. Read SEC document |
| July 08, 2024 Filed Jul 9, 2024 20:36 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 32,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000072 · wk-form4_1720557355.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,871 F1 · shares: Represents a retention grant of restricted stock units, which vests 66 2/3% on July 8, 2026, and 33 1/3% on July 8, 2027, subject to the Reporting Persons continued service to the Issuer through the applicable vesting date. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:11 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | Tax withholdingClass A Common Stock | 1,415 | $11.18 | $15,819.70 |
DisclosureSEC source: 0001831651-24-000032 · wk-form4_1712088672.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,976 F1 · shares: Represents 1,415 RSUs that have been withheld by the Issuer to satisfy its income tax withholding and remittance obligations in connection with vesting of 3,594 RSUs and does not represent a sale by the Reporting Person. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 20:37 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 2,750 | $13.04 | $35,860.00 |
DisclosureSEC source: 0001831651-24-000026 · wk-form4_1710189410.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,391 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.02 to $13.05, 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 herein. Read SEC document |
| February 27, 2024 Filed Feb 28, 2024 22:33 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 38,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-24-000019 · wk-form4_1709159564.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,141 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, 2025, March 4, 2026, and March 4, 2027. Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 21:29 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 2,500 | $14.15 | $35,375.00 |
DisclosureSEC source: 0001831651-23-000097 · wk-form4_1701898134.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,154 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $14.12 to $14.22, 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 herein. Read SEC document |
| September 14, 2023 Filed Sep 14, 2023 22:00 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 1,975 | $21.66 | $42,778.50 |
DisclosureSEC source: 0001831651-23-000079 · wk-form4_1694728842.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,654 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.59 to $21.74, 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 herein. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 22:46 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 1,415 | $22.79 | $32,247.85 |
DisclosureSEC source: 0001831651-23-000034 · wf-form4_168073477181716.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,629 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 22:17 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 3,575 | $19.73 | $70,534.75 |
DisclosureSEC source: 0001831651-23-000029 · wf-form4_167900502923834.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,044 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. Read SEC document |
| March 15, 2023 Filed Apr 5, 2023 00:16 UTC Amendment | Shoals Technologies Group, Inc. SHLS · Entity 4879 | SaleClass A Common Stock | 3,575 | $21.12 | $75,504.00 |
DisclosureSEC source: 0001831651-23-000032 · wf-form4a_168065375420712.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,044 F1 · shares: Mandatory sale to cover applicable tax withholding obligations realized upon vesting of restricted stock units. F2 · price: This Form 4 is being amended to reflect an adjustment to the sales price received in connection with the reported sales to cover taxes as reflected in the prior Form 4 filed on March 16, 2023 (the "Prior Form 4"). The broker experienced a delay in processing such sales and has made the reporting person whole through an adjustment in the credited sales price which was reflected as $19.73 in the Prior Form 4. Read SEC document |
| January 18, 2023 Filed Jan 21, 2023 00:33 UTC | Shoals Technologies Group, Inc. SHLS · Entity 4879 | GrantClass A Common Stock | 18,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001831651-23-000007 · wf-form4_167426116743853.xml · nonDerivative · entry 1 TOLNAR JEFFERY · CIK 0001958364 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,619 F1 · shares: The reported securities are restricted stock units ("RSUs") that each represent a right to receive one share of the Issuer's Class A Common Stock. The reported RSUs will vest in three equal installments on each of the first three anniversaries of December 4, 2022 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.