Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Zeo Energy Corp.ZEO · Entity 7703 | Director · Chief Executive Officer · 10% owner | December 31, 2025 | March 10, 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.
Zeo Energy Corp.
Report date December 31, 2025 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 812,545 |
Reported balance
After 2024-03-14 transaction · row 1
1 source rowRow 1 · 2024-03-14 · Grant · Acquired 50,000 · Balance 812,545 |
| Class V Common StockSEC Table I · non-derivative | IndirectSee Footnote | 8,110,410 |
Reported balance
After 2024-03-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-03-14 · Grant · Acquired 10,460,410 · Balance 8,110,410 F1: Comprises shares of Class V Common Stock of the Issuer held of record by LCB Trust and Sun Managers, LLC, for which the Reporting Person serves as trustee and manager, respectively, and may, therefore, be deemed to be the beneficial owner of shares held by such entities. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class V Common StockSEC Table I · non-derivative | IndirectSee Footnote | 8,110,410 |
Reported balance
After 2025-02-12 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-02-12 · Conversion · Disposed 750,000 · Balance 8,110,410 F2: Comprises shares of Class V Common Stock being converted into Class A Common Stock. |
| Class V Common StockSEC Table I · non-derivative | IndirectSee Footnote | 8,110,410 |
Reported balance
After 2025-02-12 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-02-12 · Conversion · Disposed 1,500,000 · Balance 8,110,410 F2: Comprises shares of Class V Common Stock being converted into Class A Common Stock. |
| Class V Common StockSEC Table I · non-derivative | IndirectSee Footnote | 8,110,410 |
Reported balance
After 2025-11-06 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2025-11-06 · Conversion · Disposed 100,000 · Balance 8,110,410 F2: Comprises shares of Class V Common Stock being converted into Class A Common Stock. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 812,545 |
Reported balance
After 2025-02-12 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-02-12 · Conversion · Acquired 750,000 · Balance 812,545 F3: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by LCB Trust, for which the Reporting Person serves as trustee, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 812,545 |
Reported balance
After 2025-02-12 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2025-02-12 · Conversion · Acquired 1,500,000 · Balance 812,545 F4: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by Sun Managers, LLC, for which the Reporting Person serves as manager, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 812,545 |
Reported balance
After 2025-03-31 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2025-03-31 · Conversion · Disposed 813,955 · Balance 812,545 F5: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 812,545 |
Reported balance
After 2025-08-04 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2025-08-04 · Conversion · Disposed 350,000 · Balance 812,545 F5: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 812,545 |
Reported balance
After 2025-08-13 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2025-08-13 · Conversion · Disposed 168,500 · Balance 812,545 F5: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 812,545 |
Reported balance
After 2025-11-02 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2025-11-02 · Conversion · Acquired 100,000 · Balance 812,545 F4: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by Sun Managers, LLC, for which the Reporting Person serves as manager, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 812,545 |
Reported balance
After 2025-11-06 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2025-11-06 · Conversion · Disposed 255,000 · Balance 812,545 F5: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Comprises shares of Class V Common Stock of the Issuer held of record by LCB Trust and Sun Managers, LLC, for which the Reporting Person serves as trustee and manager, respectively, and may, therefore, be deemed to be the beneficial owner of shares held by such entities. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F2: Comprises shares of Class V Common Stock being converted into Class A Common Stock.
F3: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by LCB Trust, for which the Reporting Person serves as trustee, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F4: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by Sun Managers, LLC, for which the Reporting Person serves as manager, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein.
F5: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC.
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 |
|---|---|---|---|---|---|---|
| November 06, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 255,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 12 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 812,545 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. F5 · ownership.nature: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. Read SEC document |
| November 06, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass V Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 10 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 8,110,410 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 · ownership.nature: Comprises shares of Class V Common Stock being converted into Class A Common Stock. Read SEC document |
| November 02, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 11 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 812,545 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. F4 · ownership.nature: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by Sun Managers, LLC, for which the Reporting Person serves as manager, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 13, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 168,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 9 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 812,545 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. F5 · ownership.nature: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. Read SEC document |
| August 04, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 8 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 812,545 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. F5 · ownership.nature: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. Read SEC document |
| March 31, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 813,955 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 7 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 812,545 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. F5 · ownership.nature: Comprises shares of Class A Common Stock transferred from Sun Managers, LLC. Read SEC document |
| February 12, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 6 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 812,545 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. F4 · ownership.nature: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by Sun Managers, LLC, for which the Reporting Person serves as manager, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 12, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass V Common Stock | 1,500,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 5 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 8,110,410 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 · ownership.nature: Comprises shares of Class V Common Stock being converted into Class A Common Stock. Read SEC document |
| February 12, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass A Common Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 4 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 812,545 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 · ownership.nature: Comprises shares of Class A Common Stock acquired in connection with the conversion of Class V Common Stock held by LCB Trust, for which the Reporting Person serves as trustee, and may, therefore, be deemed to be the beneficial owner of shares held by such entity. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| February 12, 2025 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | ConversionClass V Common Stock | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 3 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 8,110,410 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 · ownership.nature: Comprises shares of Class V Common Stock being converted into Class A Common Stock. Read SEC document |
| March 14, 2024 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | GrantClass V Common Stock | 10,460,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 2 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 8,110,410 F1 · ownership.nature: Comprises shares of Class V Common Stock of the Issuer held of record by LCB Trust and Sun Managers, LLC, for which the Reporting Person serves as trustee and manager, respectively, and may, therefore, be deemed to be the beneficial owner of shares held by such entities. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| March 14, 2024 Filed Mar 10, 2026 20:15 UTC | Zeo Energy Corp. ZEO · Entity 7703 | GrantClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-025704 · ownership.xml · nonDerivative · entry 1 BRIDGEWATER TIMOTHY A · CIK 0001281253 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 812,545 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.