Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Enphase Energy, Inc.ENPH · Entity 3957 | EVP, Chief Financial Officer | March 10, 2026 | March 12, 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 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 90,335 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Tax withholding · Disposed 1,322 · Balance 90,335 F1: Represents shares withheld by the Issuer to satisfy the tax withholding obligation associated with the vesting of a portion of the restricted stock units granted on February 15, 2022 under the Issuer's 2021 Equity Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 1 | 25,000 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 25,000 F2: Represents shares previously owned directly by the reporting person that were contributed to grantor retained annuity trust ("GRAT 1"). |
| Common StockSEC Table I · non-derivative | IndirectBy GRAT 2 | 25,000 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 25,000 F3: Represents shares previously owned directly by the reporting person that were contributed to grantor retained annuity trust ("GRAT 2"). |
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 a portion of the restricted stock units granted on February 15, 2022 under the Issuer's 2021 Equity Incentive Plan.
F2: Represents shares previously owned directly by the reporting person that were contributed to grantor retained annuity trust ("GRAT 1").
F3: Represents shares previously owned directly by the reporting person that were contributed to grantor retained annuity trust ("GRAT 2").
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 |
|---|---|---|---|---|---|---|
| April 14, 2020 Filed Apr 16, 2020 23:14 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantRestricted Stock Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000060 · wf-form4_158707885628122.xml · derivative · entry 3 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires not disclosed F4 · security: Grant is of performance-based restricted stock units issued pursuant to the 2011 Equity Incentive Plan. F5 · derivative.exercise_date: Performance shares are eligible to vest on March 1, 2021 based upon the 15-day trailing volume weighted average price per share of Enphase stock as of December 31, 2020 ("VWAP"), as follows: no vesting if VWAP is less than $25.51; a percentage of the total performance shares equal to 2.45* (VWAP-$25.51); or 200% if VWAP is greater than $50.00. F5 · derivative.expiration_date: Performance shares are eligible to vest on March 1, 2021 based upon the 15-day trailing volume weighted average price per share of Enphase stock as of December 31, 2020 ("VWAP"), as follows: no vesting if VWAP is less than $25.51; a percentage of the total performance shares equal to 2.45* (VWAP-$25.51); or 200% if VWAP is greater than $50.00. Read SEC document |
| April 14, 2020 Filed Apr 16, 2020 23:14 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000060 · wf-form4_158707885628122.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,862 F1 · kind: Grant is of restricted stock units issued pursuant to the 2011 Equity Incentive Plan. F2 · shares: The restricted stock units will vest as follows: 50% on March 1, 2021 and 50% on March 1, 2022, subject to the reporting person remaining an employee in good standing in the same or a similar role on such vesting dates. Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 21:27 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Tax withholdingCommon Stock | 20,581 | $36.13 | $743,591.53 |
DisclosureSEC source: 0001463101-20-000044 · wf-form4_158560361291991.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,862 F1 · shares: Represents shares withheld by the Company to satisfy the tax withholding obligation associated with the vesting of RSUs previously reported on March 28, 2019 and PSUs previously reported on February 4, 2020. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 01:25 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 8,000 | $58.58 | $468,644.80 |
DisclosureSEC source: 0001463101-20-000022 · wf-form4_158259392977402.xml · nonDerivative · entry 2 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,443 F2 · price: All shares sold at an exact price. No breakdown of individual prices is necessary. Read SEC document |
| February 20, 2020 Filed Feb 25, 2020 01:25 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 10,000 | $58.17 | $581,663.00 |
DisclosureSEC source: 0001463101-20-000022 · wf-form4_158259392977402.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,443 F1 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $58.16 to $58.2302. 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 |
| January 31, 2020 Filed Feb 5, 2020 00:40 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionRestricted Stock Units · Derivative | 13,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000004 · wf-form4_158086323285337.xml · derivative · entry 5 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 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 00:40 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionRestricted Stock Units · Derivative | 13,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000004 · wf-form4_158086323285337.xml · derivative · entry 4 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 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 00:40 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 13,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000004 · wf-form4_158086323285337.xml · nonDerivative · entry 3 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,443 F3 · 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. F3 · 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 00:40 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionCommon Stock | 13,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000004 · wf-form4_158086323285337.xml · nonDerivative · entry 2 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,943 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 00:40 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | ConversionCommon Stock | 13,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-20-000004 · wf-form4_158086323285337.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,443 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. F2 · balance_after: Includes 1,686 shares purchased through the Enphase Energy 2011 Employee Stock Purchase Plan on November 15, 2019. Read SEC document |
| November 04, 2019 Filed Nov 6, 2019 00:03 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 2,600 | $18.90 | $49,141.56 |
DisclosureSEC source: 0001463101-19-000158 · wf-form4_157299860813447.xml · nonDerivative · entry 3 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,257 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 June 7, 2019. F4 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $18.69 to $19.04. 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 04, 2019 Filed Nov 6, 2019 00:03 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 7,400 | $18.32 | $135,542.84 |
DisclosureSEC source: 0001463101-19-000158 · wf-form4_157299860813447.xml · nonDerivative · entry 2 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,857 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 June 7, 2019. F3 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $17.69 to $18.655. 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 01, 2019 Filed Nov 6, 2019 00:03 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | SaleCommon Stock | 10,000 | $19.07 | $190,695.00 |
DisclosureSEC source: 0001463101-19-000158 · wf-form4_157299860813447.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,257 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 June 7, 2019. F2 · price: Represents a weighted average sales price per share. These shares were sold in multiple transactions at prices ranging from $18.88 to $19.43. 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 15, 2019 Filed Oct 17, 2019 23:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Exercise / conversionRestricted Stock Units · Derivative | 37,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000144 · wf-form4_157135554707974.xml · derivative · entry 5 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,000 shares Expires 2019-10-15 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. F2 · security: Performance Stock Units with specific performance targets identified by the CFO and VP HRto be accomplished during the first 12 months of continued employment. F3 · derivative.exercise_date: The PSUs vested in accordance with the 2018 Enphase Energy Performance Accelerated Restricted Stock Program, with specific performance targets identified by the CFO and VP HR to be accomplished during the first 12 months of continued employment. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 23:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantRestricted Stock Units · Derivative | 37,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000144 · wf-form4_157135554707974.xml · derivative · entry 4 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,000 Underlying: Common Stock · 37,000 shares Expires 2019-10-15 F2 · security: Performance Stock Units with specific performance targets identified by the CFO and VP HRto be accomplished during the first 12 months of continued employment. F3 · derivative.exercise_date: The PSUs vested in accordance with the 2018 Enphase Energy Performance Accelerated Restricted Stock Program, with specific performance targets identified by the CFO and VP HR to be accomplished during the first 12 months of continued employment. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 23:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Tax withholdingCommon Stock | 12,968 | $24.14 | $313,047.52 |
DisclosureSEC source: 0001463101-19-000144 · wf-form4_157135554707974.xml · nonDerivative · entry 3 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,257 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) granted on October 25, 2018. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 23:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Tax withholdingCommon Stock | 17,775 | $24.14 | $429,088.50 |
DisclosureSEC source: 0001463101-19-000144 · wf-form4_157135554707974.xml · nonDerivative · entry 2 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,225 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) granted on October 25, 2018. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 23:39 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | Exercise / conversionCommon Stock | 37,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000144 · wf-form4_157135554707974.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,000 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. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 00:13 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantRestricted Stock Units · Derivative | 13,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000050 · wf-form4_155381836620693.xml · derivative · entry 3 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Underlying: Common Stock · 13,500 shares Expires 2020-03-26 F2 · security: Issued pursuant to the 2011 Equity Incentive Plan. F4 · security: Grant is of performance-based restricted stock units. F6 · derivative.exercise_date: Performance shares are eligible to vest on March 26, 2020, based upon the 15-day trailing volume weighted average price per share of Enphase stock as of December 31, 2019 ("VWAP"), as follows: no vesting if VWAP is less than or equal to $5.22; 0% to 200% vesting, calculated linearly, if VWAP is between $5.22 and $12.78. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 00:13 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantRestricted Stock Units · Derivative | 13,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000050 · wf-form4_155381836620693.xml · derivative · entry 2 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 Underlying: Common Stock · 13,500 shares Expires 2020-03-26 F2 · security: Issued pursuant to the 2011 Equity Incentive Plan. F4 · security: Grant is of performance-based restricted stock units. F5 · derivative.exercise_date: Performance shares are eligible to vest on March 26, 2020, based upon achievement of 2019 annual CEO company goals measured for the year ended December 31, 2019, as follows: no vesting if 2019 CEO company goals achieved are less than 65% of total goals; 50% vesting if at least 65% but less than 80% of goals are achieved; 100% if at least 80% but less than 100% of goals are achieved; and 150% vesting if 100% or more of goals are achieved. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 00:13 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000050 · wf-form4_155381836620693.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,000 F1 · security: Grant is of restricted stock units. F2 · security: Issued pursuant to the 2011 Equity Incentive Plan. F3 · shares: The RSUs will vest as follows: 50% on March 26, 2020 and 50% on March 26, 2021, subject to the reporting person remaining an employee in good standing in the same or a similar role on such vesting dates. Read SEC document |
| October 25, 2018 Filed Mar 15, 2019 20:15 UTC | Enphase Energy, Inc. ENPH · Entity 3957 | GrantRestricted Stock Units | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001463101-19-000035 · wf-form4_155268091265588.xml · nonDerivative · entry 1 Yang Mandy · CIK 0001645551 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 F1 · shares: The RSUs will vest as follows: (a) 25% of the shares (rounded down to the nearest whole share) shall vest on the Initial Vesting Date of the 15th of the month one year following hiring date and (b) thereafter 12.5% of the shares (rounded down to the nearest whole share, except for the last vesting installment) shall vest and become exercisable on each six-month anniversary of the Initial Vesting Date, provided that the grantee remains in Continuous Service (as defined in the Plan) from the Date of Grant through each such 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.